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
48 hrOnboarding Time
InstitutionalGrade Valuations
Independent, conflict-free advice
Institutional-grade valuations & models
Fundraising: deck, model & intros
Transaction due diligence
Restructuring, forex & treasury
🔒 NDA-backed200+ specialist networkSeed → Series BPan-India
₹0Initial consultation
48 hrOnboarding time
200+CA & specialist network
InstitutionalGrade valuations

Services

Our Financial Consulting Services

Business Valuation

Institutional-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

A structured due-diligence review across financials, legal, operations and risk.

Financial Restructuring

Debt restructuring, working capital optimization and turnaround consulting.

Compliance & Audit

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

Forex & Treasury

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

Why Neoma

What Makes Our Consulting Different

You are making decisions that shape the future of your business. Here is why founders and investors trust us with them.

Independent & Conflict-Free

We do not sell products or earn commissions. Our advice is built around your objectives, not someone else’s balance sheet.

Defensible, Documented Work

Valuations and models built to an institutional-grade standard with clear methodology — the kind that holds up in front of investors, auditors and boards.

Specialist Bench on Call

A 200+ network of chartered accountants, legal and sector specialists brought in on demand, so the right expert handles the right problem.

Full Transaction Coverage

From the first valuation through diligence, structuring and negotiation to close — one accountable team across the whole deal.

Strict Confidentiality

Every engagement runs under NDA. Your numbers, strategy and deal details are shared only with the specialists working on your mandate.

Transparent Engagement

A complimentary first consultation, then a clearly scoped proposal with defined deliverables and pricing — no open-ended retainers.

Case Studies

How We Create Value

The following are anonymised, illustrative examples that reflect the type of engagements we take on and the outcomes we work towards. Real client identities and deal specifics are kept strictly confidential.

Business Valuation

Startup gets a defensible valuation for its ESOP

A growth-stage company needed a credible valuation to issue ESOPs and satisfy its auditors and prospective investors.

What we did

We ran an institutional-grade valuation using multiple methodologies, documented every assumption and prepared the report for auditor and board review.

Outcome

The company issued its ESOP pool with a valuation that stood up to auditor scrutiny and gave employees confidence in the equity story.

Multi-methodMethodology
0Audit queries
Fundraising

SME closes a Series A on stronger terms

A profitable SME was raising growth capital but had no institutional-quality deck, model or valuation narrative.

What we did

We built the investor deck and financial model, set a defensible valuation range and supported the founders through investor conversations.

Outcome

The round closed at the upper end of the target range, with the founders retaining more equity than their initial expectations.

Series ARound closed
Upper-rangeValuation
Restructuring

Manufacturer restructures debt and returns to profit

A manufacturer with healthy demand was being crushed by an expensive, poorly-structured debt load.

What we did

We restructured the borrowing, renegotiated terms with lenders and rebuilt the working-capital cycle around actual cash conversion.

Outcome

Interest costs fell sharply and the business returned to positive operating cash flow, avoiding a distressed sale.

–30%Interest cost
3 qtrsTo turnaround
Due Diligence

Investor avoids an overpriced acquisition

An investor was about to acquire a target based on the seller’s numbers and asked us to validate them first.

What we did

Our structured diligence reconstructed the financials, benchmarked the sector and stress-tested the growth assumptions.

Outcome

We surfaced inflated projections and a concentration risk the model had hidden, and the client renegotiated the price before signing.

20%Price reduced
4 wksTurnaround
Forex & Treasury

Exporter protects margins from currency swings

An exporter with growing overseas revenue was seeing profits eaten away by unhedged currency movements.

What we did

We built a treasury policy, sized the exposure and put a disciplined hedging framework in place with clear governance.

Outcome

Currency-driven margin volatility was largely neutralised, making earnings far more predictable for planning and lenders.

HedgedFX exposure
StableMargins

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.

In Their Words

What Clients Say

Representative feedback, anonymised to protect client confidentiality.

The valuation was thorough, defensible and delivered on time. Our auditors and investors accepted it without a single query.
FounderGrowth-Stage Startup
They restructured our debt and rebuilt our cash cycle. Within three quarters we were back in the black.
Managing DirectorManufacturing Company
Independent, sharp and genuinely on our side. The diligence caught something that would have cost us dearly.
PrincipalInvestment Firm

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.

Are the case studies on this page real clients?

They are anonymised, illustrative examples that represent the type of engagements and outcomes we work towards. We keep all client identities and deal details strictly confidential.

Do you provide business valuations?

Yes - institutional-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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