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Case Studies

Explore real client success stories that demonstrate how our customized financial strategies foster sustainable growth and build lasting wealth at every stage of the journey.
Transforming a Struggling Finance Function Into a Strategic Asset

Transforming a Struggling Finance Function Into a Strategic Asset

A company with 25 crore turnover has a finance manager with 2 accountants. Finance function is in mess and finance manager is badly looking for some senior finance professional to guide him.

The Owner is frustrated as he is not getting quality MIS on monthly basis to explain business & fluctuation in profits. He needs a CFO and MIS team at affordable price who can help him plan strategy for business from finance perspective and can be growth partner for next io years. Various merchant bankers are approaching him for listing at NSE emerge but he does not know what to share, what not and how to take this ahead.

The Critical Role of Senior Financial Guidance in Scaling a Company

One business owner approached us in 2012 for CFO service. He had 60 crore turnover and 10% margin. He wanted to suicide. We asked him why, he mentioned that in order to save taxes, he did not keep his books clean and it has lot of bogus entries. He did not know that last few years he has been making losses as he did not have good CFO to give him MIS and advice. In the process, his real cash flow became so bad that bank had issued notice to auction all his properties and all his relatives were after his life to get back the money they lent him.

Strategic Financial Guidance for Professionals Who Want to Grow Faster

A service professional is quite worried because he finds his accountant dump and his CA not able to help beyond filing his returns and doing audit. He cannot afford a full time CFO but need help to streamline his finance so that he can focus on business. He also wants somebody to take strategic decision with him to multiply his fees by 3 fold.