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Growth On Demand

Virtual CFO Services

  • Identify key metrics of the company
  • Enabling compliance for Tax, Income Tax, GST and MCA.
  • Preparing dashboards on the basis of metrics
  • Investor relationships and Growth capital
  • Handling Direct and Indirect tax litigations

Ideal for you if:

Your business is scaling quickly, financial complexity is increasing and the cost of a full-time CFO is too high
Require credible financial leadership to increase investor confidence.
Need actionable strategies to manage working capital, costs, or pricing
Timely and accurate MIS, forecasts, and dashboards are needed.
Financial controls, compliance, or reporting systems are weak or nonexistent.

CFO Dashboard Snapshot

Example KPI tiles (customized per client)

Weekly review

Cash Balance

₹ 18.4L

as of today

Runway

6.2 mo

cash runway

Collections Due

₹ 42.0L

next 30 days

Payables Due

₹ 28.5L

next 30 days

EBITDA Margin

16.8%

trailing 3 mo

Finance Cost

1.4%/mo

effective

Budget vs Actual vs Forecast

Variance visibility for faster decisions

+18% vs Budget

Budget

Actual

Forecast

Deliverables typically include: MIS pack, cashflow forecast, variance analysis, compliance calendar, and decision memos.

Investment Banking

  • Pre-investment / project feasibility analysis
  • Investor relations & lender communication
  • End-to-end loan execution: term sheet → DD → disbursement
  • Post-disbursement reporting, covenant & drawdown support
  • Reduce weighted average borrowing cost through structuring

Ideal for you if:

Tired of coordinating legal, valuation, and meetings across multiple bankers and teams
Need the right lender fit (banks/NBFC/funds) for your project stage and asset type
Working on tight timelines to secure approvals and meet project cashflow milestones
Want clarity on pricing, covenants, security terms, and disbursement conditions before committing

Borrowing Cost Optimization

Structure + negotiation to reduce average cost of funds

Example impact

Before

12.5%

After

10.8%

Typical levers: lender mix, tranche structuring, security package, covenants, drawdown planning.

End-to-End Execution

From lender conversations to post-disbursement support

1

Investor Relations

Lender targeting + pitch pack

2

Term Sheet

Pricing + covenants negotiation

3

Due Diligence

Legal, tech, financial DD

4

Disbursement

Conditions precedent + drawdowns

5

Post-disbursement

Reporting + compliance + renewals

Transaction Advisory Services

  • Pre Investment Audit
  • US and UAE entry for Indian companies
  • Drafting private shareholder agreements
  • Providing Independent opinion to the board and shareholders
  • Structuring of private and public trusts
UAE

Transaction Advisory

India • UAE • USA

USA
Pre-Investment Audit

Pre-Investment Audit

Comprehensive due diligence

US and UAE Entry

US and UAE Entry

Market entry for Indian firms

Drafting Agreements

Drafting Agreements

Private investment agreements

Independent Opinion

Independent Opinion

Board advisory services

Trust Structuring

Trust Structuring

Private and public trusts

Process Re-engineering

  • Define existing business processes along with user's and employee's pain points.
  • Provide expert guidance on choosing the most suitable software or ERP, including best practices for implementation.
  • Design and define optimized processes for the new software or ERP system.
  • Execute a strategic and phased implementation plan, ensuring smooth integration, data sanctity and user adoption.

Ideal for you if:

Shifting from manual processes to ERP or ERP migration
Resistance to change from existing employees
Automation of key manual tasks like employee payroll
Consolidation of financials
Re-assessment of operational costs

As-Is → To-Be Process Blueprint

Visual delivery format your team can follow

Consulting output

1) Capture Current Process

Map workflow + roles + handoffs

2) Pain Points & Bottlenecks

Cycle time, rework, leakages

3) To-Be Process Design

Optimized workflow + approvals

4) ERP / Tool Fitment

Choose system + configure modules

5) Implementation & Adoption

Phased rollout + training

Deliverables: Process maps, SOPs, RACI, control checklist, ERP fitment notes, rollout plan.

ERP Migration & Implementation

  • Migrate customers, vendors, chart of accounts, and opening balances into ERP
  • Set up and stabilize day-to-day financial transactions
  • Establish month-end closing process for timely and reliable MIS
  • Support parallel run and cutover to avoid business disruption
  • Train finance teams on posting discipline and controls

Ideal for you if:

You want to validate the decision of moving to an new software or integrating multiple softwares.
You want to from legacy systems to ERP with clean reporting and controls.
You are looking for a one stop solution for change management, ERP identification and data migration
You are concerned about data loss and integrity before migration to new software
You need proper bank, vendor, and customer reconciliations before and after migration.

Migration & Reconciliation

The checklist we use to make books “closing-ready”

Chart of Accounts mapping

Verified

Old ledgers → ERP ledgers

Opening balances

Verified

TB/ledger-wise opening upload + signoff

Masters cleanup

Verified

Customers/vendors/items standardization

Bank migration

Verified

Statement import + bank reconciliation

Receivables/Payables

Verified

Invoice aging + outstanding validation

Cutover controls

Verified

Parallel run + rollback plan

Deliverables: Mapping sheet, Migration templates, Reconciliation statements, Sign-off notes.

Software Consulting & Customisation

  • Assess business processes and define clear software and ERP requirements
  • Evaluate and recommend the right software and
  • Implement and customize ERP / software solutions
  • Enable compliance, controls, and reporting within the system

Ideal for you if:

Your business processes are not fitting well into off-the-shelf software or ERP products
You are implementing a new ERP or core software and need it aligned to actual ground-level workflows
Multiple tools are being used today and you want a single, integrated system
Manual work, Excel dependency, or duplicate data entry is slowing operations
Compliance, approvals, or audit trails are difficult to manage in current systems
Existing software needs enhancements, automation, or integrations with accounting, CRM, or third-party systems

What We Customize / Build

Practical modules that improve speed, control, and visibility

Workflow Automation

Approvals, rules, and alerts

Dashboards & MIS

KPIs, drilldowns, exports

Integrations

Tally / CRM / Payment / SMS

Roles & Access

Permissioning + audit trail

Forms & Validation

Error-proof data entry

Data Migration

Import + cleanup + reconciliation

Delivery & Support

Clear checkpoints so you always know what’s done and what’s next

Build

01

Sprints with demos

UAT

02

Test cases + sign-off

Deploy

03

Go-live + support

Typical outputs: sprint plan, demo links, UAT checklist, deployment plan, and post go-live support.

Wealth Advisory

  • First step is identifying the goals for which you are saving or building capital
  • Identify and define your Risk appetite
  • Independently scoring your portfolio
  • Invest in assets which we ourselves would invest without skipping a beat
  • We do all the leg work and so you can have all your answers.

Goal & Risk Alignment

Clarity before capital allocation

BeforeAfter
60/100→Improved significantly

Risk Calibration

  • • Volatility control
  • • Concentration risk
  • • Liquidity planning
  • • Asset mix correction

Risk Appetite

Appetite: Moderate
Portfolio: High→ Within limits
Score: 7.4→5.2

Advisory Execution Flow

1
Goal Discovery
2
Risk Profiling
3
Portfolio Scoring
4
Conviction
5
Periodic Review

Digital Tools & Platforms

Our digital tools and platforms are being thoughtfully built to enhance decision-making, improve transparency, and simplify how investors and advisors interact with structured investment opportunities. Each solution is designed with a strong focus on data integrity, usability, and long-term scalability.

Modern CRM Tool icon
InProgress

Modern CRM Tool

A centralized CRM designed to manage relationships, track engagement history, and streamline communication across sales, advisory, and operations teams.

Location Analyser icon
InProgress

Location Analyser

An intelligent location analysis engine that evaluates micro-markets using pricing trends, infrastructure growth, and demand signals to support informed real estate investment decisions.

Investment Portfolio Dashboard icon
InProgress

Investment Portfolio Dashboard

A unified dashboard providing real-time visibility into investments, cash flows, returns, and asset performance, enabling investors to monitor and manage their portfolio with clarity.

Real Estate Price Dashboard icon
InProgress

Real Estate Price Dashboard

A data-driven pricing dashboard offering historical price movements, comparative analysis, and market insights to assist in accurate property valuation and timing decisions.

Additional Services

Explore our other interactive dashboards and analytics tools

InProgress
Investment Portfolio Assessment icon

Investment Portfolio Assessment

A structured assessment framework that evaluates portfolio allocation, risk exposure, diversification, and performance alignment against defined investment objectives.

InProgress
Chennai Real Estate Prices icon

Chennai Real Estate Prices

An analytical dashboard providing market-level pricing trends, historical comparisons, and demand indicators to support informed evaluation and timing decisions.

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