Independent Advisory · Est. 2021 · Ex-Big 4 Leadership India · Worldwide

Tax, legal & finance for India's founders, VCs & incubators — and everything cross-border.

Whether you're a Bengaluru founder raising your Series A, a VC managing portfolio compliance, an incubator backing a cohort of startups, or a business with cross-border ties to India — one independent advisory partnership handles the regulatory, tax, FEMA, valuation, and corporate work end-to-end.

Speak with a partner View engagements 30 min · Confidential · No commitment
Clients served
900+
Across founder, NRI & investor desks
Startups advised
850+
Pre-seed through late stage
Combined practice
25yrs+
Across India and globally
DTAA treaties
90+
Navigated across jurisdictions
Leadership
Ex-Big 4
Advisor-led, not signatory-led
Who we serve

Choose your starting point.

Most of our work sits in four areas. Start with the one that fits — each links straight to the relevant desks.

Founders & startups

Startups

Incorporation, fundraising, ESOPs, cap tables and India-side tax — with a clean flip path when you need one.

See the desks Investors & funds

VC firms

Portfolio compliance, legal and financial due diligence, M&A, valuation and embedded advisory across the book.

See the desks Incubators & accelerators

Incubators

Section 8 frameworks, grant utilisation compliance, portfolio SHA templates and embedded legal counsel for cohorts.

See the desks Cross-border

Cross-border

India entry and FEMA, DTAA across 90+ treaties, 15CA/CB, ODI and flip structuring, PFIC/GILTI for US persons.

See the desks
The practice index

Thirteen desks. One ledger.

Every engagement is staffed across desks but answers to one partner — so the structure, the filings and the numbers never drift apart.

How we work

Built to be right the first time.

Founders, funds, foreign parents, and family offices rely on Advisory Monks Consulting for work that has to be right the first time.

01

Partner-led

Every engagement is run by a partner — scoped, executed and signed off at the top, not handed down.

02

Credentialed where it counts

IBBI valuations, Form 3CEB, statutory signatures and foreign-jurisdiction filings are executed by credentialed professionals on our panel, under engagement.

03

Documented to defend

Positions are built and papered to survive an Income-Tax or regulatory review years after the work is done.

“They rebuilt 14 months of messy QuickBooks in three weeks, filed our back returns, and gave us our first real cash forecast. We closed our Series A with their numbers in the data room.”
— From a founder client · Series A
Clients across all desks900+
Startups advised since 2021850+
DTAA treaties navigated90+
Practice desks under one partnership13
Representative outcomes

What good execution looks like.

Real engagements, anonymised. The metric is the point: money unlocked, weeks saved, positions that held.

₹52L

Cash freed for an NRI on a ₹3 crore Mumbai flat via a Form 13 lower-deduction certificate — instead of a 12-month wait for a refund.

Pravasi Desk
5 weeks

From engagement to an invoicing-ready Indian subsidiary for a US technology company — incorporation, FDI/FC-GPR, GST and bank account.

India Entry
One memo

A single India–US position — DTAA, Form 15CB and the GILTI question — signed off by both the client's auditor and US CPA.

Cross-Border Tax
Independent · ex-Big 4 leadershipCAs, CSs & advocates on panelIBBI-registered valuers90+ DTAA treatiesDPDP-compliant
What clients say

From the people we work with.

“The Advisory Monks Consulting team handled investment fundraising for my startup across multiple instruments — OCRD, CCD and equity — and was extremely professional, diligent and swift from start to end. I have no hesitation recommending them.”
Neeta Trivedi, PhDFounder, Inferigence Quotient
“An exceptional advisory team with a rare combination of technical depth, strategic thinking and practical execution — across taxation, regulatory compliance, investment structuring and startup advisory.”
Ashish SharmaChief Operating Officer, OctaNE CoE-STPINEXT
“I've worked with the Advisory Monks Consulting team several times on legal and investment matters around startup funding. They're quick to understand the situation and back their advice with solid reasoning — a team you can genuinely trust, whether you're a founder or an investor.”
Viswa Sai VemuryDeputy Director, STPI · Ministry of Electronics & IT, Govt. of India
“Highly experienced in startup financial modelling and fund-raise consulting — they bring real depth and clarity to complex financial discussions, and consistently go above and beyond to help.”
Silky SinghFounder, KERA BOND
“Associated with the Advisory Monks Consulting team for two years — prompt, thorough and quick to grasp nuanced situations. A genuine sounding board for founders, not just dependable accountants.”
Manit Deep PrasharFounder & CEO, Zeko
“Our partnership with the Advisory Monks Consulting team has continually exceeded our expectations. Their expertise and dedication across legal, regulatory and compliance domains have immensely benefited our startups.”
Arjun SarodeExternal Strategy & Operations, Electronic Arts
More recommendations on LinkedIn
The first ten days

From first call to first close.

A four-step onboarding designed to get you fully reconciled and reporting within ten business days. No extended discovery, no hourly billing, no surprises.

01 · Consult

A 30-minute diagnostic.

We review your last filings, current books, entity structure, and any open issues. By the end you have a written scope and a fixed monthly retainer.

02 · Onboard

Books cleaned, data migrated.

We connect to QuickBooks, Xero, Tally, or your bank feeds; reconcile prior periods; set up the chart of accounts; and stand up your dedicated client portal.

03 · Deliver

Monthly close, on the 10th.

Reconciliations, P&L, balance sheet, management reporting, payroll coordination, and (for Advanced and Superior programmes) the forecast and board pack, on a published calendar.

04 · Optimize

Quarterly strategy review.

Each quarter we re-run estimates, model planning scenarios, and surface structural opportunities: entity election, treaty positioning, transfer pricing alignment, succession structures.

Engagements

Retainer programmes, scoped to fit.

Three ways to work with us — project, monthly retainer, or advisory retainer. Every engagement is partner-led and shaped to the client; the brackets below are for orientation. Actual scope is documented in the engagement letter. Custom retainers are available for any client whose situation doesn't match a tier.

Essentials

₹25,000 / month

Monthly compliance retainer for early-stage Indian businesses. Covers ROC, GST, TDS, payroll and book-keeping under one orchestrated calendar.

  • Monthly book-keeping & bank reconciliation
  • GST · TDS · advance tax filings
  • Annual MCA / ROC compliance & director KYC
  • Email-based partner access
From 3 monthsManager-led, partner-reviewed
Discuss this engagement
Most engaged

Growth

₹75,000 / month

Compliance plus Virtual CFO, plus cross-border and corporate secretarial. For funded startups, foreign-owned subsidiaries, and scaling operations.

  • Everything in Essentials
  • Virtual CFO · MIS · 13-week cash flow
  • FEMA · FC-GPR · 15CA / 15CB · ODI
  • Multi-state GST · ITC · e-invoicing
  • Corporate secretarial · board minutes · ESOP
  • Quarterly partner review
From 6 monthsPartner-led delivery
Discuss this engagement

Institutional

₹1,50,000 / month

Embedded advisory partner for VC funds, GCCs, family offices, and institutional clients, across all twelve practice areas with named senior advisor and priority response.

  • Everything in Growth
  • Portfolio compliance · investee SHA / SSA templates
  • Transfer pricing · Form 3CEB · APA / Master File
  • Cross-border · DTAA · PFIC / GILTI · flip structuring
  • Valuation · Rule 11UA / 11UAA · IBBI reports
  • Named partner · same-day response · board-level documentation
From 12 monthsNamed partner · priority access
Discuss this engagement

Doesn't fit a tier? That's most of our work.

A flip-structuring memo for a Cayman-bound startup. A Form 13 LDC for an NRI selling property. A six-month diligence-and-defence mandate for a VC fund. We scope these as bespoke retainers: fixed-fee where the work is defined, monthly where the relationship is ongoing. All custom adjustments are discussed case-by-case. There is no fixed framework; we listen to the situation, then come back with a scope, a fee, and a timeline that fits.

Scope a bespoke retainer
The firm

Independent advisory. Advisor-led, not signatory-led.

Advisory Monks Consulting was founded in 2021 to bring institutional-grade rigour to founders, foreign companies, NRIs, and investors, without the scale, layers, or conflict-of-interest constraints that come with a Big Four practice or a traditional CA firm.

We are an independent consulting and advisory firm, registered as Advisory Monks Consulting (OPC) Private Limited and headquartered in Noida. The firm is partner-led and carries ex-Big 4 leadership with 25+ years of combined practice across India and globally. The commercial DNA of the firm comes from that lineage. Our practice spans the full intersection of Indian regulatory law, cross-border tax structuring, and global accounting: twelve practice areas covering everything from India entry and FEMA to flip structuring, valuation advisory, and the Founders Tax Desk.

We are advisor-led, not signatory-led. We design strategy, structure deals, and orchestrate delivery; where engagements call for credentialed deliverables (Form 3CEB, IBBI valuation reports, statutory audit signature, foreign-jurisdiction tax filings), we engage the right professionals from our panel under separate engagement letters and coordinate the work end-to-end. This separation is deliberate. It lets us focus on the part that scales (structure, strategy, and execution oversight), without the conflict-of-interest constraints that come from doubling as the engaged auditor or signing CA.

Our work survives Big Four due diligence, institutional investor scrutiny, and regulatory review. Same partner, same team, every month, not a rotating cast of associates. Client documents flow through an encrypted portal with role-based access and audit trails. We do not commingle client files between engagements. Conflict-free. No bank affiliation, no VC relationship, no platform economics, no signing-firm capture.

Speak with the partnership
2021
Founded
Ex-Big 4
Founders
900+
Clients
850+
Startups advised
90+
DTAA treaties
27
Empanelled
Common questions

Asked before engaging.

What does the monthly retainer include?
Every retainer is partner-led and shaped to the client. Global retainers cover monthly close and management reporting, scheduled tax planning, and direct access to your engagement partner; higher-tier programmes add multi-jurisdiction compliance coordination, transfer pricing documentation, and embedded CFO work. India retainers cover the corresponding ROC, GST, TDS, FEMA, payroll and corporate secretarial cadence appropriate to the entity. Specific scope is documented in the engagement letter.
What is your firm structure?
Advisory Monks Consulting (OPC) Private Limited is an independent advisory firm headquartered in Noida, India, founded in 2021. The firm carries ex-Big 4 leadership and 25+ years of combined practice. We are not a chartered accountancy firm. We are advisors and orchestrators. Where engagements call for credentialed deliverables (Form 3CEB, IBBI valuation reports, statutory audit signature, foreign-jurisdiction tax filings), we engage credentialed professionals from our panel under separate engagement letters and coordinate end-to-end. This separation lets us focus on strategy, structure, and execution oversight without the conflict-of-interest constraints that come from doubling as the engaged auditor or signing CA.
Which jurisdictions do you cover?
Our India desk covers the full Indian regulatory perimeter: Companies Act, Income Tax, GST, FEMA, RBI, MCA, ICAI valuation standards, IBBI, NCLT, CCI. Our Global desk covers accounting, tax preparation and Virtual CFO work for businesses operating in the United States, United Kingdom, Singapore and the UAE, with cross-border bridging into India for any of those corridors. We've navigated 90+ DTAA treaties for active engagements.
How is client data handled and is it secure?
All client documents move through an encrypted client portal (AES-256 at rest, TLS 1.3 in transit), hosted on audited cloud infrastructure with role-based access and full audit trails. We maintain a written information security program reviewed annually, and we do not commingle client files between engagements.
Do you handle cross-border situations across multiple jurisdictions?
Yes. India is the firm's home ground, and cross-border is where our practice runs deepest beyond it. We work across global corridors and have navigated 90+ DTAA treaties for active engagements. To illustrate the depth: India-US scope includes FBAR (FinCEN 114), FATCA, Forms 5471/5472, treaty positioning, transfer pricing under Section 92 / Section 482; India-UK and India-Singapore include corresponding treaty analysis, Section 195 withholding, Permanent Establishment / secondment structuring; India-UAE includes corporate tax (effective 9%), free-zone elections, and Pravasi-side residency planning. Other corridors (including but not limited to Canada, Australia, the EU, the Gulf and East Asia) follow the same pattern: treaty analysis, withholding, FEMA, and credentialed local-jurisdiction work coordinated via our panel.
How quickly can you onboard a new client?
Standard onboarding takes ten business days from countersigned engagement letter to first deliverable. For time-critical situations (board pack before a funding round, an open notice from a tax authority, an acquisition under signed term sheet) we run an accelerated track and surface that scope in the initial conversation. Most work starts within 48 hours of instruction confirmation.
Begin the conversation

Speak with a partner.

A 30-minute conversation to understand your situation, the jurisdictions involved, and whether we are the right fit. No commitment, fully confidential.

Email
info@advisorymonks.com
Replies from a partner within two business days.
Phone · WhatsApp
+91-8595116297
Mon–Fri · 09:30–18:30 IST · hours by arrangement for US/UK clients.
Office
C-94B, Sector 19, Noida
Uttar Pradesh, India. In-person meetings by appointment; virtual sessions otherwise.
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Confidential. No marketing lists, no spam — your details go to the partnership inbox only.