Financial Planning & Goal Setting
Family office frameworks, governance, tax-efficient ownership transfers, and trust structuring.
- Comprehensive review of personal assets, liabilities, and cash flows.
- Setting financial goals: retirement, children’s education, property purchase, lifestyle planning.
- Aligning personal wealth strategy with promoter’s business income cycles
Investment Advisory & Portfolio Management
- Asset allocation across equity, debt, mutual funds, bonds, PMS, and AIFs.
- Portfolio reviews: risk-return mapping, performance benchmarking.
- Global investment access - where applicable and diversification strategies.
Tax optimization & Income Structuring
Family office frameworks, governance, tax-efficient ownership transfers, and trust structuring.
- Personal income-tax advisory for HNIs and promoters.
- Structuring of salary, dividends, capital gains, and other incomes.
- Tax-efficient investment planning (ELSS, NPS, insurance-linked products).
- Cross-border tax advisory for NRIs.
Succession Planning & Structuring
Family office frameworks, governance, tax-efficient ownership transfers, and trust structuring.
- Drafting wills and succession plans.
- Family trust or holding company structures for continuity.
- Cross-border inheritance and wealth transfer strategies.
- Family governance frameworks.
Insurance & Risk Management
- Review of existing insurance (life, health, keyman, property).
- Advisory on underinsurance or overlap in policies.
- Wealth protection through term, ULIPs, health top-up, and indemnity covers.
Scaling with strategy
- Corpus requirement planning using inflation- adjusted models.
- Structuring of annuities, pensions, or systematic withdrawal plans (SWPs).
- Advisory on NPS, PPF, and provident funds for tax efficiency.
Scaling with strategy
- Exposure to real estate funds, REITs, infrastructure bonds, private equity, and startups.
- Advisory on risk and liquidity for non- traditional assets.
- Impact investing and ESG-linked wealth allocation.
Engagement Models
✓ Retainer CFO Services – Ongoing strategic partnership
✓ Project-Based CFO Services – M&A, ERP, Due Diligence, Fundraising
✓ Interim / Part-Time CFO Support Transition or crisis management
✓ Build-Operate-Transfer (BoTT) Model – Establish, stabilize, and handover
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
We understand your goals, structure & cash position.
Diagnose
We audit your finances & identify performance gaps.
Design
Wealth growth & protection Smart tax savings Secure future planning
Deliver
We execute with CFO calls, analyst support & reports.
Drive
We optimize outcomes, support scale & build wealth.
Industries Served
We have a strong track record of success across diverse industries.
Textile & Manufacturing
Healthcare &Pharma
Infrastructure &Real Estate
Financial Services& AIFs
Start-ups& MSMEs
Logistics& Trading
What Our Clients Say
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
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
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
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."