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accounts@nexgena.in
Nariman Point, Mumbai 400021
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Services We Offer

Built around your stage, plans, and the realities of your operating environment. Each line below can be engaged individually or as part of a coordinated advisory package.

01
01

CFO Advisory

Acting as an extended finance function for businesses that need senior financial leadership day to day. We take ownership of the operational finance work that keeps a business running, without the cost of a full-time hire.

What This Covers

  • Financial planning & annual budgeting
  • Treasury & cash flow management
  • Board and investor reporting support
  • Finance team structuring & process design
  • Month-end close oversight

Best Suited For

Founder-led businesses scaling past their first CFO hire, or companies that want experienced senior finance leadership on a fractional, non-full-time basis.

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02
02

Strategic Advisory

An experienced sounding board for the decisions that shape where a business goes next. We support leadership through the calls that don't have an obvious answer: capital allocation, growth planning, and business direction.

What This Covers

  • Capital allocation & investment decisions
  • Growth and expansion strategy
  • Business model and strategic planning
  • Board-level strategic counsel
  • Ongoing strategic sounding board for leadership

Best Suited For

Leadership teams navigating a major strategic decision, planning their next stage of growth, or wanting an experienced outside perspective in the room.

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03
03

Tax Structuring & Advisory

Structuring offshore and domestic setups with day-to-day tax advisory support. We design tax-efficient structures that align with your business model and jurisdictional requirements, while remaining compliant and defensible at every level.

What This Covers

  • Offshore & domestic entity structuring
  • Cross-border transaction tax planning
  • Holding structure design & optimisation
  • Regulatory & jurisdictional risk assessment
  • GST structuring and advisory
  • GIFT City (IFSCA) entity and fund structuring
  • Tax incentive and exemption planning
  • Ongoing advisory as tax positions evolve

Best Suited For

Businesses setting up new structures, expanding across borders, or reviewing existing structures for efficiency, compliance, and long-term defensibility.

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04
04

Tax Compliance & Litigation

Managing compliance obligations and representing clients in tax litigation matters. We handle filings, assessments, and disputes, covering the full compliance lifecycle with advocacy when it matters most.

What This Covers

  • Direct & indirect tax return filings
  • Assessment representation & response drafting
  • Appeals & tax litigation support
  • Alternative dispute resolution guidance
  • Regulatory correspondence and tax authority liaison
  • Ongoing compliance calendar management

Best Suited For

Organisations facing active assessments or disputes, or those that want a dependable partner managing recurring compliance obligations end-to-end.

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05
05

Financial & Reporting Advisory

Building financial reporting from the ground up, and managing the quarterly reporting obligations that come with being a listed company. We help businesses establish reporting frameworks where none exist, and keep listed companies current on their recurring disclosure requirements.

What This Covers

  • Financial statement preparation from scratch
  • Quarterly reporting for listed companies
  • MIS design & reporting automation
  • Cash flow visibility & forecasting
  • Board-ready reporting packages

Best Suited For

Businesses building out financial reporting for the first time, or listed companies that need dependable, on-time quarterly reporting.

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06
06

Transactions & Capital Markets

Supporting listed and unlisted transactions, including IPO readiness. From structuring and due diligence preparation to investor readiness, we bring the experience of having managed transactions end-to-end from inside the business.

What This Covers

  • IPO readiness & listing preparation
  • Due diligence preparation & data room management
  • Deal structuring & negotiation support
  • M&A tax structuring and diligence support
  • Investor & lender readiness
  • Post-transaction integration support

Best Suited For

Companies preparing to raise capital, list publicly, or execute an M&A transaction and want it managed by people who've done it from inside a business.

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07
07

Family Office Services

Coordinating the financial, tax, and succession needs of promoter families and high-net-worth individuals under one point of accountability. We bring the same execution discipline we apply to corporate engagements to the complexity of managing wealth across generations.

What This Covers

  • Wealth structuring across family entities
  • Succession and legacy planning for founder-led businesses
  • Family governance frameworks
  • Consolidated financial reporting across family and business entities
  • Tax coordination across personal and business structures

Best Suited For

Promoter families and high-net-worth individuals who need a single, accountable partner coordinating their financial and succession planning, rather than managing multiple disconnected advisors.

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08
08

Technology Enablement

Based on the specific requirements and operating needs of your business, we design and deploy the technology systems that make finance and compliance functions run smoothly. Every engagement starts with understanding what your operations actually need, not a fixed product list.

What This Covers

  • Requirement assessment & solution design
  • Custom systems implementation for finance and compliance functions
  • Systems integration across existing tools and workflows
  • Workflow automation for recurring processes
  • Ongoing support as needs evolve

Best Suited For

Businesses that have outgrown manual processes and need a technology solution built around their specific operations, rather than an off-the-shelf product.

Discuss This Service

Our services are most effective when engaged as an integrated package, where CFO advisory, tax, and reporting functions are aligned under one coherent approach. We also work on specific mandates when needed.

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