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Service 08 · Specialised

Specialised Advisory

Tailored consulting for NRIs, trusts, NGOs, apartment associations and complex business transactions — focused expertise for the matters that general practitioners often get wrong.

Overview

Specialist knowledge where it counts

Some engagements demand specialist knowledge — and getting them wrong is costly. We advise NRIs on the taxation of Indian income, capital gains and repatriation; guide trusts, NGOs and societies through their distinct compliance and audit regimes; and conduct the statutory and internal audits apartment owners’ associations require.

Where a number needs to be defended — for a sale, a dispute, a loan or a fund-raise — our valuation, project-report and financial-due-diligence work gives you a credible, well-reasoned position. When the matter is unusual, this is the desk that has seen it before.

Who needs this service

  • NRIs with Indian income or assets
  • Trusts, NGOs and societies
  • Apartment owners’ associations
  • Businesses raising debt or capital
  • Parties to a sale or dispute

Problems we solve

  • NRIs overpaying on capital gains
  • Trusts and NGOs risking their exemption
  • Associations lacking transparent accounts
  • Valuations that will not hold up
  • Project reports that fail at the bank
In detail

What the engagement covers

These are the matters where a general approach quietly costs money — an NRI overpaying on capital gains, a trust losing its exemption, a valuation that will not hold up. We bring focused expertise to each.

Our specialised work covers NRI and trust taxation, NGO compliance, society and apartment-association audits, business valuation, project reports and financial due diligence. The outcome is accuracy where the rules are unforgiving, compliance tailored to your specific entity, and numbers — for a sale, a loan or a dispute — that are credible, defensible and ready to rely on.

NRI TaxationTrust TaxationNGO ComplianceSociety AuditsApartment Association AuditsBusiness ValuationProject ReportsFinancial Due Diligence

Business benefits

  • Specialist accuracy on niche rules
  • Compliance tailored to your entity type
  • Credible, defensible valuations
  • Bankable project reports
  • Confidence in high-stakes numbers

Key deliverables

  • NRI and trust tax filings & advice
  • NGO/society compliance and audits
  • Apartment-association audit reports
  • Business-valuation reports
  • Project reports & due-diligence reports
Our process

How we work with you

1

Discovery Call

A no-obligation conversation to understand where you are, what you need and whether we are the right fit.

2

Business Understanding

We study how your business works — model, systems and obligations — reviewing books and filings to surface risks and opportunities.

3

Planning

A clear, prioritised plan with defined scope, timelines, responsibilities and transparent fixed fees. Nothing is billed without your agreement.

4

Execution

Partner-reviewed delivery, on time and in plain language, with a single point of contact and real-time visibility into progress.

5

Continuous Support

We stay engaged — monitoring law, anticipating deadlines and scaling with you — so your finance function keeps getting stronger.

Industries served

Where this service fits

NRIsTrustsNGOsCharitable SocietiesApartment AssociationsEducational InstitutionsFamily OfficesHNIsBusinesses in TransactionLenders & Investors
FAQs

Specialised advisory questions

Do you handle NRI taxation and repatriation? +
Yes. We advise NRIs on residential status, taxation of Indian income and capital gains, TDS on property sales, DTAA relief and the repatriation of funds — with the filings handled end to end.
Can you audit our apartment owners' association? +
Yes. We conduct statutory and internal audits for apartment associations, advise on GST applicability, and provide transparent, member-ready accounts and reporting for the committee.
Do you manage trust and NGO compliance? +
Yes. We handle registrations and renewals (such as 12A, 80G and FCRA where applicable), fund and donor reporting, and the specialised audits these entities require to protect their exemption status.
Can you provide a business valuation? +
Yes. We prepare business and share valuations for transactions, fund-raising, disputes and regulatory purposes, using recognised methodologies and clear, defensible reasoning.
Do you prepare project reports for bank loans? +
Yes. We prepare bankable project reports and financial projections that lenders and investors can rely on, tailored to the specific facility or funding you are seeking.

Have a specialised matter?

Whatever the entity or transaction, let’s make sure the numbers are right and defensible.