RegikartRegikart
Advisory & certification

Specialised CA work, done by partners.

Ten advisory and certification services - tax planning, financial modelling, valuation, ESOP drafting, 15CA/CB, net-worth and income certificates - delivered by qualified CA partners and IBBI Registered Valuers.

10

Advisory services

3-10

Days delivery

₹1,499

Starting fee

UDIN

On every cert

Specialised CA advisory and certification
Partner & registered valuer

A senior CA is on every engagement - not a paralegal.

Choose your service

Ten specialised mandates we deliver.

Each engagement is scoped, priced and led by a partner - not handed off to interns. Pick what you need, get a fixed quote in 24 hours.

Most popular01

Tax Planning

Tax Planning

Year-round income-tax planning - old vs new regime, capital gains harvesting, Sec 80C / 80D / 80G utilisation, advance tax mapping and ESOP exercise timing for individuals and businesses.

Timeline

1 detailed session

Our fee

₹4,999

Format

1-on-1 CA session

Includes

Year-end plan memo

  • Old vs new regime modelling
  • Capital gains harvesting plan
  • ESOP exercise timing
  • Advance tax instalment map

Best for

HNIs, founders, salaried + ESOP

Start
Most popular02

Financial Modeling

Fin Model

3-statement / 5-year financial model with P&L, balance sheet, cash flow, unit economics, scenario sensitivity and DCF / comparable valuation - investor-ready Excel.

Timeline

7-10 working days

Our fee

₹39,999

Output

3-stmt + DCF Excel

Includes

Investor walkthrough

  • 5-year P&L, BS, cash flow
  • Unit economics & cohort revenue
  • Scenario sensitivity (best/base/worst)
  • DCF + comparable valuation

Best for

Pre-seed to Series B fundraises

Start
03

Project Report

Project Report

CMA / DPR / Mudra-style project report with promoter background, market study, financial projections and break-even - accepted by banks, NBFCs and government loan schemes.

Timeline

5-7 working days

Our fee

₹9,999

Format

CMA / DPR

Acceptance

All PSU + NBFCs

  • Bank-grade CMA format
  • 5-year P&L projections
  • Break-even & DSCR analysis
  • SWOT & market write-up

Best for

Bank loans, Mudra, CGTMSE, SIDBI

Start
04

Valuation Report

Valuation

Rule 11UA, FEMA, ESOP, M&A or buy-back valuation - DCF, NAV or comparable methodology - signed by Registered Valuer / SEBI-registered Merchant Banker.

Timeline

7-10 working days

Our fee

₹24,999

Methods

DCF / NAV / Comp

Signed by

Registered Valuer

  • Rule 11UA / IBBI compliant
  • DCF + comparable companies
  • Sensitivity analysis
  • RV / Merchant Banker sign-off

Best for

Fundraises, FEMA, ESOPs, M&A

Start
05

Net-Worth Certificate

Net Worth

CA-certified net-worth statement for visa applications (Schengen, US, UK), tender bids, IPO disclosures or bank limits - based on verified asset / liability schedule.

Timeline

3-5 working days

Our fee

₹2,999

Format

CA letterhead + UDIN

Acceptance

All consulates / banks

  • Asset valuation @ FMV
  • Liability reconciliation
  • Schedule A annexure
  • UDIN-stamped certificate

Best for

Visa, tender, IPO, bank limit

Start
06

15CA / 15CB Certification

15CA / CB

Form 15CA (remitter) and 15CB (CA certification) for any foreign remittance above ₹5 lakh - DTAA rate, TDS computation and online filing with the IT portal.

Timeline

2-3 working days

Our fee

₹2,999

Forms

15CA + 15CB

Includes

DTAA rate memo

  • DTAA applicability check
  • TDS rate determination
  • 15CB CA certification
  • 15CA portal filing

Best for

Outward remittances, royalty, FTS

Start
07

ESOP Scheme Drafting

ESOP Drafting

End-to-end ESOP scheme - eligibility, vesting (cliff + monthly), exercise mechanics, leaver clauses, board / shareholder resolutions and Sec 17(2) tax memo for employees.

Timeline

10-14 working days

Our fee

₹29,999

Includes

Scheme + resolutions

Optional

Trust setup

  • Scheme document drafted
  • Board + EGM resolutions
  • Grant letter templates
  • Employee Sec 17(2) tax memo

Best for

Funded startups granting ESOPs

Start
08

EPF Withdrawal

EPF Withdrawal

Online EPF withdrawal via UAN portal - full / partial (Form 19, 10C, 31) - with KYC update, employer attestation follow-up and tax (Sec 192A) advisory.

Timeline

5-15 working days

Our fee

₹1,499

Forms

19 / 10C / 31

Includes

Sec 192A advisory

  • UAN / KYC verification
  • Form 19 / 10C / 31 filing
  • Employer follow-up
  • TDS / Sec 192A advisory

Best for

Employees on exit / between jobs

Start
09

TDS on Property (26QB)

26QB

Section 194-IA TDS @ 1% on property purchase above ₹50 lakh - 26QB challan, Form 16B for seller and seller PAN / Aadhaar reconciliation - all filed within the 30-day deadline.

Timeline

2-3 working days

Our fee

₹2,499

Forms

26QB + 16B

Due

30 days from purchase

  • Buyer & seller PAN check
  • 26QB challan payment
  • Form 16B for seller
  • Multi-seller / installment cases

Best for

Property buyers above ₹50 lakh

Start
10

Income Certificate

Income Certificate

CA-certified income certificate based on ITR, Form-16, profit & loss and bank statements - accepted by banks, embassies, schools, government schemes and loan officers.

Timeline

2-3 working days

Our fee

₹1,999

Format

CA letterhead + UDIN

Acceptance

Banks / embassies / govt

  • ITR + Form-16 cross-check
  • Bank statement reconciliation
  • P&L for self-employed
  • UDIN-stamped certificate

Best for

Loans, scholarships, visas, govt schemes

Start
How it works

From brief to certified deliverable in four steps.

01

Brief & objective

30-minute call with a CA partner to define purpose - fundraise, visa, tender, M&A, tax saving, ESOP grant - and the deadline driving urgency.

02

Data collection

Books, ITR, bank statements, term sheets, contracts - uploaded to a secure data room. Missing-data checklist with a single point of contact.

03

Model / draft / certify

Financial model built, valuation computed, scheme drafted or certificate issued - reviewed by a partner before any document leaves our team.

04

Walk-through & support

Live walk-through call to explain methodology, Q&A with investors / bankers / consulates and one round of revisions included free.

FAQ

Advisory questions, answered.

Need a valuation, ESOP scheme, financial model or 15CA / CB this week? Book a 20-minute call - we'll quote and start the same day.

Still have questions?

Book a free 20-minute consult with a senior partner - we'll walk through your case and outline next steps.

Talk to a partner →

Yes. We use a Registered Valuer (IBBI-registered) for Sec 247 valuations and a SEBI-registered Merchant Banker for FEMA pricing certificates - both formats accepted on the RBI FIRMS portal without query.

Ready when you are

Get the certificate, the model or the plan - this week.

A senior CA will get on a call with you, confirm scope and start the work - usually within 24 hours.