Practice areas
All disciplines, one engagement.
Assessment & representation, valuation, transaction advisory, audit, secretarial compliance, business set-up, virtual CFO and drafting — delivered by the same integrated team, on the same timeline.
Assessment & Representation
CA + LawyerExpert representation before Income Tax and GST authorities — from the first scrutiny notice through departmental appeals, ITAT and High Court. We also handle NGO registrations (80G, 12A, FCRA) and Tax Residency Certificates for foreign entities.
- Income Tax scrutiny assessment, responses & demand proceedings
- GST audit, notice handling & departmental proceedings
- Search & survey: seizure handling, statement recording & post-survey compliance
- ITAT appeals and Income Tax High Court matters
- NGO registration: 80G, 12A, FCRA & CSR-1
- Tax Residency Certificates (TRCs) for foreign entities & NRIs
Valuation Services
Registered ValuerIBBI-Registered Valuers for Securities or Financial Assets (SFA). Legally valid valuation reports for every regulatory, transactional and taxation purpose — from startup equity rounds to IBC resolution proceedings.
- Startup equity & share valuation (FMV, DCF, CCA methods)
- ESOP & option pricing models
- Business enterprise valuation for M&A & fund-raise
- IBC: Resolution Applicant & liquidation valuations
- Intangible asset and brand valuation
Transaction Advisory
CA + CS + LawyerEnd-to-end M&A advisory from deal structuring through regulatory approvals. Our multi-disciplinary team covers legal, financial, secretarial and compliance dimensions under one mandate — so nothing falls through the cracks.
- M&A deal structuring, term sheets & Share Purchase Agreements
- SEBI Takeover Code compliance & open offer advisory
- Joint venture formation, partnership structuring & entry strategy
- IPO advisory & DRHP coordination
- Financial, legal & secretarial due diligence
Audit & Assurances
CARisk-based, governance-focused audits across statutory, tax, internal and forensic assignments. Big-4 methodology delivered at a partner-led engagement level — with cross-discipline support from our CS and legal teams.
- Statutory audit under Companies Act 2013
- Tax audit under Income-tax Act (Sec 44AB)
- Internal audit, process risk reviews & IFC assessment
- Forensic audit and fraud investigation
- Limited review and agreed-upon procedures
Secretarial Compliance & Corporate Governance
CSICSI-qualified Company Secretaries managing the full ROC, SEBI and RBI compliance lifecycle — board governance, annual filings, regulatory representation and secretarial audit for private, listed and cross-border entities.
- Annual filings, Board & General Meeting management
- ROC, RD, NCLT and MCA representation
- SEBI compliance for listed companies
- Secretarial audit (Sec 204) and compliance certificates
- NBFC compliance and RBI liaison
Business Set-up
CA + CS + LawyerFrom entity selection to operational compliance — incorporation, FEMA and tax registrations, and the full post-setup compliance calendar, across India, UAE, Singapore, Malaysia and the US.
- Private Ltd, LLP, OPC, Branch, WOS, JV structures
- ROC incorporation, MCA filings, PAN/TAN/GST registration
- FEMA & RBI compliance for inbound/outbound investments
- UAE (Mainland & Free Zone), Singapore, Malaysia, USA entity setup
- Post-incorporation compliance calendar
Virtual CFO
CAFractional CFO-level financial leadership embedded in your team — without the full-time cost. Backed by our in-house audit, tax, legal and secretarial bench for seamless execution.
- Financial planning, budgeting & cash flow management
- MIS reporting and board-level financial packs
- Investor reporting and fund-raise readiness
- Risk management and internal controls
- Tax planning and structuring advisory
Drafting Services
Lawyer + CSPrecision-drafted commercial agreements, corporate policies, compliance frameworks and regulatory submissions — by in-house lawyers and Company Secretaries with deep domain knowledge across transactions and governance.
- Shareholder, investment and partnership agreements
- Employment, services and vendor contracts
- Corporate policies (POSH, Vigil Mechanism, CSR)
- Due-diligence reports and legal memoranda
- Compliance frameworks and standard operating procedures
One-stop solution
Need an integrated scope across two or more disciplines?
Most of our mandates span multiple practice areas. Tell us what you're working on — we'll map the right disciplines and give you a single coordinated plan.
Book a free scoping call