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Pricing · Engagements

Retainer programmes, scoped to fit.

Project, monthly retainer or advisory retainer. Every engagement is partner-led; the brackets below are for orientation and the engagement letter fixes the scope.

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 months · Manager-led, partner-reviewed
Discuss the Essentials retainer
Most engaged

Growth

₹50,000 / 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 · Form 145 / 146 (erstwhile 15CA / 15CB) · ODI
  • Multi-state GST · ITC · e-invoicing
  • Corporate secretarial · board minutes · ESOP
  • Quarterly partner review
From 6 months · Partner-led delivery
Discuss the Growth retainer

Institutional

₹1,00,000 / month

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

  • Everything in Growth
  • Portfolio compliance · investee SHA / SSA templates
  • Transfer pricing · Form 48 (erstwhile Form 3CEB) · APA / Master File
  • Cross-border · DTAA · PFIC / GILTI · flip structuring
  • Valuation · Rule 57 (erstwhile Rule 11UA / 11UAA) · IBBI reports
  • Named partner · same-day response · board-level documentation
From 12 months · Named partner · priority access
Discuss the Institutional retainer

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

A flip-structuring memo for a Cayman-bound startup. A Form 128 (erstwhile Form 13) LDC for an NRI selling property. A six-month diligence mandate for a VC fund. We scope these as bespoke retainers — fixed-fee where the work is defined, monthly where the relationship is ongoing — and come back with a scope, a fee and a timeline.

Scope a bespoke retainer

Book the 20-minute diagnostic →

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 20-minute diagnostic.

We look at your last filings, your current books, how your company is structured, and any open issues. You walk away with a clear written scope and a fixed monthly fee — no surprises later.

02 · Onboard

Books cleaned, data migrated.

We connect to Tally, Zoho Books, QuickBooks, or your bank feeds; clean up and reconcile past entries; set up your books properly; and give you a dashboard to track everything in one place.

03 · Deliver

Monthly close, on the 10th.

Every month by the 10th: reconciled books, profit & loss, balance sheet, and a report you can actually read — plus payroll handled. Growth and Institutional clients also get a cash forecast and board-ready numbers, on a published calendar.

04 · Optimise

Quarterly strategy review.

Every quarter we step back and look at the bigger picture: are you structured the right way, is there a better tax position available, and what should change before it costs you money.

Common questions

Asked before engaging.

More on the retainer work in the Virtual CFO practice, worked examples in our work, free calculators in tools, and the full list of frequently asked questions.

What does the monthly retainer include?

Every retainer is partner-led and shaped to the client. 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.

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.

How does the coordination model work?

Advisory Monks Consulting runs your bookkeeping, monthly close and management reporting, and maintains the underlying accounting records. Where a jurisdiction requires a locally licensed filing, we coordinate with an independent professional licensed to practice in that jurisdiction (US CPA, UK Chartered Accountant, Singapore Chartered Accountant, UAE-licensed practitioner), engaged under their own separate engagement letter — they prepare and file the return directly from the records we maintain. Advisory Monks Consulting does not itself prepare or file foreign statutory tax returns.