Corporate Capability Overview
Confidential & Private│2019
Felix at Glance – Our Edge
Our History and Operations Our Services and Global Reach
Felix Advisory, set up in 2013, is a management We serve our esteemed clients with a wide range
consulting firm, rapidly growing in financial, tax, of advisory services ranging from Accounting &
transaction, legal and process advisory Assurance, Tax, Transaction, Legal, Process
Improvement and outsourcing
We Operate from three domestic and two
international offices in NCR, Mumbai, Jaipur, Through our global operations we help clients
UAE and Europe across India, Middle east and Europe adopting
best practices and technology to serve them with
global standard of solutions
Our Client and Experiences Our People and Quality Assurance
We are preferred and trusted advisory partner, for We are team of 225+ people at Felix Advisory
hundreds of our clients, from Indian consisting of Chartered accountants, MBAs,
conglomerates & high growth start-ups to the Company Secretaries and Domain & Industry
global MNCs Experts, etc.
Our clients operates across 50+ industry All Partners are from rich consulting or industry
sectors ranging from traditional to new age background majority being from Big 4s.
economy sectors
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Our Pillars of Strength
Our Clients Our People
We focus on creating long term relationship Equal growth opportunity and continuous knowledge
and a satisfied client is always our priority upgrade forms basis of our organization conduct
Our Organizational
Building
Corner Stones
Our Values Quality Assurance
Governed by professionalism and Integrity, We follow global best practices of service delivery.
we protect best interest of the clients and A persistent focus on continuous learning and
team in long term understanding clients requirement is the key to our
success
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Five Complementary service for seamless solution delivery – 1 of 2
Tax and Regulatory Compliance Business and Risk Valuation Services
Our direct tax, GST and secretarial We improve your business processes Our experts help you with a defensible
experts provide timely advise in a by undertaking a detailed analysis of valuation opinions for complying with fair
dynamic litigious phase of tax reforms, your needs and identifying simple value measurement norms as per IND AS,
reporting and regulatory changes solutions to meet your objectives IFRS or other Indian tax / FEMA regulation.
Transaction Advisory Services Accounting and Assurance
We support our clients in understanding Our financial experts follow global best
risks and rewards of corporate practices while providing accounting
transactions. Be it internal restructuring transformation, statutory audit* and
or fund raise or inorganic growth. forensic services
* Under our Member Firm “Jain Jindal & Co.”
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Five Complementary service for seamless solution delivery – 2 of 2
Tax and Regulatory Transaction Business and Risk Accounting and Valuation and
Compliance Advisory Services Advisory Assurance Business Modelling
▪ Tax advisory and tax ▪ Lead advisory ▪ Risk based internal audits ▪ Statutory audits* ▪ Purpose based valuation
litigation services ▪ Debt & equity and process reviews and ▪ Management audit ▪ FEMA
▪ Tax compliance service ▪ Strategic investment advisory services ▪ Tax
▪ Cross border tax ▪ Partner search ▪ Implementation of risk ▪ Stock audit services ▪ Transfer pricing
advisory assessment frameworks ▪ Special investigative
▪ IP monetization ▪ Financial reporting under
▪ Personnel tax services (ERM/ ICFR/COSO) audit services
▪ Transaction support IND AS, IFRS, US
▪ Tax performance ▪ Development & ▪ IND-AS implementation GAAP
▪ Transaction structuring
advisory services implementation of
▪ Financial DD ▪ Clause 49 and SOX ▪ Project financing
standard operating
▪ Transaction tax advisory requirements ▪ Fund raise
▪ Tax DD procedures
services ▪ Fraud investigation and ▪ Valuation based on
▪ Process diligence and ▪ Cost saving initiatives
▪ Transfer pricing dispute settlement assets class
forensics ▪ Information security
▪ Tax accounting services ▪ Virtual CFO ▪ Business
▪ Valuation, IM and reviews
▪ Complete indirect tax modelling support ▪ IFRS advisory ▪ Fixed assets and
▪ Costing and accounting
advisory and compliance ▪ Outsourcing of machineries
▪ Post transaction system design and review
services accounting, payroll, asset ▪ Intangible assets
integration ▪ Supply chain advisory
▪ Regulatory advisory and management, budgeting ▪ Complex hybrid
▪ Regulatory compliance ▪ Secretarial services
compliance services and MIS securities using
▪ Pre transaction support ▪ ESOP planning and
including vendor DD and statistical models
compliance
process improvement
* Under our Member Firm “Jain Jindal & Co.”
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Our Select Marquee Clients
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Our Select VC backed / High-growth Clients
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Felix and its Partners in Media
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Our Senior Expert Team – 1 of 3
Saurabh Jain | Co-founder & Partner Amit Jindal | Co-founder & Partner
Accounting & Advisory Transaction Structuring
Total Experience 17+ Year Total Experience 14+ Year
Prior Organizations Ernst & Young Prior Organizations Ernst & Young
Expertise Accounting and assurance, Management Expertise Deal structuring for joint venture and M&A,
consulting, Compliance & reporting, Real Structuring for private equity, Inbound and
estate and infrastructure, Development and outbound investment structuring, Processing
evaluation of business plans and Internal of regulatory approvals, Corporate Taxation
financial controls
Swetabh Pareek | Partner Suyog Bagul| Partner
Transaction Advisory - IB Virtual CFO Services
Total Experience 14+ Year Total Experience 14+ Year
Prior Organizations Kotak Mahindra, Ernst & Young, CS, Aranca Prior Organizations Billcare
Expertise Lead advisory, Partner Search, Valuation & Expertise Outsourced accounting services & Virtual
business modelling, Due diligence, CFO, Finalization of accounts under Indian
Negotiation, Operations management, GAAP/ Ind-AS/ IFRS, Analysis of business
Strategic consulting and Business research models, Budgetary control & MIS reporting,
Internal audit,
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Our Senior Expert Team – 2 of 3
Deepak Mittal | Partner Gulshan Grover | Partner
Assurance & Advisory Assurance & Advisory
Total Experience 14+ Year Total Experience 15+ Year
Prior Organizations Deloitte and S. R Batliboi (member firm of Prior Organizations Ernst & Young (Member Firm)
Expertise EY) Assurance and advisory services; Expertise Risk based assurance & auditing services,
Expert in Indian GAAP, Ind-AS and IFRS; Statutory audits, Financial due diligence, Ind
Special purpose reviews; IPO’s; Tax audits; AS and IFRS diagnostics, SOX and J-SOX
Certification and Financial due diligence testing, Financial investigations and Special
audits
Anurag Mittal | Partner Adamya Sharma | Partner
Tax & Regulatory Business & Risk Advisory
Total Experience 14+ Year Total Experience 12+ Year
Prior Organizations Ernst & Young and Deloitte Prior Organizations Deloitte and KPMG
Expertise International tax, Corporate tax, Expertise Process advisory, Risk assessment reviews,
Representation and Tax advisory, Litigation Audit planning, Investigations, Special
support, Direct tax issues, Double tax projects, Process setup, Internal audits and
avoidance agreements and Exchange ERP implementations
control regulations
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Our Senior Expert Team – 3 of 3
Himanshu Mendiratta | Partner Vikash Lath | Partner
Assurance & Advisory Virtual CFO Services
Total Experience 12+ Year Total Experience 11+ Year
Prior Organizations Ernst & Young Prior Organizations EY, Experion Group and Hines Group
Expertise Revenue assurance, Statutory audits, Tax Expertise Outsourced accounting services & Virtual
audit, Transfer pricing certification, Financial CFO, Finalization of accounts under Indian
due diligence, AIM listing, Finalization of GAAP/ Ind-AS/ IFRS, Analysis of business
accounts under Indian Ind-AS/ IFRS models, Project feasibility, Budgetary control
& MIS reporting
Prashant Sharma | Partner Romesh Vijay | Partner
Business & Risk Advisory Valuation Services
Total Experience 10+ Year Total Experience 10+ Year
Prior Organizations EY, Dr. Lal Pathlabs and InterGlobe group Prior Organizations SR Batliboi (member firm of EY in India)
Expertise Internal audits, Process improvement & Expertise Business valuation, Asset valuation,
implementation, Risk assessment, Internal Intangible valuation, Complex security
control & compliance frameworks, SOPs & valuation, Valuation for regulatory,
policies, Investigations, Special projects and transaction and reporting purposes,
ERP Corporate finance, Audit and assurance
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Thank You ACCOUNTING | ADVISORY | TAX | TRANSACTION | VALUATION
INDIA | MIDDLE EAST | EUROPE
For more information contact –
Contact us
info@felixadvisory.com
+91 124 42 52 720
Suyog Bagul – Partner
Cell No. : +91 9922910156
