See Beyond the Numbers.

Turn financial data into a clearer direction for your business.

Strengthen financial visibility, improve budgeting and forecasting, understand cash-flow requirements and support strategic decisions through structured planning and analysis.

• Base case
• Growth case
• Downside case

Illustrative financial model — not actual client data

At a glance

• 15capability areas
• 136listed activities
• 3transparent monthly plans
• 8advisory process steps

These figures describe the service structure only.

1. 01Growing without a plan
2. 02Cash-flow blind spots
3. 03Gut-feel decisions
4. 04Reports, but no insight

Growing without a plan

Targets exist, but the financial assumptions, resources and milestones behind them are not always clear.

Short-, medium- and long-term financial plans connected to business objectives and financial projections.

• Business financial planning8
• Budgeting and forecasting9
• Cash-flow planning and management9
• Financial modeling10
• Financial performance analysis9
• Working capital management9
• Profitability and cost analysis9
• Business financial health assessment9
• Strategic financial advisory8
• Business expansion financial planning9
• Capital budgeting and investment appraisal9
• Financial risk assessment9
• Management information system reporting9
• Startup financial planning10
• Outsourced financial planning & analysis10

What if the numbers change?

Explore how changing assumptions can influence a financial scenario. This illustrative model is for demonstration only and does not represent a forecast for your business.

Assumptions: starting cash index 100, monthly revenue 100 and monthly costs 85 in the baseline; revenue growth is reached gradually by month 12; collections are delayed by the chosen number of days. Index units, not rupees — this does not represent a forecast for your business.

1. 01Understanding Business Objectives
2. 02Financial Information Collection
3. 03Data Validation and Organization
4. 04Financial Analysis
5. 05Financial Modeling and Forecasting
6. 06Quality Assurance
7. 07Recommendations and Management Review
8. 08Monitoring and Continuous Support

Monitoring frequency and review meetings depend on the selected plan.

Compare every feature

Plan comparison from our published service packages. Anything not listed is confirmed in your engagement scope.

This service supports business financial planning and decision analysis. It is not personal investment advice.

What you receive

• Financial planning reports
• Budgets
• Cash-flow projections
• KPI summaries
• Documented advisory observations

Not included

• Accounting operations
• Regulated investment recommendations
• Fundraising execution
• Transaction advisory

• New client welcomeFree 20-minute discovery consultationOne per new client
• Annual commitment10% off eligible monthly retainers12-month agreement
• Startup advantage10% off selected Essential packagesBusinesses in their first two years
• Two-service bundle5% off combined monthly feesEligible, non-overlapping services
• Three-service bundle10% off combined monthly feesEligible, non-overlapping services
• Referral reward₹500 service creditAfter the referred client's first paid engagement

Offers do not stack. Eligibility, qualifying services, agreement duration and applicable conditions are confirmed in your proposal.

• StartupsRunway and early budgets
• ManufacturingCapacity expansion
• RetailSeasonal demand
• Wholesale DistributionInventory and working capital
• IT and SaaSRecurring revenue
• Healthcare
• HospitalitySeasonal demand
• Logistics
• ConstructionProject-based cash flow
• Real EstateProject-based cash flow
• E-Commerce
• Professional Services
• Educational Institutions
• Financial Services
• Multi-Location EnterprisesMulti-location budgeting

Illustrative planning themes — not separately included services or claims of sector experience.

Financial Planning & Advisory: Frequently Asked Questions

5 answers

• How much do Financial Planning & Advisory services cost?

  Our plans are Essential at ₹4,999/month, Growth at ₹11,999/month and Premium at ₹24,999/month, excluding GST and applicable government or third-party fees. Eligible offers may apply subject to the proposal and applicable conditions.

• Is this personal financial planning?

• What will I need to provide?

• How often do we meet?

• Do you build financial models?

• Business Finance ServicesFinancing readiness, cash-flow visibility and practical business finance support.From ₹5,999/project
• Budgeting & Financial ForecastingPlan with confidence using budgets, rolling forecasts and scenarios.
• Investment PlanningBusiness investment feasibility and capital allocation analysis — not personal investment advice.From ₹4,999/project

Your next decision deserves a clearer financial picture.

Book a free 20-minute discovery call. We'll understand your business objectives, discuss your financial planning requirements, recommend a suitable plan and confirm the scope in writing before work begins.

• Free 20-minute consultation
• No obligation to proceed
• Clear, practical next steps

Discuss Financial Planning & Advisory

Tell us where you are today. We'll recommend a suitable plan and confirm the scope in writing before any work begins — no obligation.

1. We review your requirement.
2. We get in touch to discuss the scope.
3. You receive a recommended plan and a written scope.

Please don't send passwords, bank details or confidential financial documents with this enquiry.