Full Lifecycle Coverage
Thirty-seven services mapped to Build, Operate, Govern, Scale, and Exit — one relationship, one context window.
Day 0 → IPO
Trusted by 120+ Companies Across India
The Financial Backbone India's Next Generation Companies Are Built On.
[FIRM NAME] partners with founders from the first SPICe+ form to the listing bell — CA discipline, CFO thinking, and banker-grade capital work, under one roof in [CITY].
Join 120+ founders who trust us with their financial future.
Portfolio Overview Live
Valuation Unlocked₹42 Cr ↑
Compliance Score98% ↑
Tax Savings₹1.8 Cr ↑
120+
companies served
98%
client retention
🏆
CA Rank 1 Mentorship
Trusted by founders, startups & enterprises
[COMPANY 01][COMPANY 02][COMPANY 03][COMPANY 04][COMPANY 05][COMPANY 06][COMPANY 07][COMPANY 08][COMPANY 09][COMPANY 10][COMPANY 11][COMPANY 12][COMPANY 13][COMPANY 14][COMPANY 15]
[COMPANY 01][COMPANY 02][COMPANY 03][COMPANY 04][COMPANY 05][COMPANY 06][COMPANY 07][COMPANY 08][COMPANY 09][COMPANY 10][COMPANY 11][COMPANY 12][COMPANY 13][COMPANY 14][COMPANY 15]
01 — THE JOURNEY
Every company has a lifecycle.
All Build services
All Operate services
All Govern services
All Scale services
All Exit services
Every company has a lifecycle.
We're there for every chapter.
Most firms specialise in a filing. We specialise in the arc — from first share to public markets — so you never re-explain your business to a new advisor.
Build the legal and equity foundation
Incorporate cleanly, split equity fairly, and lock in DPIIT / GST so Day 1 does not become Year 3 cleanup.
Incorporation
Company & LLP setup with ROC-ready docs.
Startup India
DPIIT recognition and incentive mapping.
Founders' Agreement
Vesting, roles, and deadlock mechanics.
GST
Registration and a filing cadence that scales.
- ✓ Name & structure locked
- ✓ SPICe+ / FiLLiP filed
- PAN, TAN, GST in motion
- ○ Bank account + share certificates
- ○ Founders' vesting executed
Operate with books investors can trust
Monthly close, payroll, TDS, and tax planning — so the board pack is a by-product, not a fire drill.
Bookkeeping
Accrual books, not a shoebox of invoices.
Payroll
PF, ESI, and payslips without leakage.
Financial statements
Schedule III packs your banker will accept.
Tax planning
Decisions before 31 March, not after.
- ✓ Chart of accounts designed
- ✓ Month 1 close complete
- TDS + GST calendar live
- ○ MIS dashboard for founders
- ○ Advance tax estimate locked
Govern like a company that will be diligence-ready
Audits, ROC, budgets, and certifications that keep regulators, lenders, and future buyers aligned.
Statutory audit
Opinion quality, not checkbox theatre.
ROC compliance
AOC-4, MGT-7, and event-based filings.
Budgeting
Board-grade forecasts tied to unit economics.
International tax
PE, DTAA, and cross-border substance.
- ✓ Audit plan agreed
- ✓ Materiality & samples set
- Management letter in draft
- ○ ROC annual cycle mapped
- ○ Board minutes templated
Scale capital, equity, and the story investors buy
Valuation, ESOPs, models, diligence, and debt — the work that turns a good business into a funded one.
Valuation
409A-style discipline for Indian law.
Fundraising
Data room, model, and process design.
M&A advisory
Buy-side and sell-side financial work.
ESOPs
Pool, trust, and tax that employees understand.
- ✓ Historicals recast
- ✓ Model v1 in data room
- Investor Q&A tracker live
- ○ Term sheet mechanics reviewed
- ○ Closing checklist owner named
Exit with public-market hygiene
Pre-IPO restructuring, DRHP numbers, pricing coordination, and the IR machine after listing.
Pre-IPO
Group structure, related parties, restatements.
DRHP
Financial drafting that survives SEBI comments.
IPO pricing
Bridge between model and book-building.
Post-IPO
Results calendar and investor-grade packs.
- ✓ Restatement policy agreed
- ✓ Related-party map complete
- DRHP numbers in review
- ○ Comfort letter calendar
- ○ Post-listing IR runbook
02 — PROOF
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Companies Served
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Capital Deployed
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Services Offered
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Client Retention
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Years of Excellence
02 — WHY US
We think like a CFO.
We think like a CFO.
We file like a CA.
We scale like a banker.
CA + Finance Intelligence
ICAI craft plus models, valuation, and capital process. The filing is never the product — the decision quality is.
Led by [CA NAME]Founder-First Philosophy
We speak runway, dilution, and unit economics — then translate that into forms, audits, and board minutes.
Plain language
03 — SERVICES
Every service your company needs. One firm that delivers all of them.
04 — CLIENTS
Founders who trusted us with their most critical decisions.
★★★★★
“They treated our cap table like a product, not a PDF. The raise closed with zero cleanup surprises.”
★★★★★
“The first CA firm that could sit in a product review and still own the tax audit.”
★★★★★
“Pre-IPO restatements that our merchant banker did not send back. That is rare.”
★★★★★
“ESOPs our engineers finally understood — and a 409A-grade valuation the board signed in one sitting.”
[COMPANY][COMPANY][COMPANY][COMPANY][COMPANY][COMPANY]
About
Not your grandfather's CA firm.
[FIRM NAME] was built by [CA NAME] in [YEAR FOUNDED] for operators who needed Big-4 rigour without the theatre. We file, we model, we sit in the room when the term sheet arrives.
Meet the firm
ICAI Member
DPIIT Registered
Big-4 Alumni
NBFC Expertise
CA Final AIR Top 10
120+ Clients
05 — INSIGHTS
Equity
Tax
Capital
Intelligence for operators, not textbooks.
View all insights →How Indian founders should think about ESOPs before Series A
Pool size, vesting, and 56(2)(viib) — without the folklore.
Seven GST mistakes that show up in diligence
The issues buyers price in — and how to close them this quarter.
Unit economics before the raise, not after the model
What investors actually underwrite when they say “path to profit.”
🎯 Limited availability — Currently accepting 5 new clients
Ready to build a company that lasts generations?
A free 30-minute consultation with a practising CA. No pitch deck required.
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