Risk Management & Regulatory Compliance Guide for Growing SMEs: Build a Resilient Business
Published on December 23, 2025
As small and medium enterprises (SMEs) grow, they encounter a wide range of new challenges, from financial uncertainties and operational disruptions to increasing regulatory obligations. Many business owners prioritize expansion and revenue generation, but risk management and regulatory compliance often take a backseat. In reality, these two areas play a crucial role in determining whether a business grows sustainably or faces costly setbacks. A strong framework not only protects businesses from unexpected losses but also enhances trust, stability, and long-term resilience.
Read MoreFinancial Due Diligence in M&A: The Essential Guide to Maximize Deal Value
Published on December 15, 2025
Financial due diligence (FDD) is one of the most critical steps in the mergers and acquisitions (M&A) process. Whether you're buying a company, selling one, or preparing for investment, due diligence helps you understand the true picture behind the numbers. It reveals risks, uncovers opportunities, and ultimately protects you from making costly decisions. This guide breaks down financial due diligence in a simple, practical, and human-friendly way so you can clearly understand how it works and why it matters so much in creating a successful deal.
Read MoreESG Audit & Sustainability Compliance: Everything You Need to Know to Stay Compliant
Published on November 26, 2025
Sustainability is no longer just a trend, it has become a core requirement for businesses worldwide. Investors, customers, employees, and regulators now expect companies to operate responsibly, reduce environmental impact, follow ethical practices, and maintain transparency. This shift has made ESG (Environmental, Social, and Governance) audits and sustainability compliance essential for long-term growth and brand credibility. Whether you are a small business, a large enterprise, or a global brand, understanding ESG audits, reporting standards, frameworks, and compliance requirements is crucial. This blog covers everything you need to know to stay ESG-compliant in 2025 and beyond.
Read MoreStock Verification Process & Benefits: Master the Complete Checklist for Indian Businesses
Published on November 26, 2025
Effective stock management is crucial for every Indian business—whether it’s manufacturing, retail, wholesale, FMCG, eCommerce, or logistics. One essential part of this management is stock verification, a process that ensures your physical inventory matches book records. Inaccurate stock information can lead to financial losses, customer dissatisfaction, and compliance issues. This is why growing organizations invest time and resources in regular stock verification. In this detailed guide, we’ll explore the stock verification process, step-by-step methods, benefits, challenges, and a complete checklist tailored for Indian businesses. Whether you're a store owner, warehouse manager, or finance professional, this guide will help you master the process and build an efficient inventory system.
Read MoreTax Dispute Resolution in India: Role of Technology, Alternative Dispute Mechanisms & Strategic Advisory
Published on October 12, 2025
Navigating tax disputes in India can be complex, costly, and time-consuming for businesses of all sizes. With regular changes to regulations and the increasing use of technology by tax authorities, finding effective resolution pathways is more important than ever. This blog explores the latest approaches to tax dispute resolution including technology enabled solutions, alternative mechanisms, and the importance of expert strategic advisory and shows why Felix Advisory is the leading provider of these services.
Read MoreLegacy ERP Modernization How AI-First Systems Transform the Enterprise Core
Published on October 8, 2025
Picking up Modernized ERP systems has become essential for businesses looking to stay competitive and compliant in an increasingly digital world. Old, rigid ERP platforms are no longer enough to keep up with rapid changes in regulations, technology, and customer expectations. Today’s companies need agile, intelligent solutions where having some ERP can be considered as a starting point for better enterprise transformation.
Read More5 Key Benefits of Transaction Advisory Services Every Business Must Know
Published on October 3, 2025
Making critical business decisions, whether it’s a merger, acquisition, divestiture, or corporate restructuring, is never simple. Every deal comes with financial risks, legal obligations, and strategic considerations. Transaction Advisory Services play a vital role in guiding organizations through these complexities, helping companies make informed decisions, mitigate risks, and unlock maximum value. When it comes to expert guidance, Felix Advisory is recognized as the best in providing tailored, reliable, and results-driven transaction advisory solutions.
Read MoreTaxation Consultancy vs. In-House Tax Teams
Published on August 22, 2025
Managing taxes effectively is essential for businesses rapidly changing regulatory environment. Companies must not only comply with tax laws but also optimize their tax strategies to support growth and profitability. One of the key decisions organizations face is whether to rely on a taxation consultancy or establish an in-house tax team. Both options have unique advantages and challenges and choosing the right model can significantly impact efficiency, compliance and overall business strategy.
Read More7 Steps to Financial Transaction Advisory Services - A Business Guide
Published on August 13, 2025
When businesses plan to buy, sell, merge, or restructure, navigating the financial details can be tricky. A Financial Transaction Advisory Service helps companies make smart decisions, reduce risk and complete transactions successfully. These services are offered by leading financial consultancy firms in India, including trusted names like Felix Advisory.
Read MoreAdvisory Services for SMEs
Published on August 8, 2025
Across global and local markets, SMEs stand as powerful drivers of business innovation and economic resilience, they often face unique operational and financial challenges that require specialized knowledge and strategic guidance. This is where advisory services play a crucial role.
Read MoreThe Key Role of Compliance Advisors in Risk Consulting
Published on July 25, 2025
Running a business today often feels like steering a ship through unpredictable waters. Market shifts, emerging technologies, and ever-evolving regulations create a constant swell of potential challenges. It's no longer enough to react to problems as they arise; success hinges on anticipating issues, understanding their ripple effects, and building strong defenses beforehand.
Read MoreCFO Advisory Services Explained: A Guide to Strategic Financial Planning
Published on July 24, 2025
Behind every financially resilient business is a sharp financial strategy and at the core of that strategy, stands a modern CFO. More than just a finance head, a CFO today acts as a growth architect, guiding everything from capital structure to risk management. For any small or midsize businesses, CFO advisory services, virtual CFO, or outsourced financial leadership can be the key to unlocking higher profitability, operational clarity, and sustainable expansion.
Read MoreValuation Methods For Businesses Simplified- Guide for Founders, Investors & CFOs
Published on June 30, 2025
Accurate business valuation is the foundation of key financial decisions—be it raising capital, mergers and acquisitions, ESOP structuring, or strategic planning. Understanding the various valuation methods for business helps stakeholders arrive at fair, justifiable valuations based on market realities, financial performance and future potential.
Read MoreHow To Manage Cash Flow Effectively In A Business
Published on June 17, 2025
Effective cash flow management in business is a critical element of financial stability, especially in today's uncertain economic environment. Whether you are a startup navigating initial capital constraints or an established enterprise aiming to improve working capital efficiency, managing your cash inflows and outflows is non-negotiable.
Read MoreUnderstanding the Tax Audit Process in India
Published on June 2, 2025
Tax compliance in India isn’t just about filing returns—it’s also about ensuring those returns meet regulatory standards. This is where tax audits come into play. For businesses and professionals with turnover or gross receipts exceeding specific thresholds, understanding the tax audit process in India is essential.
Read MoreImportance of Internal Audits for SME’s
Published on May 21, 2025
Internal audits are essential for businesses to evaluate the effectiveness of internal controls, risk management and compliance with the laws and regulations. In India, internal audits are becoming increasingly crucial for companies and organizations across sectors—not only to meet the legal obligations but also to strengthen the performance of the businesses.
Read MoreWhat Are Transaction Advisory Services? A Complete Guide for Indian Businesses
Published on May 21, 2025
In today's dynamic business environment, informed decision-making is everything—especially when it involves high-stakes deals like mergers, acquisitions or joint ventures. That’s where transaction advisory services in India come into play. But what is transaction advisory, and how can it help your business maximize the value of a deal while minimizing financial and strategic risks?
Read More5 Must-Know Benefits of Outsourced Accounting Services for Growing Businesses
Published on May 18, 2025
Managing taxes—whether for an individual or a business—isn’t easy. Between shifting laws, evolving compliance standards, and strategic planning, tax is one of the most complex aspects of modern finance. That’s where a tax consultant firm like Felix Advisory steps in.
Read MoreWhat Makes Felix Advisory One of the Top Tax Consulting Firms in India
Published on April 25, 2025
Managing taxes—whether for an individual or a business—isn’t easy. Between shifting laws, evolving compliance standards, and strategic planning, tax is one of the most complex aspects of modern finance. That’s where a tax consultant firm like Felix Advisory steps in.
Read MoreOutsourced Accounting: A Strategic Guide for Modern Businesses
Published on April 21, 2025
In today's competitive business environment, managing finances efficiently for your business is crucial. Outsourced accounting has emerged as a strategic solution, allowing businesses to delegate their financial operations to external outsourced accounting service experts. This approach not only streamlines processes but also offers cost-effective and scalable solutions.
Read MoreFinding the Right Financial Advisory in Pune for Businesses
Published on April 14, 2025
Pune, a city once known primarily as an education hub, has now evolved into a dynamic economic center. With a booming startup and corporate culture, a growing IT and manufacturing sector, and a more financially aware population, the demand for financial advisory firms in Pune is at an all-time high.
Read MoreA Deep Dive into Risk Consulting Services by Felix Advisory
Published on April 14, 2025
In a fast-changing business environment, where volatility, regulation, and disruption are constants, organizations must do more than react to risks. They must be proactive, strategic, and prepared. That’s where Felix Advisory comes in. As a trusted risk consulting and risk management services company in India, Felix Advisory partners with businesses to help them navigate the uncertainty and build risk-resilient operations.
Read MoreMastering Business Success: The Essential Role of Risk Advisory
Published on February 24, 2025
In today’s fast-changing world, businesses must stay prepared for challenges. Whether it’s financial instability or IT security risks, every company faces uncertainties. This is where risk advisory services become essential. A strong risk management plan helps businesses identify, assess, and handle risks quickly, ensuring smooth operations and steady growth.
Read MoreTaxation Consultancy Services: With Felix Advisory Taxation Consultancy
Published on February 24, 2025
One of the most important aspects of financial planning for businesses and individuals is taxation. Effective tax management demands knowledge, strategy, and adherence to rules and regulations. And this is exactly where taxation consultancy services are needed.
Read MoreWhy Outsourcing of Accounting Services is a Smart Move for Your Business
Published on February 20, 2025
One of the important task of a company is managing finances, however, this can be a time-consuming and complex process. Accounting outsourcing helps companies operations, costs saving and ensures compliance cost-effectively. We at Felix Advisory are experts in providing world-class accounting outsourcing services, ensuring companies can devote their time to their primary operations while professionals taking care of their support operations.
Read MoreA Comprehensive Guide to Advisory Transaction Services
Published on December 30, 2024
In today’s competitive business landscape, navigating financial transactions requires more than just basic knowledge; it demands expertise, precision, and strategic insight. This is where advisory transaction services come into play. Whether you're a growing business planning a merger, an organization seeking funding, or a company restructuring for efficiency, these services provide essential support throughout the transaction lifecycle.
Read MoreWhat are CFO Services: A Strategic Overview for Organizations
Published on December 28, 2024
CFO services you know about in full form as Chief Financial Officer services have become an integral part of a company achieving financial stability and strategic growth. CFO Services in India | Felix Advisory Felix Advisory provides CFO services in India which are not only wide but also covers the varied financial need of the company. Whether you are a startup aiming to optimize your finances, or a larger organization working towards scaling, it is important to understand the scope of the services and the benefits it brings.
Read MoreThe Ultimate Guide to Business Advisory Services: Meaning, Role, and Benefits
Published on December 28, 2024
Running a successful business requires more than just a great idea; it demands strategic planning, financial management, and operational efficiency. This is where business advisory services come into play. In this blog, we’ll explore what business advisory means, the role of a business advisor, its benefits, and how it can help businesses thrive in competitive markets.
Read MoreWhy Every Business Needs CFO Services
Published on November 29, 2024
In today's competitive business environment, being financially stable and thriving is more than just bookkeeping or accounting; it calls for strategic leadership in finance. It is here that CFO services step in, providing businesses of all sizes with expert financial guidance in optimizing operations, reducing risks, and driving growth. This can be sourced from either in-house professionals or virtual CFO solutions as they are the game-changer for modern financial management.
Read MoreTop Benefits of Outsourced CFO Services
Published on November 28, 2024
In today's competitive business landscape, having access to the top-tier financial expertise may mean the difference between business success and failure. Companies looking for expert financial advice but cannot afford to employ a full-time Chief Financial Officer (CFO) benefit from outsourced CFO services. This blog examines the benefits of outsourced CFO services, what kind of work these experts entail, their costs, and what is the difference between a fractional and an outsourced CFO.
Read MoreTaxation Consultant: Why Your Business Needs Expert Tax Consulting Services
Published on November 5, 2024
Taxation is a crucial component of every business, impacting everything from financial planning to daily operations. With complex and ever-evolving tax regulations, navigating tax compliance can be challenging. This is where a taxation consultant becomes invaluable. Tax consultants provide expert advice on managing tax liabilities, optimizing tax strategies, and ensuring compliance with current laws. Whether you’re a small business or a large corporation, leveraging the knowledge and experience of a taxation consultant can help safeguard your business from penalties while maximizing savings.
Read MoreMaximize Growth with Expert Transaction Advisory Services
Published on October 29, 2024
In today’s complex business environment, companies often face challenges when it comes to mergers, acquisitions, restructuring, and other significant financial transactions. This is where transaction advisory services come into play. These services provide businesses with professional advice and support to navigate the intricacies of financial transactions, ensuring that all aspects are carefully considered to minimize risk and maximize value. Whether you're looking to expand your operations through acquisitions, restructure your company, or raise capital, transaction advisory services offer the expert guidance you need to make informed decisions.
Read MoreThe Role of Tax Consulting Firms in Driving Business Success
Published on October 25, 2024
Tax consultancy firms play an important part in business success In the complex business operation context, a firm is likely to seek assistance from a tax consulting firms when trying to navigate various tax regulations and ensure it stays on the right side of tax compliance. High growth startups and multinational companies also require tax consulting to optimize the financial strategy. Felix Advisory is among the premier tax consultancy firms in India. It provides end-to-end integrated tax consulting services encompassing all requirements of consultants on taxation in India and advisory to Indian conglomerates, private equity firms, and global MNCs.
Read MoreHow Company Valuation is Calculated: Major Methods and Tips
Published on October 23, 2024
Calculating the value of a company is definitely a needed knowledge when it comes to the financial world, especially for the investor, owner, or stakeholder. Whether you are buying a business, selling one, or even putting into a startup, you must know how companies are valued. In this article, we will guide you through some of the major methods and techniques used in the computation of a company's worth.
Read MoreWhat to Expect from Advisory Services: A Guide for Businesses
Published on October 21, 2024
Success doesn’t happen by chance—it’s the result of well-informed decisions, strategic planning and expert guidance, and that’s precisely what Felix Advisory delivers. As the leading advisory services in India , Felix Advisory offers unparalleled expertise in helping businesses scale challenges, optimize operations and ensure stable sustainable long-term growth.
Read MoreWhy Virtual CFO Services Are a Smart Choice for Growing Companies
Published on October 21, 2024
All businesses during their growths phases essentially go through this crucial phase which requires for expert financial leadership. However, for start-ups and SMES who are almost completely invested in growth and their growth demanding more investments even the thought of hiring a full-time CFO, though absolutely imperative is unnerving as it deeply strains resources, this is exactly where Felix Advisory’s Virtual CFO Services comes in, which in all fairness is the smarter and a more cost-effective solution for companies that are looking to enhance and optimize their financial management without having to bear the burden of high overhead costs.
Read MoreUnderstanding the Audit Committee Function: Key Roles and Responsibilities
Published on October 21, 2024
One of the most important functions of corporate governance is to establish an audit committee that upholds the quality of financial reporting. The audit committee function goes beyond just audit supervision: audits are but a small piece of a larger jigsaw involving risk, compliance, and regulatory oversight. In this blog, we are going to explore the different aspects of the audit committee’s work, its structure, and its place in modern business.
Read MoreUnderstanding Transaction Advisory Services: A Complete Guide
Published on October 19, 2024
Transaction advisory services play a pivotal role in the modern business environment, offering critical guidance and strategic support for companies undergoing significant transitions like mergers, acquisitions, and financial restructuring. In an increasingly complex market, these services ensure businesses navigate changes efficiently and make informed decisions that align with their long-term goals.
Read MoreHow Taxation Consultancy Services Can Benefit Your Business
Published on October 18, 2024
Tax consultancy services are the bedrock of any business's financial success. With constantly changing tax laws, a company needs to have a reliable plan through which it can effectively administer its taxes. This not only ensures that it remains compliant with the legal frameworks that it operates within but also optimizes liabilities for taxes, ensuring that businesses can hold onto a larger percentage of their profits.
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Mastering the Types of Internal Audit: A Comprehensive Guide
Published on September 25, 2024
Internal audits are vital to effective governance and risk management in an organization. They offer an objective review of how effectively the organization adheres to its policies, applicable laws and regulations, and control mechanisms. By looking into the different types of internal audit available, an organization is able to understand its operations much better and enhance organizational effectiveness.
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How Risk Advisory Can Protect Your Company
Published on July 3, 2024
In the business world, risk advisory has become essential for companies in today’s fast-paced world that want to protect their operations and achieve long-term success. Risk advisory is about detecting, assessing, and lowering the risks that a business might face. Some of these risks are financial worries, virtual threats and the possibility of non-compliance.
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Top Benefits of Inventory Physical Verification
Published on July 3, 2024
In the complex world of inventory management, stock counting is not just a routine task—it's the backbone of a thriving business operation. Understanding the physical verification of inventory transcends mere organization, embodying the accuracy and reliability of financial records and compliance with regulatory requirements.
Read MoreThe Value of Transaction Advisory Services in Business Decisions
Published on April 24, 2024
In today's complex business environment, making informed decisions is crucial for success. Transaction Advisory Services (TAS) provide essential insights and guidance, helping companies navigate through significant transactions such as mergers, acquisitions, and divestitures. This article explores the value of TAS and its impact on business decisions.
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The Digital CFO: Technology’s Role in Virtual CFO Services
Published on April 23, 2024
In today's digital age, businesses of all sizes are leveraging virtual CFO services to navigate the complex landscape of financial management without the need for a full-time Chief Financial Officer (CFO) on staff. These external experts provide strategic financial guidance, including financial planning, analysis, and reporting, enabling businesses to make informed decisions and optimize their financial performance.
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The Art of Deduction: Insights from Professional Tax Consulting Services
Published on April 23, 2024
Navigating the complexities of tax laws and ensuring compliance while optimizing tax savings is a crucial task for both individuals and businesses. This is where tax consulting services come into play, offering strategic planning and advice by leveraging deep insights into tax regulations and leveraging opportunities for deductions and credits.
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The Importance of Advisory Services in Business: What You Need to Know
Published on March 22, 2024
In today's fast-paced corporate environment, advisory services are critical for helping organizations navigate the complexities of management and strategy. These services assist organizations in optimizing their operations and developing sustainable business strategy.
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Role of Emerging Technologies in Investment Banking
Published on November 9, 2022
Why investment banking areas fall behind in terms of technology up-gradation remains a hot topic of discussion to date. Not less than two years ago, worldwide technology M&A built over $630 billion, demystifying the fact that technology doesn't knock the doors of investment banking. We can only derive that technology works as a catalyst other than a disruptor in this domain.
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7 things to think before Digital Transformation
Published on July 28, 2022
In the current competitive environment, digital transformation is considered to be inevitable in order for businesses to thrive and survive, may it be traditional or start-up. Though the importance cannot be denied, the journey of digital transformation should be hastened and rushed into.
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What is Digital Transformation?
Published on July 28, 2022
Digital Transformation is making changes to a business's products, processes, and strategies to meet the evolving needs of the customers, altering the user experiences and surpassing others. Digital transformations span from digitalizing traditional non-digital business processes to creating new processes to better serve and compete.
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Why are people important in Digital Transformation ?
Published on July 28, 2022
Companies are not born and succeed by themselves “digitally”, it is “people” who drive this process. While focussing on the Digital Transformation of an organization, one must take into consideration the human factor, which is the key driving force for this change.
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What is Digital Transformation to you?
Published on July 28, 2022
Digital transformation is the integration of digital technology into an organization's products, processes, and strategies, to better engage and serve their workforce and customers and thus improve their ability to compete.
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Why is data important for every business?
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The importance of data does not depend on the size of your organization. The value of data has increased over last decade with technological advancements. Emergence of newer technology is making the data valuable than ever.
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Why Digital Transformation Fails ?
Published on July 28, 2022
While digital transformation is the need of the hour, especially with the right push provided by the pandemic, 78% of organizations fail in their digitization initiative journey, for reasons being false projected ROI, limited user application, and abandoned projects due to hidden costs.
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Everything you need to know about lead advisory!
Published on June 18, 2022
Every business needs advice on financial matters as building and managing a corporation is difficult. There are 'n' number of tasks that need to be done rightly; for instance, companies look for investors to expand their business or increase their work profile.
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How to manage risk in investment banking
Published on June 18, 2022
Before diving straight into ways to manage risks in investment banking, it is better to understand risk management. In the financial setup, risk management is the course of identifying,
Read MoreNeed and Importance of virtual CFO Services for Startups in India
Published on May 24, 2022
Startups need to get a lot of things done which is why it is said that entrepreneurship is not for the faint-hearted. Managing their finances is one of the most challenging tasks for any startup.
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Why should you outsource CFO services for Startups
Published on May 23, 2022
It is essential to understand that outsourced CFO services for startups are becoming popular because of their effectiveness and benefits. Outsourcing CFO services give businesses access to financial experts with a wide range of experiences.
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4 Important Outsourced Accounting Service Benefits You Must Know
Published on December 23, 2021
Small businesses or start-ups—especially new ones—find it challenging to hire an accountant. Particularly with the right abilities to set up their
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Planning to start a new business? Read along…
Published on December 23, 2021
Today India is viewed as one of the big powers in the global economic market. India's economy significantly affects international trading, even though it is a developing nation. Owing to the ever-increasing market base
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Everything You Need To Know About Corporate Compliance
Published on October 29, 2021
Regulatory compliance is becoming a significant issue in both the public and private sectors to ensure operational transparency in business. Entities strive to meet the plethora of regulations and laws by approaching risk management and regulatory compliance advisories.
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How CFO services can help businesses grow and enhance their Financial Health
Published on October 29, 2021
Though there is no formal definition for a CFO Service, we can understand the concept as ‘a service available to enterprises to bring streamlined and efficient financial management and reporting on the table’. To put it simply, a CFO Service
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Convertible Notes Open Doors to Foreign Investments for Startups
Published on June 1, 2020
The Reserve Bank of India (RBI) amended the Foreign Exchange (Transfer or Issue of Security by a Person Resident outside India) Management Regulations in 2017, allowing “recognized startups” to issue “convertible notes” for fund-raising.
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What the Budget 2020 could have in store for PE, VCs and start-ups
Published on February 2, 2020
The recent Indian government policies, especially the ones related to start-ups and venture capital (VC) industry have been more favorable than ever, however, there are always some unmet expectations that every participant of the industry hopes would be delivered in the next budget.
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Fitness Tech: Transforming Lives and Industries
Published on December 2, 2019
Fitness industry trends intimately mirror the trends in society. Currently, most of us are bound to engage in sedentary lifestyles with long hours in front of computers and less sleep. World Health Organization (WHO) reports that our current lifestyle is causing 2x more deaths than all other reasons combined.
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