Strategic Finance

Business Planning, Budgeting & Controlling


  • Crafting Long Term Financial / Business Strategy
  • Preparation of Long Range Vision / Outlook (5-7 years)
  • Preparation of Mid-Term Business Plans (2-5 years)
  • Preparation of Annual Budgets (1 year)
  • Preparation of Rolling Forecast (1-4 quarters)
  • Monitoring Actual numbers with the Forecast / Budget / Plans and Analysing the variances wherever needed, Recommending / Carrying out corrective actions

Financial Transformation


  • Conducting a Dip-stick Review or a Detailed Financial Health Check / Due Diligence
  • Recommending ways to improve the financial health of the group / entity
  • Drawing a Roadmap to Financial Fitness
  • Supporting, Hand-holding the Client while Walking the Roadmap
  • Capital Re-Structuring
  • Advising on the right sourcing of finances
  • Advising on Dividend / Capital Withdrawal Policy

Business Modelling


  • Supporting MNC Subsidiaries in suitably Modelling their business in India and
  • Ensuring Compliance with respect to Direct and Indirect Taxation;
  • Especially, the aspects of Transfer Pricing, Permanent Establishment, BEPS, Withholding Taxes etc.
  • While optimally managing the Cost, Risk and Control.

Accounting Policies & Procedures


  • Advising on the appropriate Accounting Policies
  • Drafting of Notes on Accounting Policies
  • Optimizing Transaction Accounting Processes
  • Documenting the Accounting SOPs (Standard Operating Procedures)
  • Preparation of Accounting Manual / Ready Reckoner for accounting staff

Partnering with the Stakeholders in Value Creation


  • Work in close collaboration with the stakeholders to set the right business / financial goals
  • Constantly look for strategic value creation
  • Support in Business Acquisition, Divestment and Turnaround Strategies
  • Critically evaluate the impact of (potential) management decisions on KPIs. Influence management decisions before they are taken
  • Monitor success or failure of a strategy through-out its life-cycle