Corporate Capability Overview

Confidential & Private│2019

Felix at Glance – Our Edge
Our History and Operations
Felix Advisory, set up in 2013, is a management
consulting firm, rapidly growing in financial, tax,
transaction, legal and process advisory
We Operate from three domestic and two
international offices in NCR, Mumbai, Jaipur,
UAE and Europe
Our Client and Experiences
We are preferred and trusted advisory partner, for
hundreds of our clients, from Indian
conglomerates & high growth start-ups to the
global MNCs
Our clients operates across 50+ industry
sectors ranging from traditional to new age
economy sectors
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Our Services and Global Reach
We serve our esteemed clients with a wide range
of advisory services ranging from Accounting &
Assurance, Tax, Transaction, Legal, Process
Improvement and outsourcing
Through our global operations we help clients
across India, Middle east and Europe adopting
best practices and technology to serve them with
global standard of solutions
Our People and Quality Assurance
We are team of 225+ people at Felix Advisory
consisting of Chartered accountants, MBAs,
Company Secretaries and Domain & Industry
Experts, etc.
All Partners are from rich consulting or industry
background majority being from Big 4s.
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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
risks and rewards of corporate
transactions. Be it internal restructuring
or fund raise or inorganic growth.
Our financial experts follow global best
practices while providing accounting
transformation, statutory audit* and
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
Compliance Advisory Services
▪ Tax advisory and tax ▪ Lead advisory
litigation services ▪ Debt & equity
▪ Tax compliance service ▪ Strategic investment
▪ Cross border tax ▪ Partner search
advisory
▪ IP monetization
▪ Personnel tax services
▪ Transaction support
▪ Tax performance
▪ Transaction structuring
advisory services
▪ Financial DD
▪ Transaction tax advisory
▪ Tax DD
services
▪ Process diligence and
▪ Transfer pricing
forensics
▪ Tax accounting services
▪ Valuation, IM and
▪ Complete indirect tax modelling support
advisory and compliance
▪ Post transaction
services
integration
▪ Regulatory advisory and
▪ Regulatory compliance
compliance services
▪ Pre transaction support
including vendor DD and
process improvement
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Business and Risk Accounting and Valuation and
Advisory Assurance Business Modelling
▪ Risk based internal audits ▪ Statutory audits* ▪ Purpose based valuation
and process reviews and ▪ Management audit ▪ FEMA
advisory services ▪ Tax
▪ Implementation of risk ▪ Stock audit services ▪ Transfer pricing
assessment frameworks ▪ Special investigative
▪ Financial reporting under
(ERM/ ICFR/COSO) audit services
IND AS, IFRS, US
▪ Development & ▪ IND-AS implementation GAAP
implementation of
▪ Clause 49 and SOX ▪ Project financing
standard operating
requirements ▪ Fund raise
procedures
▪ Fraud investigation and ▪ Valuation based on
▪ Cost saving initiatives
dispute settlement assets class
▪ Information security
▪ Virtual CFO ▪ Business
reviews
▪ IFRS advisory ▪ Fixed assets and
▪ Costing and accounting
▪ Outsourcing of machineries
system design and review
accounting, payroll, asset ▪ Intangible assets
▪ Supply chain advisory
management, budgeting ▪ Complex hybrid
▪ Secretarial services
and MIS securities using
▪ ESOP planning and
statistical models
compliance
* 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
Accounting & Advisory
Total Experience 17+ Year
Prior Organizations Ernst & Young
Expertise Accounting and assurance, Management
consulting, Compliance & reporting, Real
estate and infrastructure, Development and
evaluation of business plans and Internal
financial controls
Swetabh Pareek | Partner
Transaction Advisory - IB
Total Experience 14+ Year
Prior Organizations Kotak Mahindra, Ernst & Young, CS, Aranca
Expertise Lead advisory, Partner Search, Valuation &
business modelling, Due diligence,
Negotiation, Operations management,
Strategic consulting and Business research
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Amit Jindal | Co-founder & Partner
Transaction Structuring
Total Experience 14+ Year
Prior Organizations Ernst & Young
Expertise Deal structuring for joint venture and M&A,
Structuring for private equity, Inbound and
outbound investment structuring, Processing
of regulatory approvals, Corporate Taxation
Suyog Bagul| Partner
Virtual CFO Services
Total Experience 14+ Year
Prior Organizations Billcare
Expertise Outsourced accounting services & Virtual
CFO, Finalization of accounts under Indian
GAAP/ Ind-AS/ IFRS, Analysis of business
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
Expertise EY) Assurance and advisory services;
Expert in Indian GAAP, Ind-AS and IFRS;
Special purpose reviews; IPO’s; Tax audits;
Certification and Financial due diligence
Prior Organizations Ernst & Young (Member Firm)
Expertise Risk based assurance & auditing services,
Statutory audits, Financial due diligence, Ind
AS and IFRS diagnostics, SOX and J-SOX
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
Expertise Revenue assurance, Statutory audits, Tax
audit, Transfer pricing certification, Financial
due diligence, AIM listing, Finalization of
accounts under Indian Ind-AS/ IFRS
Prior Organizations EY, Experion Group and Hines Group
Expertise Outsourced accounting services & Virtual
CFO, Finalization of accounts under Indian
GAAP/ Ind-AS/ IFRS, Analysis of business
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
Expertise Internal audits, Process improvement &
implementation, Risk assessment, Internal
control & compliance frameworks, SOPs &
policies, Investigations, Special projects and
ERP
Prior Organizations SR Batliboi (member firm of EY in India)
Expertise Business valuation, Asset valuation,
Intangible valuation, Complex security
valuation, Valuation for regulatory,
transaction and reporting purposes,
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