Expertise
Four practices, one standard
Capital, transactions, stewardship and compliance — advised by the same senior team, to the same standard of rigour.
01 · Debt Syndication
Capital, arranged on your terms
Raising debt in India is less about access and more about presentation, structure and negotiation. The same business can receive materially different pricing, tenor and covenants depending on how its story is packaged and which desks it reaches. We close that gap.
We arrange structured debt, working capital and term financing through banks and NBFCs — building the credit case the way an approving committee wants to read it, running a genuinely competitive process, and negotiating terms line by line. Because we are not tied to any lender, the structure we recommend is the one that serves your balance sheet, not a distribution target.
Our involvement does not end at sanction. We manage documentation, condition-precedent completion and disbursement, and we stay alongside you through covenant compliance and refinancing windows.
02 · FI Transactions
Buying and selling financial institutions
Acquiring or divesting an NBFC or bank stake is unlike any other M&A. The asset is a regulated license as much as a business, and the transaction succeeds or fails on regulatory strategy: fit-and-proper assessments, change-of-control approvals, and the sequencing of filings around commercial terms.
We advise on both sides of these transactions. For buyers, we identify targets, assess license quality and portfolio health, and manage the approval pathway with the RBI. For sellers, we prepare the institution for scrutiny, run a discreet process, and protect value through diligence and negotiation.
Confidentiality is structural to this practice — processes are run narrow and quiet, and counterparties are approached only with consent.
03 · Virtual CFO & Corporate Advisory
Finance leadership, on demand
Between the founder-run spreadsheet and the full-time CFO lies a long stretch where growing companies need finance leadership they cannot yet justify hiring. Decisions still have to be made well: pricing, cash management, banking relationships, investor reporting.
Our virtual CFO practice provides that leadership as an ongoing engagement. We build the MIS your board actually reads, install budgeting and cash-flow discipline, professionalise banking and lender relationships, and prepare the company for its next fundraise — data room, projections, narrative and all.
The engagement flexes with your stage: a monthly reporting cadence for a stable business, or an embedded near-full-time presence through a fundraise or restructuring.
04 · New Registrations & Regulatory Compliance
Licensed to grow, built to comply
India's financial regulation rewards preparation and punishes improvisation. An NBFC registration that is complete, coherent and anticipates the regulator's questions moves; one that is not can stall for quarters. The same is true of the ongoing filings that keep a license in good standing.
We support new NBFC registrations and RBI licensing end to end — from assessing eligibility and structuring the applicant entity, through preparing the application and business plan, to responding to regulator queries until the certificate is in hand.
For operating institutions, we run the compliance calendar: returns, disclosures, policy frameworks and the periodic health-checks that surface issues before an inspection does.
See these practices at work
Representative mandates across all four practices, from 2023 to today.