The advisory table.

Nine disciplines, one accountable lead.

Built for India's promoter-led groups, and the regulators they answer to. Pick the element that matches your situation.

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Nine disciplines cover the moments when a board is asked to decide.

Most engagements combine two to four of them. Each is led by a senior advisor and delivered as a written opinion your board can rely on.

DealsElements 01–03

01Financial due diligence01 · FDDKnow what you're buying before you sign.Quality of earnings · Net debtFDD

Know what you're buying before you sign.

Quality of earnings, net debt and working capital — tested by a senior team before the deal is signed, with red flags shared as we find them.

  • Quality of earnings
  • Net debt
  • Working capital
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03Valuation03 · VALA number regulators and investors accept.Companies Act · FEMAVAL

A number regulators and investors accept.

Defensible valuations under the Companies Act, FEMA and Ind AS — built to survive scrutiny from boards, investors and regulators.

  • Companies Act
  • FEMA
  • Ind AS
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CapitalElements 04–06

04IPO readiness04 · IPOFrom private company to listing-ready.Main board · NSE EmergeIPO

From private company to listing-ready.

Governance, controls and disclosures put in order for the main board, NSE Emerge or BSE SME — before bankers and regulators look.

  • Main board
  • NSE Emerge
  • BSE SME
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05Corporate governance05 · GOVStructures that earn investor trust.Board committees · SEBI LODRGOV

Structures that earn investor trust.

Board committees, SEBI LODR compliance and internal financial controls designed to hold up under investor diligence.

  • Board committees
  • SEBI LODR
  • IFC
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06Boardroom strategy06 · BRDDecisions your board can defend.Group structure · SuccessionBRD

Decisions your board can defend.

Group structure, succession and ESOP design — the decisions a board will be asked about later.

  • Group structure
  • Succession
  • ESOPs
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ComplianceElements 07–09

07Taxation07 · TAXPositions that hold up under scrutiny.Income-tax Act, 2025 · GST 2.0TAX

Positions that hold up under scrutiny.

Tax positions under the Income-tax Act, 2025 and GST 2.0, documented properly — and representation when a notice arrives.

  • Income-tax Act, 2025
  • GST 2.0
  • Notices
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08Compliance & incorporation08 · CMPSet up right, kept compliant.Entity set-up · ROCCMP

Set up right, kept compliant.

The right entity from day one, with ROC and FEMA filings on a calendar that never slips.

  • Entity set-up
  • ROC
  • FEMA filings
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09Foreign incorporation09 · INTGo global — or come to India — the right way.ODI under FEMA · UAE · Singapore · US · UKINT

Go global — or come to India — the right way.

Outbound investment under FEMA and set-ups in the UAE, Singapore, the US and the UK, or India entry for foreign groups.

  • ODI under FEMA
  • UAE · Singapore · US · UK
  • India entry
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SOURCE: SPECTATE ADVISORY ENGAGEMENT SCOPE, 2026

Start from the situation. We'll build the team.

Situation on the agendaFDDLDDVALIPOGOVBRDTAXCMPINT
01Raising capitalInvolvedInvolvedInvolved
02Buying or mergingInvolvedInvolvedInvolvedInvolved
03Preparing for an IPOInvolvedInvolvedInvolvedInvolved
04Facing a tax noticeInvolved
05Restructuring the groupInvolvedInvolvedInvolvedInvolved
06Setting up in IndiaInvolvedInvolved
07Expanding abroadInvolvedInvolvedInvolved

● = discipline typically involved. Every engagement is scoped individually, in writing.

  • 01Raising capitalVALFDDBRD
  • 02Buying or mergingFDDLDDVALTAX
  • 03Preparing for an IPOIPOGOVCMPVAL
  • 04Facing a tax noticeTAX
  • 05Restructuring the groupBRDTAXGOVCMP
  • 06Setting up in IndiaCMPTAX
  • 07Expanding abroadINTTAXVAL

Fixed scope. Fixed fee. One senior lead.

  1. 01First call30 min
  2. 02NDA and proposalFixed fee quoted
  3. 03Engagement letterData room opens
  4. 04FieldworkRed flags shared early
  5. 05Board and closeWe present to the board

Sectors we know from the inside.

  • 01Family business groups
  • 02Manufacturing and engineering
  • 03NBFCs and fintech
  • 04Pharma and healthcare
  • 05Real estate and infrastructure
  • 06IT, ITeS and GCCs
  • 07Consumer and D2C brands
  • 08Venture-backed startups
RESOLUTION

Not sure which element you need? Tell us the situation.Have a decision in front of your board?

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