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]
Leads the VCFO, finance tax, and regulatory functions at Treelife. Responsible for the firm’s non-operational growth and providing strategic advisory in GIFT City, helping clients navigate complex regulatory landscapes effectively.
Priya Kapasi Shah
Associate Partner | Tax & Regulatory
[email protected]
Heads Treelife’s Financial Advisory practice, specializing in investment structuring, cross-border transactions, and tax and regulatory advisory. Also leads on AIF setups and advisory services for GIFT IFSC.
Rohit Gandhi
Senior Associate | Tax & Regulatory
[email protected]
Specializes in financial due diligence, valuations, business structuring, and income tax advisory. Contributes to the Financial Advisory team by helping startups and businesses make informed strategic decisions.
Dhairya Chaniyara
Senior Associate | Financial Advisory
[email protected]
Focuses on direct tax and regulatory services with a specialization in GIFT IFSC. Brings experience from various industries, including manufacturing, FMCG, IT-ITES, and healthcare, to deliver impactful tax solutions.
Jitesh Agarwal
Founder
[email protected]
Leads the VCFO, finance tax, and regulatory functions at Treelife. Responsible for the firm’s non-operational growth and providing strategic advisory in GIFT City, helping clients navigate complex regulatory landscapes effectively.
Priya Kapasi Shah
Associate Partner | Tax & Regulatory
[email protected]
Heads Treelife’s Financial Advisory practice, specializing in investment structuring, cross-border transactions, and tax and regulatory advisory. Also leads on AIF setups and advisory services for GIFT IFSC.
Rohit Gandhi
Senior Associate | Tax & Regulatory
[email protected]
Specializes in financial due diligence, valuations, business structuring, and income tax advisory. Contributes to the Financial Advisory team by helping startups and businesses make informed strategic decisions.
Dhairya Chaniyara
Senior Associate | Financial Advisory
[email protected]
Focuses on direct tax and regulatory services with a specialization in GIFT IFSC. Brings experience from various industries, including manufacturing, FMCG, IT-ITES, and healthcare, to deliver impactful tax solutions.
Insights
Tax Exemption for Startups in India | Section 80-IAC, 54GB, 56 2(VII B) Explained
Startups in India are experiencing rapid growth, fueled by individuals with unique ideas eager to address high-demand services. The Government…
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Understanding ESOPs in India: Process, Tax Implications, Exercise Price, Benefits
In the contemporary competitive job market, companies are constantly seeking innovative ways to attract and retain top talent. Employee Stock…
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Delhi High Court Upholds Tax Treaty Benefits for Tiger Global in Landmark Flipkart Case
DOWNLOAD PDF In a significant development for foreign investors, the Delhi High Court recently delivered a landmark judgment in favor…
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Get in Touch with Us
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Bangalore | GIFT City