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Overview

Welcome to Felix Advisory

Felix is one of the leading providers of tax & regulatory services, transaction advisory, risk, financial & business advisory, internal audit, and corporate governance services in India. Our commitment to quality and innovation has helped us in establishing a long lasting relationship with our clients. Constant dialogue with the clients helps us to understand their needs and wants and offer them customized solutions.

We are committed to provide tailor made services to the individual needs of each client. Our team offers a formidable range of expertise and experience. We are preferred and trusted advisory partner for hundreds of our clients, from Indian conglomerates & high growth start-ups to the global MNCs.

We have experienced, energetic professionally focused team of certified public accountants, chartered accountants along with senior Advocates, Company Secretary, Attorney's who are dedicated to provide efficient services in a consistent manner.

Our four key values are :

  • Clients
  • People
  • Integrity
  • Quality

Tax Advisory

In times to come we believe that tax would form one of the most important functions of finance department of any company. With numerous changes already done, and with many in pipeline, including new laws/ provisions like GST, E-Way Bills, GAAR, POEM, ICDS etc. we understand the need of our clients on tax matters, and thus we have a focussed tax team, advising clients on both direct and indirect tax matters. Same includes advice on tax optimisation, transaction structuring, advice on routine and non-routine tax queries, including advice on business reorganization and operational structure. We also advice clients on matters relating to maintenance of appropriate documentation; preparation and review of various returns/ compliances including, GST return, withholding tax return, income tax return, transfer pricing study etc. We also advice clients on matters relating to international tax, including matters in relation to treaty benefits, transfer pricing etc. Our tax services include:

Corporate and Business Tax Advisory

  • Structuring of business transactions
  • Tax modelling

Corporate and Business Tax Advisory

  • Preparation/Review of corporate tax returns
  • Review/Assistance in advance tax computations
  • Briefings and consultations with tax counsels, where required
  • Other compliance issues such as tax registration, dealing with issues of withholding tax, certification, etc.

Filing of Income-tax and Wealth-tax returns of resident and non-resident individuals,other entities and domestic and foreign companies. Income Tax Consulting services for Non-Resident Indians (NRI)

Indirect tax structuring and planning Service tax compliances

  • Implications from negative list
  • Service tax refund support service

Migration to Goods and Services Tax (GST)

  • Financial impact analysis for GST
  • Systems and trainings for GST
  • Implementation of GST

Comprehensive health check/reviews SEZ/STPI Advisory Services

Documentation: Transfer pricing study including

  • functional analysis
  • Comparability analysis

Representation: transfer pricing assessments & appeals

  • profit margin reviews
  • assistance in preparing submissions
  • representation before assessing officer

Planning new transactions/re structuring

  • profit margin reviews
  • functional and risk profile
  • transaction planning
  • cost sharing agreements/ intra group services

Tax Litigations

The more we look at changes in the tax laws, the more we find that the focus of government has been on compliances. The same could thus result in more impetuous by the authorities on assessments to enforce compliances. We at Felix Advisory, thus have a specialised team, supporting and advising clients on tax litigation matters. We hand hold the clients on the entire chain of litigation, from first assessment level, to ITAT, including assistance in search/ survey cases. The team also work actively on advance ruling and seeking clarifications at various levels.

Our Tax Litigation practice area focuses on:

  • Representing clients at the Supreme Court of India / High Court of India
  • Representing clients at the Authority for Advance Rulings

Representing clients before the Income Tax Appellate Tribunals and before the tax authorities

Business & Risk Advisory

Felix's Risk and Advisory practice offers a complete suite of services to its client, encompassing fiancial and operating risk assessment, business and financial diligences and regulatory compliance assessment, to help management make better and informed decisions. Our service offerings include:

  • Risk based internal audits and process reviews
  • Compliance support for Clause 49 and Sarbanes Oxley (SOX) Requirements
  • Implementation of Risk assessment frameworks (ERMs/ COSO/COBIT)
  • Development of SOPs/ Policies/ Processes
  • Fraud Investigation
  • Special Management Audit
  • Information security reviews
  • Not for Profit Reviews including:
    • Grant audits
    • Sub grantee reviews
    • Review of donor requirements
    • Enterprise Risk Management

Transaction Advisory

Felix brings an accomplished team of experts with diverse and deep experience to assist transacting parties across transaction process. Our services caters to the needs of our throughout the deal cycle.

Our transaction experts support businesses in understanding investment readiness of an organization and further help them in planning ahead

  • Corporate Restructuring
  • Business Planning and Modeling Support
  • Process improvement
  • Organic and inorganic expansion planning
  • Vendor Due Diligence

By leveraging our experience and global reach, we help investors scout value investment opportunities and help businesses reach out to best-fit investors and partners globally

  • Fundraising - Equity & Debt)
  • Strategic Investments
  • Merger and Acquisitions
  • Divestitures and Spin-offs
  • Joint Ventures and Strategic Alliance
  • IP Monetization / Acquisitions

With a vast suite of transaction support services, we help companies and investors in deciding fearlessly by identifying and quantifying business risk

  • Transaction Structuring
  • Financial Due Diligence
  • Tax /Commercial/Strategic Due Diligence
  • Process Diligence and Forensics
  • Valuation, IM and Modelling Support

Assurance & Auditing

Felix provides independent audit services that enhances the reliability of information used by investors and other stakeholders. Our audit methodology focuses on maintaining transparency and requirements laid down by International Standards on Auditing. Our Assurance and Audit services includes:

Attest Services

  • Audits and reviews of financial statements
  • SOX attestation
  • agreed upon procedures
  • certification services
  • Tax audits

Financial Reporting Advisory Services

  • Contracts review and structuring (acquisitions, joint ventures, corporate restructuring etc.)
  • Training on audit & accounting matters
  • Preparation of accounting manuals
  • Global financial reporting consistency
  • IPO and Company law advisory

Transformation

  • GAAP conversion (from local GAAP to IFRS/US GAAP and vice versa) including systems and tax support
  • Advice on Indian Accounting Standards, US GAAP and International Financial Reporting Standards (IFRS)

Regulatory Compliance

We have a specialised team catering to the regulatory needs of clients. We provide timely advice to our clients on regulatory issues relating to Company Law, foreign direct investment and foreign collaborations in India including overseas direct investments. We also assist clients in processing approvals from regulatory authorities where required. The team also advises clients on exchange control implications of transactions, including advising on various regulatory issues, including SEBI matters. Our bouquet of regulatory services also include

  • Routine Secretarial services
  • Secretarial Audit
  • Certification Services
  • Listing Compliances
  • FEMA Compliances
  • Corporate law advisor services
  • Incorporation of Companies and LLPs
  • Winding up of Companies and LLPs

Real Estate

Felix Advisory Real Estate focusses on creating long term investment portfolio for our clients. The domain extends to all possible avenues in the real estate sector, including residential and commercial spaces, hospitality, education, entertainment, retail, healthcare etc.

The team at Felix Advisory Real Estate, consists of experienced transaction, investment, asset management professionals. Our clients includes real estate investment funds (equity as well as debt), asset owners, fund managers, REITs, land aggregators, real estate mutual funds, developers etc.

Key Services under the same are:

  • Lead Advisory
  • Transaction Advisory
  • Tax and Regulatory Services
  • Accounting Advisory
  • Asset Management

NETS

A unique concept, where business grow

This is a unique concept started in November 2015 with a specific focus on start ups, SMEs and MEs.

Under the same, we incubate the companies, and provide them financial, technical, legal, space and other solutions (like transaction advisory, mentoring, fund raising, valuations, etc.)

Our aim is to create a community for various business, and are aiming to provide an eco system for growth.

Outsourcing

At Felix Advisory, we offer customers a strategic outsourcing tool to develop a strong financial and compliance backbone. We provide outsourced services to our clients at a fraction of in-house cost. We enable our clients to focus on their key business issues, while we provide them services in a safe, secure environment in a highly cost and time efficient manner. We maintain meaningful and well-organized records for our clients business which are delivered in time to ensure that your business operations run more efficiently on a daily basis.

Our Services

  • Interim CFO services
  • Accounting & book keeping
  • Payroll processing
  • Tax compliance on retainer ship
  • Regulatory compliance on retainer ship

Our Advantage

  • No extra cost for accounting software
  • Services performed by trained and experienced professionals
  • Fully secured environment to ensure high standards of data security
  • Well established streamlined procedures to maintain accuracy
  • Cost-effective and convenient and reliable service delivery

Why Felix

Our four key values are

Client : us, our clients come first. We focus on creating professional relationship for years to come. A satisfied client is our priority
People : Our people are our strength. People care, growth and knowledge, forms basis of our organization
Integrity : We work with integrity. Values are the most important requirement for professionals
Quality : We ensure to provide quality services to our clients. Continued focus on knowledge growth, and understanding clients requirement is the key

Contact Us

We would like to extend an sincere invitation to all the associate to join our network. We ensure them a excellent environment to excel and to be a part of growing fraternity of Felixians. For any query on joining our network, please submit the form below or mail us on info@felixadvisory.com

 
 
   
 
 
 
Delhi-NCR

40/2, Shahtoot Marg, DLF Phase 1, Gurgaon - 122002, Haryana, India

Tel: +91 124 4252 720

Mumbai

C - 20, G Block, WeWork, Bandra Kurla Complex, Mumbai – 400051, India.

Tel: +91 22 4445 1179

Jaipur

79, Hari Marg, Civil Lines Jaipur - 302006

Tel: +91 141 402 6901

Netherland

Rambaldolaan 5 1185 JE Amstelveen,The Netherlands

Tel: +31 85 273 7993

Dubai
Middle East

Jumeriah Lake Towers, P.O. Box, Dubai, 49238.

Tel: +971 50 554 6161