Skip to content
CA IndiaAgarwal M & Co. — Chartered Accountants

Who we help

Built for Family-Owned Businesses

A family business carries two balance sheets — the company's and the family's — and the best outcomes come when both are planned together. We help family-owned businesses professionalise without losing their soul: succession that's settled early, structures that fit the next decade, tax planned across the family, and internal controls that let trust be a value rather than a system.

What we solve for you

Succession, settled early

The handover conversation is easiest years before it's needed. We help families plan succession deliberately — roles, shareholding, timelines — so the business never skips a beat.

Yesterday's structure, tomorrow's business

Many family firms outgrow the proprietorship or partnership they started as. We evaluate and execute the move — LLP, company, or a blend — with taxes and stamp duties planned, not discovered.

Tax planned across the family

Salaries, interest, rent, gifts and dividends across family members can be arranged thoughtfully and defensibly — keeping more in the family, with documentation that answers any question.

Trust, plus verification

As teams grow beyond the family, simple internal controls — approvals, reconciliations, SOPs — protect relationships by removing doubt.

Numbers for family decisions

Admissions, retirements, family settlements and buy-outs all need a valuation everyone can accept. Independent, well-documented numbers keep goodwill intact.

A governance rhythm

A light annual rhythm — reviewed accounts, family council notes, clean registers — keeps the business bankable and the family aligned.

How we help

Virtual CFO & Business Advisory

Professionalisation, controls & live MIS dashboards

Not every business needs a full-time CFO — but every growing business benefits from CFO-level thinking. Our Virtual CFO service gives you senior financial leadership on a flexible, part-time basis: cash-flow forecasting, budgeting, MIS dashboards, KPI design, fundraising support and confident decision-making — typically at a fraction of a full-time hire. And location is never a barrier: our team is ready to travel whenever the work calls for it. Not sure whether you need a Virtual CFO? Talk to us and we'll help you decide.

Also includes: business setup & hand-holding, start-up registration, SOPs, cost optimization, and outsourced accounting & payroll.

  • Virtual CFO
  • MIS dashboards
  • Business setup
  • Start-up registration
  • SOPs
  • Cost optimization
  • Accounting & payroll
Talk to us about this

Direct Tax (Income Tax)

Family-wide tax planning

End-to-end income-tax advisory and compliance, with deep strength in assessments and appeals. We plan tax positions proactively, file accurately, and represent you robustly before the authorities — including specialist support for NRIs and charitable institutions.

  • Advisory & compliance
  • Assessments & Appeals
  • NRI taxation
  • Charitable / 12A·80G
Talk to us about this

Corporate & Regulatory (MCA)

Restructuring & entity evolution

Company and LLP formation, ROC filings and secretarial compliance, plus full CSR compliance and management. We keep your corporate records and statutory obligations in perfect order, so you stay ahead of every deadline.

  • Company / LLP formation
  • ROC & secretarial
  • CSR compliance & management
Talk to us about this

Valuation

Settlements, admissions & buy-outs

Independent valuation of companies, firms and shares for transactions, fund-raising, restructuring, regulatory and dispute purposes. Talk to us to understand exactly what your situation needs — we build every report on a solid, well-documented foundation that stands confidently before auditors and tax authorities in India and abroad.

  • Companies
  • Firms
  • Shares
  • Transactions & fund-raising
  • Regulatory & disputes
Talk to us about this

Compliance Management

A single, managed service covering your recurring Income Tax, GST and MCA obligations. One team, one calendar, every deadline handled — so you can focus on running the business.

  • Income Tax
  • GST
  • MCA
  • One managed calendar
Talk to us about this

Assurance & Audit

Internal & management audits

Independent, rigorous audits that strengthen trust in your numbers — statutory, internal, tax and management (purpose-based) audits, plus forensic audit and fraud investigation. We go beyond ticking boxes to surface risks, plug control gaps and give stakeholders genuine confidence.

  • Statutory
  • Internal
  • Tax
  • Management / purpose-based
  • Forensic & FAFD
Talk to us about this

Transaction Advisory & Due Diligence

Restructuring & due diligence

Financial and tax due diligence and deal support for acquisitions, investments and restructurings. We help you see clearly what you're acquiring — and negotiate from a position of knowledge and strength.

  • M&A support
  • Financial due diligence
  • Tax due diligence
Talk to us about this

Not quite you?

Let’s talk

A confident next step is one conversation away

Tell us what you’re working on and we’ll help you see the clearest path forward — no pressure, just clarity.

Book a ConsultationMessage on WhatsApp

Prefer email? [email protected]

WhatsApp us