Chapter 01 · The Firm

Finance.Compliance.Growth.

Chartered Accountants helping startups, SMEs and growing businesses with accounting, taxation, audits, SOPs, internal controls and Virtual CFO services — with Big-Four rigor delivered as your dedicated finance partner.

Financial advisory
Founder
Pankaj Talan · CA
SRCC
Alumni · Delhi
10+ Yrs
Corporate Finance
10
Service Verticals
100%
Advisory-Led
Compliance-firstAdvisory-ledMulti-entity expertiseBig-Four rigorBoutique attention
Compliance-firstAdvisory-ledMulti-entity expertiseBig-Four rigorBoutique attention
Compliance-firstAdvisory-ledMulti-entity expertiseBig-Four rigorBoutique attention
Compliance-firstAdvisory-ledMulti-entity expertiseBig-Four rigorBoutique attention
Compliance-firstAdvisory-ledMulti-entity expertiseBig-Four rigorBoutique attention
Compliance-firstAdvisory-ledMulti-entity expertiseBig-Four rigorBoutique attention
Chapter 02

Our
manifesto.

Five beliefs that shape how we approach every client engagement.

01Finance should enable growth, not create complexity.
02Strong processes reduce business risk.
03Compliance should be proactive, not reactive.
04Decisions must be backed by accurate financial data.
05Every growing business deserves CFO-level guidance.
Advisory meeting
Chapter 04 · Founder

Big-Four rigor,
boutique attention.

I am Pankaj Talan — a Chartered Accountant and SRCC graduate with experience across corporate finance, financial reporting, internal controls, audit coordination and business process consulting. I have worked with one of the world's leading investment management firms where accuracy, strong controls and high-quality reporting were non-negotiable.

Today I help startups, SMEs and family businesses build finance functions that go beyond compliance.

Chapter 05 · Outcomes

Anonymized, but honest.

All Case Studies
Case · 01
₹25 L

GST Mismatch Recovered

Reconciled 24 months of ITC across 6 GSTINs; recovered blocked credit and closed departmental audit without demand.

Case · 02
78%

SOPs Cut Errors 78%

Designed finance + purchase SOPs with RACI and approval matrix. Month-close errors down from 32 to 7 items per cycle.

Case · 03
₹40 L

Internal Audit ROI

Revenue leakage identified in vendor billing + duplicate payments. Fully recovered within two quarters.

Case · 04
+3.8%

MIS-Driven Margin Lift

Weekly product-level margin MIS surfaced two loss-making SKUs. Repricing and phase-out lifted blended EBITDA.

Case · 05
₹22 Cr

Fund-Raise Data Room

Built financial model, QoE and DD data room. Founder closed Series A term sheet in 11 weeks.

Case · 06
4 → 1

Family Group Restructuring

Consolidated four family entities into a clean holding structure. Reduced compliance load and estate risk.

Chapter 06 · Reach

Industries
we know.

From manufacturing shopfloors to SaaS boardrooms — a decade of working across sectors sharpens the advice.

SECTOR · 01

Manufacturing

Costing, working capital, plant audits.

SECTOR · 02

Retail & E-commerce

GST on marketplaces, unit economics, cash cycles.

SECTOR · 03

Healthcare

Compliance for clinics, hospitals, diagnostic chains.

SECTOR · 04

Education & Schools

Trust structures, fee accounting, 12A/80G.

SECTOR · 05

Technology & SaaS

Revenue recognition, ESOP, cross-border.

SECTOR · 06

Hospitality

GST composition, TDS, revenue leakage.

SECTOR · 07

Construction & Real Estate

Project accounting, RERA, capital gains.

SECTOR · 08

Logistics & Transport

GST on transport, TDS 194C, fuel controls.

SECTOR · 09

Professionals

Presumptive taxation, ITR-3, small teams.

SECTOR · 10

NGOs & Trusts

12A, 80G, FCRA reporting.

SECTOR · 11

Import & Export

IEC, LUT, GST refunds, transfer pricing.

SECTOR · 12

Family Businesses

HUF structures, succession, group restructuring.

Chapter 07 · Voices

What clients say
when the room is quiet.

"Pankaj rebuilt our finance function in 90 days. Our board pack is finally something I'm proud of."

— Founder · SaaS Startup, Bengaluru

"The GST reconciliation alone recovered ₹18 lakhs of stuck ITC. We knew our previous CA was missing things."

— Managing Director · Trading House, Delhi

"Big Four polish, boutique attention. That's the honest description."

— CFO · D2C Brand, Mumbai

"SOPs finally moved from a folder no one opened to how the team actually operates."

— COO · Manufacturing SME, Faridabad
Chapter 08 · Begin

Ready to make finance
a growth asset?

A free 30-minute call. No slides, no jargon. Just a look at your books, your process, and what's actually holding you back.