Guru & Jana is one of the biggest and most diverse Chartered Accountancy firms in India, offering an array of services to its clients through its specialised verticals. We strongly believe that “Earn, we should but with dignity, joy and trust” in our partnership. We understand that each client is unique, the regulations are many, compliances are large. Each area of work has a specialised team to provide services. We have a SPOC where the client need not interact with many verticals or teams, so that there is a single point of contact. Guru & Jana consists of over 600 members who are connected by their knowledge, values, and work ethics. Our services and tailor-made solutions can best be summed up with “Ask and we shall deliver.”

1. Audit & Assurance
At Guru & Jana in India, we offer a comprehensive range of audit and assurance services. Our commitment to delivering independent and unbiased opinions on the accuracy and completeness of financial statements for a given period has been established over decades.

We understand the importance of specialized teams for statutory attest functions under the Indian Companies Act and Income tax regulations. In an increasingly globalized world, US GAAP and IFRS restatements are becoming more critical, and our team has the expertise to handle both. We are also knowledgeable in Ind-As restatements.

Our approach to internal audits combines compliance audits, process adherence, data analytics, systems audits, and proprietary audits. We believe in a business approach to internal audits, and our unique representations in internal audit reports deliver value in every sphere of business.

In addition to our audit and assurance services, we specialize in management assurance and risk review, corporate governance, internal control design and review, and IFC process and walkthroughs. Our firm boasts partners with decades of experience, AI and data scientists to help gather domain knowledge, and industry domain experts in property, retail segments, and software.
2. Taxation & Regulatory
At Guru & Jana, we understand the evolving nature of taxation in India and globally. With the digitization of tax regulations, organizations of all sizes face increased exposure to new trends in tax regulation. As a result, tax risk and exposure are more significant concerns than ever before.

Our team offers a comprehensive tax management strategy, including proactive identification and implementation of tax structures. We specialize in direct, indirect, and personal taxes, particularly for high-net-worth individuals. Our multi-jurisdictional approach to tax planning ensures our clients receive effective guidance across borders.

Our professionals bring a wide range of expertise to our clients. Industry specialization, service line specialization, international exposure, and advanced training enable our team to provide advisory services for a variety of business processes. Led by partners with decades of experience, tax directors, and domain experts, our tax team is skilled in structuring, implementation, compliance, and dashboarding.

Our tax services include:
  • Corporate and International Tax
  • Transfer Pricing
  • Indirect Tax
  • Deal Advisory, Mergers and Acquisitions Tax
  • Global Mobility Services
  • Succession Planning
  • Dashboarding for taxation across all segments of the corporate world

At Guru & Jana, we are committed to providing customized solutions for our clients' unique tax needs.
3. Consulting Services
In today's ever-evolving business landscape, companies require a dynamic support partner that can focus on the numbers, valuations, compliances, diligences, legalities, and structuring while business owners concentrate on the actual deal. At Guru & Jana, we promise seamless transaction flow through the entire process to maximize wealth creation and build sustainable businesses.

As startups look for the best VC/PE opportunity to accelerate their growth, investors are constantly searching for the right investment. We understand the world of opportunities for startups and offer our expertise to provide the best possible support to them.

The business environment is continuously changing, demanding constant focus, updating, and collaboration. From understanding the need for the transaction, analysing prospects, valuations under various laws, reviewing all legal documents, and drafting, finding the most optimal structure, detailed diligence reviews to post-transaction business advisory and shadow CFO services - all under one roof.

Our consulting services are handled by a team of professionals, including CAs, lawyers, ACCA, MBA grads, and others, who provide transaction advisory services under various verticals, including but not limited to:
  • M&A Advisory
  • Business Valuation
  • Corporate Finance
  • Due Diligence
  • Deal Structuring
  • Strategic CFO Services

At Guru & Jana, we pride ourselves on our ability to provide customized solutions to our clients' complex business challenges. Our team of experts, with decades of experience in diverse industries, ensures that we offer unparalleled insights and advice to our clients.
  • a) Structure Advisory

    We offer structure advisory services to help our clients identify the most suitable domestic and cross-border transaction structures that align with their business goals.

    We engage with you in formulating sustainable group structures and wealth maximisation strategies. We also offer group restructuring strategies, such as externalisation, mergers, demergers, divestitures, and hive-offs, that can help you optimise your operations and streamline your business processes.

    Cap table restructuring is another area we specialise in. Our services include the formulation of employee stock option plans (ESOPs), consolidation of Promoters Holdings, and more.

    We provide advisory and compliance services related to exchange control regulations, including but not limited to FEMA/RBI guidelines. Our team can help you navigate through complex regulations and ensure compliance in all your transactions.

    Our team also offers a viability study for different modes of funding, pricing, terms, and instruments. With our in-depth market knowledge and expertise, we can help you make informed decisions that align with your business objectives.
  • b) Valuation & Financial Modelling

    We provide a comprehensive range of valuation services to assist our clients in making informed decisions for their business. Our team of experienced professionals provides expert advice and support in various areas of valuation including:

    • Valuation for Price Discovery and Deal Negotiations: We advice our clients determine the fair value of a business, asset or liability, enabling them to make informed decisions during price discovery and deal negotiations.
    • Valuation for Corporate Restructuring and M&A Transactions: We assist our clients in assessing the value of their assets and liabilities during corporate restructuring and M&A transactions, enabling them to make strategic decisions for their business.
    • Tangible and Intangible Asset Valuation: Our team provides valuation services for both tangible and intangible assets, including intellectual property, trademarks, patents, and goodwill.
    • Valuation of Complex Financial Instruments and Derivatives using Option Pricing Models: We assist our clients in valuing complex financial instruments and derivatives using sophisticated option pricing models.
    • Valuation for Financial and Regulatory Reporting: We help our clients comply with various regulatory requirements by providing accurate and reliable valuations for financial and regulatory reporting, including FEMA, Income Tax Act, Companies Act, IND AS, and other applicable regulations.
    • Assistance in preparation of financial models considering various operational metrics and Industry best practices: Our team helps clients prepare financial models that consider various operational metrics and industry best practices, enabling them to make informed business decisions.
  • c) Financial & Operational Due-Diligence

    Our Due Diligence Services offer comprehensive analysis and evaluation of a target company or investment opportunity. Our team of experts will conduct financial and operational due diligence. We provide Buy-side Due Diligence services. We also offer Due Diligence for Fund Infusion, helping you assess the risks and opportunities involved in an investment.

    Our Health Check and Management Due Diligence services evaluate a company's compliance practices and help mitigate fraud and regulatory risks. We also provide Vendor and Customer Due Diligence to help you understand the risks involved in a transaction.

    Our Limited Debt Finance Reviews provide an analysis of a company's debt structure, and our Sell Side Support and Data Room Assistance helps prepare a company for sale.

    Our Due Diligence services are designed to help you identify and evaluate risks and opportunities, so you can make informed decisions and achieve your business objectives.
  • d) Shadow CFO & Business Advisory

    At Guru & Jana, we provide Strategic CFO and Business Advisory services to help our clients achieve their business goals. Our team of experienced professionals work closely with clients to provide valuable insights and strategies for financial management and growth.

    Our services include:
    • Board and Investor reporting to ensure transparency and accountability
    • Formulating Financial Strategies and Implementation in line with business growth plans
    • Setting up of Budgets and Monitoring for variances to ensure financial targets are met
    • Analysis of KPIs and Identifying the pit falls to help clients make informed decisions
    • Cashflow management and analysis to ensure adequate liquidity and financial stability
    • Monthly MIS set up and implementation to provide timely and accurate financial information for decision-making
  • e) Legal Services

    At Guru & Jana, we offer a comprehensive range of legal services to help protect and optimize your business operations. Our legal team comprises experienced lawyers and professionals who work closely with our clients to provide customized legal solutions. We are not a law firm, but we render such services which would involve legal aspects bordering on area of finance, accounts, controls, compliances and business matrixes.

    Our legal services include:

    • Ring Fencing: We assist our clients in safeguarding their assets and protecting them from potential legal disputes. Our depth of compliance knowledge helps us engage better in this space.
    • Succession Planning and Wills: We help our clients plan for the future by providing tailored succession planning and will drafting services. Succession planning has an embedded need of taxation advice, hence a tax domain expertise helps
    • Legal Structuring: We assist our clients in setting up and structuring their businesses in compliance with legal regulations. Structures again are not free from tax regime, and tax litigations.
    • Review and Drafting of Policies: We help our clients create and update policies and procedures to comply with legal requirements and industry best practices.
    • POSH Compliance: We provide our clients with advice and assistance in complying with the Prevention of Sexual Harassment (POSH) laws and regulations.
    • We also engage with large law firms, and help our clients avail their services. Our legal team plays an interface in such matters as they possess legal knowledge.
    • Our legal team also play a huge role in our internal audit functions and statutory audit function. They verify the legal documents which help us understand financial and business implications better.
4. Business Solutions
To maintain market leadership, businesses need to leverage disruptive technologies and innovative business models for successful monetization.

For small and medium-sized enterprises (SMEs) and promoter-driven businesses, consolidation of technology platforms and tools is essential for growth. Technology controls and stability are integral to modern commerce, and our business solutions group specializes in integrating technology applications to streamline business operations. From financial and accounting processes to people management, customer relationship management, inventory, recruitment, and reporting, our team of professional accountants and specialists in Zoho, Navision, Netsuites, Xero, Advance Excel, Tableau, and more have the expertise to provide a cost-effective solution.

Unlike technology companies that may provide generic solutions, we take on the responsibility of ensuring the accuracy of past data, creating new tech platforms, implementing, and validating data in the new tech world for an enterprise. This unique approach has proven immensely beneficial for many businesses.

A tech solution without taking responsibility of data could not give the advantage a business house envisages, our business solutions group take data accuracy validation, along with software integrations.
5. Corporate Governance & Secretarial
At Guru & Jana, our corporate practice specializes in transactional and advisory services for day- to- day business operations. Our expertise in corporate law, governance affairs, inbound and outbound investments, and restructuring make us a trusted partner for businesses of all sizes.

We specialize in providing retainer and one-time services to start-ups, including the creation of enterprises, regulatory registrations, and the establishment of proper corporate practices.

Our client base includes multinational corporations, large Indian businesses in the private, public, and joint sectors. We work closely with in-house counsel, external law firms, start-up ecosystems, and VC/PE funds.

Our services cover corporate law compliances, FEMA compliances, consulting, advisory, and representation work in NCLT, Regional Directors offices, and Reserve Bank of India. We also handle end-to-end services on Insolvency and Bankruptcy laws IBC.

Our unique technology solution of group dashboarding for VC/PE funds or Multi-company holding funds, backed by AI, has been of immense value to our clients.

Our team of Company Secretaries, Lawyers, and experienced Chartered Accountants provide seamless end-to-end services in all aspects of corporate law.
6. Corporate Accounting Solutions
Guru & Jana's Corporate Accounting Solutions is a comprehensive end-to-end accounting and compliance service for funded start-ups, foreign companies setting up shop in India, and professional firms.

Our expertise in offering such services to PE and VC funds is unmatched, built over decades of experience. We provide MIS reports, compliance reports, and structured spreadsheets to enable management decision-making while acting as a one-stop-shop for all F & A, payroll & labor regulation, HR execution, and revenue compliances.

Our philosophy is centred on the entrepreneur being able to concentrate on their business while we take care of the rest. Our team is well-versed in working with several SAAS platforms such as Zoho, Quickbooks, Xero, Netsuites, and more.

In addition, we also offer Nominee Directorship services to companies where we handle the end- to- end F & A, including compliances. Our team of experienced professionals to provide seamless and reliable accounting solutions to your business needs.
  • a) Recurring Retainer Services

    Guru & Jana offers specialized retainer services that provide comprehensive finance and accounting solutions, along with compliance support, including board compliance.

    Our team integrates financial systems and reporting to match the parent company's reporting requirements. We also work closely with the parent company's CPAs or statutory auditors to ensure seamless integration.

    Our retainer services also include an online accessible dashboard and status board, giving our clients complete control over their data. We believe in providing our clients with a worry-free experience, allowing them to focus on their core business activities while we take care of the rest.
  • b) Year-End Closure Services

    Guru & Jana offers specialised year-end closure services to ensure that clients' entities in India meet all their compliance obligations.

    India has various audits, such as statutory audits under the Companies Act and revenue audits under taxation laws, along with multiple annual returns to be filed. Year-end closure is a crucial aspect of the compliance process.

    Guru & Jana provides end-to-end services for the creation, sustenance, and year-end closure of entities, ensuring a no-conflict position at all levels. Our team acts as a single point of contact for both human interface and tech dashboards, streamlining the entire process and making it seamless for clients.

    Our year-end closure services include coordinating with statutory auditors, filing annual returns, and ensuring compliance with tax laws and regulations. We provide a comprehensive report on the entity's financial position, enabling clients to make informed decisions for the upcoming year.

Tailor-made Solutions

At Guru & Jana, we know that every client is unique and has specific needs. We take the time to understand their needs and work closely with them to develop the best possible solutions. Our team of experts cover everything from A to Z, providing comprehensive, customised solutions to help each client achieve their goals.

1. India Entry Services
Setting up a business in India as an expat can be a complex and challenging process. With its diverse culture and maze of regulations, it is crucial to have the right guidance and support to establish a successful subsidiary in India.

For over two decades, Guru & Jana has been providing specialised services to clients from outside India who want to set up their subsidiaries in the country. We understand the importance of establishing the right structure and corporate governance to build trust and ensure a smooth transition into the Indian market.

Our comprehensive services are delivered in three stages:

1. Incorporation and set-up services: This includes the incorporation of the legal entity, advice on choosing bankers, and the integration of software for accounting, payroll, HR, and reporting. We also spend time educating clients about India to help them understand the local market.

2. Regulatory compliance: We provide support in navigating regulations such as GST, labour laws, tax regulations, and transfer pricing. We guide clients through each stage of the process to ensure full compliance.

3. Director nominee services: In case a client needs a local director, we offer nominee services where the director has no role or power but only acts as an Indian resident director.

Our services also include establishing the salary tax structure, creating HR manuals, work manuals, Prevention of Sexual Harassment policies, insurance, legal documents such as rental agreements, authorisations, and appointment contracts, among others. At Guru & Jana, we strive to be a one- stop shop for our clients, ensuring a smooth entry and successful establishment of their business in India.
2. Start-up Services
For start-ups, handling F&A, payroll, HR, corporate law, and revenue compliances can be overwhelming. At Guru & Jana, we offer a one-stop solution for all these requirements. Our team provides constant diligence to ensure all compliances are met, and we offer an online data room accessible at any point in time for our clients.

As a start-up entrepreneur, your time and energy should be focused on building your vision. We can assist you in structuring capital tables, entity structures, ESOP, investor interactions, conducting board meetings, and more. Our expertise extends to aspects like valuation, investor-led funding, compliance of shareholder agreement terms, allotment of shares, and keeping shareholders informed at every stage.

We can also serve as the face of F&A and compliance for diligence agencies or legal firms. Our dashboard view of all compliances and governance of portfolio companies has garnered the trust of many VC and PE investors.

At Guru & Jana, we are equipped to work with garage start-ups to those scaling to unicorn stages or even going public. Our clients do not have to worry about changing their accounting or payroll teams as they grow.

Let us help you take care of the F&A and compliance aspect of your start-up, so you can focus on growing your business.
3. Jeevika - for social sector in India
Guru & Jana recognizes the need for strong governance, compliance, accounting, and back-office functions in the NGO sector in India. To address this gap, Guru & Jana established GuruJana Jeevika Private Limited, an independent corporate entity dedicated to providing trusteeship services, governance, finance and accounting, HR, and payroll to small and medium-sized NGOs at an affordable cost.

Jeevika is led by COO Rekha Sharath and a team of passionate young professionals who graduated from various parts of India and obtained masters from the UK. Additionally, Jeevika works with a team of social media consultants to help raise awareness for NGOs' causes.

Guru & Jana's involvement with Jeevika is not just a corporate social responsibility but also a professional obligation to aid the social sector in gaining credibility and transparency. Jeevika's ultimate goal is to head to the National Social Stock Exchange, showcasing the sector's impact and potential.

If you'd like to know more about our services, please don't hesitate to get in touch. We'd love to hear from you!