Practical Advisory for Indian Family Businesses, SMEs & Entrepreneurs

Our Work

At Veer Consultancy Services (VCS), we partner with Indian Family Businesses, SMEs, and growth-stage enterprises to help them build sustainable businesses, strong families, and enduring wealth.

Our work is grounded in one belief: Strategy has value only when it is executed, measured, and reflected in financial results.

We are hard core data driven consulting firm who understands the soft part of family business as well. We are neither motivational gurus nor magicians who have any patented way to be a panacea for all your business and family issues. Instead we depend on cutting edge knowledge & age old wisdom to help you. We combine strategic thinking with hands-on execution, delivering solutions that are practical, implementable, and value for money.

Consulting Services

01

Business Strategy Designing & Execution

Business Strategy Designing

We help promoters and owner-managers design clear, focused, and competitive business strategies.

Our approach goes beyond generic frameworks. We work closely with clients to:

  • Define a unique and defensible market position
  • Design the right business model aligned to promoter goals
  • Make informed trade-offs based on constraints of capital, people, and markets
  • Align all business activities to create a strong strategic fit

The outcome is a clear strategic direction that delivers a sustainable competitive edge — not just growth, but profitable and controllable growth.

Business Strategy Execution

At VCS, we measure our success not by reports delivered, but by changes achieved on the ground.

To ensure execution, we:

  • Convert strategy into activity maps, process flows, SOPs, and accountability structures
  • Define clear roles, responsibilities, and timelines
  • Support promoters and teams during implementation
  • Build discipline through systems, not dependency on individuals

As rightly said, meticulous execution is what delivers results — and execution is where VCS differentiates itself.

Business Strategy Monitoring

We help clients track whether strategy is actually working.

We design:

  • MIS and dashboards
  • KRAs, KPIs, and performance indicators
  • Financial and operational review mechanisms

This ensures strategy execution is measured, monitored, and course-corrected — not left to assumptions.

02

Corporate Finance

Many a times there is huge confusion between “Accounting & Finance”. Whereas accounting is the feeder of information, finance as a function deals with analysing the accounting information along with other business information. Such an analysis is done to reduce the cost of funds along with tracking the result of strategy on P&L, Balance Sheet & Cash Flow Statement, as it is rightly said – “A strategy that does not impact the Profit & Loss, Balance Sheet, and Cash Flow Statement is not a strategy — it is an opinion.”

Finance Function Design

We help set up a lean and effective Accounting & Finance function that supports:

  • Strategic decision-making
  • Cost control
  • Cash-flow discipline
  • Capital allocation

We help our clients to structure their balance sheet in such a way so as to leverage it for better ratings and reduce cost of funds and thus increase the profitability. We also help our clients to “Value” their business and advise them on to increase the Business Value.

03

Strategic Mergers & Acquisitions Advisory

Guiding strategic transactions from vision to value realization

Our M&A advisory team provides strategic partnership through every phase of your transaction journey. We specialize in aligning opportunities with long-term objectives while managing financial complexities and maximizing deal value. Our approach transforms complex negotiations into clear, executable strategies.

Our M&A Value:

  1. Strategic Opportunity Alignment — Pinpoint acquisition and merger targets that advance your core business trajectory.
  2. Precise Financial Analysis & Diligence — Gain clarity through rigorous valuation, risk assessment, and commercial benchmarking.
  3. Negotiation & Deal Architecture — Strengthen your position with structured negotiation frameworks and stakeholder-focused deal terms.
  4. Seamless Transaction Management — Navigate the deal process with coordination that prioritizes compliance and operational continuity.
  5. Post-Transaction Integration — Unlock synergies through structured integration of financial systems, reporting, and operations.
04

Complete Accounting & Financial Management

We provide comprehensive accounting services that form the financial backbone of your organization, ensuring accuracy, compliance, and strategic insight.

Services Include:

  • Accounting Chart Design & Implementation – Establishing a correct accounting framework tailored to your business
  • Checker & Maker Controls – Implementing robust verification systems for financial accuracy
  • Full Accounting Overview & Management – Comprehensive supervision of all accounting functions
  • F&A Function Restructuring – Optimizing finance department structure for maximum efficiency
  • KRA & KPI Design for F&A Staff – Developing performance metrics and key result areas for finance teams
  • Banking Requirement Support – Assistance with banking relationships, documentation, and compliance
  • Working Capital Management – Strategic management of liquidity and operational funds
05

Comprehensive Tax Compliance Solutions

Ensure accuracy, timeliness, and complete regulatory adherence with our end-to-end tax services.

GST Services:

  • Monthly GSTR 1 & GSTR 3B Returns – Regular GST compliance filing
  • Monthly GSTR 2B Reconciliations – Accurate input tax credit verification and reconciliation
  • GST Annual Return (GSTR 9 & 9C) – Comprehensive annual GST compliance filing
  • Support for resolving notices and departmental queries

TDS & Income Tax Services:

  • Monthly TDS Payment Facilitation – Timely TDS deposits and compliance management
  • Quarterly TDS Return Filing – Accurate and timely TDS return submissions
  • Income Tax Return Filing – Complete ITR preparation and submission
  • Support for resolving notices and departmental queries
06

Complete Corporate Compliance & Governance

End-to-end secretarial solutions ensuring full compliance with the Companies Act, 2013 and other regulatory requirements.

Our Secretarial Services Include:

  • Annual Director Disclosures – Obtaining Form MBP-1 and Form DIR-8 declarations from Directors
  • Annual General Meeting Management – Preparation of notices, explanatory statements, attendance sheets, and minutes
  • Board Meeting Coordination – Documentation for quarterly Board meetings (minimum 4 meetings annually as per Companies Act)
  • Annual Compliance Coordination – Assistance with Board's report, annual return, audited financial filings, and MCA e-forms
  • Statutory Register Maintenance – Upkeep of Minutes Books, Register of Members, Directors, and Contracts
  • Corporate Correspondence – Drafting official communications and appointment letters
  • Change Management Documentation – Handling changes in Auditors, Directors, Registered Office, and Key Managerial Personnel
  • Secretarial Standards Compliance – Adherence to ICSI guidelines and standards
  • Deadline Monitoring – Tracking statutory filing deadlines and account approval progress
  • Regulatory Updates – Notifying management about changes in the Companies Act and their implications
  • NCLT matters
07

Cost & Operations

“Pricing” which is many a times know as “The Third Business Skill” depends so much on cost. In the current times most of the business are “price takers”. Profitability therefore depends on cost structures and operational efficiency.

At VCS, we help clients:

  • Identify and eliminate unproductive activities
  • Challenge existing cost and operational assumptions
  • Move from cost control to sustainable cost reduction

We design and implement:

  • SOPs
  • Process flows
  • Lean operational structures

This results in:

  • ✔ Higher margins
  • ✔ Better ROI
  • ✔ Lower dependence on individuals
08

Sales & Marketing

We help businesses grow faster than the market, not by chasing volume blindly, but through structured sales and marketing systems.

Our work includes:

  • Sales data analytics
  • Mapping the Customer Decision Journey
  • Identifying high-impact intervention points
  • Designing incentive structures for sales teams
  • Channel strategy and distributor compensation models
  • Customer schemes and pricing interventions
09

HR & Team Building

As said in the Indian Army “Its not the machine, it’s the man behind the machine that matters”.

We help businesses build capable, accountable, and aligned teams.

Our HR advisory includes:

  • Job Descriptions (JDs)
  • Performance Management Systems by crafting appropriate KRA and KPI’s
  • Conflict management frameworks
  • Training and induction programs

The objective is simple:

Right people, right roles, right accountability.

10

Family Wealth Management

We help business families set up Family Offices to:

  • Define family financial goals
  • Create investment policies
  • Select investment managers and instruments
  • Track consolidated performance across assets

We use advanced yet practical concepts such as:

  • Value averaging
  • Debt laddering
  • Risk-adjusted, tax-efficient investment strategies
11

Risk Management

While Risk represents Danger, if handled properly it can also represent opportunity. The first step to success is to be able to measure and manage the downside risk. We help our clients to identify and mitigate various Business, Financial, Operational, Legal and other risks. We help clients in the selection of insurance and other risk transfer mechanism along with the selection of right “Risk Managers”. This might involve normal insurances and also typical novel insurances like indemnity insurance, receivables insurances etc.

Risk Management Alternatives

Risk Management Alternatives
Risk Control
Risk Avoidance
Risk Reduction
Risk Financing
Risk Retention
Risk Transfer
12

Family Governance & Succession Planning

A family-owned business faces the challenges that every type of business faces, but, unlike a non-family run company, it must also deal with family issues.

Where other businesses might measure success in quarters, family-owned businesses measure them in generations. Where others might focus uniquely on value, family businesses also focus on values, including preserving the company for the next generation.

At VCS, we help families navigate:

  • Family dynamics
  • Ownership vs management roles
  • Leadership transitions
  • Succession and inheritance planning

We design family governance structures that:

  • Reduce conflict
  • Improve communication
  • Align family values with business strategy
  • Ensure continuity across generations

The advantages of good family governance:

  • Clear distinction between family, ownership, and management
  • Better communication within the family
  • Well-defined roles and responsibilities
  • Structured preparation of next generation
  • Documented expectations and decision-making frameworks
  • Long-term stability and harmony

We can support you in the following areas:

  • Business succession planning
  • Family constitution drafting
  • Ownership and holding structures (Trusts, LLPs, etc.)
  • Compensation and dividend policies
  • Developing future generations
  • External professional management selection
  • Managing family influence in business decisions
  • Communication within the family
13

Start Up Consulting

Got A killer business idea?

We know that your start-up is your brain-child. Nurturing your business idea properly is as critical as the idea itself — the reason why you should implement it in coordination with Start-up Business Specialist like VCS.

A startup is built on uncertainty, limited resources, and high risk. Execution, therefore, matters more than excitement.

VCS works as a startup specialist partner, helping entrepreneurs:

  • Convert ideas into executable plans
  • Avoid costly mistakes
  • Scale with discipline and cost control

Top 5 reasons to hire VCS as your “Startup Consultant”

  1. Unbiased Feedback: Most startups work with their ideas and thoughts and ignore the changes happening outside. We can provide a much-needed external outlook to the practices and core model of the startup. The startup will get feedback not only about the concept behind their business but about the details of execution, organization and other critical matters.
  2. Management & Execution Expertise: Most founders lack experience in finance, costing, operations, and scaling. We bring that experience to your table.
  3. Clear Roadmap: We help define objectives, milestones, and execution plans.
  4. Access to Resources: With more than 20 years of practice VCS can help you get employees, vendors, partners, and advisors — within your constraints.
  5. True Value for Money: Big consulting firms are expensive and unnecessary at early stages. VCS delivers high-impact advisory at affordable cost.

Our Start up Offerings -

  • Detailed Business Plan which does not only have number targets but also has HOW are you going to reach your goal
  • Selection of Right Business Entity
  • Registration of the Business Entity
  • Onboarding team of employees, vendors and so on
  • Raising of Funds both Debt and Equity
  • Regulatory Compliances
  • Designing of SOP’s, MIS and flow charts
  • Mentoring for the entrepreneur and his core team
  • Budgeting & Costing
14

Cybersecurity Services

Veer Consultancy Services (VCS) delivers battle-tested cybersecurity solutions for Indian SMEs and family businesses, safeguarding your operations against rising cyber threats like ransomware and data breaches. With proven expertise in NIST, ISO 27001, and RBI compliance, we build resilient defenses that minimize risks and ensure business continuity.

Cybersecurity Program Development

Craft tailored cybersecurity programs aligned with your business goals and regulations like DPDP Act 2023. We conduct security maturity assessments benchmarking against NIST and CIS Controls, perform gap analyses for industry relevant standards, and drive ongoing improvements via audits—reducing breach risks by up to 70%.

Cyber Risk Management

Identify vulnerabilities through comprehensive risk assessments, then deploy mitigation strategies like zero-trust architectures. Our continuous monitoring and executive reporting keep boards informed, turning cyber risks into managed opportunities with real-time dashboards.

Security Awareness and Training

Combat phishing—responsible for 80% of breaches—via engaging employee training programs and simulated campaigns. We achieve 95%+ employee compliance rates, fostering a human firewall that slashes social engineering incidents.

Incident Response and Management

Develop robust incident response plans tested through tabletop exercises and live drills.

Security Assessments

Uncover hidden weaknesses with ethical penetration testing and vulnerability scans across networks, apps, and cloud. We evaluate controls for PCI DSS and HIPAA compliance, delivering prioritized fixes that fortify your perimeter.

Data Privacy Management

Navigate India's DPDP Act and GDPR with custom privacy policies, data classification, and PIAs. Protect sensitive customer data through encryption and access controls, avoiding fines up to 4% of global turnover.

Compliance Management

Achieve certification in ISO 27001, ISO 420001, DPDPA, HIPPA, NIST CSF, and RBI guidelines via gap analyses and remediation roadmaps.

Fund Syndication Services

Veer Consultancy Services (VCS) specializes in securing cost-effective funding for Indian SMEs and family businesses from banks, NBFCs, PE firms, and stock exchanges. We tailor strategies for running operations and greenfield projects to fuel your growth.

I

Debt Syndication

VCS excels in arranging debt from banks and NBFCs for both established businesses and new greenfield projects, ensuring competitive rates and swift approvals. Our expertise covers term loans for expansions, working capital for operations, and specialized financing like project loans.

Key Products Available

Product Suitable For Providers
Term Loans Greenfield projects, expansions, fixed assets (1-10 years tenure) Banks (e.g., SBI, BOB), NBFCs
Working Capital Loans (Cash Credit, Overdraft) Day-to-day operations, inventory, wages (short-term, flexible) Banks, NBFCs (co-lending models)
Project Finance New greenfield infrastructure, renewables Banks, NBFCs (15-17% growth in FY26)
NBFC Bonds/Green Bonds Sustainable projects, MSME lending NBFCs

Process

We start by assessing your business plan and funding needs, prepare financial projections and documents, approach lenders via co-lending partnerships, negotiate terms, and handle disbursal—typically 4-8 weeks. In case of green field projects disbursal may take 12 to 18 weeks.

Benefits

Access lower-cost capital than equity (8-12% rates), flexible repayment tied to cash flows, no ownership dilution, and scalability for MSMEs amid NBFC credit expansion to ₹50 lakh crore by 2027.

II

Raising Equity

VCS guides SMEs through private equity infusions and IPOs, unlocking growth capital without debt burdens for scaling operations or market entry. We position your business to attract investors seeking high-potential Indian firms.

Key Products Available

Product Description Platforms
Private Equity / Growth Capital Minority stakes for expansion (₹10-50 crore) or inducting a major partner (₹100-500 crore) PE/VC funds
IPO Public listing for SMEs NSE Emerge, BSE SME

Process

For PE: Pitch deck creation, investor outreach, due diligence, term sheet negotiation (3-6 months).

For IPO: Eligibility check (₹1 crore net worth, 3-year track record), DRHP filing with SEBI, roadshows, listing (6-9 months).

Benefits

  • No repayment obligation
  • Valuation uplift
  • Liquidity for founders
  • Enhanced credibility
  • Diversification for investors—ideal for family businesses transitioning to scale

Get In Touch

Get In Touch