§ Global advisory · markets, capital, counsel

Global reach. Local conviction.

A global-minded advisory, partner-led — we work with founders, funds and mid-market boards across borders, through capital raises, structuring, cross-jurisdiction compliance and the markets in between. Considered, since 1998. With a senior team behind every mandate.

Begin a conversation See the practices

Now in motion / 3 regulatory filings in this quarter 2 succession plans in motion 1 statutory audit closing this week 4 retainer closes on the desk 2 family-business reviews scheduled

Founder-ledEvery engagement personally led by senior partners
Partner-backedSenior team of advisors (FCA · DISA)
regulatory, GST and independent practice · pan-India

In this issue I. Practices II. Approach III. The firm in numbers IV. Industries VI. Journal VII. Contact

§ I. — The Practices

Four doors · one accountable roof

Consulting work we take seriously, written down so you can read what you'd be paying for.

Practice №. 01 · Advisory

Business advisory, with a sharper edge.

The work the advisory is built around. Founders, family businesses and mid-market companies use us as a sounding board on growth, structure, succession and the stuck moments — with the direct access of a founder who picks up the phone himself, and the rigour of a chartered accountant who actually understands the books underneath the strategy.

What we do

Growth & structuring advisory
Family-business & succession planning
Restructuring & turnaround work
Investor & board-readiness diligence
Direct & indirect tax representation

Who it's for

Promoters preparing for the next generation
Family businesses splitting or consolidating
Companies under tax scrutiny or appeal
Founders raising or preparing for diligence

Practice №. 02 · regulatory

Regulatory & Compliance, from registration to exit.

A decade of regulatory work for promoters, developers and real-estate agents across the State — project registration, the quarterly grind, complaint defence, and the orderly de-registration that nobody talks about until they need it.

What we do

Project & agent registration with regulatory
Quarterly progress reports & updates
Complaint defence at the Authority
Extension, amendment & de-registration
Compliance reviews for ongoing projects

Who it's for

Promoters with one or many ongoing projects
Firms needing regulatory registration
Buyers' counsel preparing a complaint
Promoters de-registering a completed project

Practice №. 03 · Audit

Audit and assurance, without the boilerplate.

Statutory, tax, internal and concurrent audits — including general insurance, bank-branch and expenditure audits. Reviewed by the team, signed by the team, defended by the team before the authorities. The rigour our consulting work is built on, with a senior CA team on the bench.

What we do

Statutory & tax audit under the Companies Act
Internal & concurrent audits
Bank-branch and general-insurance audits
IS / IT audit (DISA-led)
Audit of charitable trusts & institutions

Who it's for

Private and listed mid-market companies
Co-operative & nationalised bank branches
Charitable trusts under section 12A / 80G
Promoter groups consolidating across SPVs

Practice №. 04 · Accounting

Books you can stand behind.

Cloud-first bookkeeping, monthly closes, MIS and statutory compliance — on Zoho, Tally or your stack of choice, reviewed by the team every month. The in-house finance function you'd build if you could find the people.

What we do

Bookkeeping & monthly close (Zoho / Tally)
MIS & cash-flow reporting
GST, TDS & ROC compliance filings
Payroll & vendor management
Incorporation of companies, LLPs and trusts

Who it's for

Founder-led companies up to ~ ₹50 cr revenue
Family offices consolidating multiple entities
Charitable trusts on quarterly compliance
Startups setting up an India entity

§ I.b — The Engagement

Click any stage · or use ← →

What working with the team actually looks like, week by week.

Day 0–2 · within 48 hours of your enquiry

You write to us.

Through the form below, or directly to the team's email. Sketch the situation in a few lines — where you are, what's stuck, what good looks like. the team reads every submission.

You bringA few honest lines about the situation
We bringA first read, on letterhead, within 48 hours

Day 3–5 · A scheduled 30 minutes

A first call with us.

No deck. No paperwork yet. Thirty unhurried minutes on the phone — the team listens, asks the questions that matter, and tells you honestly whether we're the right advisory for the situation. The call is on us.

You bringWhoever needs to be in the room
We bringTwenty-eight years of pattern-matching

Day 6–10 · Two pages, signed both ways

An engagement letter you can read in one sitting.

Scope, deliverables, fees, timeline and who-does-what — on letterhead, two pages. Nothing buried, no hourly-fee surprises. You sign once, and the work begins.

You signA clear two-page letter, not a 20-page contract
We commitFixed fee, fixed timeline, founder-owned

Week 2 · Reading the room

We read everything.

Books, prior filings, the contracts, the org chart, the family dynamics — whatever the engagement needs. We come back with a one-page "what we found" memo before the first working session, so the conversations are about decisions, not catch-up.

You shareEverything we ask for in a single ask
We returnA one-page "first read" memo

Week 3 onward · Weekly or fortnightly

Working sessions on a published cadence.

Standing meetings — usually weekly or fortnightly, in person at your office or ours. Friday status notes by email. SLAs published, missed less than 2% of the time. When we do miss, the team calls before the deadline, not after.

You getA standing slot in the team's calendar
CadenceFriday status, every Friday

Engagement end · And the long view

We close cleanly. And stay close.

A closing memo, a handover pack, and a calendar invite for a quarterly check-in. Most engagements roll into a retainer or a follow-up brief — but never automatically. The decision is always yours, written down.

You leave withA handover pack and an open door
We stayQuarterly check-in · no auto-renewals

§ II. — The Approach

Why teams pick us

The rigour of a top-tier advisory, the responsiveness of a founder who actually answers the phone.

Founder-led. Personally.

Every engagement is led by senior partners himself — no bait-and-switch, no juniors flying blind. The signature on your engagement letter is the same name that picked up the phone, twenty-eight years in.

No bait-and-switch.

ii.

48-hour SLAs we publish.

You'll know what we're doing, by when, every Friday. We miss our published SLAs less than 2% of the time — and when we do, the team calls you first.

Friday status, from the team.

iii.

One advisory, many doors.

Advisory, regulatory, audit and accounting — coordinated under one roof, never duplicated. Your bill is for the answer, not the handoff. the team owns the relationship across every practice you use.

Coordinated, never duplicated.

iv.

Built for the next major metros.

Cloud-first books, regulatory-fluent advisory, and a founder who's walked the corridors of the Authority. Wherever in you're building a business, we've already filed there.

We've already filed there.

§ II.b — Where Do You Fit?

Question 1 of 3

A advisory is right for some questions. Find out if it's right for yours — in three clicks.

Q1. What brings you here?

Q2. What's the time horizon?

Q3. What's the scale?

Sounds like ·

Business Advisory

A consultative engagement on growth, structure or succession — the team personally on the work.

Likely practiceAdvisory · Strategy
Engagement leadMeridian
Typical timeline3–24 months
First responsewithin 48 hours

Talk to us about this

§ III. — In Numbers

As of 31 March 2026

The advisory, in measurable terms.

0 years In practice since 1998.

0 CAs Chartered accountants on the bench — three Fellows, one Associate.

0 specialisations regulatory, audit, direct & indirect tax, IS audit, advisory and incorporation.

0 hours Published SLA on first response — missed less than 2% of the time.

§ IV. — Industries

Where the work has been

We work where the work is interesting.

Real estate & infra

Residential developers
Commercial & mixed-use
Real-estate agents
Infrastructure SPVs

Industrials

Manufacturing & engineering
Mining & minerals
Logistics & warehousing
Automotive supply chain

Services

SaaS & technology
Professional services
Healthcare & hospitals
Education & training

Stewardship

Family offices
Charitable trusts
Co-operative societies
Bank branches

§ — A note from a long-standing client

Our partners and their team didn't just clear our regulatory filings — they rebuilt the way our office thinks about compliance. Quarterly closes are calmer now, and the team's notes on our books actually save us money.

§ VI. — Journal

All entries →

Recent thinking.

regulatory·8 min read

regulatory quarterly filings: what changed in 2025, and the four traps that cost promoters their certificate.

A walkthrough of the new QPR schema, the documentation gaps the Authority has been calling out, and how to keep your certificate clean through year-end.

18 March 2026 Read →

Advisory·5 min read

Family-business succession: the conversation every promoter postpones.

Why the spreadsheet matters less than the room you have it in, and a four-meeting cadence that has worked for our promoter families.

04 March 2026 Read →

Accounting·11 min read

A founder's guide to closing the books in five working days.

The closing checklist we hand our retainer clients on day one, with the four cut-off rules that decide whether a five-day close is realistic for you.

22 February 2026 Read →

§ VII. — Contact

First call is on us

Tell us where
you're stuck.
We'll meet you there.

Direct line · Principal +1 (555) 0100 Mon–Sat 10:00–20:00 IST
Office board +1 (555) 0200 Nationwide office reception
Engagement email hello@meridian.example Reply within 48 hours, on the team's letterhead
Office One Capital Plaza Suite 1200, Fort Main Road, Nationwide

Global reach. Local conviction.

Business advisory, with a sharper edge.

Regulatory & Compliance, from registration to exit.

Audit and assurance, without the boilerplate.

Books you can stand behind.

You write to us.

A first call with us.

An engagement letter you can read in one sitting.

We read everything.

Working sessions on a published cadence.

We close cleanly. And stay close.

Founder-led. Personally.

48-hour SLAs we publish.

One advisory, many doors.

Built for the next major metros.

Business Advisory

regulatory quarterly filings: what changed in 2025, and the four traps that cost promoters their certificate.

Family-business succession: the conversation every promoter postpones.

A founder's guide to closing the books in five working days.

Thank you. The note is on the team's desk.