Felix Advisory Private Limited

Tax, regulatory and transaction advice in India

Felix Advisory is a management consulting firm working in India, with offices in Delhi, Mumbai, Pune and Bengaluru as well as the United Arab Emirates and Europe. Its service lines run from tax and regulatory matters to transaction advice, outsourced finance leadership, risk work, internal audit and corporate governance. According to the firm, its client list runs from Indian conglomerates and venture capital and private equity investors to fast-growing start-ups and multinational groups.

Helping clients through a changing tax environment

The tax practice helps clients understand the complex tax issues that arise in a tax environment that changes often. The firm also assists businesses with compliance with industry regulations, so that requirements are met while the company continues to trade. Its stated aim is to bring functional expertise and a broad perspective to each client's problem, combining several disciplines when a single decision needs both tax and legal or financial views.

Risk assessment and management plans

The risk work begins with an assessment of the risks a company faces, followed by the development of a management plan and support in putting it into effect. Transaction advisory follows a similar path. The firm helps clients understand the risks that come with a deal and then proposes solutions designed around that client's situation rather than a standard template.

Virtual CFO and compliance support

For companies that do not need a full finance team, Felix Advisory offers virtual CFO services. These come with accounting and compliance support, so that a business can draw on senior financial judgement without employing a chief financial officer in-house. The firm combines this with management consulting that covers strategy, organisation and operations.

Valuation, internal audit and governance

The firm offers valuation services that it describes as following methods accepted internationally. Its internal audit and corporate governance work is intended to strengthen controls and oversight within an organisation. The services together cover a range of business functions, including management, strategy, business and risk, organisation, operations and financial and business advice.

The firm's team and approach

According to the firm, its advisers include chartered accountants, MBA graduates, company secretaries and insolvency professionals. It says its approach builds long-term relationships, and that it aims to turn business challenges into opportunities through roadmaps that guide clients towards informed decisions. The firm describes its approach as one of responsibility and integrity, with an emphasis on consistency and agility in delivering results.