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Financial Advisory

The financial
intelligence your
decisions deserve

Most founders make financial decisions with incomplete information and no strategic framework. We change that — embedding CFO-level thinking, investor-grade modeling and disciplined planning into businesses that are ready to grow seriously.

Book a Consultation Explore Services
5
Advisory Services
RIA+
Qualified Advisors
360°
Financial View
Our Services

Financial expertise that
drives decisions

01
Leadership
Virtual CFO Services
You need CFO-level thinking long before you can justify a full-time hire. We embed strategic financial leadership into your operations — giving boards and founders the reporting, governance and investor confidence they need to make big decisions.
MIS & Dashboard Reporting
Monthly management reports, KPI dashboards, and variance analysis so you always know where you stand.
Cash Flow Management
Rolling cash flow forecasts, working capital optimisation, and treasury management.
Fundraising & Investor Relations
Financial due diligence support, cap table management, data room prep, and term sheet advisory.
Governance & Controls
Financial policies, approval frameworks, and internal controls that scale with your team.
Cost Comparison
A full-time CFO in India costs ₹30–70L annually plus ESOPs and benefits. Our Virtual CFO retainer starts at a fraction of that — giving you the same strategic thinking without the fixed overhead.
02
Analytics
Financial Planning & Analysis
FP&A is the engine behind every smart business decision. We build the analytical frameworks, models, and processes that turn your raw financial data into forward-looking strategy.
Annual Budgeting
Zero-based and rolling budget frameworks, department-level planning, and board-level budget presentations.
  • Revenue and cost modelling
  • Department budget allocation
  • Board deck preparation
Forecasting & Scenario Planning
12-month rolling forecasts, bull/base/bear scenario analysis, and sensitivity testing.
  • Revenue driver modelling
  • Scenario & sensitivity analysis
  • Break-even analysis
Business Performance Review
Monthly actuals-vs-budget variance analysis with management commentary and action recommendations.
Unit Economics & KPIs
CAC, LTV, payback period, gross margin analysis, and cohort modelling for growth-stage businesses.
03
Valuation
Business Valuations
Whether you're raising a funding round, planning an acquisition, resolving a shareholder dispute, or complying with FEMA valuation requirements — our valuation reports are methodologically rigorous, regulation-compliant, and defensible.
DCF Valuation
Discounted cash flow analysis with explicit forecast periods, WACC derivation, and terminal value.
Comparable Company / Transaction
Market multiples analysis using comparable public companies and precedent M&A transactions.
Regulatory Valuations
FEMA / RBI-compliant valuations for FDI, share transfer to non-residents, and ODI.
  • Rule 11UA (Income Tax) valuations
  • FEMA / RBI valuation certificates
  • Startup DPIIT fair market value
M&A & Dispute Valuations
Pre-acquisition target valuations, purchase price allocation, and expert witness valuations for disputes.
04
Modelling
Financial Modeling
A well-built financial model is the single most persuasive document in any fundraise or acquisition conversation. We build investor-grade models that tell a compelling, credible story grounded in realistic assumptions.
Three-Statement Models
Integrated P&L, balance sheet, and cash flow statement models with full driver-based architecture.
Pitch Deck Financials
Investor-ready 5-year projections, funding need analysis, and use-of-funds breakdown for Series A, B, and beyond.
Project Finance Models
Infrastructure and real estate project models including debt sizing, DSCR, IRR, and equity return analysis.
LBO & M&A Models
Leveraged buyout models, accretion/dilution analysis, and synergy modelling for acquisition decisions.
05
Wealth
Investment Advisory
For business owners and high net-worth individuals, aligning personal wealth strategy with business performance is essential. Our investment advisory helps you build, diversify, and protect wealth alongside your business growth.
Portfolio Strategy
Asset allocation advisory across equity, debt, real estate, and alternative investments — aligned to your risk profile and goals.
Business Owner Planning
Managing the intersection of business cash flows, promoter dividends, and personal investment goals.
NRI Investment Advisory
FEMA-compliant investment structuring for NRIs investing in India — NRE/NRO, repatriation, and tax implications.
Retirement & Goal Planning
Long-term wealth accumulation plans for education, retirement, and inter-generational wealth transfer.
Who This Is For

Financial advisory for
every stage of growth

Startups & Scale-ups
Fundraising & investor-ready
Building a credible financial story for your next round — models, projections, and Virtual CFO support to navigate due diligence.
SMEs & Family Business
Professionalising your finances
Moving from gut-feel to data-driven decisions — budgeting frameworks, MIS reporting, and financial controls that scale.
HNI & Private Clients
Wealth strategy & planning
Aligning personal wealth, business equity, and investment portfolio into a coherent long-term strategy.
Foreign Businesses
India entry financial planning
Market entry financial modelling, entity structuring economics, and FEMA-compliant valuation for FDI.
M&A & Investors
Deal economics & due diligence
Target valuations, financial due diligence, deal models, and post-merger integration financial planning.
Project Developers
Project finance & feasibility
Infrastructure, real estate, and renewable energy project finance models with DSCR, IRR, and equity return analysis.
Our Approach

Rigorous. Transparent.
Actionable.

01
Understand
Deep-dive into your business model, goals, and financial position.
02
Scope
Agree on deliverables, timeline, and assumptions — before we begin.
03
Build
Construct models, reports, and strategies with precision.
04
Review
Walkthrough and stress-testing of all outputs with your team.
05
Ongoing
Retained advisory as your business evolves — always current.
Let's build your
financial strategy
Book a free 30-minute discovery call. No commitment required.
Book Free Consultation
Get in touch

Ready to take control of your
finances?

Book a free 30-minute consultation and let's design a wealth strategy built around your goals.

Call us
+91 80763 04979
Email
hello@counselandcapital.in
Office
Greater Kailash-2, New Delhi