Chartered Accountant · Bengaluru

Where money
meets meaning.

Most advisors give you information. I give you clarity, structure, and decisions you can stand behind — whether you're a business owner or an NRI managing family wealth in India.

8+
Years in Finance & Advisory
CA
ICAI Qualified
2
Focused Practice Areas
What We Offer
What We Do

Two focused
practices, one advisor.

Strategic Finance for Growing Businesses

Most SMEs and clinics have a CA for compliance — but no one thinking strategically about cash flow, margins, or business decisions. That's the gap we fill. Not bookkeeping. Not audit. Real financial leadership, part-time.

  • Monthly MIS reporting & management dashboards
  • Cash flow forecasting & working capital management
  • Budgeting, variance analysis & business reviews
  • Pricing decisions, cost analysis & profitability deep-dives
  • Vendor/investor negotiations with financial backing
  • Free 1-hour financial health check to start

Every business is different. We scope our engagement based on your specific situation — so pricing is tailored after a free discovery call.

Get a Custom Proposal →

Peace of Mind for NRI Families

You're abroad. Your parents are in India. Their banking, investments, nominations, and estate — all in need of attention. We act as your trusted local financial partner, keeping everything organised and reporting back to you clearly.

  • Banking & nomination updates for senior parents
  • Indian tax compliance — ITR filing, TDS tracking
  • Estate planning: will drafting, asset inventory
  • Insurance reviews & health coverage optimisation
  • Quarterly financial reports sent directly to you
  • Family coordination & documentation support

Annual retainer plans starting from ₹40,000/year. Scope and pricing confirmed after a free consultation call.

Book a Free Consultation →
Who We Help

Built for people with
real financial complexity.

🏥

Clinic & Healthcare Owners

Running a clinic means navigating collections, staff costs, equipment decisions, and insurance reimbursements — all without a finance team. We bring structure to the chaos.

🏢

SME Founders & Promoters

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 — on the numbers that matter.

🌏

NRI Families

Adult children settled abroad, managing parents' finances remotely. We're your local trusted advisor — organising assets, ensuring compliance, and keeping you informed quarterly.

Client Stories

Trusted by those who
value clarity.

"

Having Prathik as our Part-Time CFO transformed how we run our clinic. For the first time, I actually understand our cash flow and can make confident decisions about expansion.

R
Suresh K
MSME, Bengaluru
"

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.

S
Sunita Ravi
NRI Client, San Jose CA
"

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.

A
Amit Kulkarni
Founder, EdTech SME, Bengaluru
How It Works

Simple to start.
Thorough in delivery.

01

Free Health Check

A one-hour session reviewing your current financial situation — no charge, no commitment.

02

Scoped Engagement

Fixed-scope, fixed-price monthly or annual engagement. No surprises on cost or delivery.

03

Structured Delivery

Reports, review calls, and dashboards delivered on schedule. Works with Tally, Zoho & others.

04

Ongoing Advisory

Think through decisions, flag risks, and get strategic perspective whenever you need it.

Not Sure Where You Stand?

Take our free 2-minute quiz.

Find out if you need a Part-Time CFO, NRI wealth management, or just a financial health check — in under 10 questions.

Start the Quiz →

Start with a free
financial health check.

No commitment. One hour. Real clarity about your finances.

Book Your Free Session →