CFO – Financial Management Services

  • SOPs - expense policy, credit policy, investment policy
  • Master Management
  • Cash Flow Management & Forecasting - daily/weekly/monthly projections
  • Budgeting & Variance Analysis - actual vs forecast tracking
  • Cost Optimization Assessment - identify leakages, vendor negotiations
  • Working Capital Assessment - receivables, payables, inventory cycle mgmt
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CFO – Financial Management Services

Compliance & Financial Controls

  • Regulatory and Legal Compliances Dashboard - Frequency wise
  • Regulatory Policy Documentation 
  • Risk & Governance Framework - whistleblower policy, founder protection
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Compliance & Financial Controls

Fundraising & Capital Structuring

  • Investor Readiness Scorecard - quick diagnostic for MSMEs before pitching
  • Government Schemes & Subsidies Advisory - MSME loans, SIDBI, startup India benefits
  • Loans - Secured /Unsecured, Fund based and Non Fund base, Angle Funding
  • Private Equity & Debts & Bonds
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Fundraising & Capital Structuring

Business Health Checkup

  • Founder Stress Test - can the business run without founder for 30 days?
  • Scenario Planning - best case, worst case, realistic growth cases
  • Priivy Business Score - proprietary scoring model to differentiate brand
  • Existing Business comparing Industry standard and competition 
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Business Health Checkup

MIS Dashboards & Automation

  • Sales , Purchase - Segment wise, Region wise , Monthly, Quarterly, Other Customize
  • Alerts System - example: “Debtor >90 days crossed ₹X lakh” or “GST due in 3 days”
  • Compliance Dashboard
  • MSME Payment Compliances - MSME Creditors More than 45 days
  • Founder Wealth + Business Dashboard - Priivy’s USP → connect both
  • Industry Benchmarking Dashboard - compare MSME vs peers with anonymized data
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MIS Dashboards & Automation

Why Choose Priivy?

We understand founders because we are founders. Built specifically for the unique challenges of growing businesses.

 ✓ Led by a Chartered Accountant with 28+ years of experience


✓ Plug-and-Play CFO model – flexible and scalable


✓ Strong MIS & financial control systems


✓ Cross-border structuring & tax planning expertise


✓ Goal-oriented, client-centric approach


✓ Proven track record across diverse industries

Our 5 D process for financial management and Business Growth

A proven methodology to transform your financial operations and build lasting wealth

Discover

Discover

We understand your goals, structure & cash position.

Diagnose

Diagnose

We audit your finances & identify performance gaps.

Design

Design

Wealth growth & protection Smart tax savings Secure future planning

Deliver

Deliver

We execute with CFO calls, analyst support & reports.

Drive

Drive

We optimize outcomes, support scale & build wealth.

Want to See How This Applies to You?

Book Your Free Finance Discovery Call

Industries Served

We have a strong track record of success across diverse industries.

Textile & Manufacturing

Textile & Manufacturing

Healthcare & Pharma

Healthcare & Pharma

Infrastructure & Real Estate

Infrastructure & Real Estate

Financial Services & AIFs

Financial Services & AIFs

Start-ups & MSMEs

Start-ups & MSMEs

Logistics & Trading

Logistics & Trading

What Our Clients Say

MR. RAJENDRA SHAH

MR. RAJENDRA SHAH

Narendra Corporation, Partner

"We are pleased to acknowledge our association with Priivy Consultancy, who have been providing CFO and Financial Management Services since May 2022. Under the leadership of CA Pritesh Shah, their team has strengthened our financial systems, streamlined operations, and enhanced management reporting. Their strategic insights, disciplined approach, and commitment to excellence have added significant value to our growth. We appreciate their continued support and look forward to a long-term partnership."

D. M. Raskar

D. M. Raskar

Chief Executive Officer
Shreenath Mhaskoba S.K. Ltd.

"This is to certify that M/s Priivy Consultancy worked with us at Shreenath Mhaskoba Sakhar Karkhana Ltd. during FY 2022–23 on financial analysis, internal controls, and process optimisation. Their structured approach and deep financial expertise helped us strengthen reporting, optimise costs, and explore new fund-raising avenues.We truly value their professionalism and practical insights, which have added significant value to our organisation.Wish them all the best!"

Satish Nair

Satish Nair

NOVARIUS GLOBAL

"I am writing this letter to highly recommend M/S Priivy Consultancy who has been providing Management consultancy services to both our India and International operations.I have closely worked with Priivy and can confidently say that they have demonstrated exceptional dedication, professionalism and a strong commitment to providing high quality services.Priivy Consulting has not only streamlined and professionalized our Accounting and book keeping practices including cash flow optimization, they have also managed to successfully automate the company operations by developing a Standard operational practice (SOP) and control systems for all our departments including our factories.With the above-mentioned system in place, we are now confident and are free to fully concentrate on our core business and its expansion.I am confident that management consulting services of Priivy consulting would be an excellent addition to any organization and would recommend them without any hesitation."

Bhavin Shah

Bhavin Shah

Drishti Enterprises

"We express our sincere appreciation to Priivy Consultancy for their exceptional contribution in developing and implementing a real-time inventory, MIS, and systematic accounting system for our organisation. The Priivy team carried out a detailed assessment of our existing processes and provided practical, result-oriented solutions covering live inventory valuation, segment- and region-wise reporting, SKU-based item structuring, and automation of accounting controls. Their expertise has enabled us to achieve accurate stock tracking, streamlined debtor management, and improved financial discipline across all divisions. Through their proactive involvement, Priivy Consultancy has transformed our operations from manual dependency to a structured, data-driven environment. The newly developed dashboards and MIS reports now provide us with real-time insights into decision-making, enhancing efficiency and transparency. We highly appreciate the professionalism, clarity, and commitment shown by CA Pritesh Shah and the Priivy team, and we look forward to maintaining this valuable association in the future."

Your Growth, Our Numbers.

Join founders building clarity, cash flow, and sustainable wealth with Priivy.