Financial and Taxation Services
We offer a comprehensive suite of financial services designed to help businesses operate with stability, navigate risks, and achieve long-term success. Our team combines legal, financial, and strategic expertise to provide tailored solutions across key functional areas
1. Fund Raising
- Advising businesses on suitable capital structures (debt, equity, mezzanine).
- Preparing investor-ready financial models, pitch decks, and IMs.
- Facilitating funding through private equity, venture capital, NBFCs, and banks.
- Assisting with due diligence and regulatory compliance during fundraising.
- Negotiating term sheets and closing investment/funding agreements.
2. Risk Management
- Conducting enterprise-wide risk assessments (financial, operational, compliance).
- Designing and implementing customized risk management frameworks.
- Developing risk mitigation and monitoring policies.
- Advising on insurance strategies, hedging instruments, and contingency planning.
3. Tax Advisory & Tax Litigation
- Advising on direct and indirect tax implications of transactions and structures.
- Drafting legal opinions and tax memos on complex tax positions.
- Representing clients in proceedings before tax authorities and appellate forums.
- Handling assessments, reassessments, and penalty disputes under the Income Tax Act and GST law.
- Assisting in resolution under settlement schemes, amnesty programs, and tax tribunals.
4. Forensic Audits
- Investigating financial fraud, embezzlement, and related-party transactions.
- Examining books of accounts, electronic data, and internal control lapses.
- Preparing forensic reports in compliance with regulatory and legal requirements.
- Supporting litigation and arbitration through expert financial evidence.
- Conducting audits in response to whistleblower complaints or regulatory triggers.
5. Tax Planning and Management
- Structuring business operations and transactions to minimize tax outgo.
- Advising on capital gains, dividend distribution, and international tax matters.
- Implementing efficient tax workflows and compliance calendars.
- Reviewing tax positions periodically to adapt to changing laws and rulings.
- Supporting cross-border structuring and transfer pricing documentation.
6. Corporate Governance
- Assisting in the formation of governance policies and board charters.
- Advising on roles, responsibilities, and liability management of directors.
- Implementing SEBI LODR, Companies Act, and ESG-related frameworks.
- Training boards and committees on legal, ethical, and fiduciary duties.
- Conducting governance audits and providing compliance scorecards.
7. Strategic Financial Planning
- Crafting long-term business and financial plans aligned with growth targets.
- Building budget forecasts, cash flow projections, and funding strategies.
- Designing KPIs and financial dashboards for management monitoring.
- Supporting M&A decisions with financial modeling and valuation.
- Advising on capital allocation, cost optimization, and investment prioritization.
8. Virtual CFO Services
- Offering full-spectrum CFO services including cash flow management, budgeting, and MIS reporting.
- Overseeing compliance with tax, corporate, and financial regulations.
- Supporting fundraising and investor relationship management.
- Advising promoters and boards on strategic and financial decisions.
- Customizing financial SOPs and internal control frameworks for growing businesses.
9. Financial Services under Insolvency Resolution Ecosystem
- Advisory for Insolvency, Liquidation, and Bankruptcy Matters
- Advisory for Insolvency, Liquidation, and Bankruptcy Matters
- Advisory for Insolvency, Liquidation, and Bankruptcy Matters
- Advisory for Financial Institutions and Insolvency Professionals
- Corporate Advisory for Distressed Companies
The Headway Advantage
When you partner with Headway, you’re choosing a trusted advisor who prioritizes your success. With a focus on innovation and meticulous attention to detail, we provide actionable insights and proactive strategies that align with your vision. Discover how Headway can transform your real estate journey and help you achieve unparalleled success in an ever-evolving market.