Transforming Retail sector

Transforming the Retail Sector

Owing to the rapid increase in the purchasing power of Indian consumers, the retail industry is growing at a steady rate. The retail sector too has witnessed a drastic transformation from the traditional set upto the modern trade including high street, shopping malls and now eCommerce, home deliveries to hub and spokes. However, this transition has brought along its own set of problems such as warehouse stocking, surplus demand, inadequate supply, etc. Our diverse set of specialists have worked with some of the top brands in the country to resolve these issues and help them achieve and exceed their short-term and long-term goals. At Felix, we provide the following services for retail companies:

KPI Reporting

Identifying crucial KPIs is essential to monitor and optimize performance. Felix Advisory has helped its clients understand and document critical retail KPIs such as average transaction size, average units per customer, total sales volume, rate of order, the reason for the return, etc., we have helped leading e-commerce companies and consumer products manufacturers constantly track key KPIs and evaluate performance in each of the identified areas.

KPI Reporting
Fund Raise for startup and M&A

Fund Raise and M&A

Backed by a team of experienced financial investors and bankers, we have helped start-ups raise funds to scale up and achieve financial growth. We have also handled corporate M&A focused on the growth needs of top retail brands through innovative financial models. Financial modeling helps firms forecast future performance and analyze their financial performance based on past performance. However, financial models are not set in stone, and different types of retail businesses require different types of models and at Felix, we understand that one approach doesn’t fit all.

Process Advisory

We have helped a noteworthy fashion, lifestyle and electronic e-commerce company establishing innovative processes for sourcing, warehousing and financing, resulting in reduction of time and increase in efficiency. We have also successfully implemented the merger and acquisition process for multiple clients.

Process Advisory service for fashion, lifestyle and electronic e-commerce company
Risk Management services for health drink manufacturers, Ecommerce Business, Chain Restaurants

Risk Management

We have conducted regular reviews for health drink manufacturers, Ecommerce Business, Chain Restaurants with operation across India and have helped them to ensure control at POS, efficient operations and distributors. We have also been successful in helping them review, monitor and improve day to day operations at periodic intervals.

Corporate Tax Advisory

Retail companies catering to middle-class Indian consumers often face issues in handling their indirect taxes. This is where Felix Advisory comes in. With expert tax consultants and advisors on our team, we simplify the tax planning process for retail firms by implementing a collective approach to ensure alignment of business goals with tax planning goals.

Corporate Tax Advisory
Working Capital Management for retail sector

Working Capital Management

Skillful management of working capital is crucial for handling day-to-day operations. A strong working capital management plan will help retail businesses identify the amount of investment required for various current assets such as inventory and vendors. Adequate investment in each of these constituents without compromising on the liquidity or profitability is of utmost importance. Headed by a team of finance experts, we at Felix work together with the client to prepare an appropriate and adaptable working capital management system.

Partner Profile


Gulshan Grover

Gulshan Grover

Partner
Assurance & Advisory


Adamya Sharma

Adamya Sharma

Partner
Risk & Business Advisory


Swetabh Pareek

Swetabh Pareek

Partner
Investment Banking