We deliver exceptional financial advisory services that transform how mid-sized businesses manage their finances, enabling informed decisions, optimized operations, and unlocked growth opportunities.
Based in Pune, we specialise in financial advisory services for mid-sized businesses across India
We combine deep financial expertise with practical business acumen to drive measurable results
Our focus is on delivering tangible cost savings, efficiency improvements, and strategic clarity
End-to-end financial advisory that transforms how mid-sized businesses grow
Monthly reporting, variance analysis, KPI dashboards & financial modeling
ExploreCash flow optimisation, receivables, payables & inventory management
ExploreCFO-level strategic leadership & board advisory without full-time costs
ExploreBudgeting, rolling forecasts, scenario planning & long-term roadmaps
ExploreMargin analysis, pricing optimisation & resource allocation insights
ExploreSystem automation, month-end close & SOP documentation
Explore"To be the trusted financial partner of choice for mid-sized businesses across India, empowering them with world-class financial insights and strategic guidance to achieve sustainable growth and profitability."
To deliver exceptional financial advisory services that transform how mid-sized businesses manage their finances, enabling informed decisions, optimized operations, and unlocked growth.
We make it count
Transparent dealings & ethical standards
Protecting sensitive financial data
World-class advisory with precision
Measurable results for every client
Your goals drive our strategy
Latest financial practices & tools
Monthly and quarterly reporting, variance analysis, and performance tracking with clear financial visibility. We build custom dashboards and financial models that drive informed decision-making.
Optimising cash flow, receivables, payables, and inventory to improve liquidity and operational efficiency. We identify bottlenecks and implement strategies for healthier cash cycles.
Access experienced CFO-level expertise without full-time salary costs. Strategic financial leadership on demand for board advisory, investor relations, and growth planning.
Annual and quarterly planning cycles, budgeting, forecasting, and scenario analysis aligned with your business goals. We turn data into actionable strategic roadmaps.
Detailed analysis of project economics, margins, and resource allocation to maximise returns on investment. Understand which projects and products drive your bottom line.
Process improvements, system enhancements, and standardisation to reduce errors and save time. We automate manual workflows and establish robust SOPs.
Mid-sized companies often lack dedicated financial expertise but need sophisticated FP&A. Full-time CFOs are expensive, and internal teams may not have specialised skills.
Virtual CFO services and outsourced FP&A deliver expert financial management at a fraction of full-time costs with proven methodologies.
A proven four-step methodology that transforms financial complexity into strategic clarity
Deep-dive into your business model, financial health, operational challenges, and strategic objectives to build a clear picture.
Craft tailored financial strategies with detailed action plans, KPI frameworks, and clear performance metrics aligned to your goals.
Work shoulder-to-shoulder with your team — deploying systems, building dashboards, training staff, and establishing processes.
Continuous KPI tracking, variance analysis, and strategy refinement to ensure sustained financial health and growth momentum.
Over 4+ decade of combined experience in finance, accounting, and business advisory
Principal Advisor
Expertise in FP&A and Financial Advisory
Principal Advisor
Expertise in Working Capital Management & Strategic Planning
Principal Advisor
Expertise in FP&A, Data Analytics, Process Improvements
Manufacturing, technology, retail, and professional services
CA, IIM, and ACCA certified, upholding the highest standards
Collectively 4+ decades in finance, accounting, and advisory
Our tailored financial strategies have delivered measurable results for businesses
Ongoing reporting, performance analysis, and budget monitoring for continuous insights
Learn MoreDeep dives into strategic initiatives, forecasting, and scenario planning to guide decisions
Learn MoreComprehensive financial leadership, strategic partnership, and hands-on execution
Learn MorePartner with Roots India Financial Advisory for expert insights and tailored solutions that drive success.
