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.
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.
Insights
Tax Exemption for Startups in India | Section 80-IAC, 54GB, 56 2(VII B) Explained
Blog Content Overview1 What is a Startup?2 Tax Exemptions for Startups in India2.1 Income Tax Exemption for the Initial Three Years2.2 Tax Exemption on Investment in Startups2.3 Tax Exemption on Long Term Capital Gains2.4 Tax Exemption for Eligible Incubators and Venture Capital Funds/Venture Capital Companies3 Conclusion4 FAQs on Tax Exemptions for Startups in India Startups […]
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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 […]
Read More
Get in Touch with Us
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Bangalore | GIFT City