Vellcrest CFO Advisors
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Clarity built on experience

Financial insight and strategic partner
for growing businesses

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Leadership grounded in experience

Expert Judgment and
Confident Leadership

We combine executive-level perspective with hands-on execution—helping ambitious businesses strengthen financial foundations, navigate complexity and make better decisions with confidence

Indian finance leaders in a boardroom meeting Indian CFO advisory meeting Indian CFO working at a desk

Integrated expertise

Vellcrest brings together the disciplines growing organisations need

Why Fractional CFO Services the financial leadership growing businesses need

The Business Reality

Growing businesses need strong financial leadership, disciplined controls and reliable compliance support—yet experienced finance leadership is often difficult for small and mid-sized enterprises to hire or afford full-time

The Need

A well-run finance function is critical for every growing business

The Challenge

Hiring and retaining a full-time CFO of the right calibre is costly and difficult

The Solution

Our Fractional CFO Services give SMEs experienced, customised and affordable financial leadership

Our services

How we help

01

Financial leadership

Fractional CFO Services

Senior financial leadership on demand—strategic oversight without the cost of a full-time executive

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01.1

Strategic Advisory

Business strategy, capital planning and long-term financial direction

01.2

MIS & Reporting

Management information systems, dashboards and performance reporting

01.3

Governance & Controls

Board reporting, policy frameworks and internal control design

01.4

Budgeting & FP&A

Planning, forecasting, cash-flow management and variance analysis

02

Regulatory

Compliance and Taxation Services

Practical regulatory, statutory and taxation support for growing organisations

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02.1

Compliance and Taxation Services

  • Compliance Reviews and Training
  • Corporate Secretarial
  • Statutory Filing and Reporting
  • Direct & Indirect Tax
  • Compliance & Advisory
03

Assurance & risk intelligence

Audit Services

Comprehensive audit capabilities spanning regulatory and technology domains

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03.1

Audit Capabilities

Internal, Compliance, IT / IS, DPDP, BRSR / ESG and ISO 27001 audits

03.2

Statutes & Regulations

RBI, SEBI, IRDAI, PFRDA, Companies Act, IFSCA, DPDP Act and applicable standards

A delivery model
built around you

Senior-led collaboration with a clear rhythm—from understanding today’s priorities to building stronger finance capabilities for tomorrow

01

Discover

We understand your business, priorities and current finance landscape

02

Design

We shape a focused engagement and align the right senior specialists

03

Deliver

We work alongside your team with clear ownership and measurable outcomes

04

Evolve

We review progress, strengthen capabilities and adapt as your business grows

Built for ambitious
businesses in motion

Vellcrest supports founder-led businesses, growth-stage enterprises and established organisations that need greater clarity, stronger controls or specialist financial leadership

Manufacturing & Trading Financial Services Technology Consumer & Retail Infrastructure Promoter-led & Family Businesses Family Offices Startup & Growth Companies

Let’s start a
conversation

LocationDBS Workspace, 9th Floor, One World Centre,
Senapati Bapat Marg, Lower Parel,
Mumbai - 400013

Emailkishore.iyer@vellcrest.in

Phone+91 98202 18725