Overview
What is Financial Consultancy?
Financial Consultancy involves expert advisory on all aspects of a business's financial health — from budgeting and cash flow management to investment decisions, fundraising, and strategic financial planning. A financial consultant acts as a trusted advisor helping businesses make informed financial decisions.
Tax Gyani's financial consultancy team includes CAs, MBAs, and CFAs with experience in banking, private equity, venture capital, and corporate finance. We work with startups raising their first round as well as mid-size businesses planning IPOs or acquisitions.
Expert Tip
Our CA team evaluates your specific business needs, state regulations, and long-term goals to recommend the most suitable option — saving you time and costly mistakes. Book a free 30-minute consultation before you apply.
Benefits
Key Benefits of Financial Consultancy Services
Here are the most important advantages you unlock by completing this registration with Tax Gyani's expert assistance.
CFO-Level Strategy
Get strategic financial guidance that growing businesses typically can't afford.
Fundraising Expertise
Prepare for investor conversations with models, decks, and valuation reports.
Cash Flow Mastery
Optimize working capital, reduce cash burn, and improve financial runway.
Investor Relations
We help you communicate financial performance clearly to stakeholders.
Risk Management
Identify financial risks early and implement mitigation strategies.
M&A Advisory
Expert guidance through mergers, acquisitions, and business restructuring.
Documents Required
Documents Required for Financial Consultancy Services
Keep these documents ready to ensure a smooth and fast registration process. Our team will guide you through each requirement.
Last 2–3 years audited financial statements
P&L statement and balance sheet
Bank statements (last 12 months)
Business plan (if available)
Cap table (for funded startups)
Tax returns for last 2 years
Loan agreements and repayment schedules
Any existing investor agreements
Document Support
Not sure if your documents qualify? Share them with us and our experts will verify eligibility before you apply — completely free of charge.
Registration Process
Step-by-Step Process
Our streamlined process ensures minimal effort from your side. We handle all paperwork, filings, and follow-ups.
1
Initial Consultation
Free 30-minute discovery call to understand your financial goals and challenges.
30 min
2
Financial Health Assessment
We review your P&L, balance sheet, cash flows, and key ratios to diagnose strengths and gaps.
2–3 days
3
Strategy & Roadmap
Customized financial strategy prepared — including projections, optimization plan, and milestones.
3–5 days
4
Implementation Support
We assist in implementing the plan: investor outreach, lender negotiations, restructuring.
Ongoing
5
Monitoring & Review
Monthly/quarterly review calls to track financial performance against targets.
Monthly
Compliance
Post-Registration Compliance
After your registration is complete, here are the ongoing compliance requirements you need to be aware of to stay legally compliant.
Post-Registration Compliance Checklist
- Monthly financial MIS reporting
- Quarterly board-level financial review
- Annual budget vs actuals analysis
- Working capital cycle optimization
- Debt covenant compliance monitoring
- FEMA/RBI reporting for foreign investment
- SEBI compliance for listed company investments
FAQs
Frequently Asked Questions
Everything you need to know before applying for Financial Consultancy Services.
What is a Virtual CFO service?
A Virtual CFO is a fractional Chief Financial Officer — an experienced CA or finance professional who acts as your CFO on a part-time or retainer basis. You get CFO-level strategic guidance at a fraction of the cost of hiring a full-time CFO.
How can financial consulting help a startup raise funding?
We help startups by preparing: investor-ready financial models, pitch decks with financial slides, funding documentation, valuation reports, and term sheet review. We also facilitate introductions to angel investors and VC networks.
What is a business valuation and when is it needed?
Business valuation determines the current economic worth of your business. It is needed for: fundraising (equity issuance), M&A transactions, ESOP implementation, partnership buy-outs, regulatory compliance (FEMA valuation), and litigation support.
Can you help with bank loan documentation?
Yes. We prepare comprehensive CMA (Credit Monitoring Analysis) reports, financial projections, project reports, and DSCR analysis that banks require for term loans, working capital limits, and project financing.
What industries do you serve?
We serve startups, IT/software companies, manufacturing businesses, healthcare providers, real estate developers, trading firms, e-commerce businesses, NGOs, and any business needing expert financial guidance.