Shashi and Co

Advisory & Other Services

Business Planning

Firm serves as a one-stop solution for early-stage ventures, offering comprehensive support from incorporation to obtaining various approvals and registrations. Services include assisting with EOU (Export Oriented Unit) setups, GST registration, Shops and Establishments registration, obtaining Import-Export codes, and ensuring compliance with labour laws. The firm also provides valuable advice on entry strategies and extends support to non-residents and overseas companies looking to establish a presence in India.

Financial Advisor and Financial Planning

In the realm of financial services, firm offers a wide range of solutions to meet the diverse needs of its clients. This includes preparing business plans and viability studies, financial structuring, proposing restructuring plans, and structuring debt. The firm also conducts due diligence studies and provides investment advice, including assistance with term sheets and structuring shareholders agreements, ensuring sound financial decision-making and maximizing returns on investments.

Corporate Advisory

The firm offers comprehensive services in Company Law and Legal matters, including the incorporation of companies/LLP starting from name approval onwards. The firm provides expert advice and undertakes necessary compliances as per the Companies Act. This includes handling complex issues such as liquidation of companies, managerial remuneration, and filing of charges, among others. Additionally, the firm advises clients on matters related to mergers and acquisitions, offering strategic tax planning solutions to ensure optimal outcomes.

Succession Planning

A Succession Planning is a systemic way and process where client not only build & grow their wealth but also ensure your legacy, wealth, IPR, property, business etc. are transferred to the most desirable persons as per their wish so that their legacy is preserved & carried on for hundreds of years to come.

Firm specialise in guiding clients through complex tax implications associated with succession planning. Tax-efficient strategies are developed to optimize the transfer of assets to beneficiaries. With extensive knowledge of the legal and tax considerations involved in business planning and succession, the firm is equipped to guide clients through every step of the process with confidence and precision.

The firm offers specialized assistance in creating and implementing succession plans, ensuring a smooth transition of ownership and management to the next generation or chosen successors.

Due Diligence

In the due diligence process, various aspects of a business or transaction are examined to offer clients a comprehensive understanding of associated risks, opportunities, and financial implications.

The Firm conducts due diligence for investors who are looking forward to acquiring business, investing huge capital in a startup. There are several risks in areas that include financial, legal & litigation, markets & products, management & work force, strategic and unrecorded liabilities. Through the studies below, clients are provided with insights to navigate transactions confidently.

M&A Advisory Services

Clients are guided through the entire merger and acquisition process to achieve growth and value creation objectives. With expertise and global network, clients navigate complex transactions confidently and achieve strategic goals. Firm follow below steps to assist client:

Investment Planning

In investment planning, firm tailor’s strategies to clients’ financial goals, risk tolerance, and time horizon. Through these steps, clients can navigate their financial futures confidently.