Our services

Specialist Practices for Finance, Transactions, and Wealth Administration

Startup Buddy provides corporate advisory through three dedicated practices, each addressing specific requirements across corporate scale, investment diligence, and multi-entity wealth governance.

Practice directory

CFO Elevate Practice 01

CFO Elevate: Finance Operations & Virtual CFO

Dedicated to startups, growing businesses, and Indian subsidiaries of foreign companies.

Scope

  • Day-to-day bookkeeping, accounting management, and bank reconciliations.
  • Statutory compliance tracking across GST, TDS, advance tax, PF, ESI, and MCA requirements.
  • Virtual / Fractional CFO leadership, financial modeling, budgeting, and monthly MIS reviews.
  • Business Advisory for international companies establishing operations in India.

View CFO Elevate Details

Startup Buddy Practice 02

Startup Buddy: Due Diligence & Transaction Advisory

Dedicated to venture capital, private equity, angel investors, family offices, and fundraising founders.

Scope

  • Investor Shield: Pre-investment due diligence reviewing revenue quality, EBITDA normalisation, tax exposures, and secretarial compliance.
  • Founder Ready: Internal business health reviews examining financial controls, compliance posture, and data-room readiness ahead of fundraising.

View Startup Buddy Details

WealthVista360 Practice 03

WealthVista360: Family Office & Wealth Administration

Dedicated to entrepreneurs, business families, and family offices.

Scope

  • Independent wealth administration and master investment register maintenance.
  • Consolidated balance sheets, portfolio reporting, and net-worth tracking.
  • Capital account monitoring and multi-entity coordination across banks, custodians, and external advisors.

View WealthVista360 Details

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