Business finance
Director · Krishna Kaasyap
Finance and treasury, internal audit, standard operating procedures, management information systems, controls, and virtual Chief Financial Officer support.
Enter practicePrivate wealth
Director · Pradeep
Consolidated reporting, liquidity visibility, governance, continuity, and professional-adviser coordination for complex family wealth.
Enter practicePractice 01 / 02
Finance infrastructure for owner-led enterprises: reliable numbers, clear controls, and a management rhythm that supports better decisions.
Practice director
Krishna Kaasyap
Points 01–06
Cash, banking, liquidity, and financial reporting managed with clear controls and a current view of every obligation.
Cycle-by-cycle testing, written as observations with a responsible officer and due date against each.
Procedures written the way the work is actually done, in language the team can follow.
The monthly reporting set, review rhythm, and management information system behind it—concise and current.
A control matrix with named officers, separation of duties, and approval limits that hold in practice.
A partner in the room for pricing, working capital, lenders, and the board reporting set.
Finance, Treasury, and Compliances
Practice 02 / 02
One operating view across family, entities, advisers, assets, and obligations—built for high-net-worth and ultra-high-net-worth families.
Practice director
Pradeep
Point 07
Bring entity accounts, cash positions, commitments, liabilities, and adviser reports into one concise family view.
Map expected inflows, capital calls, tax dues, insurance, debt service, and major family outflows before they become urgent.
Maintain calendars, document controls, approval records, and professional-adviser coordination across family entities.
Establish reporting routines, approval authority, ownership records, and succession information that do not depend on one person.
Wealth Management & Family Office