- BUSINESS & FINANCIAL ADVISORY
Your Numbers Have a Story. Let's Read It Together.
From fundraising to restructuring to Virtual CFO — CA Arihant Lodha brings 20+ years of strategic financial expertise to help your business make smarter decisions and grow profitably.
Strategy & Finance — When It Really Matters
There are moments in every business when you need more than an accountant — you need someone who understands both the numbers and the strategy behind them. Whether you’re trying to scale, raise funds, restructure, or simply figure out if your business is building value or just surviving, this is where CA Arihant Lodha’s advisory practice comes in.
With 20+ years of working with businesses across sectors, we bring a practical, grounded perspective — not theoretical jargon. Our advice is designed to help you move forward, not just understand where you stand.
Our Advisory Services
Business Structuring & Restructuring
Whether you’re setting up a new holding structure, merging entities, or splitting a business — we evaluate tax implications, compliance impact, and commercial logic before you commit.
Project Reports & Financial Models
Bank financing, investor presentations, or internal planning — we build clear, credible financial models and project reports that decision-makers actually trust.
Fundraising & Loan Syndication
Need a term loan, working capital facility, or project finance? We prepare your financials, structure the proposal, and connect you with the right lenders or investors.
Business Valuation
Need to know what your business is actually worth? Whether for funding, acquisition, dispute resolution, or ESOP planning — we provide credible, defensible valuations using recognised methodologies.
Virtual CFO Services
Get the benefits of a full-time CFO — financial oversight, investor reporting, cash flow management, banking relationships — at a fraction of the cost. Ideal for startups and growing SMEs.
Investment Advisory
Where to deploy surplus funds? Which instruments align with your risk profile and liquidity needs? We provide objective, conflict-free investment advisory for businesses and HNIs.
What Working With Us Looks Like
Discovery Call
We spend time understanding your business, the challenge you're facing, and what outcome you're looking for — before we suggest anything.
Financial Analysis
We review your financials, business model, and market position to ground our advisory in your actual reality — not generic templates.
Recommendations & Planning
You get a clear action plan — what to do, in what order, and what impact each step has on your financials and compliance position.
Ongoing Advisory
We stay involved through implementation — answering questions, reviewing decisions, and adapting the plan as your business evolves.
Frequently Asked Questions
A Virtual CFO provides strategic financial oversight — cash flow planning, investor communication, financial controls, and banking — on a retainer basis instead of as a full-time employee. If your business has grown beyond basic accounting but isn’t big enough to justify a full-time CFO (typically Rs 30-50L per year), a Virtual CFO gives you the same strategic value at a fraction of the cost.
Yes. We help you get investor-ready — clean books, a clear financial model, a credible project report, and a valuation that stands up to scrutiny. We also connect you with our network of angel investors and VCs where appropriate.
Talk to CA Arihant Lodha
20+ years of expertise. First consultation. No obligation.
Let's Talk About Your Business
CA Arihant Lodha brings 20+ years of experience to help you make smarter financial decisions. First consultation is available.
