Setup
Get the legal, financial and compliance foundation right, so nothing built later has to be undone.
Business Transformation · Setup
Set up the business.
Start on solid ground.
Entity, statutory, financial, legal and operating foundations—each with a clear role, deliverable and timeline.
Explore SetupBusiness transformation
One business.
Three phases.
No guesswork.
We take a business from idea or early stage to a fully operating brand in three connected phases.
Build
Turn that foundation into a brand customers recognise and trust: positioning, identity, product and a live storefront.
Grow
Turn traffic and attention into revenue, with demand generation, retention and reporting built in.
You can start at any phase depending on where the business is today. Below is exactly what is included in Setup.
The principle
Less admin.
More clarity.
We group related work into meaningful components. Open a component to see the exact inclusions, working output, dependency and timeline.
01Phase one
Entity setup
Solid ground
before the spotlight.
Behind every customer-facing brand is an entity that must be formed, funded, protected and connected. Setup brings those foundations into four clear stages.
Every one of these 62 deliverables is scoped, owned and timelined—so you always know what is happening, who is doing it and what you will have in hand when it is done.
04Stages
10Selectable components
62Item-level deliverables
04Execution routes
ADAdvisory
We research, assess and recommend what the business should do.
EXExecution
We create, configure or document the approved solution.
FAFacilitation
Used when an external authority or licensed professional must complete a step.
RERecurring
We monitor, update or report it on an agreed recurring schedule.
Setup stage
Entity & statutory foundations
Establish the entity, tax, banking and registrations it genuinely needs.
Approximately 4–8 weeksGovernment, bank, inspection and certification time may continue separately.This is where the company becomes real — registered, taxed and bankable.
Up nextFinancial foundations
01
Entity Formation, Tax & Banking Setup
Open to view the services, deliverables and dependencies.
Entity Formation, Tax & Banking Setup
Open to view the services, deliverables and dependencies.
Tangible output
Item-level deliverables are listed against every service.
Not sure what applies?
Talk to us to understand the right requirements for entity formation, tax & banking setup.
Discuss this component →
Included work and item-level deliverables
- Entity, Tax & Banking Setup AdvisoryAdvisoryEntity, Tax & Banking Setup NoteBusiness / promoter information
- Company / LLP Name ReservationExecutionName Reservation / Approval ConfirmationFinalized entity type & proposed names
- Entity IncorporationExecutionCertificate of Incorporation / LLP Incorporation CertificateName approval + KYC / incorporation documents
- Constitutional DocumentationExecutionExecuted MOA & AOA / LLP AgreementFinalized incorporation details & partner/director information
- PAN & TAN RegistrationExecutionPAN & TAN Allotment LettersEntity incorporation
- Income Tax SetupExecutionIncome Tax e-Filing Account / Profile ActivationPAN allotment
- GST RegistrationExecutionGST Registration Certificate & GSTINPAN + entity constitution + principal place of business documents
- Current Account OpeningExecutionActive Current Account & Account DetailsIncorporation documents + PAN + KYC + bank requirements
Each item is classified as advisory, execution, facilitation or recurring according to the approved scope.
02
Conditional Registrations
Open to view the services, deliverables and dependencies.
Conditional Registrations
Open to view the services, deliverables and dependencies.
Tangible output
Item-level deliverables are listed against every service.
Not sure what applies?
Talk to us to understand the right requirements for conditional registrations.
Discuss this component →
Included work and item-level deliverables
- Conditional Registration Advisory — 200+ Registration UniverseAdvisoryApplicability Matrix identifying applicable, conditionally applicable and non-applicable registrations, trigger conditions, relevant authority and recommended actionEntity formation + business activity / operating details
- Shops & Establishments RegistrationExecutionShops & Establishments Registration CertificateEntity formation + business premises details
- Professional Tax RegistrationExecutionProfessional Tax Registration Certificate / EnrollmentEntity formation + state / employee details
- EPFO Applicability & RegistrationExecutionEPFO Registration / Establishment Code or Applicability ConfirmationEntity formation + employee strength
- ESIC Applicability & RegistrationExecutionESIC Registration / Employer Code or Applicability ConfirmationEntity formation + employee strength
- State & Labour RegistrationsExecutionApplicable State / Labour Registration CertificatesEntity formation + state / business activity / workforce details
- MSME RegistrationExecutionUdyam Registration CertificateEntity formation + promoter / business details
- ISO CertificationExecutionISO CertificateEntity formation + applicable ISO standard / process details
- IEC Registration for International BusinessExecutionImporter Exporter Code (IEC) CertificateEntity formation + bank account + business details
Each item is classified as advisory, execution, facilitation or recurring according to the approved scope.
Setup stage
Business planning, finance & compliance
Create the business roadmap, financial system and compliance structure needed for sound decisions.
Approximately 4–6 weeksMonthly bookkeeping, filings and reporting continue as recurring services.This is where the numbers become trustworthy — one system, one source of truth.
Up nextLegal protection
03
Business Planning
Open to view the services, deliverables and dependencies.
Business Planning
Open to view the services, deliverables and dependencies.
Tangible output
Item-level deliverables are listed against every service.
Not sure what applies?
Talk to us to understand the right requirements for business planning.
Discuss this component →
Included work and item-level deliverables
- Business Planning & Strategy AdvisoryAdvisoryBusiness Planning & Strategic Direction Note + 40-Minute One-on-One Advisory SessionPromoter inputs + business concept / objectives
- Business Revenue & Operating ModelExecutionRevenue Model + Revenue Streams & Operating FrameworkBusiness concept + market / pricing inputs
- Organisation & Functional StructureExecutionOrganisation Chart + Departmental Responsibility FrameworkOperating model + projected scale
- Business Profile & Investor DeckExecutionBusiness Profile / Investor Presentation DeckBusiness model + organisational + financial inputs
- Growth Roadmap & ProjectionsExecutionPhased Growth Roadmap + Business ProjectionsRevenue model + operating structure + business objectives
Each item is classified as advisory, execution, facilitation or recurring according to the approved scope.
04
Accounting, Reporting & Compliance Setup
Open to view the services, deliverables and dependencies.
Accounting, Reporting & Compliance Setup
Open to view the services, deliverables and dependencies.
Tangible output
Item-level deliverables are listed against every service.
Not sure what applies?
Talk to us to understand the right requirements for accounting, reporting & compliance setup.
Discuss this component →
Included work and item-level deliverables
- Accounting & Compliance AdvisoryAdvisoryAccounting & Compliance Framework Note covering accounting platform, chart of accounts, bookkeeping approach, reporting structure and applicable compliance frameworkEntity formation + business / operating profile
- Accounting & Bookkeeping Setup & SupportExecutionAccounting SOP + Configured Books / Chart of AccountsEntity formation + accounting platform
- Monthly & Quarterly P&L Reporting — Looker StudioExecutionP&L Dashboard + Monthly / Quarterly Financial ReportsAccounting system + transaction data
- Inventory Accounting Management — FIFO / Weighted AverageExecutionInventory Accounting SOP + Stock Valuation ReportAccounting system + inventory data
- Government Compliance Calendar & Due-Date ManagementExecutionStatutory Compliance Calendar + Compliance TrackerApplicable registrations + compliance framework
- GST Compliance ManagementExecutionGST Compliance Tracker + GSTR-1 / GSTR-3B / GSTR-9 Filings & Payment RecordsGST registration + accounting data
- TDS & Income Tax Compliance ManagementExecutionTDS Returns + Payment Challans + Income Tax Compliance RecordsPAN / TAN + accounting & payroll data
- Payroll Statutory Compliance ManagementExecutionEPF / ESI / PT / LWF Returns + Payment Challans, where applicableApplicable registrations + payroll data
- Annual Financial Statements & Audit CoordinationExecutionAudited Financial Statements + Audit Report + Annual Filing RecordsComplete books of accounts + statutory records
- MSME Compliance ManagementExecutionMSME Compliance Control Chart + Required Filing / Reporting RecordsMSME registration + applicable transactions
- ISO Compliance ManagementExecutionISO Compliance Control Chart + Monthly Compliance RecordsISO certification + applicable ISO framework
Each item is classified as advisory, execution, facilitation or recurring according to the approved scope.
05
Compliance & Regulatory Management
Open to view the services, deliverables and dependencies.
Compliance & Regulatory Management
Open to view the services, deliverables and dependencies.
Tangible output
Item-level deliverables are listed against every service.
Not sure what applies?
Talk to us to understand the right requirements for compliance & regulatory management.
Discuss this component →
Included work and item-level deliverables
- Compliance & Regulatory AdvisoryAdvisoryCompliance Risk, Gap & Action AssessmentEntity formation + applicable registrations + business profile
- Statutory Compliance ManagementExecutionCompliance Calendar + Periodic Returns / Filings + Payment Records + Statutory Registers covering GST, Income Tax/TDS, ROC, Labour, MSME and other applicable compliancesApplicable registrations + accounting / payroll / statutory data
- Statutory Notices & Departmental QueriesExecutionNotice Response / Submission + Closure RecordNotice / query + supporting documents
- Regulatory RepresentationExecutionAuthority Correspondence + Representation / Submission RecordRegulatory matter + authorization
- Compliance Monitoring & ReportingExecutionCompliance Dashboard + Exception & Escalation ReportCompliance records + filing data
Each item is classified as advisory, execution, facilitation or recurring according to the approved scope.
Setup stage
Legal & brand protection
Protect the business, its brand and its important commercial relationships.
Approximately 3–5 weeksThis covers document preparation and filing; authority timelines remain separate.This is where the business stops being exposed — brand, contracts and policies covered.
Up nextBusiness readiness
06
Trademark & Intellectual Property
Open to view the services, deliverables and dependencies.
Trademark & Intellectual Property
Open to view the services, deliverables and dependencies.
Tangible output
Item-level deliverables are listed against every service.
Not sure what applies?
Talk to us to understand the right requirements for trademark & intellectual property.
Discuss this component →
Included work and item-level deliverables
- Trademark & IP AdvisoryAdvisoryTrademark & IP Strategy / Applicability Note covering search, classification, filing strategy and protection requirementsEntity formation + brand / IP details
- Trademark Search, Classification & FilingExecutionTrademark Search Report + Class Recommendation + Application & Registration TrackerAdvisory + brand details
- Trademark Regulatory RepresentationExecutionNotice / Objection Response + Representation & Closure RecordTrademark application + regulatory notice, where applicable
- Trademark & IP Registration DossierExecutionConsolidated Trademark & IP Registration DossierCompletion of applicable IP filings
Each item is classified as advisory, execution, facilitation or recurring according to the approved scope.
07
Contracts & Agreements
Open to view the services, deliverables and dependencies.
Contracts & Agreements
Open to view the services, deliverables and dependencies.
Tangible output
Item-level deliverables are listed against every service.
Not sure what applies?
Talk to us to understand the right requirements for contracts & agreements.
Discuss this component →
Included work and item-level deliverables
- Legal Contracts & Agreements AdvisoryAdvisoryContracting & Documentation Framework identifying required agreements, key commercial/legal terms and risk areasBusiness model + transaction / relationship details
- Commercial & Corporate AgreementsExecutionDrafted / Executed Agreements including Vendor / Supplier, NDA, Shareholders’ / Founders’, Consultancy / Employment, Lease and MoU, as applicableAdvisory + party / transaction details
- Commercial Contracts & Legal Documentation DossierExecutionConsolidated Contract & Legal Documentation DossierCompletion of applicable agreements
Each item is classified as advisory, execution, facilitation or recurring according to the approved scope.
08
Customer & Website Policies
Open to view the services, deliverables and dependencies.
Customer & Website Policies
Open to view the services, deliverables and dependencies.
Tangible output
Item-level deliverables are listed against every service.
Not sure what applies?
Talk to us to understand the right requirements for customer & website policies.
Discuss this component →
Included work and item-level deliverables
- Website & Customer Policy AdvisoryAdvisoryWebsite & Customer Policy Framework identifying applicable policies, disclosures and key legal requirementsBusiness model + website / customer journey
- Website Terms & Customer PoliciesExecutionWebsite Terms & Conditions + Privacy Policy + Shipping + Cancellation / Return / Refund PoliciesAdvisory + business / operating details
- Website Legal & Disclosure PoliciesExecutionCookie Policy + Copyright Notice + Disclaimer, where applicableAdvisory + website functionality / data practices
- Website & Customer Policy DossierExecutionConsolidated Website & Customer Policy DossierCompletion of applicable policies
Each item is classified as advisory, execution, facilitation or recurring according to the approved scope.
Setup stage
Investment & business readiness
Prepare the business for investment conversations and connected operating systems.
Approximately 3–6 weeksRecurring compliance and fundraising continue on their own service timelines.This is the bridge into Build — obligations visible, operations connected and ready for the next phase.
Up nextBuild
09
Investment Acquisition Support
Open to view the services, deliverables and dependencies.
Investment Acquisition Support
Open to view the services, deliverables and dependencies.
Tangible output
Item-level deliverables are listed against every service.
Not sure what applies?
Talk to us to understand the right requirements for investment acquisition support.
Discuss this component →
Included work and item-level deliverables
- Investment Strategy & Fundraising AdvisoryAdvisoryInvestment Strategy & Investor Fit Assessment covering suitable investment channels, investor profile, funding strategy and acquisition approachBusiness plan + financial projections + funding requirement
- Investor Materials & Fundraising PreparationExecutionInvestor Deck + Investment Teaser / Information PackBusiness plan + financial & operating information
- Investor Presentation & EngagementExecutionInvestor Presentation + Meeting / Engagement Support RecordsInvestor materials + identified investor
- Investment & Shareholding ExecutionExecutionNegotiated / Executed Investment Agreement + Shareholding & Funding DocumentationInvestor confirmation + agreed commercial terms
- Investor Fund ManagementExecutionInvestment / Fund Utilisation Tracker + Investor Reporting PackInvestment receipt + agreed fund utilisation framework
Each item is classified as advisory, execution, facilitation or recurring according to the approved scope.
10
Business Operations & Systems Setup
Open to view the services, deliverables and dependencies.
Business Operations & Systems Setup
Open to view the services, deliverables and dependencies.
Tangible output
Item-level deliverables are listed against every service.
Not sure what applies?
Talk to us to understand the right requirements for business operations & systems setup.
Discuss this component →
Included work and item-level deliverables
- Business Operations & Systems AdvisoryAdvisoryBusiness Systems & Operations Requirements Framework covering CRM, OMS, website/e-commerce, communication, payments, logistics and customer support requirementsBusiness model + operating model
- CRM & OMS RequirementsAdvisoryCRM & OMS Requirements BriefBusiness processes + customer/order journey
- Omnichannel Operating ModelAdvisoryOmnichannel Channel Operating MapSales channels + customer journey
- Website & E-Commerce Platform RequirementsAdvisoryPlatform Requirements BriefBusiness model + product / sales process
- Payment & Logistics Partner EvaluationAdvisoryPartner Evaluation Scorecards for payment gateways and logistics / fulfilment partnersTransaction volumes + operating requirements
- Professional Email & Shared Inbox SetupExecutionEmail Architecture + Setup ChecklistDomain + team / function structure
- Customer Support & Escalation FrameworkExecutionSupport Process Map + Escalation MatrixCustomer journey + support structure
- Systems Dependency & Implementation RoadmapExecutionSystems Architecture Diagram + Phased Implementation RoadmapFinalized system requirements + selected platforms
Each item is classified as advisory, execution, facilitation or recurring according to the approved scope.
Start with a conversation
Talk to Nitish today.
Tell us what already exists, what is missing and where the business wants to go. We will help identify the right stages before preparing the commercial scope.
NS
Nitish SharmaYour primary conversation contact
