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Investment Planning That Helps Businesses Evaluate Opportunities With Greater Clarity
Explore investment requirements, compare financial scenarios, assess capital-allocation priorities and evaluate potential outcomes through structured investment planning and analysis.
Book a Free 20-Minute Consultation See Plans & Pricing Projects starting from ₹4,999Excluding GST. Final pricing depends on project scope.
NPV — net present value
IRR — internal rate of return
Payback period
Illustrative values — not client results or expected returns
At a glance
15capability areas
120listed activities
3transparent plans
8process steps
The right opportunity is not always the obvious one
The right opportunity is not always the obvious one.
Investment decisions compete for capital, depend on uncertain assumptions and can create long-term consequences. Structured analysis helps businesses understand the financial case before committing resources.
01Too many options
02Will it pay back?
03Hidden risk
04Approved, then forgotten
Too many options
The challenge
Several projects, purchases or expansion opportunities compete for the same available capital.
How we help
Capital-allocation analysis across alternatives, using agreed criteria and available financial information.
The Investment Opportunity Comparator
Three opportunities. One capital decision.
Compare illustrative investment opportunities by initial capital requirement, estimated cash flows, NPV, IRR and payback period. Change the assumptions to explore how the financial case responds.
Initial investment Paid at the start (year 0). Discount rate12% An illustrative modelling assumption — choose it for the purpose of the analysis. Analysis period5 years Reset example ASteady Cash Flow BGradual Growth CDelayed Payback Annual cash flows for Opportunity A — Steady Cash Flow (illustrative, editable) Year 1 Year 2 Year 3 Year 4 Year 5
Comparison under the selected assumptions (illustrative)
Opportunity
NPV
IRR
Simple payback
Opportunity A — Steady Cash Flow
−₹62,758
9.4%
3.8 years
Opportunity B — Gradual Growth
−₹1,93,021
5.1%
4.5 years
Opportunity C — Delayed Payback
−₹2,05,421
5.9%
4.5 years
Under the selected assumptions, Opportunity A has an estimated NPV of −₹62,758 over 5 years using a 12% discount rate — negative under these assumptions. Its simple payback period is 3.8 years. These outputs are sensitive to the timing and size of future cash flows.
This is an illustrative business-investment analysis tool, not personalised investment advice. Results depend on user-entered assumptions and simplified calculation methods. Actual outcomes may differ materially. Timing convention: the initial investment is at year 0 and each annual cash flow at the end of its year. No metric on its own decides whether to invest.
Discuss My Investment Planning Requirement Capabilities
A complete framework for evaluating business investments.
Explore 15 capability areas and 120 listed activities covering investment strategy, capital allocation, feasibility, modelling, risk, sensitivity analysis and performance monitoring. The capability catalogue describes the broader service offering; activities in your engagement depend on the selected plan and written scope.
Corporate investment planning8
Capital allocation analysis8
Investment feasibility analysis8
Investment cash-flow modeling8
Investment risk assessment8
Investment scenario planning8
Investment sensitivity analysis8
Capital expenditure investment planning8
Business expansion investment analysis8
Investment return modeling8
Investment horizon and liquidity planning8
Startup investment planning support8
Project investment appraisal8
Investment performance monitoring frameworks8
Outsourced investment analysis support8
Capability 01 · 8 activities
Corporate investment planning
The investment question, structured before the numbers.
Corporate investment objectives
Capital requirements
Cash-flow considerations
Investment horizons
Financial assumptions
Investment alternatives
Risk considerations
Management reporting
Discuss Corporate investment planning 8-step process
From investment question to structured appraisal.
Every engagement follows a disciplined process, from defining the objective to documenting assumptions and establishing an appropriate monitoring framework.
1Understanding Investment Objectives
2Financial Data Collection
3Data Validation
4Investment Requirement Assessment
5Investment Financial Modeling
6Risk and Quality Review
7Management Review
8Performance Monitoring Framework
Understanding Investment Objectives
Clarify the investment question, business goals, decision criteria and expected deliverables.
Ongoing monitoring is not included in every project-priced plan.
Plans & pricing
Choose the level of appraisal your decision requires.
Select the plan that fits the complexity of your investment question, cash-flow model, risk assessment and scenario requirements. All prices are in Indian rupees and exclude GST, government fees and third-party fees.
Essential₹4,999 Growth₹14,999 Premium₹34,999
Essential
Small investment decisions
/project + applicable GST
Investment objective review
Capital requirement estimate
Cash-flow model — basic
NPV/IRR/payback calculations
Show all 6 Choose Essential
Growth
Most popular
SME investment projects
/project + applicable GST
Investment objective review
Capital requirement estimate
Cash-flow model — detailed
NPV/IRR/payback calculations
Show all 6 Choose Growth
Premium
Complex expansion projects
/project + applicable GST
Investment objective review
Capital requirement estimate
Cash-flow model — detailed
NPV/IRR/payback calculations
Show all 6 Choose Premium ₹4,999Essential ₹14,999Growth ₹34,999Premium
Compare every feature
Essential Growth Premium
Investment Planning: plan comparison
Feature
Essential
Growth
Premium
Price
₹4,999/project
₹14,999/project
₹34,999/project
Investment objective review
Included
Included
Included
Capital requirement estimate
Included
Included
Included
Cash-flow model
Basic
Detailed
Detailed
NPV/IRR/payback calculations
Included
Included
Included
Investment risk assessment
Basic
Detailed
Comprehensive
Scenario analysis
2 scenarios
3 scenarios
Up to 5 scenarios
Sensitivity analysis
—Not included
Included
Included
Liquidity assessment
—Not included
Included
Included
Investment appraisal report
Summary
Detailed
Comprehensive
Consultation meetings
1
2
4
Support period
15 days
30 days
60 days
Plan comparison from our published service packages. Anything not listed is confirmed in your engagement scope.
The final scope and deliverables are confirmed in writing before work begins. No investment outcome is guaranteed.
Scope
Clear calculations. Documented assumptions. Defined scope.
What you receive
Investment appraisal report
Financial calculations
Scenario comparison
Documented assumptions
Deliverables depend on the selected plan and agreed engagement scope.
Not included
Personalized securities recommendations
Portfolio management
Investment product distribution
Guaranteed returns
Investment Planning is intended to support business investment evaluation and capital-allocation decisions. It is not personalised securities or portfolio advice, portfolio management or investment-product distribution. Financial calculations are based on agreed assumptions and do not guarantee future results.
Commercial offers
A straightforward way to begin.
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.
Who we support
Investment planning that reflects how your business operates.
Investment requirements vary with business models, asset needs, operating cycles, expansion plans and capital constraints. Our analysis is scoped around the specific business question.
Startups
ManufacturingEquipment investment
RetailInventory requirements
Wholesale Distribution
IT and SaaSTechnology investment
Healthcare
HospitalityNew locations
LogisticsExpansion capacity
ConstructionProject-based capital needs
Real EstateProperty and facilities
E-Commerce
Professional Services
Educational Businesses
Financial Services
Multi-Location Enterprises
FAQ
Investment Planning: five important questions.
5 answers
Expand all Collapse all Discuss My Investment Planning RequirementTalk to a Specialist
How much do Investment Planning services cost?
Investment Planning plans are Essential at ₹4,999/project, Growth at ₹14,999/project and Premium at ₹34,999/project, excluding GST, government fees and third-party fees. The plans differ in the depth of modelling and risk assessment, and in the number of scenarios included. A free 20-minute discovery consultation is available to new clients. Offers are subject to eligibility.
Is this personal or portfolio investment advice?
Which metrics do you use?
What information is needed?
Can you monitor investments after approval?
Related services
Connect investment appraisal with the wider financial picture.
Give your next investment decision a clearer financial foundation.
Book a free 20-minute discovery call. We'll understand the investment question, recommend an appropriate level of analysis and confirm the scope in writing before work begins.
Free 20-minute consultation
No obligation
Clear, practical next steps
Book My Free Call Let's talk Free 20-minute consultation
Discuss Investment Planning
Tell us where you are today. We'll recommend a suitable plan and confirm the scope in writing before any work begins — no obligation.
We review your requirement.
We get in touch to discuss the scope.
You receive a recommended plan and a written scope.
Please don't share bank details, personal portfolio holdings, securities accounts or sensitive attachments here.
Which Investment Planning plan interests you?Step 1 of 3 — Plan Download PDF
Take the Investment Planning brochure with you
Business investment feasibility and capital allocation analysis. What is included, how we work, the quality checks we run and answers to common questions, in one branded PDF.
Download the service brochure Quality process PDF Read the quality process You'll be asked for your details for each download.