Integrated advisory across Finance, Legal, and Governance for growth-stage companies at the inflection point between entrepreneurial momentum and institutional scale.
CrestBridge Advisory partners with founders and executive teams at the inflection point between entrepreneurial momentum and institutional scale. We provide structured, integrated advisory across financial architecture, governance design, and legal & IP protection.
"Our mission is to convert operational complexity into institutional clarity — enabling companies to grow with confidence."
Rapid scaling without financial architecture, governance clarity, and compliance infrastructure exposes a company to operational fragility, investor skepticism, and regulatory exposure. Institutional confidence starts with structural clarity.
Fulfilling regulatory obligations in isolation — without integrating them into broader business strategy — leads to duplicated effort, misaligned priorities, and missed institutional signals.
Our advisory framework unifies financial, legal, and governance disciplines into a single operating mandate — enabling founders to make decisions with institutional confidence.
We partner with founders and executive teams ready to transition from entrepreneurial agility to institutional readiness. We welcome conversations with founders, board members, and investors who recognise the strategic value of structured advisory.
Start a conversation →Deep domain expertise. Institutional-grade judgment. Founder-aligned perspective.
Chartered Accountant with 15+ years of experience across high-growth e-commerce and fintech companies including RapidShyp, Essilor Group, MobiKwik, Myntra, and Exclusively.In. Former CFO with expertise in FP&A, IND AS / IGAAP reporting, controllership, taxation, and working capital management, with experience in building finance functions from the ground up. Advises growth-stage companies on financial architecture, board reporting, treasury strategy, investor readiness, and institutional-grade compliance frameworks.
Bishal leads legal strategy with a focus on intellectual property, contract structuring, and founder equity matters. With over 15 years of experience in IP, trademarks, patents, and contract alignment, he helps businesses build legally robust and investor-ready frameworks. He holds a B.Com, M.Com, and LL.B., combining strong commercial understanding with legal expertise. He has previously worked with K & S Partners, DE Penning & DE Penning, and ALG India Law Offices.
Uncompromising honesty in every engagement
Rigour in analysis and exactness in execution
Finance, legal, and governance as one mandate
Building systems that withstand scrutiny
Structured advisory spanning financial architecture, governance design, legal protection, and capital readiness — delivered as a single, coherent mandate.
Design of financial systems, reporting frameworks, and capital visibility tools that support executive and board-level decision-making.
Explore Pillar I →Implementation of delegation frameworks, statutory compliance calendars, and governance structures that satisfy institutional standards.
Explore Pillar II →Registration, structuring, and protection of intellectual property assets, supplemented by contract review and founder legal alignment.
Explore Pillar III →Advisory on equity architecture, cap table discipline, and investor readiness — preparing companies for informed capital conversations.
Explore Pillar IV →End-to-end entity registration, MCA filings, and post-incorporation compliance — building your legal foundation from day one.
Managed payroll processing, PF/ESI/PT compliance, TDS filings, and MIS reporting for compliant workforce operations.
Independent risk and control assessments, process audits, and board-ready audit reporting for governance-conscious organisations.
GST registration, monthly/quarterly return filing (GSTR-1, 3B, 9), reconciliations, and notice handling — ensuring full indirect tax compliance.
ITR filing for companies, LLPs & individuals; advance tax computation; TDS compliance; tax planning; and representation before income tax authorities.
Shops and Establishment Act registration and renewal across states — ensuring your business premises are legally compliant from day one of operations.
Udyam registration for Micro, Small & Medium Enterprises — unlocking priority lending, government scheme benefits, and protections under the MSMED Act.
DPIIT recognition under Startup India, eligibility assessment for tax exemptions under Section 80-IAC, and access to the government startup ecosystem.
Building the Financial Infrastructure for Institutional Confidence
13-week rolling cash forecasts and scenario modelling to support working capital management and covenant compliance. Real-time visibility into cash position, burn trajectory, and capital requirements.
Cohort-level analysis of CAC, LTV, payback periods, and contribution margins — the language of institutional investors. Enabling management to articulate the economics of their business model with precision.
Receivables, payables, and inventory cycle analysis to improve liquidity without external capital injection. Structured approaches to freeing up trapped cash within existing operations.
Design of monthly MIS packs and board reporting templates that meet investor and audit committee expectations. Translating financial complexity into board-ready clarity.
Design and documentation of Standard Operating Procedures across finance functions — accounts payable, receivables, month-end close, and reporting cycles — eliminating inefficiency, reducing error risk, and creating audit-ready process infrastructure.
End-to-end advisory on structuring and building a finance function from scratch — role design, hiring frameworks, KPI alignment, and technology stack selection. Ensuring your finance team is built for the scale you are targeting, not just the stage you are at.
Compliance Architecture Aligned to Strategic Objectives
End-to-end management of direct and indirect tax compliance, including reconciliation, filings, and notice response protocols.
Centralised compliance calendars with automated triggers across statutory, regulatory, and contractual obligations.
Documented authority matrices that define approval thresholds, signatory rights, and escalation paths across the organisation.
Structured payroll processes aligned to statutory requirements, with audit trails that satisfy investor and regulatory review.
Our governance framework addresses the full spectrum of statutory and regulatory obligations facing growth-stage companies operating in India.
"Compliance without strategy creates inefficiency. We integrate both."
Securing the Intellectual and Legal Foundation of Enterprise Value
Systematic registration and monitoring of trademarks across jurisdictions, with renewal calendars and infringement watch protocols to protect your brand's commercial value.
Development of patent filing strategies aligned to product roadmap, including freedom-to-operate analysis and prior art assessments to maximise IP defensibility.
Formal assignment of IP from founders, employees, and contractors — resolving ambiguous ownership prior to investment due diligence and enterprise transactions.
Review and standardisation of employment agreements, vendor contracts, and partnership arrangements to eliminate legal exposure across your operational ecosystem.
End-to-End Company Incorporation for Institutional Readiness
Guidance on optimal entity type — Private Limited, LLP, OPC, or Section 8 — aligned to ownership structure, investor expectations, and long-term governance objectives.
End-to-end facilitation of company registration with the Ministry of Corporate Affairs, including DSC, DIN, name approval, MOA/AOA drafting, and Certificate of Incorporation.
Setup of statutory registers, first board resolutions, commencement of business filings, and ROC compliance calendar — ensuring a compliant operational foundation from day one.
Drafting of founder shareholder agreements, vesting schedules, and initial cap table structuring to establish governance clarity and investor-ready equity architecture at inception.
Managed Payroll for Compliant, Audit-Ready Workforce Operations
Accurate and timely salary computation, payslip generation, and disbursement management — covering full-time employees, contractors, and variable compensation structures.
End-to-end management of Provident Fund, Employee State Insurance, and Professional Tax contributions — including timely filings, reconciliations, and regulatory correspondence.
Computation and deduction of TDS under Section 192, quarterly TDS returns, and annual Form 16 issuance — maintaining full audit trails for employee and regulatory review.
Monthly payroll MIS packs and cost analytics by department or project — providing leadership with the cost visibility required for workforce planning and investor reporting.
Independent Assurance for Risk-Aware, Control-Conscious Organisations
Structured evaluation of internal controls across financial, operational, and compliance domains — identifying control gaps, exposure areas, and prioritised remediation actions.
Deep-dive audits of procure-to-pay, order-to-cash, and payroll cycles — verifying transaction integrity, approval adherence, and policy compliance across key business processes.
Independent verification of statutory compliance status across GST, TDS, labour law, and ROC obligations — surfacing accumulated risk before it becomes an audit or investor concern.
Structured internal audit reports in board-ready format — enabling audit committees and investors to assess control maturity, track remediation progress, and evidence governance rigour.
Structured engagement pathways designed to meet companies at their current stage and grow with them.
A structured diagnostic engagement assessing the current state of financial, governance, and legal infrastructure. Delivered as an executive brief with prioritised recommendations.
A time-bounded engagement targeting a specific domain — typically financial architecture or governance design — with defined deliverables and measurable outcomes.
A retained engagement providing continuous financial oversight, board reporting, and compliance monitoring. Designed for companies requiring institutional financial leadership.
Full-spectrum advisory retainer spanning finance, governance, legal, and IP. The firm's flagship engagement, designed for companies in active growth or pre-institutional fundraising phases.
Executives gain real-time visibility into cash position, burn trajectory, and capital requirements — enabling confident operational decisions without dependency on ad-hoc analysis.
Comprehensive compliance infrastructure eliminates the accumulation of statutory risk and ensures preparedness for regulatory and investor review at any point in time.
Structured financial statements, governance documentation, and IP clarity address investor due diligence requirements before they become blockers to capital deployment.
Operational systems and governance frameworks capable of supporting the next stage of organisational growth without structural redesign or reactive remediation.
CrestBridge Advisory partners with leadership teams ready to transition from entrepreneurial agility to institutional readiness. We welcome conversations with founders, board members, and investors who recognise the strategic value of structured advisory.
All engagements and communications are conducted with the utmost confidentiality. We are committed to protecting the information shared with us by founders, boards, and investors.
Submit your enquiry and a member of our team will be in touch within one business day.