Financial Services Consulting

Financial Services Consulting That Drives Strategic Growth

At Neoma Capital, we provide expert financial services consulting designed to help businesses scale sustainably, improve profitability, and make informed financial decisions.

₹0Initial Consultation
48hrOnboarding Time

Tailored financial advisory for startups, SMEs and established businesses.

Services

Our Financial Consulting Services

Business Valuation

SEBI-grade valuations for transactions, fundraising, ESOPs and shareholder disputes.

Fundraising Advisory

Investor deck, financial model, pitch prep and introductions for seed to Series B.

Transaction Due Diligence

10-step proprietary DD framework, financials, legal, operations and risk.

Financial Restructuring

Debt restructuring, working capital optimization and turnaround consulting.

Compliance & Audit

SEBI, RBI and MCA compliance management, statutory audits and ROC filings.

Forex & Treasury

Hedging strategies, forex risk management and treasury policy for exporters.

Who We Serve

We Work With

1

Startups

Seed to Series B fundraising, financial models, investor pitch and CFO-on-hire.

2

SMEs (₹5Cr, ₹100Cr Revenue)

Working capital, MIS, tax planning and growth finance strategy.

3

Family Offices

Investment governance, succession planning and HNI wealth structuring.

4

Mid-Market Companies

Strategic advisory, cross-border structuring and institutional fundraising.

5

PE/VC-Backed Companies

Portfolio company support, financial reporting and exit readiness.

Questions

Frequently Asked Questions

What does Neoma’s financial consulting cover?

Business valuation, fundraising advisory, transaction due diligence, financial restructuring, compliance and audit, and forex & treasury - delivered by our advisory team.

Who do you work with?

Startups, SMEs, family offices, mid-market companies and PE/VC-backed businesses - from seed-stage fundraising to institutional transactions.

Do you provide business valuations?

Yes - SEBI-grade valuations for transactions, fundraising, ESOPs and shareholder matters, with a defensible methodology and documentation.

How do fundraising engagements work?

We prepare the investor deck, financial model and pitch, then support introductions for rounds from seed to Series B.

Is the first consultation chargeable?

No - the initial consultation is complimentary. We scope your requirements and share a clear, transparent proposal before any engagement begins.

Transform Your Financial Strategy with Neoma

Data-driven financial consulting tailored to your growth stage and industry.

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