AC
Aditya Chopra
Founder, Series-C SaaS · Bengaluru
Google
Their ESOP + cap-table restructuring saved us ₹3.4 cr in perquisite tax across our 40 ESOP holders. Partner-led throughout.
Verified Client
Strategic advisory for founders, HNIs, family offices & growth businesses — tax, CFO, M&A, FEMA and beyond.
Senior Chartered Accountants only. Zero-junior-work guarantee. Every engagement is scoped, priced upfront, and led by a partner with 10+ years of specialist experience.
Per engagement · Written opinion · Partner-signed
If any of these describe your business, this service is either mandatory or strongly recommended.
ESOP structuring, cap-table optimisation, SAFE / CCPS advisory, DPIIT + 80-IAC positioning, angel-tax planning and fundraise structuring.
Multi-entity structuring, holding company setup, group taxation, working-capital optimisation, and Virtual CFO retainers.
Personal tax planning, capital-gain optimisation, HUF creation, real-estate transactions, gift planning and estate structuring.
Succession planning, family trust structures, wealth-preservation strategy, family constitution, next-gen governance and philanthropic vehicles (Section 8).
DTAA planning, FEMA compliance, LRS / ODI, foreign asset disclosure, RNOR planning and return-to-India tax structuring.
Tax due diligence, deal structuring (slump sale / share purchase), Section 47/50B/50C planning, warranty & indemnity design.
Transfer pricing, SVB proceedings, DGFT scheme advisory (RoDTEP / MEIS), inventory valuation strategy and inter-branch pricing.
AIF / VCF structuring, GIFT City setup, investor-taxation optimisation, exit planning and capital-account convertibility.
Keep these handy — most clients complete document sharing in under 10 minutes. Upload securely on WhatsApp or via our dashboard.
Every document is stored on encrypted servers, accessible only to your assigned CA.
A modern, fully digital workflow — no office visits, no paperwork chaos.
Send us a brief on WhatsApp or email. We respond within 4 working hours confirming scope, timeline, indicative fee and sign an NDA before you share confidential material.
60-minute call with a senior CA + relevant specialist (M&A / FEMA / CFO / tax). We understand the business, the objective and the constraints — no assumptions.
You receive a fixed-scope, fixed-fee proposal — engagement letter, deliverables, timeline and confidentiality. No hidden hourly billing.
Partner-led research with citation to Act, Rules, circulars, CBDT/CBIC clarifications and case law. Nothing goes out without partner sign-off.
Written opinion / memo delivered on the promised date. Debrief call to walk through logic. One follow-up call bundled within 30 days at no additional cost.
We help sellers, freelancers and D2C brands register GST for the marketplaces they invoice on.
Brand names shown are for illustration of businesses commonly served — no official partnership implied.
A premium experience usually reserved for big firms — at startup-friendly pricing.
From D2C founders in Bengaluru to consultants in Chennai — we deliver ca advisory services with CA supervision across 28 states and 8 UTs.
Every advisory engagement is scoped, researched and signed off by a partner with 10+ years in the domain — never by juniors or interns.
Every recommendation is backed by Act references, Rules, circulars and case law — usable in tax proceedings and board packs.
Engagement letters detail scope and fee upfront. No hourly billing, no surprise invoices, no scope creep.
Tax, FEMA, TP, M&A, valuations, ESOP, VCF, GIFT City, family office, personal wealth — coordinated view instead of siloed advice.
Once engaged, you have direct WhatsApp/call access to the partner — no gatekeepers or account managers between you and expertise.
We happily review prior advice from other firms — often uncovering opportunities missed or risks under-flagged. Confidential and no-judgment.
Complex engagements (M&A, transfer pricing, family trusts) are custom-quoted upfront. No hourly surprises.
A senior-CA-authored, plain-English guide to when you need advisory, what to expect, how to scope it, and how it differs from routine compliance.
CA Advisory is strategic, forward-looking counsel from a Chartered Accountant on a specific business or personal decision — a fundraise, a divestment, a family succession plan, an ESOP grant, a cross-border payment, a tax notice with strategic implications. Compliance is routine, backward-looking record-keeping and filing (returns, audits, ROC forms).
Every business needs both — but the mistake most founders make is treating advisory as an afterthought bundled into cheap compliance retainers. Great advisory pays for itself many times over. A ₹4,999 engagement can save ₹40 lakh in tax, prevent a ₹4 cr FEMA penalty, or unlock a term sheet.
Optimal entity structure (Pvt Ltd vs LLP vs OPC), Section 115BAA opt-in, R&D deduction, MAT credit, dividend policy, capex timing — decisions taken before FY-end save materially.
Regime choice, HUF creation, capital-gain harvesting (LTCG exemption via 54/54F/54EC), 80C/80D/80G optimisation, gift structuring, home-loan interest planning.
LTCG on shares (10% > ₹1L), STCG (15%), real-estate (20% with indexation vs 12.5% without), Section 54/54F reinvestment planning, bond investment (54EC).
Structuring income to minimise 15%/25%/37% surcharge triggers, deferring or accelerating income across FY-boundaries, spouse tax-planning within legal boundaries.
Virtual CFO is a fractional CFO retainer — a qualified CA with CFO experience handling monthly MIS, cash-flow forecasting, budgeting, fundraise support, banker/investor negotiations and KPI-driven leadership. Typical retainer: ₹25k–₹1.5L/mo depending on scope. Fits businesses ₹5–50 cr revenue that need CFO-grade decisions but can't justify a full-time hire.
| Scope | Frequency | Time Commitment |
|---|---|---|
| Monthly MIS + review call | Monthly | 8-12 hrs/mo |
| Cash-flow forecasting | Weekly refresh | included |
| Board pack + investor updates | Quarterly | included |
| Fundraise / debt support | As needed | additional scope |
| Banker + investor meetings | As needed | included in retainer |
| Annual budgeting + planning | Once yearly | 16-24 hrs |
Structuring payments (royalty, FTS, dividend) to take advantage of favourable treaties (Singapore, Netherlands, Mauritius). TRC + Form 10F mandatory.
Arm's-length pricing between AEs, benchmarking, Form 3CEB, TP audit representation, APA and safe-harbour options.
FDI reporting (FC-GPR / FC-TRS), ODI reporting (Form ODI), LRS remittances, foreign asset disclosure, ECB compliance, RBI condonations.
Tax residency planning for NRIs returning to India — RNOR window, LRS reversal, foreign-asset disclosure (Schedule FA).
AIF / VCF / IBU setup at GIFT City IFSC, tax-holiday utilisation, cross-border investment structuring.
All fees are fixed upfront in an engagement letter — no hourly billing, no scope creep, no surprise invoices. Complex engagements are broken into milestones with milestone-based invoicing.
| Engagement Type | Typical Fee | Timeline |
|---|---|---|
| One-off advisory opinion | ₹4,999 – ₹49,999 | 3-10 days |
| Tax planning (individual) | ₹9,999 – ₹49,999 | 1-2 weeks |
| Tax planning (business) | ₹24,999 – ₹1,99,999 | 2-4 weeks |
| Startup / ESOP advisory | ₹24,999 – ₹2,99,999 | 2-6 weeks |
| Virtual CFO retainer | ₹24,999 – ₹1,49,999/mo | Ongoing |
| M&A / DD engagement | ₹1,49,999 – ₹9,99,999 | 3-8 weeks |
| FEMA + international | ₹49,999 – ₹4,99,999 | 2-8 weeks |
| Family office setup | ₹1,99,999 – ₹9,99,999 | 4-12 weeks |
Search or filter by category. Still unsure? A senior CA replies on WhatsApp within minutes.
60-minute scoping call · Zero obligation · Get a fixed-fee, fixed-scope engagement proposal within 24 hours.
Both — we offer one-time strategy sessions and ongoing monthly advisory retainers.
via Advisory ServicesMandatory if turnover crosses ₹40L (goods) / ₹20L (services), or if you sell inter-state / on e-commerce platforms — regardless of turnover.
via GST RegistrationGovernment fee is zero. We charge a small professional fee for correct classification and advisory — many cheap providers misclassify and cost you benefits.
via MSME / Udyam RegistrationContent refreshed against the latest CBIC / CBDT / MCA notifications and portal changes.
Chartered Accountant · ICAI Member · 12+ years in Indian tax & compliance