Strategic Advisory
Strategic Advisory for Indian Mid-Market
Vaishvik JHS delivers specialist accounting services for CPA firms across six markets and strategic advisory for Indian businesses. The same partners lead both. The same standard governs both.
Two audiences under one roof
Most advisory firms are either large institutional practices where you are one of many clients and the people you meet are rarely the people doing your work – or smaller boutique teams where depth can be limited.
Vaishvik JHS sits in between. Experienced partners. Indian market depth. International expansion expertise. No institutional overhead.
The same partners who lead our Centre of Excellence for international CPA firms also lead Strategic Advisory for Indian businesses. That means your M&A tax strategy is informed by the cross-border experience we run daily for USA-market CPA firms. Your IPO readiness review benefits from the precision standards we apply across all practices.
Five Strategic Advisory services
Mergers, acquisitions, and complex cross-border transactions require more than accounting. They require strategy. Led by Ajay Rotti, our international tax and transaction advisory partner, our team handles:
- Target valuation and financial due diligence
- Deal structuring for tax efficiency and regulatory approval
- Integration planning and post-deal financial alignment
- Cross-border transaction strategy for Indian companies acquiring or being acquired
Beyond transaction mechanics, M&A success is about identifying the right partner, understanding cultural and operational fit, and navigating integration without destroying value.
Our M&A advisory covers:
- Buyer-side search strategy and target identification
- Seller-side positioning and process management
- Deal strategy and negotiation positioning
- Post-deal integration and financial clean-up
Growing family wealth across generations requires structure, governance, and professional oversight. Whether you are centralising family investments, planning succession, or professionalising decision-making, our family office support includes:
- Governance framework design and implementation
- Investment strategy and asset diversification review
- Tax-efficient wealth transfer and succession planning
- Regulatory compliance across trusts, partnerships, and holding structures
Your business has outgrown commodity accounting but may not need a full-time, on-site CFO. Fractional CFO engagement means:
- Monthly financial strategy and dashboard review
- Fundraising financial preparation and investor conversation support
- Working capital and cash flow optimisation
- Board-level financial forecasting and scenario planning
Led by Navya Agasthyaraju, our fractional CFO team works inside your cadence – monthly board meetings, quarterly reviews, real-time cash flow challenges.
When you need to fix a specific problem – operational efficiency, margin expansion, cost structure review, go-to-market readiness – management consulting focuses on that narrow scope. Our management consulting services cover:
- Operational efficiency and cost structure review
- Margin optimisation and pricing strategy
- Go-to-market planning for new product lines or geographies
- Working capital and cash conversion cycle improvement
Who engages Strategic Advisory
Promoters and founders
Growing towards family office structure and requiring professional governance.
CFOs of mid-market companies
Undertaking acquisition strategy or preparing for IPO, seeking direct partner access and financial thinking without institutional fees.
Board members
Of growth-stage companies needing objective financial strategy review and M&A-readiness assessment.
Family office trustees
And professional advisors managing multi-generational
wealth.
Businesses
Navigating international expansion and needing cross-border tax and transaction strategy aligned with Indian regulatory requirements.
Our approach
Every Strategic Advisory engagement starts with a named partner. Ajay Rotti leads international tax and transaction strategy. Navya Agasthyaraju leads corporate tax, ESG, and fractional CFO work.
You know who is thinking about your business. Because they are named.
Engagements typically run 2–6 months (one-off projects) or 12+ months (fractional CFO, ongoing advisory). We do not layer internal teams between you and the partner. You speak to the partner. The partner thinks about your business.
Proof of Depth
Ajay Rotti
Partner – International Tax & Transfer Pricing
Senior international tax and M&A specialist, with deep crossborder transaction and transfer pricing experience built across leading advisory practices. Now leading M&A and transaction advisory across Indian midmarket.
Navya Agasthyaraju
ACA
Corporate Tax and ESR Specialist
Corporate tax and ESG specialist. Advising growthstage and acquisition-stage companies on tax efficiency, capital structure, and regulatory readiness.
