Finance & treasury management
Cash, banking, liquidity, and financial reporting managed with clear controls and a current view of every obligation.
For owner-led businesses and families
VidyaaranyaCatalysts LLPFinance and treasury management, internal audit, standard operating procedures (SOPs), controls, operating systems, virtual Chief Financial Officer (CFO) support, and private wealth-office coordination—delivered by a partner, at your scale.
What we do
Cash, banking, liquidity, and financial reporting managed with clear controls and a current view of every obligation.
Cycle-by-cycle testing, written up as observations with an owner and a date against each.
Procedures written the way the work is actually done, in language the floor can follow.
The monthly pack, the review cadence, and the dashboard behind it—ten minutes to read.
A control matrix with named owners, separation of duties, and approval limits that hold.
A partner in the room for pricing, working capital, lenders, and the board pack.
Consolidated reporting, liquidity visibility, governance, and adviser coordination for complex family wealth.
How we work
Every engagement begins with a written diagnostic and ends with a system the client's own team runs.
Follow the transaction, speak to the people, and name the gap plainly.
Put the owner, date, approval, and exception beside every important step.
Leave behind a close calendar, control matrix, and monthly pack the team owns.
Wealth management & family office
Built for high-net-worth individuals (HNIs), ultra-high-net-worth individuals (Ultra-HNIs), and family offices that need financial information organised before decisions are made.
We make the finance office dependable: one view, defined responsibilities, documented decisions, and timely coordination with each professional adviser.
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 the family’s entities.
Establish reporting routines, approval authority, ownership records, and succession information that do not depend on one person.
Who we work with
The point where the founder can no longer be the finance function, and a real close calendar has to exist.
Stock, purchase, and receivables—where the money leaks, and where controls earn their keep fastest.
Clinics and firms where billing, collections, and staffing all run through one busy principal.
High-net-worth and ultra-high-net-worth families that need disciplined coordination across entities, advisers, assets, and obligations.