Finance is more than just numbers &
We understand that!
Introductory and Capability Statement
About Us
Key Problems hindering Business Growth
Time-Consuming Operational Tasks Cash-flow Management Compliance & Secretarial Challenges
Operational tasks like AP, AR, invoicing, etc. Poor cash flow forecasting and management Income Tax, GST, TDS, and RoC compliances
diverts focus from strategic growth often lead to liquidity crunches can be tedious and time-consuming
Lack of Financial Acumen Scalability & Fundraising Issues Gaps in Financial Reporting
Difficulty in financial & operational analysis, Challenges in securing adequate funding and Companies struggles in financial reporting,
KPI interpretation, and data-driven decisions scale operations monthly MIS and financial projections
Startups face various challenges, driving the demand for Virtual CFO services
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How does Virtual CFO services help?
Start-ups Failure due to Operational Inefficiencies
55%
Virtual CFO services helps in
managing day-to-day financial
Helps you with flexible problems to help businesses
Business Failure due to Poor Cashflow Management
engagement models focus on growth
tailored to your
30% 80%
business needs
Time-Consuming Operational Tasks
Streamlined Financial Operations
Cash-flow & Compliance Challenges
Virtual CFO Customized Reports for Cashflow Monitoring
Lack of Financial acumen Services
Strategic Guidance & Cost-effective Services
Scalability Issues
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*Source: Revli, Pecunio
About HelloCFO
HelloCFO is a Financial and Business Advisory Consultancy firm set up in 2017. We are a team of well qualified Chartered Accountants, Company
Secretaries & Lawyers providing financial & Legal Advisory services under one roof.
Our aim is to assist entrepreneurs across India to set up & run their businesses effectively without any worry of financial, legal & secretarial
compliance. We provide end to end services starting from company incorporation to compliance management, fundraising and due-diligence
services.
Fundraising Problems Secretarial Services
Businesses and Founders Accounting and Virtual CFO
Tax Advisory Services
Advisory Required for Fundraising
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Why HelloCFO?
Trusted business partner, understanding business priorities from founder’s mindset
Successfully assisted over 50+ startups with
financial and secretarial solutions.
Our in-house expert panel, comprising of
seasoned CAs, CSs, and business professionals,
ensures you receive well-round solutions.
Offers all services under one umbrella from
incorporation to compliance and fundraising
process.
Delivering budget-friendly solutions with
optimized resources while ensuring top-
quality service
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Technology used by us
7
We have Partnered with….
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Team
Founders’ Profile
CA Kushal Aggarwal
➢ Kushal has over 12+ of experience in finance, strategy, and business intelligence and has expertise in financial
planning, M&A, procurement, analytics, and offline expansion.
➢ He serves as Group CFO for Bella Vita, GNC, Bevzilla, BetterAlt, Thrive and Guardian Group.
➢ He has played a pivotal role in growth for various D2C startups, including Bella Vita's unicorn journey with
expertise in D2C Finance and Strategy.
CA Aman Kumar
➢ Aman has over 12+ years years with expertise in area of financial reporting, taxation, transaction structuring,
internal control management.
➢ He has engaged with various corporate giants, startups and PSUs for providing Financial Reporting, Virtual CFO and
other related services.
➢ He is well-versed with the industry working culture and startup ecosystem, already advising multiple start-ups
representing various industries.
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Core Team
CA Satuti CS Juhi CA Payal
Dalmia Singh Mangal
Manager Secretarial Head Manager
Qualified Chartered Accountant skilled Qualified Company secretary skilled in Qualified Chartered Accountant skilled in
in Indirect Taxation, Direct Taxation, Due Diligence and all type of secretarial Indirect Taxation, Direct Taxation,
Statutory Audit , International Taxation activities relating to Company Law and Statutory Audit , International Taxation
and Due Diligence. other relevant statutes. and Due Diligence.
CA Anshul Adv. Kashish Isha Garg
Kumar Singhal Gupta
Senior Advisor Advisor Manager
Seasoned professional in Corporate Tax Seasoned tax and legal expert with 10+ Qualified as MBA, skilled in Team
and Transfer Pricing arena with around years of experience in indirect taxation, Management, Direct Taxation and
20+ years of experience. advising multinational corporations and Management Information System (MIS).
PSUs.
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Our Offerings
We help our clients with…
Accounting Advisory Strategic Advisory
Services Services
Valuation Advisory
Virtual CFO Services Services
Legal Advisory Taxation Advisory
Services Services
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Virtual CFO Services
Key Metric Assessment
Evaluating indicators such as CM-1, CM-2, and
RoAS to provide strategic insights and enhance
financial performance and operational efficiency.
MIS Reporting and Analytics
Providing real-time financial insights, including
metrics like cash runway, cash burn, and unit
economics, to track performance
Budgeting and Cash Flow Management
We help startups manage cash flow and control
their cash burn to avoid potential financial
disasters.
Effective Financial Planning
We provide effective financial planning to
allocate resources and meet financial goals.
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Accounting Advisory Services
Maintaining accurate financial records, managing transactions, and preparing
Accounting and Book-keeping financial statements to ensure compliance and support informed business
decisions.
Managing statutory accounting and bookkeeping compliances like TDS, ESIC,
Accounting Compliances etc. in today’s highly complex economic and regulatory environment
Maintaining detailed financial statements, including balance sheets and profit
Financials(Balance Sheet/P&L) & loss statements, to provide a clear picture of the company's financial health
and performance.
Examining financial records and processes to ensure accuracy, compliance, and
Audit and Assurance integrity, providing stakeholders with confidence in the financial statements
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Valuations and Strategic Advisory Services
Due-Diligence
Assisting clients to evaluate their potential investments and acquisitions by
thoroughly reviewing financial, legal and operational aspects
Legal Structuring
Organizing a business’s legal framework to optimize tax efficiency, limit
liability, and ensure regulatory compliance.
Transaction Advisory
Providing expert guidance on mergers, acquisitions, divestitures, and other
financial transactions to maximize value and minimize risks.
Valuations Advisory
Providing expert analysis of a company's assets, financial performance, and
market position to understand true underlying value of the business.
Fund-raising
Involves developing and executing strategies to secure capital from investors,
lenders, or other sources to support business growth and strategic initiatives.
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Legal & Compliances Advisory
• Board Meetings and EGM • MSME Registration
• Minutes of Meeting Entity • Trademark Registration
ances Se • Startup India Registration with
• Increase in Authorized Capital pli tu
m p DPIIT
• ROC Compliances o
&
• Letter of Undertaking for exports
• Maintenance of Statutory
ial
Re
• GST Registration
tar
Registers
gist
Secre
ration
Mon • Assistance in Valuation reports
rs
tte
thl • Private Placement of shares
• Monthly Sales, Purchases and
Ma
• Filing E-form with RoC i.e. PAS-
y
Expense Accounting m at
Co
e
3,PAS-4,etc.
• Monthly P&L pli or
anc
es C orp • Auditor Appointment including
• Receipt and Payment ADT-1 Filing
Accounting
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Taxation Advisory Services
Income Tax
Includes calculating advance tax liabilities, TDS Computation
determining overall income tax obligations, and computing employee
tax withholdings to ensure timely and accurate tax compliance
Tax Planning
Involves strategizing financial activities to minimize tax liabilities and
maximize benefits for individuals and businesses, ensuring compliance
while optimizing overall tax efficiency.
GST Advisory
Includes GST computation ,TDS & TCS credit availment and GST
refund & drawback
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Our Portfolio
We have successfully served...
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Our team has successfully worked with…
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For queries regarding our services, please reach out to us
on www.hellocfo.in
Thank You! HelloCFO
Onboard us & leave all your worries around 350, Tower B2, Spaze I-Tech Park, Sector-49,
Finance, Compliance & Cash Flows! Gurugram 122018, Haryana
Phone : +91 9971014032
Landline : 0124-4075708
Email : aman.goyal@hellocfo.in ,
: Hello@hellocfo.in
