Services
Wealth Advisory
That Starts With a Number.
Know what the business is worth. Then grow it.
End-to-end wealth and advisory services shaped around each client's needs — from business and brand valuation to credit rating, wealth management and virtual CFO support. Each of these starts from the same question, asked in a different context: what is this actually worth, and what does that number need to withstand — an investor's diligence, a rating committee, a family's own long-term goals. We build the case rather than just producing the figure, so the number holds up under whoever is going to examine it.
Trusted by Businesses Across Gujarat
500+
Businesses
20+
Banks in the Consortium
Access the right capital.
At the right time.
Our Approach
What's
Included
4 ways this desk structures wealth management & advisory services, end to end.
End-to-end partnership
From strategy to execution, we stay with you at every step.
Business & Brand Valuation
A defensible number on the business and the brand — for fundraising, transactions or strategy. Built on the method the situation actually calls for — a valuation for a funding round and one for an internal ESOP exercise don't lean on the same assumptions, and using the wrong one undermines the number in front of whoever reviews it.
Credit Rating Advisory
Preparation and positioning that put your best case in front of the rating agencies. Rating agencies weigh financial discipline and disclosure quality as much as the numbers themselves, so the preparation work is as much about the presentation and supporting documentation as the underlying figures.
Wealth Management
Investment strategy, asset management and financial planning toward lasting financial security. Built around the client's actual time horizon and risk appetite, not a fixed model portfolio applied regardless of goals, and reviewed as circumstances change rather than set once and left alone.
Virtual CFO Services
Outsourced CFO capability for businesses that need senior financial judgement but not a senior hire. Covers the recurring work — reporting, cash flow discipline, lender and investor communication, budgeting — that a growing business needs handled consistently, not just assembled once at year-end for the auditor.
Who This Is For
Built for the situations that actually come up.
- Business owners who need a defensible valuation for a fundraise, a transaction, an ESOP exercise or an internal strategic decision.
- Companies preparing for a credit rating exercise and wanting their strongest financial and disclosure case in front of the agency.
- Individuals and families building or reviewing an investment and wealth plan around their actual goals and time horizon, not a template.
- Businesses that need senior financial judgement on a recurring basis — reporting, cash flow discipline, lender relationships — without committing to a full-time CFO hire.
How We Work
4 stages, start to close.
Assess
Understand what the number or the plan needs to withstand — an investor, a rating committee, a family's own goals.
Analyse
Build the valuation model, rating case or financial plan against the standard it will actually be tested against.
Position
Prepare the materials and the narrative that put the strongest defensible case forward.
Support
Stay engaged as the valuation, rating or plan is put to use, not just handed over.
Common Questions
- Is a formal valuation only needed when raising funds?
- No — a defensible valuation also matters for an ESOP exercise, a family settlement, an internal strategic decision, or simply understanding what the business is actually worth before deciding what to do next.
- What does "virtual CFO" actually cover?
- The recurring financial work a growing business needs — reporting, cash flow discipline, budgeting, lender and investor communication — handled by someone senior, on a schedule that fits the business rather than requiring a full-time hire.
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