2. Client
For 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
Our Pillars
We grow together
Felix Advisory
Innovating financial solutions
3. Who we are
We aim to create a legacy for
generations to come
Strong team of experienced, competent, skilled
and energetic professionals
We render services to meet your complete
financial needs, from tax, to advisory, to
outsourcing, to fund raising, to AMC, and more
We work basis industrial segments, thus ours is a
very much sector centric approach
Focused on providing quality services to clients by
emphasizing on their needs
Felix Advisory
Innovating financial solutions
6. Tax and
Regulatory
Advisory
Tax regime is currently moving
towards a dynamic phase.
Governments are focused to
simplify the tax revenue,
besides increasing tax
collection. We make efforts to
bring synergy between your
business needs and tax laws.
We ensure complete
compliance and tax optimization
Tax advisory services
Tax litigation services
Tax compliance services
Cross border tax advisory
Personnel tax services
Tax performance advisory services
Transaction tax advisory services
Transfer pricing (advisory and compliance)
Tax accounting services
Complete indirect tax advisory and compliance services
Regulatory advisory and compliance services
Felix Advisory
Innovating financial solutions
7. Transaction
Advisory
Services
Business are today moving
towards optimal utilization of
financial resources. We, through
our experience, understand the
needs of capital and efficient
utilization. We ensure to advice
you on your fund requirements,
including business
consolidation, hive off etc.
Lead advisory including fund raising
Transaction support services
Valuation and business modeling
Transaction advisory services
Restructuring advisory
Inbound and outbound transaction advisory services
Implementation assistance
Felix Advisory
Innovating financial solutions
8. Advisory
Services
Business is an ever evolving
process, with various tangents
from customer, to people, to
inventory, to processes etc. We
help you improve your business
processes by undertaking a
detailed analysis of your needs
and identifying simple solutions
to meet the growth objectives
Internal audit
Performance improvement
Process advisory
Supply chain advisory
Outsourcing services
• Accounting outsourcing
• Payroll outsourcing
• Virtual CFO
• Finance outsourcing
• Asset Management outsourcing
• Asset Accounting management
• Bank reconciliation
• Cash flow management
• Record management
• Budgeting and MIS reporting
IFRS Advisory
IPO Advisory
Felix Advisory
Innovating financial solutions
15. Felix Advisory
Innovating financial solutions
► Saurabh Jain is a Director with Felix Advisory,
and enables the Assurance practice in Delhi
NCR Region. Saurabh has more than 15 years
of experience
► Saurabh started his CA career in 2000 and
interned with S R Batliboi & Co., (represent EY
in India) New Delhi where he was part of the
Audit and Assurance Division. He qualified CA
in 2003 and continued working with SRB till
2013 (last worked as Sr. Manager) before
starting Felix Advisory.
► Area of core expertise include statutory audits
including special purpose reviews etc. and
internal audits including process reviews.
Saurabh also specializes in doing virtual CFO
roles wherein he manages end to end finance
function including accounting, compliance and
laying down policies & procedures ensuring
adequate internal controls.
Key work experience
► Finance functions involving determining
financial objectives and relating them to
financial statement risks, review of systems,
policies & procedures to facilitate internal
financial control.
► In-depth understanding of the business
processes of diversified organizations and
ability to correlate the profitability of companies
with variances in various accounts viz. sales,
consumption, personnel, and other expenses
in the light of changes in legal and
environmental factors for forming opinion on
the reasonability of financial statements.
► Evaluating business plans / management
forecasts for revenue generation & evaluation
of business risks and assessment of going
concern assumption.
► Evaluating internal control systems related to
various significant accounts viz. debtors’
management, stock valuation, impairment of
assets/business line, provisioning, taxes,
excise, service tax and other overhead
expenses.
► Supervising finalization of accounts, consolidation
of parent company with subsidiaries, calculation of
taxes, etc. as per the provisions of Companies
Act, Income tax Act and Accounting Standards.
► Conducting Due diligence reviews for mergers
including project pricing based on assessment of
realizable value of fixed assets, long term
liabilities, net current assets and key financial
ratios.
► Review of management budgets and variance
analysis to determine difference between
projected figures & actual expenditure and giving
suggestions on corrective actions to be
undertaken.
► Saurabh has also been a part of various policy
initiatives and has been part of study circles
preparing GN on Accounting for Real Estate
Transactions etc.
Saurabh Jain
CA, B Com
Email: sj@felixadvisory.com
Ph: +91 98 9901 8007
16. Felix Advisory
Innovating financial solutions
► Amit Jindal is a Partner with Felix Advisory,
and enables the Business Restructuring , Tax
& Regulatory structuring practice in Delhi
NCR Region. Amit has more then 14 years of
experience
► He is a co-author of – “Law & Practice of Delhi
VAT” under Bharat Law House Publications.
► Member of Editorial Advisory Board” for a
Journal & Website - “Indiataxlaw.com
► Faculty for GMCS classes of ICAI
► Innovative ideator by application of cogent
academic and professional experience
► Dynamic, focused, and self – directed
► Has earlier worked with Ernst & Young
Key work experience
► Assisted several large Multinationals in
structuring joint venture with Indian groups
from tax and regulatory perspective and in
processing regulatory approvals. Further, he
has assisted various Private Equity Players on
their acquisitions in India involving cross
border structuring, funding acquisitions and
Corporate Tax Optimization.
► Assisted large Private Equity players in
inbound investment structuring. Advice
included identification of suitable jurisdiction,
holding/ investment structure, forms of entity at
various levels/ jurisdictions, operational
structure at India level, carry structure and
highlighting key Indian tax and regulatory
aspects to be kept in consideration
► Wide experience in Corporate Tax, Fiscal and
Regulatory Matters concerning restructuring
and divestment of businesses in India
► He has worked with various multinational and
domestic clients in a wide range of industries
► Assisted clients in structuring their inbound and
outbound investments
► Assisted clients in handling tax assessments,
review of notices and preparation and filing of
technical submissions before the tax authorities to
defend tax positions adopted by the clients and
also representing before the tax authorities
► Functional expertise:
► Corporate Tax ;
► Mergers & Acquisitions
► Inbound Investment Structuring; and
► Regulatory Advisory
Amit Jindal
FCA,CPA(USA),DISA,B.Com(H)
Email: aj@felixadvisory.com
Ph: +91 9899 4404 70
17. Felix Advisory
Innovating financial solutions
► Gaurav Talwar is a Partner with Felix
Advisory, and enables the Tax & Regulatory
practice in Delhi NCR Region. Gaurav has
more that 14 years of experience
► Gaurav started his CA career in 2001 and
interned with Lodha & Co., New Delhi where
he was engaged in auditing Birla and JK
group companies. He then had a short stint
with Industry before joining EY in 2006, as a
part of Tax & Regulatory team and then
KPMG, before partnering with Felix Advisory
► Area of core expertise include corporate tax,
regulatory aspects, investment and transaction
structuring. Gaurav specializes in direct tax
issues and double tax avoidance agreements,
including exchange control regulations.
Functional expertise also include corporate tax
compliance, domestic tax litigation
Key work experience
► Assisted large Private Equity players in
inbound investment structuring. Advice
included identification of suitable jurisdiction,
holding/ investment structure, forms of entity at
various levels/ jurisdictions, operational
structure at India level, carry structure and
highlighting key Indian tax and regulatory
aspects to be kept in consideration
► Assisted Private Equity Funds, REITs in
efficiently structuring exit from Indian
investments
► Have been engaged in assisting Real Estate
Private Equity Investors in reaching a
settlement with Indian JV partners in case of
disputes and also assisting in structuring the
settlement arrangement in a most tax efficient
manner
► Assisting companies in identification of suitable
structures, on how to capture value of leasable
assets like hotels, hospitals, clubs post
completion of township projects
► Advised large number of EPC players to foray
into the Indian construction sector. Scope of
work in this regard included assistance in
investment structuring, pre bid advisory, review
of bid documents and final contract, assistance
in setting up a PO in India, annual compliances
etc.
► Assisted clients in seeking DIPP clarifications and
FIPB approvals on various matters
► Assisted large companies in their tax matters
relating to the sourcing operations in India
► Assisted clients in structuring their outbound
investments
► Assisted clients in liquidation process, including
assistance in filing applications with the Indian tax
authorities and follow up for seeking tax clearance
certificates
► Assisted clients in handling tax assessments,
review of notices and preparation and filing of
technical submissions before the tax authorities to
defend tax positions adopted by the clients and
also representing before the tax authorities
► Assisted clients in preparation and filing of
appeals before the Commissioner of Income-tax
(Appeals), including assistance in seeking ruling
from AAR. Assisted clients in obtaining nil/ lower
withholding tax certificates from Indian Income-tax
authorities
► Gaurav has also been a part of various policy
initiatives and has been part of teams preparing
white papers on DTC, FDI issues across various
sectors etc. Gaurav has also been an active
participant in various events organized in
association with FICCI, CII etc
Gaurav Talwar
CA, B Com
Email: gt@felixadvisory.com
Ph: +91 99 5858 2028
18. Felix Advisory
Innovating financial solutions
► Christiaan Nederhof, partner with Felix
Advisory Netherlands, heads the Tax practice
in the Netherlands and coordinates for service
requirements in Europe. Christiaan has more
than 13 years of post qualification experience.
► After completing his master in taxation at
university, Christiaan started working as a tax
adviser to multinationals at De Brauw (a major
Dutch law firm), subsequently joined EY,
working there for more than 9 years.
Christiaan partnered with Felix Advisory
Netherlands in 2015.
► Areas of core expertise include Dutch and
international taxation, tax structuring, tax due
diligence and tax risk management.
► Member of the Netherlands Association of Tax
Advisors, the association of university
educated tax advisers in the Netherlands.
Key work experience
► Extensive experience with Dutch domestic and
international tax issues, including setting up
new operations, M&A activities and
divestments (including due diligence),
acquisition structures, compliance
requirements, transfer pricing, branch
structures
► Tax treatment of Dutch holding and finance
companies, including reporting and tax
compliance assistance in acquisitions and
related, especially for Indian headquartered
MNCs
► Knowledgeable on typical Indian tax and Indian
outbound structuring issues
► Indian clients included various (partially) listed
Indian conglomerates active in sectors like e.g.
(renewable) energy, steel, oil/gas, forging,
infrastructure, IT services, telecommunications,
pharmaceuticals and consumer products
► Was involved in several of the largest overseas
acquisitions of Indian companies either as an
tax advisor during the time of acquisition or as
part of an audit team
► Negotiating tax rulings with the Dutch tax
authorities
► Knowledgeable on various Dutch regulatory
compliance requirements for holding and finance
companies
► Co-presented a one day course ‘introduction to
Dutch and international taxation’, an annual
course organized by Kluwer
► Co-author of the Dutch tax encyclopedia NDFR in
relation to the Dutch bank tax law (till March 2014)
and article 28b of the Dutch corporate income tax
act
► Felix Advisory Netherlands can also fulfill (tax)
compliance needs for holding and finance
companies (e.g. limited bookkeeping, financial
reporting, tax compliance, payroll)
Christiaan Nederhof
MSc
Email:
christiaan@felixadvisory.com
Ph: +31 85 273 7993
19. Felix Advisory
Innovating financial solutions
► Himanshu Mendiratta, Partner with Felix
Advisory, pursues Assurance and Advisory
practice in Delhi NCR Region. Himanshu has
more that 12 years of experience
► Himanshu completed 3 year CA internship
with Satish Gudwani & Co. (New Delhi) in
2003. At Satish Gudwani & Co., he was
engaged in auditing various SME’s. He then
had a short stint with Genpact before joining
EY in 2006, as a part of Assurance and
Advisory team. Himanshu partnered with Felix
Advisory in 2013.
► Area of core expertise include revenue
assurance, statutory/tax/interim audit of IT
enabled Companies and e-commerce sector,
Transfer Pricing certification and Financial Due
Diligence. Himanshu also specializes in doing
virtual CFO roles wherein he manages all
financial domains.
Key work experience
► Assisted MNC’s in AIM Listing. Assistance
included preparation and reinstatement of
financial statements in IFRS for filing with AIM
admission document, and preparing comfort
letters submitted to Merchant Bankers
► Engaged in statutory and tax audits of more
than 50 Fortune 500 companies in the telecom,
IT, and e-commerce sectors.
► In-depth understanding of the business
processes of diversified organizations and
ability to correlate the profitability of companies
with variances in various accounts viz. sales,
consumption, personnel, and other expenses
in the light of changes in legal and
environmental factors for forming opinion on
the reasonability of financial statements.
► Engaged in evaluation of business plan and
management forecasts for revenue generation,
business risk, and determining the fraud risk
for various e-Commerce companies
► Advised various EPC players. Currently,
working as a lead financial advisor for EPC
► Assisted client in internal control systems
related to various significant accounts viz.
debtors’ management, stock valuation,
impairment of assets/business line,
provisioning, taxes, excise, service tax and
other overhead expenses.
► Assisted clients in seeking FIPB approvals on
cable and telecom sector
► Assisted clients in framing accounting policies and
preparation of Standard Operating Procedures
► Engaged in SOX engagements for various MNC’s
► Engaged in preparation for valuation report for
many start up companies.
► Engage in Due diligence reviews for mergers
including project pricing based on assessment of
realizable value of fixed assets, long term
liabilities, net current assets and key financial
ratios.
► Assisted clients in accounting services by
designing, implementing and review of
accounting manual
► Assisted various U.S. and U.K based BPOs in
book keeping , tax effective pay roll processing
advisory, and preparation of bank reconciliation
statement
Himanshu Mendiratta
CA, B Com
Email: hm@felixadvisory.com
Ph: +91 99 1003 6248
20. Felix Advisory
Innovating financial solutions
► Adamya is a chartered accountant and is a
Partner with Felix Advisory, and handling the
Risk and Process Advisory Practice. Adamya
has more than 12 years of experience
► Adamya started his CA career in 2006 and
interned with Kishore & Kishore, where he was
part of the Process Advisory Division. He
qualified CA in 2006 and joined Deloitte and
letter on KPMG in Risk Advisory practice.
► His Area of core expertise include Internal
Audits, Process Improvement and
Implementation, SOX, Risk Assessment, Cost
Saving Advisory etc.
Key work experience
► His industry experience spans across multiple
industry segments namely Manufacturing,
Power Trading and Renewable Resources,
Telecom, Optical Media, Travel Industry,
Infrastructure Development, Insurance &
NBFC, Retail, ITES And Amusement /
Recreation Parks Companies amongst others.
► He has worked on the SOX implementation
and testing assignments for the client from the
Automobile, Electronics and IT industry.
► Managed the Cost Due Diligence Review for
International Airport Project.
► He has helped clients to development of the
internal audit framework and effective audit-
plans
► Supported the client in Developing the
standard operating process (SOP) for 3rd party
manufacturing sites for leading healthcare
product manufacturer with the objective to
bringing better control and standardization in
operations.
► Handled the review of revenue assurance
process for one of the largest mall and
amusement park in India. As part of the review,
an in-depth analysis was conducted to identify
control gaps and process deficiencies.
► He also has technical bend of mind to understand
and review the processes like production,
planning and quality management.
► He was involved in ERP implementation project
for he client functioning in Electronics and
Infrastructure sector.
► In addition to internal audits, he has closely
worked with the KPMG accounting advisory team
on the IFRS compliant process development
projects.
Adamya
CA, B Com(H)
Email: as@felixadvisory.com
Ph: +91 99 5801 4117
21. Felix Advisory
Innovating financial solutions
► Romesh Vijay is a rank-holder chartered
accountant and is a Partner with Felix
Advisory, and looks for assurance and
valuation practice. Romesh has more than 10
years of experience
► Romesh started his CA career in 2004 and
interned with BL Ajmera & Co., where he was
part of the Audit and Assurance Division. He
qualified CA in 2008 and joined S.R. Batliboi
(represent EY in India) and was with SRB till
2013.
► Area of core expertise include statutory audits,
valuation, Indian GAAP and IFRS financial
statements, Consolidation, Company Law
Matters, Process improvement and
Implementation, Certification, etc.
Key work experience
► Finalization of accounts, preparation of cash-
flows, accounting policies calculation of taxes,
deferred taxes, disclosures etc as per the
provisions of Companies Act, Income tax Act
and Accounting Standards.
► Consolidation of financial statement of parent
company with subsidiaries, computation of
goodwill and intercompany transaction
elimination in accordance with applicable
accounting standards
► Valuations of business and shares and land in
compliance of international accepted valuation
standards, Companies Act, Income Tax Act
and FEMA requirements.
► Valuations shares and business for merger,
demerger and acquisition and other business
restructuring.
► Investment impairment analysis of business in
accordance with accounting standards.
► Finance functions involving determining
financial objectives and relating them to
financial statement risks, review of systems,
policies & procedures to facilitate internal
financial control.
► Preparation of management budgets and analysis
thereof for management decision making and
suggestion for improvement in profitability and
processes.
► Evaluating internal control systems related to
various significant accounts viz. debtors’
management, stock valuation, impairment of
assets/business line, provisioning, taxes, excise,
service tax and other overhead expenses.
► He is part of Virtual CFO services, wherein he
oversee finance function including accounting,
legal compliance, setup of internal controls and
laying down policies & procedures.
Romesh Vijay
CA, B Com(H), ICAI Valuation
certification
Email: rv@felixadvisory.com
Ph: +91 97 1777 3321
22. Our office
Reaching us is easy
India
Plot 35, Arjun Marg, DLF
Phase I,
Gurgaon – 122002
Haryana, India
Phone:
0124 42 52 720, 26
Email:
info@felixadvisory.com
felixadvisory.wordpress.com
@Felixadvisory
Felix Advisory
Innovating financial solutions
Netherlands
Rambaldolaan 5, 1185 JE
Amstelveen,
Netherlands
Phone:
085 273 7993
