Blog Content Overview
- 1 Tax & Regulatory
- 1.1 Optimize your financial strategy with our expert Tax & Regulatory services. We provide support for transfer pricing, tax advisory, equity restructuring, and financial modeling, ensuring your startup remains compliant and financially efficient.
- 1.2 How can we help?
- 1.3 We Are Problem Solvers. And Take Accountability.
- 1.4 Trusted by
- 1.5 Connect with us
- 1.6 Insights
- 1.7 Get in Touch with Us
How can we help?
Tax Structuring
We help you with tailored tax solutions that ensure your business remains compliant while optimizing your financial strategies.
Our expertise covers a range of critical areas, including: –
- Cap table structuring
- ESOP structuring
- Investment instrument analysis (equity shares, preference shares, debentures, convertible notes, warrants, etc)
- Transfer pricing
- Tax return filings
Regulatory Advisory
We help you with expert regulatory advisory, ensuring your business navigates complex legal landscapes with ease.
Our comprehensive solutions include: –
- Entity structuring
- Entity incorporation across key international destinations like USA, Singapore, Dubai, etc
- Mirror/Shadow Structures with put/call options
- Support for cross-border operations
- Externalization/flip structures
- Reverse Flip structure to internalise into India
- ECB Structuring
- Regulatory filings
Due Diligence and Financial Modeling
Comprehensive due diligence and financial modeling are essential to ensure your startup is well-prepared for Venture Capital and Private Equity deals by identifying and addressing potential risks and liabilities, while also projecting future performance.
Our services include: –
- Financial Due Diligence
- Tax Due Diligence
- Legal Due Diligence
- Compliance Due Diligence
- Vendor Due Diligence
- Financial Modeling and Forecasting
- Pitch Deck Assistance
Tax Structuring
We help you with tailored tax solutions that ensure your business remains compliant while optimizing your financial strategies.
Our expertise covers a range of critical areas, including: –
- Cap table structuring
- ESOP structuring
- Investment instrument analysis (equity shares, preference shares, debentures, convertible notes, warrants, etc)
- Transfer pricing
- Tax return filings
Regulatory Advisory
We help you with expert regulatory advisory, ensuring your business navigates complex legal landscapes with ease.
Our comprehensive solutions include: –
- Entity structuring
- Entity incorporation across key international destinations like USA, Singapore, Dubai, etc
- Mirror/Shadow Structures with put/call options
- Support for cross-border operations
- Externalization/flip structures
- Reverse Flip structure to internalise into India
- ECB Structuring
- Regulatory filings
Due Diligence and Financial Modeling
Comprehensive due diligence and financial modeling are essential to ensure your startup is well-prepared for Venture Capital and Private Equity deals by identifying and addressing potential risks and liabilities, while also projecting future performance.
Our services include: –
- Financial Due Diligence
- Tax Due Diligence
- Legal Due Diligence
- Compliance Due Diligence
- Vendor Due Diligence
- Financial Modeling and Forecasting
- Pitch Deck Assistance
We Are Problem Solvers.
And Take Accountability.
Trusted by
Jitesh and Garima helped set up WhiteHat Jr’s legal and financial structures that held from incorporation to fundraising to our acquisition. Their deep understanding of the startup space helped us validate our ideas from a regulatory framework and generated confidence among key stakeholders as we expanded our product in India and abroad.
Karan Bajaj | CEO, WhiteHat Jr
Connect with us
Jitesh Agarwal
Founder
[email protected]
Jitesh Agarwal is the driving force behind Treelife, where he leads with a strong foundation in finance, overseeing key practices like VCFO, Finance, Tax & Regulatory, and GIFT City. Jitesh has successfully positioned Treelife as a trusted service provider in the startup ecosystem.
Priya Kapasi Shah
Associate Partner | Tax & Regulatory
[email protected]
Priya Kapasi Shah, a Chartered Accountant with 12+ years of experience including tenure at PwC and KPMG. Priya heads Financial Advisory, leads GIFT IFSC setups, leveraging expertise in tax, regulatory compliance, and investment structuring.
Gaurav Shetty
Senior Associate | Tax & Regulatory
[email protected]
Gaurav, a Chartered Accountant and Lawyer, specializes in tax, financial structuring, and startup consulting. He plays a key role in setting up Fund Management Entities and AIFs at GIFT IFSC, providing strategic advice and regulatory compliance support.
Rohit Gandhi
Senior Associate | Tax & Regulatory
[email protected]
Rohit Gandhi is a Chartered Accountant with extensive expertise in financial due diligence, valuations, and business structuring. As a Senior Associate at Treelife, Rohit leverages his deep understanding of finance to support startups and businesses in making informed financial decisions.
Jitesh Agarwal
Founder
[email protected]
Jitesh Agarwal is the driving force behind Treelife, where he leads with a strong foundation in finance, overseeing key practices like VCFO, Finance, Tax & Regulatory, and GIFT City. Jitesh has successfully positioned Treelife as a trusted service provider in the startup ecosystem.
Priya Kapasi Shah
Associate Partner | Tax & Regulatory
[email protected]
Priya Kapasi Shah, a Chartered Accountant with 12+ years of experience including tenure at PwC and KPMG. Priya heads Financial Advisory, leads GIFT IFSC setups, leveraging expertise in tax, regulatory compliance, and investment structuring.
Gaurav Shetty
Senior Associate | Tax & Regulatory
[email protected]
Gaurav, a Chartered Accountant and Lawyer, specializes in tax, financial structuring, and startup consulting. He plays a key role in setting up Fund Management Entities and AIFs at GIFT IFSC, providing strategic advice and regulatory compliance support.
Rohit Gandhi
Senior Associate | Tax & Regulatory
[email protected]
Rohit Gandhi is a Chartered Accountant with extensive expertise in financial due diligence, valuations, and business structuring. As a Senior Associate at Treelife, Rohit leverages his deep understanding of finance to support startups and businesses in making informed financial decisions.
Insights
Understanding ESOPs in India: Process, Tax Implications, Exercise Price, Benefits
Blog Content Overview1 Introduction2 What are ESOPs?3 Benefits of ESOPs4 How do ESOPs Work?5 What is the eligibility criteria for the grant of ESOPs?6 Tax Implication of ESOPs – Explained through an Example7 Deferred Tax Liability for Startups8 Determining the exercise price of a stock option8.1 Factors Influencing Exercise Price9 Conclusion10 Frequently Asked Questions (FAQs) […]
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Delhi High Court Upholds Tax Treaty Benefits for Tiger Global in Landmark Flipkart Case
Blog Content Overview1 Background: The India-Mauritius DTAA and GAAR2 The Dispute: GAAR vs. Treaty Benefits3 The Delhi High Court’s Decision DOWNLOAD PDF In a significant development for foreign investors, the Delhi High Court recently delivered a landmark judgment in favor of Tiger Global, a Mauritius-based investment firm. The case centered around the sale of Tiger […]
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Do you hold equity shares in a private limited company that has invested in immovable property or shares of another company? It’s essential to understand how Fair Market Value (FMV) is calculated for equity share transfers of such private limited company. Under the Income Tax Act, equity share transfers must be executed at FMV, as […]
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Get in Touch with Us
Contact Us
Mumbai | Delhi |
Bangalore | GIFT City