Financial Advisory
Financial advisory for NBFCs: financial planning, financial reporting, MIS and board reporting, budgeting, forecasting and cash-flow management built for lenders.
Lenders need lender-grade finance — ALM-aware cash-flow management, provisioning-sensitive reporting, and board packs that connect portfolio performance to capital planning.
We build the finance function NBFCs need: planning and budgeting, MIS and board reporting, forecasting, and cash-flow management designed around how NBFCs actually earn and risk money.
What's included
Planning & forecasting
- Financial planning: annual operating plans linked to disbursement targets
- Budgeting by product, branch and channel with variance analysis
- Financial forecasting: base, stress and downside scenarios
- Capital planning: NOF trajectory, leverage and growth headroom
Reporting
- Financial reporting packs for management, board and investors
- MIS reporting: disbursement, collection, DPD and cost dashboards
- Board reporting: concise packs connecting portfolio to P&L and capital
- Investor and lender reporting: covenant tracking and information memoranda
Cash-flow management
- Cash flow management: collections forecasting and liquidity buffers
- ALM gap reporting and funding-plan alignment
- Working-capital discipline for fee and treasury income
How we work
- Finance diagnostic. We assess your current reporting, systems and decision cadence.
- Design. Chart of reports, KPI dictionary and planning calendar designed.
- Build. Templates, models and dashboards built on your data.
- Run. We run the first cycles with your team, then hand over.
What you receive
- Annual plan, budget and forecast models
- Monthly MIS and quarterly board packs
- KPI dictionary and reporting calendar
- Cash-flow and ALM monitoring templates
Financial Advisory — FAQs
Accounting records the past; advisory builds the forward-looking planning, MIS and board reporting that lenders and investors judge you on.
Yes — covenant tracking, portfolio analytics and narrative built for debt and equity investors.
Yes. We design reporting on top of your systems rather than forcing a migration.
A core monthly MIS typically goes live in 4–6 weeks once data access is sorted.
Need help with financial advisory?
Free initial consultation — tell us your situation and we'll scope a fixed-fee engagement.