Most advisors hand you information and call it guidance. I give you clarity, structure, and a financial plan you can actually act on — whether you run a business, manage family wealth from abroad, or simply want your money working harder.
Whether you need a strategic finance partner for your business or someone to manage family wealth in India while you're abroad — there's a practice built exactly for you.
You have a CA for compliance. But compliance isn't strategy. A Part-Time CFO fills the gap — watching your margins, your cash flow, and your next big decision, without the cost of a full-time hire.
You're abroad. Your parents are in India. Their banking, nominations, estate and tax compliance all need attention — but managing it remotely is overwhelming. We act as your trusted local partner and report back clearly every quarter.
Running a clinic means navigating collections, staff costs, equipment decisions, and insurance reimbursements — all without a finance team. We bring structure to the chaos and give you monthly clarity on what's actually happening.
You have a CA for compliance. But who's watching your margins, your burn rate, your next big bet? We step in as your thinking partner — bringing CFO-level rigour to the numbers that actually drive your business forward.
Adult children settled abroad, managing parents' finances remotely. We're your trusted local advisor — organising assets, keeping compliance current, and delivering clear quarterly reports so you're never in the dark.
Take our free 2-minute financial quiz. We'll identify exactly where you stand and which service — if any — would genuinely make a difference. No pitch. Just clarity.
A one-hour session reviewing your current financial situation. No charge, no commitment. Real clarity on where you stand — and you decide if you'd like to proceed.
We agree on a fixed-scope, fixed-price engagement. Monthly or annual. No surprises on cost or delivery — you know exactly what you're getting before we begin.
Reports, review calls, and dashboards on schedule. We work inside your existing systems — Tally, Zoho, or others — with zero disruption to your workflow.
Beyond reports, we're available to think through decisions, flag emerging risks, and bring strategic perspective when you need it most — not just at month-end.
Having Prathik as our Part-Time CFO transformed how we run our business. For the first time, I actually understand our cash flow and can make confident decisions about expansion.
I'm based in the US and was constantly worried about my parents' finances in India. Now I get a clean quarterly report and can sleep soundly knowing everything is in order.
What sets Prathik apart is that he thinks like a CFO, not just a CA. He challenged our pricing model and helped us improve net margins by over 12% in one year.
Three diagnostic quizzes — CFO readiness, NRI wealth check, or a full business health check. Know where you stand in 2 minutes.
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