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, Founder of Treelife, drives its practices in VCFO, finance, tax and regulatory, and GIFT City advisory. A qualified Chartered Accountant, he has established Treelife as a trusted partner in the startup ecosystem, delivering tailored solutions for emerging businesses.
Priya Kapasi Shah
Associate Partner | Tax & Regulatory
[email protected]
Priya Kapasi Shah, a qualified Chartered Accountant, brings experience from PwC and KPMG and heads Financial Advisory at Treelife. She specializes in investment structuring, cross-border transactions, and tax and regulatory advisory. Priya also leads AIF setups and offers advisory and setup services for GIFT IFSC.
Rohit Gandhi
Senior Associate | Tax & Regulatory
[email protected]
Rohit Gandhi, a qualified Chartered Accountant, specializes in financial due diligence, valuations, business structuring, and income tax advisory. With prior experience at Grant Thornton and BDO, he brings a wealth of knowledge to Treelife as part of the Financial Advisory team.
Dhairya Chaniyara
Senior Associate | Financial Advisory
[email protected]
Dhairya is a qualified Chartered Accountant with diverse experience in direct tax and regulatory services, with a particular focus on GIFT IFSC and specializes in tax and regulatory matters. He has worked with clients across various industries, including manufacturing, FMCG, IT-ITES, and pharmaceuticals.
Jitesh Agarwal
Founder
[email protected]
Jitesh Agarwal, Founder of Treelife, drives its practices in VCFO, finance, tax and regulatory, and GIFT City advisory. A qualified Chartered Accountant, he has established Treelife as a trusted partner in the startup ecosystem, delivering tailored solutions for emerging businesses.
Priya Kapasi Shah
Associate Partner | Tax & Regulatory
[email protected]
Priya Kapasi Shah, a qualified Chartered Accountant, brings experience from PwC and KPMG and heads Financial Advisory at Treelife. She specializes in investment structuring, cross-border transactions, and tax and regulatory advisory. Priya also leads AIF setups and offers advisory and setup services for GIFT IFSC.
Rohit Gandhi
Senior Associate | Tax & Regulatory
[email protected]
Rohit Gandhi, a qualified Chartered Accountant, specializes in financial due diligence, valuations, business structuring, and income tax advisory. With prior experience at Grant Thornton and BDO, he brings a wealth of knowledge to Treelife as part of the Financial Advisory team.
Dhairya Chaniyara
Senior Associate | Financial Advisory
[email protected]
Dhairya is a qualified Chartered Accountant with diverse experience in direct tax and regulatory services, with a particular focus on GIFT IFSC and specializes in tax and regulatory matters. He has worked with clients across various industries, including manufacturing, FMCG, IT-ITES, and pharmaceuticals.
Insights
Tax Exemption for Startups in India | Section 80-IAC, 54GB, 56 2(VII B) Explained
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Delhi High Court Upholds Tax Treaty Benefits for Tiger Global in Landmark Flipkart Case
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Get in Touch with Us
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Bangalore | GIFT City