Our Advisory Services

We've architected four integrated service pillars that work synergistically to revolutionise your corporate strategy, implement cutting-edge technology solutions, and create sustainable competitive advantages through sophisticated management practices.

Advisory Services

Strategic Corporate Guidance

We work with business leaders to develop strategies that help their companies grow effectively. Our services include corporate structuring, process improvement, and strategic planning tailored to each client's specific needs and market conditions.

Service Areas

Strategic Planning & Management Practices

AI-powered strategic frameworks, management system optimisation, process automation

Corporate Architecture & Restructuring

Entity structuring, M&A advisory, slump sales, corporate reorganisation

Investment Strategy & Capital Planning

Capital structure optimisation, equity strategies, sophisticated financial instruments

Technology Integration & Automation

Agentic AI implementation, deep tech solutions, management flow automation

Service Offerings

Strategic Management Systems

AI-powered workflow automation, process optimisation, management excellence frameworks

Agentic AI Implementation

Deep tech automation, intelligent process flows, management decision support systems

Governance & Compliance Excellence

Board governance, regulatory compliance, stakeholder management through our empanelled specialists

Process Streamlining & Integration

End-to-end process transformation, system integration, operational excellence

Corporate Services Excellence

Operational Transformation

We help companies improve their operations through better management systems and technology. Our services cover regulatory compliance, process automation, and governance structures that support efficient business operations.

Available exclusively to retainer clients and companies under our advisory services

Financial Services Advisory

NBFC, Cooperatives & Lending Expertise

We provide comprehensive advisory services to NBFCs, Cooperatives, and financial institutions, specialising in gold loans, retail lending, and microfinance sectors. Our expertise encompasses regulatory compliance, operational excellence, and strategic guidance across the entire lending ecosystem, with CBS implementation support as part of our broader advisory framework.

Specialisation Areas

Lending Specialisation

  • • Gold Loans Advisory & Implementation
  • • Retail Lending Strategies
  • • Microfinance Operations
  • • Personal & SME Lending
  • • Vehicle Financing Solutions

Institutional Advisory

  • • NBFC Regulatory Framework
  • • Cooperative Society Advisory
  • • RBI Compliance Excellence
  • • CBS Implementation Support
  • • Operational Risk Management

Service Portfolio

Investment Strategy & Advisory

Sophisticated portfolio advisory, strategic asset allocation guidance, market execution strategy

Capital Market Advisory Solutions

Corporate financing advisory, securities management guidance, capital structure optimisation strategies

Comprehensive Wealth & Risk Management

Holistic wealth preservation, insurance optimisation, risk mitigation strategies

Family Office & Retirement Solutions

Multi-generational planning, sophisticated retirement strategies, legacy management

Capital Markets Advisory Excellence

Investment Advisory Solutions

We provide capital markets advisory and investment guidance to corporate clients. Our services include investment strategy development, portfolio advisory, and wealth management planning tailored to each client's objectives and risk requirements.

Registered as Authorised Person for comprehensive financial services

International Expertise

Extending our expertise beyond India through strategic associates in key international jurisdictions.

Singapore

Corporate structuring and regulatory compliance for Singapore entities and cross-border transactions.

Middle East

Strategic advisory and corporate services for Middle Eastern business entities and investments.

USA Corporate Services

US corporate structuring including Delaware incorporation and nationwide corporate services through our trusted associates.

Discuss Your Requirements

Each business is unique. Let us understand your specific needs and recommend the most suitable services from our comprehensive portfolio.