Chartered Accountants

Capital. Clarity.
Control.

Fundraising advisory, Business CFO services for MSMEs, and Family Office CFO services for HNI families.

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Who we work with

We bring structure and clarity to the financial matters of promoters, family-owned businesses, and MSMEs, with experience across the sectors.

What we do

Ways we create value.

Fundraising Advisory

We assist businesses in raising capital through debt, equity, and structured finance, covering:

Debt fundraising & syndication: term loans, working capital, and project finance.
Equity & private capital: private equity, venture capital, and family offices.
Structured & alternate finance: NCDs and mezzanine finance.
Cross-border funding: subject to RBI / FEMA regulations.
Documentation support: financial proposals, DPRs, CMA data, and projections.
Advisory in nature; not a guarantee of sanction or arrangement of funds.

Business CFO Service for MSMEs & operating businesses

Structured, part-time financial leadership for MSMEs that need CFO-level oversight without hiring a full-time CFO. This includes financial planning and budgeting, MIS and performance reporting, cash flow and working capital monitoring, coordination on compliance and regulatory matters, and support on growth-related financial decisions, including fundraising readiness. The engagement is scaled to the size and needs of the business.

Family Office CFO Service for HNI families

Structured financial oversight for family-owned businesses and families, covering consolidated financial reporting across family entities and investments, coordination on wealth structuring and succession planning support, and ongoing visibility into overall family finances. The engagement brings the discipline of a CFO function to family financial matters, without requiring a full-time, in-house hire.

Our approach

Advisory built on discipline, not routine.

01

Focus beyond routine compliance.

02

Deep experience with promoter-driven organisations.

03

Practical, structured advisory support.

04

Appropriate, considered financial structuring.

05

Professional ethics and confidentiality.

Financial depth,
applied with discretion.

US
Utsav Shah
The founder

Utsav Shah

Fellow CA · CS · 15+ Years

Utsav Shah brings extensive experience in fundraising, strategic CFO advisory, transaction and deal assistance, and management consulting across diverse industries. He has advised businesses on strategic finance, business transformation, financial systems, regulatory compliance, and value creation.

His experience spans multiple sectors, including real estate, renewable energy, healthcare, manufacturing, and financial services. He has worked with real estate developers on strategic CFO assignments and RERA-related matters, while also advising renewable energy businesses on project feasibility, fundraising, and growth strategy.

His expertise further extends to non-conventional practice areas and need-based, custom service solutions.

Get in touch

Let's talk.

Discreet, considered advice begins with a conversation.

+91 80000 78495 info@sutsav.com 716, SNS Arista, Vesu, Surat