About this practice area.
Banks, authorities, and statutes routinely require certificates from a Chartered Accountant — net worth, turnover, Form 15CB for foreign remittances — each issued with UDIN and carrying professional responsibility. Beyond certification, the firm advises on the questions that sit between service lines: choice of entity, structuring a transaction, or a health-check of where the compliance actually stands.
UDIN-backed
Every certificate verifiable on the ICAI's UDIN portal — as the Institute mandates.
Scoped first
Advisory engagements begin with a short discussion that settles exactly what is needed.
Plain terms
Options, risks, and consequences set out clearly before any decision is taken.
Scope, explained — with documents required.
Open any item below to see what it involves and what is generally needed to begin.
01Certifications
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What is this
Issuance of certificates that statutes, banks, and authorities require from a Chartered Accountant — net-worth certificates, turnover certificates, and the accountant's certificate for foreign remittances (Form 15CB under the 1961 Act; Form 146 under the Income-tax Act, 2025, with the remitter's declaration now in Form 145 in place of Form 15CA) — and other attestations, issued with UDIN as mandated by ICAI.
Documents generally required
- Purpose of the certificate and the authority requiring it
- Underlying financial statements / books supporting the figures
- Bank statements, ITRs, and ownership documents, as relevant
- For foreign remittance certificates (15CB / Form 146): invoice, agreement, and nature of remittance with treaty details
02Business Advisory
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What is this
Advice on matters that sit between the formal services — choice of entity, transaction structuring, compliance health-checks, accounting system setup, and the financial questions that arise as a business grows or changes shape.
Documents generally required
- A brief description of the question or proposed transaction
- Latest financial statements and returns, where relevant
- Existing agreements or structure documents, if applicable
Three entries to every engagement.
Understand & scope
A short discussion to understand the facts, the records available, and the outcome required — followed by a clear scope.
Execute with diligence
Work performed against a checklist and a calendar — documents verified, positions reasoned, drafts reviewed before anything is filed or signed.
Report & stand by it
Deliverables explained in plain terms, records handed over in order, and the firm available for whatever follows — queries, notices, or next steps.
Discuss your requirement.
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