Advisory & Consulting

Advisory Support for Business Decisions

Our advisory services extend to business, financial, tax and regulatory matters beyond routine compliance.

The firm assists founders, promoters, management teams and boards in evaluating decisions relating to business structuring, governance, transactions, risk, growth and long-term planning, based on applicable facts, records and legal requirements.

Our advisory services extend to business, financial, tax and regulatory matters beyond routine compliance.

Strategic Advisory Beyond Routine Compliance

Our advisory services extend beyond routine compliance and statutory filings to support founders, promoters, business owners and boards in evaluating important business, financial, tax and regulatory decisions.

Advisory engagements are approached through structured analysis, documentation and applicable professional standards. The firm's 6S engagement framework supports a consistent method for understanding facts, evaluating options, documenting advice and assisting with implementation within the agreed scope of engagement.

The objective is to provide practical, well-documented and legally considered advisory support, based on applicable facts, records and regulatory requirements.

Facts-First Analysis

Each engagement begins with structured review of business facts, records, regulatory context and commercial objectives before options are evaluated.

Documented Advisory

Advice is supported by working papers, written summaries and documented reasoning suitable for board review, investor diligence or future proceedings.

6S Engagement Framework

Scan, Study, Strategize, Structure, Support and Sustain — a consistent method for understanding facts, documenting advice and assisting implementation.

Seven Advisory Practice Areas

Each practice area is handled by qualified professionals with relevant experience in tax, regulatory, compliance and business advisory matters. The descriptions below provide an overview of the firm's service areas.

Startup Advisory

Advisory support for startups and founders in relation to entity selection, incorporation support, shareholder structuring, DPIIT recognition, ESOP-related advisory, early-stage governance and compliance processes.

Entity incorporationDPIIT / angel taxESOP advisory
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MSME Advisory

Advisory support for Micro, Small and Medium Enterprises in relation to Udyam registration, MSME benefit review, bank finance documentation, government tender compliance, MIS support and finance structuring.

Udyam registrationBank financeTender compliance
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Succession & Will Planning

Succession and estate planning support for business families, HNIs and promoters, including will-related documentation support, family arrangement review, family trust structuring, HUF-related advisory and business succession planning, in coordination with legal counsel where required.

Will-related documentationFamily trust structuresHUF advisorySuccession planning
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Corporate Compliance & Structuring

Corporate advisory support covering entity restructuring, MCA / ROC compliance, board governance, secretarial compliance coordination, CSR advisory under Section 135 and regulatory interface with SEBI, RBI and MCA, where applicable.

ROC / MCA complianceMergers and demergersCSR advisoryBoard governance
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Labour Law Compliance Advisory

Advisory and compliance support in relation to India's labour law framework, including Labour Codes, PF / ESI compliance, POSH compliance support, contract labour compliance, standing orders and employment documentation review, in coordination with legal counsel where required.

PF / ESI compliancePOSH supportLabour CodesEmployment documentation
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NRI Advisory

Advisory support for Non-Resident Indians, foreign nationals and overseas entities with Indian tax, FEMA, banking, property or investment matters. Services may include FEMA review, NRO / NRE account advisory, property transactions, DTAA analysis, income-tax return filing and repatriation documentation support.

FEMA reviewNRO / NRE advisoryDTAA analysisNRI return filing
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Contract Review & Documentation Support

Professional support in reviewing and summarising commercial documentation such as shareholder agreements, MoUs, vendor contracts, lease deeds, service agreements, NDAs and employment-related documents from tax, accounting, commercial and compliance perspectives, in coordination with legal counsel where required.

Agreement reviewCommercial documentationCompliance perspectiveLegal coordination
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Next Step

Ready to Begin an Advisory Engagement?

Tell us about your transaction, expansion, or restructuring—we will scope an advisory path that fits your timeline and risk profile.

Advisory Perspectives from Our Practice

Our team shares research-backed, ICAI-aligned insights on key advisory themes to help clients and professionals stay informed.

Startup advisory

Private Limited vs LLP: Choosing the Right Structure for Your Startup in 2025

Entity selection is one of the most consequential early decisions a founder makes. We examine tax treatment, compliance burden, funding compatibility, and exit considerations for both structures — with specific reference to DPIIT recognition eligibility and Angel Tax implications under Section 56(2)(viib).

Startup · Taxation · ComplianceRead article

MSME advisory

Udyam Re-registration and the MSME Classification Trap: What Owners Must Know

The revised MSME classification thresholds under the MSMED Act and Ministry notifications have created compliance risks for businesses hovering near the boundary. This article explains reclassification triggers, benefit cessation timelines, and strategies to maintain category continuity without compromising growth.

MSME · Government SchemesRead article

MSME advisory

MSMED Act & the 45-Day Payment Rule: How to Enforce Your Right to Timely Payment

A legal, tax, and enforcement guide for MSME suppliers on the mandatory 45-day payment rule, Section 43B(h) disallowance for buyers, compound interest under Section 16, and Samadhaan portal filing.

MSME · MSMED Act · TaxRead article

Succession planning

Why Business Families Need a Succession Plan Before They Think They Do

Most succession planning conversations begin after a crisis — a health event, a dispute, or a regulatory notice. We outline the components of a proactive succession framework: Will registration, family trust structuring, business continuity planning, and the role of a Family Constitution in resolving future disputes.

Succession · Estate PlanningRead article

Legal drafting

Shareholder Agreements for Indian Startups: Clauses That Protect Founders and Attract Investors

A poorly drafted Shareholder Agreement is a litigation waiting to happen. We examine the essential protective provisions — anti-dilution rights, drag-along and tag-along clauses, right of first refusal, vesting schedules, and dispute resolution mechanisms — that every startup should include before closing a funding round.

Legal Drafting · StartupsRead article

Corporate compliance

Related Party Transactions Under the Companies Act: Disclosure, Approval, and the Audit Committee's Role

Related Party Transactions remain one of the most closely scrutinised areas in corporate governance — by auditors, regulators, and minority shareholders alike. This article outlines the approval workflow, board and audit committee resolutions, disclosure obligations under Schedule V, and the common pitfalls that companies miss.

Companies Act · GovernanceRead article

Succession & will planning

HUF: Is It Still a Relevant Tax and Succession Planning Tool in 2025?

Hindu Undivided Families occupy a unique space in Indian tax and succession law — offering income-splitting advantages, distinct PAN and tax slab benefits, and a traditional vehicle for asset consolidation across generations. We analyse the contemporary relevance of HUF structures in light of recent judicial pronouncements and budget-level amendments.

HUF · Tax Planning · SuccessionRead article

Corporate compliance

CSR Under Section 135: Common Errors in Utilisation Certification and How to Avoid Them

Section 135 of the Companies Act, 2013 mandates not only CSR spending but rigorous documentation and third-party certification of fund utilisation. This article covers the independent practitioner's responsibilities, UDIN requirements, and the key disclosure obligations that companies — and their CA firms — must fulfil.

Corporate · CSR · Companies ActRead article

Labour law advisory

India's Four Labour Codes: Implementation Status, Compliance Gaps, and What Employers Must Prepare

The consolidation of 29 central labour laws into four Codes — Wages, Industrial Relations, Social Security, and Occupational Safety — represents the most significant overhaul of Indian labour legislation in decades. We map current state-level implementation and identify priority compliance areas for businesses of varying sizes.

Labour Laws · HR ComplianceRead article

Succession & will planning

Private Family Trusts in India: When They Work, When They Don't, and How to Structure Them Right

A legal, tax, and governance analysis of private family trusts — covering the Trusts Act framework, maximum marginal rate risk under Section 164(1), GAAR vulnerability, FEMA implications for NRI settlors and beneficiaries, trust deed drafting essentials, and three practical structuring scenarios.

Trusts · Estate Planning · Tax · GAAR · FEMARead article

NRI advisory

Rental Income from Indian Property: A Complete Compliance Guide for Non-Resident Indians

Income-tax computation under House Property head, 30% TDS default and the Lower Deduction Certificate (Form 128), NRO account as the mandatory destination for rent, FEMA repatriation, 18% GST on commercial leases, advance tax, ITR-2 deadlines, and four worked scenarios.

NRI · Rental Income · ITA 2025 · FEMA · GSTRead article

NRI advisory

Subsidiary, Liaison Office, or Branch Office: Choosing the Right India Entry Vehicle

A regulatory, tax, and strategic analysis for foreign companies evaluating commercial presence in India — FEMA, Companies Act, ITA 2025, master comparison of LO vs BO vs subsidiary, RBI Draft 2025 reforms, and four practical entry scenarios.

India Entry · FEMA · FDI · Corporate LawRead article

NRI advisory

The NRI's Guide to Property Transactions in India: FEMA, TDS, and Repatriation — All in One Place

Property purchase, rental, and sale transactions by Non-Resident Indians are governed by an interlocking web of FEMA regulations, Income Tax provisions, and RBI guidelines. This practical guide covers TDS applicability (Section 195), repatriation limits, DTAA relief opportunities, and documentation requirements for a clean, compliant transaction.

NRI · FEMA · PropertyRead article
Related Party Transactions Under the Companies Act: Disclosure, Approval, and the Audit Committee's Role

Related Party Transactions Under the Companies Act: Disclosure, Approval, and the Audit Committee's Role

Section 188 approval thresholds, audit committee review, Schedule V disclosure, and common governance failures in RPT compliance.

CSR Under Section 135: Common Errors in Utilisation Certification and How to Avoid Them

CSR Under Section 135: Common Errors in Utilisation Certification and How to Avoid Them

This article gives a practical look at how companies should manage CSR fund use, CFO certification, and reporting by implementing agencies.

Udyam Re-registration and the MSME Classification Trap: What Owners Must Know

Udyam Re-registration and the MSME Classification Trap: What Owners Must Know

Classification thresholds, re-registration triggers, benefit cessation timelines, and compliance alignment when turnover or investment crosses MSME boundaries.

MSMED Act & the 45-Day Payment Rule: How to Enforce Your Right to Timely Payment

MSMED Act & the 45-Day Payment Rule: How to Enforce Your Right to Timely Payment

A legal, tax, and enforcement framework for MSMEs, vendors, and buyers under the MSMED Act, 2006 and the Finance Act, 2023 amendment.

Private Limited vs LLP: Choosing the Right Structure for Your Startup in 2025

Private Limited vs LLP: Choosing the Right Structure for Your Startup in 2025

Tax treatment, compliance cadence, DPIIT recognition, Angel Tax under Section 56(2)(viib), ESOP eligibility, and investor readiness — a structured comparison for founders before incorporation.

Shareholder Agreements for Indian Startups: Clauses That Protect Founders and Attract Investors

Shareholder Agreements for Indian Startups: Clauses That Protect Founders and Attract Investors

Anti-dilution, drag-along and tag-along, ROFR, vesting, reserved matters, and dispute resolution — essential SHA provisions before your first institutional round.

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