- Advisory on suitable constitution, Incorporation of legal entity
- Application of PAN, TAN, trade license, p tax, Udyam, GST
- Setup of accounts and related process
- Advisory on applicable compliances and related assistance
- Application to DPIIT
- Accounts, MIS preparation, review and analysis
- Liaison with existing and prospective investors
- Preparation of projections
- Comprehensive financial planning and advisory to founders
Start Up Advisory
Startup advisory services include business planning, funding raising, compliance, growth strategies, and market entry.
Advisory on suitable constitution, Incorporation of legal entity
Selecting the right legal structure is fundamental for a startup’s long-term success. Options such as Private Limited Company, LLP, or One Person Company differ in compliance, taxation, and ownership flexibility. The incorporation process includes obtaining digital signatures, DINs, name reservation, and filing incorporation documents through the MCA portal. A suitable structure supports scalability, investor confidence, and efficient regulatory compliance from the start.
Application of PAN, TAN, trade license, p tax, Udyam, GST
Startups must complete essential registrations before commencing business. PAN and TAN enable tax compliance and TDS filing, while trade license and professional tax (P Tax) are state-specific operational requirements. Udyam registration identifies MSMEs for government incentives, and GST registration authorizes tax collection and credit utilization. Timely registration under these categories ensures legal recognition, compliance readiness, and access to statutory benefits.
Setup of accounts and related process
A systematic accounting framework is critical for startups to maintain transparency and financial discipline. It involves designing a chart of accounts, selecting suitable accounting software, defining approval workflows, and ensuring timely reconciliations. Establishing these processes early enables accurate reporting, compliance with statutory requirements, and better financial control. Strong accounting practices also facilitate investor due diligence and performance tracking.
Advisory on applicable compliances and related assistance
Compliance management is vital for every startup’s smooth operation and credibility. It includes adhering to company law, tax regulations, labour codes, and local business laws. Regular filings, maintenance of statutory registers, and timely disclosures prevent penalties and legal complications. Understanding the applicable compliance framework ensures sustainable operations, enhances investor trust, and supports business continuity in India’s dynamic regulatory environment.
Application to DPIIT
Recognition from the Department for Promotion of Industry and Internal Trade (DPIIT) provides several benefits under the Startup India initiative. Eligible entities can access tax exemptions, self-certification under labour and environmental laws, and priority in government tenders. The online application process requires validation of incorporation details and business innovation criteria. DPIIT recognition enhances a startup’s credibility and visibility among investors and stakeholders.
Accounts, MIS preparation, review and analysis
Maintaining accurate books and preparing regular Management Information System (MIS) reports help startups monitor key financial metrics. Periodic review and analysis of MIS data provide insights into profitability, liquidity, and operational performance. Consistent financial tracking enables timely decisions, ensures compliance, helps investor reporting and enhances investor confidence. Well-structured MIS systems form the backbone of effective financial management in growing startups.
Liaison with existing and prospective investors
Startups must maintain transparent communication with both existing and potential investors. This includes sharing financial updates, progress reports, and responding to due diligence requests. Regular investor engagement fosters trust, facilitates funding rounds, and strengthens governance perception. Maintaining accurate financial records and structured reporting systems helps demonstrate accountability and readiness for growth-stage investments.
Preparation of projections
Financial projections form the foundation of a startup’s strategic and fundraising plans. They include estimates of revenue, expenses, profitability, and cash flow based on realistic business assumptions. Projections guide goal setting, funding requirements, and resource allocation. Investors rely on them to evaluate business viability, growth potential and funding requirements, making their accuracy and consistency essential.
Comprehensive financial planning and advisory to founders
Comprehensive financial planning supports founders in making informed strategic and operational decisions. It includes budgeting, cash flow management, capital structuring, and long-term financial forecasting. Sound planning ensures adequate liquidity, controlled expenses, and effective use of capital. Continuous financial advisory helps align growth ambitions with available resources, enhancing sustainability, governance, and investor confidence.