Our Services

We offer the subsequent services to clients in raising debt

1. Project Finance:

   Project finance is that the long-term financing of commercial manufacturing or any other such projects based upon the projected cash flows of the project instead of the balance sheets of its sponsors.

2. Working Capital Finance:

   A working capital loan is a loan that’s taken to finance a company’s everyday operations. These finance to buy long-term assets or investments and are, instead, provide the finances that cover a company’s short-term operational needs.

3. Equipment Loans:

   Equipment financing is that the use of a loan or lease to get or borrow hard assets for your business. This sort of financing could be used to purchase or borrow any sort of equipment.

4. Structured Financing:

   It is a complex form of financing, used for a large-scale fund infusion. It is beyond the scope of conventional tools like a loan or a bond. Borrowers with higher needs seek structured funding in the form of Collateralized Debt-obligations, Syndicated loans, and Mortgage-Backed Securities.

5. Acquisition Funding:

   Acquisition financing is that the funding a corporation uses specifically to acquire another company. By acquiring another company, a company can increase the dimensions of its operations and enjoy the economies of scale achieved through the acquisition.

6. Promoter Funding:

   A facility provided to promoters of well-managed companies to boost funds against their stake therein operating company. These funds are often utilized for various needs like financing for Acquisitions and take-over financing and business growth. These funding are short to medium-term in nature.

7. Mezzanine Funding:

   In finance, mezzanine capital is any subordinated debt or preferred equity instrument that represents a claim on a company’s assets which is senior only thereto of the common stock. It is often structured either as debt or preferred shares or another form of quasi-equity.

8. Overseas Funding:

   Overseas funding refers to a fund that invests in companies outside the country of residence of the investor. These are often also called as international funds or foreign funds. Overseas funding is often through closed-end funds, exchange-traded funds or mutual funds.

Private equity is an alternate investment class and consists of capital that’s ex-directory on a public exchange. A private equity fund is a collective investment scheme used for creating investments in various equities and structured instruments. These are alternative investments done by pooling funds involving several strategies to earn high returns for the investor risk.

1. Mergers & Acquisitions:

   Mergers and acquisitions (M&As) have become an essential activity globally for companies aiming for rapid growth universally. It increases the operational efficiency of the companies, and in turn, helps them to generate better capital. The Indian economy is one of the popular M&A destinations across the globe. Changes in tax regulations coupled with liberalized FDI norms and a robust government are only going to encourage more inbound and outbound investments over some time.

2. Divestiture & De-mergers:

   De-mergers are a valuable strategy for companies that want to refocus on their most profitable units, reduce risk, and make more excellent shareholder value. A divestiture is that the partial or full disposal of a business unit through sale, exchange, closure, or bankruptcy. A divestiture most ordinarily results from a management decision to cease operating a business unit because it’s not a part of core competency. A divestiture can also occur if a business unit is deemed redundant after a merger or acquisition, if the disposal of a group increases the resale value of the firm, or if a court requires the sale of a business unit to enhance market competition.

3. Buyouts:

   They are different from VC funds as a leveraged buyout invests money in a more substantial business along with additional leverage (usually in the form of stake holding), which is placed on the organization to generate favourable and sizeable returns. A leveraged buyout takes place when a company borrows a large amount of money in the form of loans and bonds to facilitate its acquisition of another company. The purpose of having a significant stakeholding in a company for an extended period is to manage the funds within the company to generate a sizeable value. The investment objective of a leveraged buyout is to generate returns on the acquisition that will outweigh the interest paid on the debt. For the firm that’s performing the LBO, this is an excellent option to generate high returns while only risking a small amount of capital.

4. Collaborations & Joint Ventures:

   The modern business world is operating in an age of collaboration and partnerships. Businesses collaborate for various reasons, such as:to enter new geographies or markets; to share risks of a project; to access new technologies;to outsource areas of specific specialization or non-core areas, and so forth

Finathle India is one of the top Corporate financial advisory firms in India. Our Focus is primarily on providing Advisory services in the areas of Corporate Finance, Capital structuring, Transaction advisory, M&A, Buy/Sell, Group structuring, Value creation.

1. M&A Advisory:

   Every M&A and private equity transaction has to abide by various tax and regulatory requirements, be it while contemplating a strategic acquisition, divestment, corporate restructuring, merger, demerger, business/asset sale, reduction of capital, buyback, balance sheet right sizing, inbound or outbound acquisition, sale of shares or any other form of restructuring. Understanding and devising a strategy can help mitigate transaction risks and costs and also ensure it to be compliant from a regulatory perspective. Our team delivers end to end solution for M&A transaction including Target search, diligence, Valuation, swap ratio/acquisition price, Scheme Formulation, support in legal matters, implementation of scheme, purchase price allocation etc.

2. IPO, FPO preparation:

   IPO refers to the raising of fund initially from the general public by issuing shares through stock exchenge. Through this process, a closely held company gets converted into a public (listed) company. An Initial Public Offering (IPO Listing) requires well-planned and strategic communications before, during and after the assignment. Our expert team has helped and still helping and supporting companies of all sizes successfully navigate their entry into the equity markets. from the preparation of the DRHP to creation of the investment story. We help in all the compliance required for successful IPO. We advise on all critical aspects of public fund raise including Valuation, timing and road shows.

3. Sale of Business:

   When it involves selling a business, a successful strategy requires well-planned divestment process, which includes SWOT analysis, reach out to most suitable investors, impressive deal collateral, negotiation skills and strong legal documentation. Our top advisory professionals are forward-looking specialists with a broad range of skills, deep industry expertise, and a futuristic perspective, to assist you stay ahead of the problems and avoid loss useful. From helping you understand the potential risks and rewards of a divestiture to supporting you in minimizing value leakage, we assess your situation and support your negotiating position to raised the sales price and execute the affect minimal disruption to the remaining business operations.

4. Leasing of Assets:

   Leasing and asset finance products provide a convenient and straightforward source of additional finance to enable procurement of a good range of assets. For non-tax paying companies and public sector bodies there’s the extra advantage of the lessor utilizing the capital allowances to supply a lower after tax cost to the lessee.

5. Transaction Advisory services including Bid Process Management:

   Transparency and fairness are the fundamental requirements of any competitive Bid Management Process for public institutions. Today apex financial institutions and private organizations, while undertaking transactions in a competitive environment, such as procurement through large EPC contracts, privatization, and asset sell off, etc., prefer to appoint an independent consultant to ensure fairness, transparency and accountability.

6. Financial Analysis & Planning:

   We would serve the organisation, the CEO and the CFO’s agenda when the finance function is aligned to the business strategy, and provides financial analysis and insight to support corporate decision making. With a global network of professionals, financial management is able to bring the right people, with the right skills, to the right place at the right time to assist helping organisations to become business leaders.

Valuation Services are a cornerstone for informed financial decision-making, enabling businesses to assess their true worth with accuracy and transparency. Whether for regulatory compliance, fundraising, mergers, or strategic planning, a detailed Valuation Report supports stakeholders in negotiations and investment decisions.

1. Business Valuations:

   Our business valuation services deliver accurate, well-documented assessments tailored for corporate transactions, fundraising valuation, compliance, or strategic planning—helping you understand and optimise your company’s worth with transparency and professional rigour. Supported by certified valuers, registered valuer professionals, and IBBI-registered valuers, our valuation advisory ensures reliability and compliance.

2. Valuations for Stock Incentive Plans:

   Valuations for Stock Incentive Plans involve delivering precision-driven stock valuation services to ensure that employee reward schemes are fair, compliant, and accurately priced. These valuations support transparency, meet regulatory requirements, and align incentives with long-term business goals, fostering employee motivation, retention, and shareholder value enhancement through credible and well-documented valuation reports.

3. Intellectual Property / Rights Valuations:

   Our brand valuation services and intellectual property valuations quantify the worth of intangible assets, vital for licensing, M&A, litigation cases, and strategic decision-making. By evaluating patents, trademarks, goodwill, and copyrights, we provide defensible and audit-compliant figures. These valuation services safeguard and maximise the economic potential of intellectual property in both domestic and international transactions.

4. Company Valuation Services:

   Company valuation services help determine the accurate worth of a business with transparency. They are vital for fundraising, mergers, acquisitions, compliance, and planning. A precise valuation report builds investor trust, aids negotiations, and supports strategic growth and restructuring decisions.

Techno Economic Viability (TEV) study of a project encompasses the evaluation of a project for evaluating the technical and financial information about the project, with relevant data about its technological feasibility and economic viability, into one or a few criteria on the basis of which the project is recommended for selection, modification or rejection.

1. Market potential:

   Present and future market scenario. Assessment of marketing infrastructure available. The demand supply analysis. Competition in field

2. Financial Viability:

   Assessment of future cash flows and profitability of the project. Financial viability of the unit based on the financial projections, profitability (income and costs), cash flow, IRR, DSCR, DP, MPBF etc. Conduct sensitivity analysis of the project

3. Management Capabilities:

   Assessment of management capabilities

4. SWOT Analysis:

   SWOT analysis has been carried out to identify the key internal and external factors which are important for success of the project.

We are a pool of Senior Banker, Academicians and Professors specialized in all kinds of Soft Skill Training. We Offer tailor made programs based on need analysis & requirement & each program is designed in guidance of expert Board of Advisors, Faculty members & Subject Expert. We provide critical inputs in an easy to follow manner so that knowledge gained could help them in taking informed decisions

1. Soft Skill:

   Leadership Development, Managerial Effectiveness, Communication Skill, Innovation & Entrepreneur Mindset, Emotional Intelligence, Negotiation Skills, Personality Development, Stress Management, Motivation & Team Building, Work Life Balance, Leading in a VUCA World.

2. Finance:

   Credit Management, Effective Credit Recovery, Forex & Treasury Management, Finance for Non-Finance Executives, Project Financing, Strategic Marketing of Financial Services, MSME Financing, External Commercial Borrowing, Working Capital Assessment.

3. Compliances:

   Transition to Indian Accounting Standard, Roll out of GST, Prevention of Sexual Harassment, Women Leadership, Planning for Superannuation – Life at 60, Labor Law.

4. IT:

   Cyber Security, Digital Marketing, Data Analytics, Advance Excel.

5. Corporate Governance:

   Corporate Governance and Sustainable Enterprise, Effectiveness and Accountability in the Boardroom.

6. Risk Management:

   Operation Risk Management, Credit Risk Management, Market Risk, Financial Risk.

Finathle India Limited has been working very closely with Various Industrial Associations such as CII, FICCI, ASSOCHAM, PHD Chambers of Commerce & Industry, ICC etc. In collaboration with these esteemed associations, Finathle India prepares Knowledge books on various Industrial trends and Finance related.

1. Banks:

   Indian Banking Industry, Money Laundering and its fallout, NFBC Summit, Non-Banking Finance Companies-Game Changers, Future of Indian Banking The Road Ahead.

2. Government:

   FDI & FEMA - Reinforcing Indian Economy, Pradhan Mantri Jan Dhan Yojna.

3. Industry:

   Affordable Power to All, Challenges and Opportunities Report-F, Conference on Real Estate, FMCG_Issues & Opportunities, Infrastructure Financing, KAR MFG 18 12 15, Renewable Energy Sector Funding, Smart Cities, The Insurance Leaders Meet 2019, Insolvency and Bankruptcy Code 2016, Dilli Kal, Aaj aur Kal: Towards a Sustainable and Smarter Delhi, The Energy – FUTURISTIC DEVELOPMENTS, Insolvency and Bankruptcy Code, 2016 - Implications for Real Estate Sector, Food Value Chain Partnerships – End to End Approach, Skilling India Empowering Employability, Indian Power Sector, A brief of Indian Chemical Industry, Renewable Energy: The Future of India, The Evolution of Railways in India, Investors Protection - Education and Awareness, RailTech - Futuristic Technologies for India Railways, Agriculture & Allied Industries Oct 2025, Road Infrastructure Sector Nov 2025, Renewable Energy Solar Power Nov 2025, Packaging Sector Nov 2025, Domestic Hotel Industry Nov 2025, Textile Sector Dec 2025, Hospital Industry Dec 2025, Office Leasing Sector Feb 2026, Tourism Sector Feb 2026, Ethanol Sector April 2026, Compressed Biogas Industry May 2026, Commerical Real Estate (Shopping Mall) July 2026, India's Titanium Value Chain_WMI Investment_July 2026.

4. MSME:

   Delhi MSME Summit, Funding MSMEs to Stimulate Growth, Funding SMEs - The Challenges and Risk within, MSME Funding - Opportunities and challenges, MSME Report, MSME Schemes, MSMEs: Towards A Sustainable Growth, Innovative Financial Solutions for MSMEs, Key To SME Growth, MSME Growth Driver of Indian Economy, MSME’s: The Growth Engine of Uttar Pradesh’s Economy 2019, Sustainable Development of NR MSME, Defining the future of Rajasthan’s Economy, Revisiting The Future of MSMEs In Rajasthan, ALTERNATIVE FUNDING OPTIONS FOR MSMES, Alternative Funding Options For MSMEs, Micro, Small & Medium Enterprises: Constraints & Opportunities, MSME Funding in India Prospects & Challenges, Funding MSME Manufacturers Prospects & Challenges, Finance for MSME Manufacturers Constraints & Opportunities, Revitalizing the MSME Finanacing Ecosystem.

5. Rating:

   Credit Rating - Assessment & Impact

6. Debt:

   Corporate Debt Restructuring, Restructuring Of Corporate Debt.

7. Entrepreneurship:

   Igniting young Minds for Entrepreneurship, Nurturing Enterpreneaurship - for Sutaniblity, Nurturing the Startup - For Building Economy, Women Empower - A Robust mark of Growing India, The Indian StartUp Ecosystem For Women Entrepreneur.

8. Finance:

   Emerging Trends Corporate Finance, Financial Inclusion Summit, Financial Market Conclave, MSME REPORT-2014, Role of CFO in Economic Turnaround, Assam - The Emerging Investment Destination, Real Estate Financing Landscape, India's Emerging Market and the Mutual Fund Industry, Pathways to Inclusion - Transforming Trade Finance through Digitalization, Unlocking Growth Mapping the co Lending Ecosystem.

9. Sustainable:

   Sustainable Packaging - Status and Challenges, Green Foundations Pathways to Sustainable Living and Building Practices, Green Buildings the Path to a Sustainable Future.

10. Housing Finance:

    The Housing Finance Industry in India - The Road Ahead, Real Estate Report.

11. Insolvency:

    7th National Summit - Insolvency & Bankruptcy Code and Valuation

12. Health Industry:

    The Role of Food Fortification and Nutraceuticals

Finathle India’s Debt Capital Markets division offers end-to-end advisory services, including structuring debt offerings, bridging the gap between investor expectations and issuer needs.

1. Support in the allotment and listing process for debt securities:
2. Preparation of comprehensive Information Memorandum:
3. Identifying and engaging with suitable investor class:
4. Private and public placements of debt instruments across diverse investor segments:
5. Advisory and placement services across a broad product suite, including:

Through the Business Responsibility and Sustainability Report (BRSR) report, investors are provided with standardized information on a company’s ESG parameters, thereby facilitating the identification and assessment of sustainability-related risks and opportunities for the enterprise and enabling better-informed investment decisions.

1. Data Collection and Standardization: :

   We gather and organize data from your operations, ensuring consistency and accuracy in reporting.

2. Gap Assessment::

   Gap assessment of the group level ESG actions and their implementation at units.

3. Customized Report Preparation:

   Our expert team prepares detailed and insightful reports tailored to your specific needs, highlighting your commitment to sustainability and responsible business practices.

4. Compliance and Best Practices:

   We ensure your reports meet the latest regulatory requirements and industry standards, positioning your company as a leader in sustainability.

5. Ongoing Data Collection:

   Monthly, quarterly, Annual disclosure verification and impact assessment.

ScoreMe is an innovative analytics software company in the Fintech space. Our deep-rooted expertise in the domain and the passion for delivering hassle-free, delightful customer experience, help us to design innovative products which are backed by Big Data and complex mathematical algorithms.

1. Tools to Access Creditworthiness:
2. Means to Continuously Monitor Business Health:
3. Direction Towards Becoming More Bankable:
4. Better Understanding the Intrinsic Risk Elements:

Finathle India Ltd is a growing Investment Bank, SEBI registered Category I Merchant Bank and ISO Certified 9001:2015 Company offering services like Mergers & Acquisitions, Private Equity, Debt Solutions, Structured Finance, Capital Market Solutions, Valuations, TEV Studies, Corporate Advisory, Enterprise Risk and Tax Services.

1. Distressed Assets Funding:

   Finathle with more than decades of experience has been able to execute difficult and complex debt and equity transactions of financially distressed entities from investors, special situation funds and NBFCs etc. Our team including Ex Bankers actively advises Corporate Stakeholder’s on mandates like navigating bankruptcies, Interim finance, acquisition funding, one time settlement, debt restructurings etc. Our deep domain knowledge and research driven approach enriched with experience enables us result oriented representation to prospective investors. Our team is also actively providing distress assets funding services to financially distressed entities under Insolvency and Bankruptcy Code 2016

2. Corporate Restructuring:

   Finathle offers leadership in difficult and complex situations to resolve, execute and ultimately transform the outcome. Our value proposition is in our technical strength in understanding the customer requirements precisely and delivering to their needs and satisfaction. Our team specializes in formulating the Revival and Resolution Plans on behalf of the stakeholders like Financial Institutions, Shareholder’s and Promoter’s of the corporate entities. Our team is also assisting Resolution Applicants in providing advisory services for takeover of financially distressed entities that are outside or under Insolvency and Bankruptcy Code 2016.

3. Resolution Plan:

   Finathle with more than decades of experience has been able to execute more than 500 Techno – Economic Viability Study (TEVS) including restructuring assignments across sectors of a project encompasses the evaluation of a project for evaluating the technical and financial information about the project, with relevant data about its technological feasibility and economic viability, into one or a few criteria on the basis of which the project is recommended for selection, modification or rejection.

4. Transaction & Audit Services:

   Finathle though its network of firms provide Transaction & Forensic Audit Services to Banks and Financial institutions and other stakeholder’s of the corporate entity. Our Team possesses deep technical and industry-specific experience, across a wide variety of sectors and disciplines.

5. Valuation Services:

   Finathle have experts who have mastered the art of Business valuation with an in-depth experience in different techniques and strategies. Being SEBI Registered Category I Merchant Bank and certified company under ISO 9001:2008, Finathle provides Business Valuations, Valuations for Stock Incentive Plans, Intellectual property and Rights valuations, Other regulatory and Voluntary valuations.

6. Turnaround Management:

   Finathle offers leadership in difficult and complex business transformation solutions and address the full spectrum of restructuring and insolvency. Turnaround Management is about business restructure and renewal. Our Team handles financial, operational, post-acquisition integration and transactional risks.

Finathle India work as a bridge between the Corporates seeking rating and the credit rating agencies both domestic and international. Finathle team’s experience can bring in immense value by getting the desired rating upgrades or saving them from downgrades by fine tuning the strategy. In-depth understanding of rating and key factors impacting the credit rating facilitates more efficient business decisions. The team has deep understanding of the credit issues and Credit Rating Triggers

1. Understanding Rating Requirement:

   The assignment is started by understanding the credit rating requirement and expected outcomes. The financials, project details and other required details are shared by the company for doing primary analysis of the data.

2. Quantitative Analysis:

   We analyse historical financial statements and forecast financial statements/credit ratios adjusted for agency methodologies, stresses and/or business plan scenarios, as appropriate. Findings are shared with Management highlighting any critical issues or areas of ambiguity suggesting scope of improvements.

3. Management Discussion:

   We share the valuable insights with clients suggesting areas of improvement. The management is also prepared for rating agency interviews by providing draft questions with key messages to highlight credit strengths and address weaknesses, supplemented by mock interviews if required.

4. Selection of Rating Agency:

   We keep complete track record of sector outlook of various rating agencies and rating done in the past in the particular sector by rating agencies. It helps us select ideal rating agency for the particular company.

5. Preparation of agency submissions:

   We assist in the preparation of the supplementary material to provide to rating agency enabling them taking fair view on credit worthiness of the company.

6. Coordination with Rating Agency:

   We provide hand-holding while presenting and discussing your case against the opted rating agency. In-fact we work as partner to our clients for providing all required information to rating agency.

7. Credit Ratings Finalization:

   We advise clients on whether to appeal any aspect of the decision or accept the outcome and convert to a public rating as appropriate.

8. Monitoring and Road Ahead:

   Most of the time rating is not a onetime process and it’s reviewed and revisited periodically. We help our clients in building long term strategies to maintain and improve their creditworthiness.

Finathle Advisory Services Pvt. Ltd. is a multidisciplinary advisory firm providing strategic, financial, tax, compliance and transaction-oriented solutions to businesses across their growth journey.

Our Core Services

1. Management Consulting:

   Strategic advisory, business planning, growth strategy, financial restructuring, process improvement and management support, helping promoters and businesses improve performance and pursue sustainable growth.

2. Fund Raising & Debt Syndication:

   Structuring and arranging working capital, term loans, project finance, structured debt and other funding solutions through banks, NBFCs and financial institutions.

3. Banking & Financial Advisory:

   Advisory on banking relationships, credit structuring, financial assessment, refinancing and optimisation of existing and proposed funding arrangements.

4. Taxation, GST & Audit Support:

   Advisory and coordination support for direct and indirect taxation, GST compliance, tax planning, financial review and audit-related requirements. Statutory audit, certification and other regulated professional services are undertaken through appropriately qualified and independent professionals.

5. Credit Rating Advisory:

   Advisory and support for obtaining, improving and maintaining credit ratings, including financial analysis, rating preparation, documentation, interaction with rating agencies and assistance in presenting the business and its financial position effectively.

6. Valuation Advisory:

   Business, equity, asset, securities and transaction valuation support for fund raising, investments, mergers and acquisitions, restructuring, shareholder matters and strategic decision-making, working with qualified valuation professionals wherever statutorily required.

7. TEV Studies & Detailed Project Reports (DPR):

   Preparation and review of Techno-Economic Viability studies and Detailed Project Reports for new projects, expansion, modernisation and diversification, covering project cost, market assessment, technical feasibility, financial projections, funding requirements, profitability, cash flows and debt-servicing capacity.

8. Legal & Compliance Advisory:

   Business-focused legal, regulatory and compliance support, including transaction documentation, corporate compliance and coordination with legal and other professional specialists.

9. Business & Transaction Advisory:

   Advisory for expansion, new projects, strategic partnerships, investments, acquisitions, joint ventures, restructuring and other corporate transactions.

10. SME IPO & Capital Markets Advisory:

    Advisory support to SMEs considering an IPO, including IPO-readiness assessment, financial and business structuring, pre-IPO planning, valuation support, preparation of management information and financial projections, coordination of due diligence, and assistance in coordinating the overall IPO process with SEBI-registered Merchant Bankers, legal advisors, auditors and other intermediaries.

Finathle combines strategic insight with financial expertise and execution capability—helping businesses move from strategy to structuring, funding and compliance, and ultimately towards sustainable growth.