M&A Advisory | Startup Fundraising | Direct & Indirect Tax | Audit & Assurance

Strategic Financial, Tax, and Transaction Advisory for Growing Businesses.

We are a bespoke professional services practice built to support founders, SMEs, and private companies with rigorous execution, unyielding compliance, and decisive advisory logic.

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Founder-focused advisory | Responsive execution | Compliance-led approach | Strategic financial guidance | End-to-end support

Institutional Rigor, Delivered with Agility

Shobhit & Co. is a specialized Chartered Accountancy firm driven by technical excellence and practical business empathy. Led by CA Shobhit Gupta, the practice was designed to bridge the gap between traditional compliance silos and modern strategic execution.

We believe growing enterprises deserve the structural expertise of a large-scale institution, paired with the dedication and responsiveness of a boutique partner. Whether executing a complex acquisition, reorganisation of a business, structuring a capital raise, or securing ironclad tax compliance, our advisory philosophy remains uniform: precise, confidential, timely, and relentlessly focused on your business objectives.

Precision & Accuracy
Strict Confidentiality
Rapid Execution
Strategic Context
CA Shobhit Gupta - Managing Partner
CA Shobhit Gupta B.Com (H), LLB

Core Capabilities

Integrated financial and regulatory solutions structuring the entire corporate lifecycle.

Mergers & Acquisitions

Executing buy-side and sell-side diligence to maximize transaction value and secure deal certainty.

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StartUp Fundraising

Financial modelling, robust valuation strategies, and complete term-sheet negotiation support.

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Direct Tax Advisory

Institutional-grade corporate tax planning, risk mitigation, and sophisticated litigation representation.

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Indirect Tax / GST

Comprehensive GST structuring, operational health checks, and pre-assessment supply chain audits.

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Audit & Assurance

Statutory audits and internal risk reviews designed to bolster investor trust and board oversight.

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Regulatory Advisory

Complete compliance lifecycle management including FEMA structuring and corporate secretarial framing.

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Capability Breakdown

01

Mergers and Acquisitions Advisory

Scope: Financial & Tax Due Diligence, Business Valuation, Transaction Structuring, SPA Review.

Whether navigating an acquisition or preparing for exit, we provide objective, data-backed scrutiny of financial health and historic compliance. We flag latent liabilities early, ensure tax-optimized deal structures, and provide definitive technical guidance to leadership teams navigating complex multi-party environments.

Business Outcome: Transaction readiness, risk isolation, and preservation of valuation capital.
02

Fundraising Support for Startups

Scope: Cap Table Structuring, Financial Projections, Investor Deck Vetting, Due Diligence Defense.

Raising capital demands absolute institutional confidence. We architect defendable financial models and sanitize internal controls prior to institutional scrutiny. Our role extends through term sheet finalization, ensuring founders do not inherit disadvantageous tax scenarios post-investment.

Business Outcome: Investor confidence, streamlined diligence timelines, and optimized equity structuring.
03

Direct Tax Advisory

Scope: Corporate Tax Planning, Cross-Border Tax Strategy, Assessments & Appeals, Withholding Tax Counsel.

Taxation is not merely a compliance burden but a crucial strategic driver. We provide bespoke interpretation of evolving tax legislation, securing advantageous rulings where applicable, and building impenetrable defenses during high-stakes revenue authority assessments.

Business Outcome: Quantifiable tax efficiency, mitigation of penal risks, and confident cross-jurisdictional scaling.
04

Indirect Tax & GST Advisory

Scope: GST Registration & Structuring, Input Tax Credit Optimization, Supply Chain Audits, GST Assessments & Appeals.

Indirect tax complexity can quietly erode margins. We conduct thorough GST health checks, identify ITC leakages, and ensure your supply chain is structured to minimize cascading tax exposure. Our team defends clients during GST scrutiny and departmental audits with meticulous documentation strategies.

Business Outcome: Compliant GST architecture, maximized ITC claims, and reduced litigation exposure.
05

Audit, Assurance & Internal Controls

Scope: Statutory Audits, Internal Audits, Risk-Based Auditing, Board Reporting & Governance Reviews.

Governance drives enterprise value. We execute comprehensive statutory audits adhering strictly to national and international standards. Parallel to this, our internal audit desk builds robust control frameworks that satisfy board-level oversight and institutional investor expectations.

Business Outcome: Unquestioned financial fidelity, operational legality, and fortified stakeholder reporting.
06

Regulatory & Compliance Advisory

Scope: FEMA & RBI Structuring, Corporate Secretarial, ROC Filings, Cross-Border Compliance.

Complete compliance lifecycle management across FEMA, RBI regulations, and corporate laws. We structure inbound and outbound investment to optimize regulatory compliance, handle secretarial obligations end-to-end, and ensure your corporate house is always in order — so leadership can focus on growth, not governance gaps.

Business Outcome: Zero regulatory exposure, clean corporate records, and investor-ready governance structure.

Why Shobhit & Co.

We do not treat professional services as a volume game; we view it as a deep, high-stakes partnership. Clients select our practice for our unique synthesis of large-firm technical rigor and boutique-level discretion.

  • Personalized Senior Attention

    Direct accessibility to leadership executing the strategy, reducing delegation friction.

  • Execution Over Opinion

    We transcend drafting merely theoretical advisory memos; we partner in the ultimate execution.

  • Holistic Commercial Acumen

    Advice delivered not in a vacuum of regulation, but balanced with practical business reality.

"In complex environments, clarity is the ultimate asset. We isolate the noise, interpret the regulation, and architect a decisive path forward for the enterprise."

Who We Serve

Tailored advisory execution aligned to the structural maturity and unique challenges of distinct business classes.

Startups & Founders

Pre-investment sanitization, cap-table advisory, ESOP structuring, and comprehensive strategic runway financial modeling.

Small & Medium Enterprises

Scalable compliance architecture, internal control implementation, working capital optimization, and GST/Tax strategic hygiene.

Private & Growth-Stage Cos

Complex transaction facilitation, M&A due diligence, multi-entity structuring, and stringent statutory auditing.

Family-led Businesses

Succession tax planning, wealth restructuring, transparent inter-company agreements, and governance formalization.

Methodology

I

Initial Diagnostic

A rigorous foundational evaluation to capture the immediate pain points and long-term operating objectives of the leadership team.

II

Structural Assessment

Comprehensive risk-mapping, legislative interpretation, and formulation of a strictly defined advisory roadmap.

III

Strategic Execution

Flawless technical delivery of the advised solution—whether representing in an appeal, negotiating a term sheet, or finalizing an audit.

IV

Vigilant Continuity

Ongoing, proactive advisory adapting the corporate structure directly to shifting global markets and evolving domestic regulations.

Technical Insights

Client Confidence

"Shobhit & Co. led the financial diligence on our recent Series A. Their composure under pressure and the sheer structural precision they provided kept the investor panel wholly confident."

M. Sharma

Founder, B2B SaaS Platform

"Unparalleled clarity when navigating complex corporate tax appeals. They operate with the highest echelons of professional discipline, cutting straight to the commercial realities of the law."

A. Verma

Director, Heavy Manufacturing Firm

"We required a reliable audit partner who understood the agility needed by a high-growth tech operation. Their team fundamentally improved our governance without stalling our momentum."

R. Kapoor

Managing Director, Logistics Tech

Enquiry Protocols

Which client segments do you primarily serve?

We selectively partner with ambitious Startups, growth-stage SMEs, and established Private Companies that require sophisticated compliance framing, transaction advisory, or high-level strategic tax defense.

Do you support startups with fundraising readiness?

Yes. We extensively prepare companies for funding events—structuring cap tables, building auditable financial models, participating in term-sheet reviews, and defending the financials during intensive investor due diligence.

Can your firm handle both direct and indirect tax matters?

Absolutely. We manage holistic tax strategy, spanning corporate income tax, transfer pricing, multi-state GST assessments, and pre-emptive structuring for cross-jurisdictional commerce.

How do I initiate a formal engagement?

Engagements begin with a confidential, high-level structural assessment. Please contact the office directly via the information below to align schedules for an introductory briefing.

For urgent briefings or strategic consultations:

hello@shobhitandco.com +91 9654946162

Require a technical, decisive advisory partner?

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