kdafinserve A few words about us

KDA Financial Services is represented by a group of highly experienced professionals indulged in consulting, advisory and support services to enterprises to prioritize and execute strategic projects, achieve greater business efficiencies and effectiveness.

KDA is offering various professional services which includes outsourcing, financial advisory, Virtual CFO and consulting through highly skilled professionals. We complement our tailored, integrated expertise with a vibrant ecosystem focused to deliver better, faster and more enduring outcomes.

We have aligned ourselves to solve industry-defining challenges in strategy, marketing, organization operations, advanced analytics, transformations, sustainability, corporate finance and mergers and acquisitions, across all industries and geographies.

The team has an experience of working with clients across field of manufacturing, IT, hospitality, FMCG, retail & wholesale, pharma, healthcare, insurance, auto industry, start-ups and their business functions, helping them to make better decisions faster; reach new levels of efficiency and effectiveness; and see a tangible impact on their top and bottom line.


Our ServicesWe offer better services for your business

Outsourcing

  • Accounting
  • Payroll Processing
  • Insurance
  • Data Processing

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Virtual CFO & Consulting

  • Strategic Analysis
  • Budgeting & Forecasting
  • Management & Financial Reporting
  • Dedicated CFO/Controller

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Compliance

  • Federal & Income Tax
  • State Tax
  • GST
  • International Tax Compliance

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Startup Services

  • Research & Analysis
  • Business Planning & Decision Making
  • Pre-Fundraising
  • Fundraising
  • Post-Fundraising

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M&A Advisory & Fundraising

  • End-to-end advisory
  • Transaction Management
  • Valuation & Structure
  • Compliance & Due Diligence

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Experience and Expertise

Best and brightest CA / CPA’s / Accountant / Insurance professional / Bookkeepers in the industry rendering best professional services.

Strategic Value

Through fully managed outsourcing to offshore virtual captive Centre with innovative pricing models.

Quick Support

Makes your service offerings better with error free deliverables and decreases the lead time.

Combined Benefits

Of professional consultancy, advisory, CFO services + accounting & payroll outsourcing + compliance + cutting edge technology

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Professionals Team

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Our
Results

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Customer Satisfaction

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Years Of Experience

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Who We Cater

Whether you’re an organisation who’s on the fast path towards growth or a startup who’s going to make it big, or an MSME, we’ve got solutions catered just for you.

Startups

MSME / SME

Growing Organisations

Technocrat Promoters

Cost Plus Organisation

Digitally Yours Our Team

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CA. Ashish Chhabra

Expert in management consultancy, tax consultancy, accounting services, audit, and secretarial services. Ashish holds rich experience of more than 15 years in handling Corporate Audit, Fraud detection and Forensic Audits. He is one of the core team members of renowned and established Chartered Accountancy firm in Chandigarh having distinguished prowess in rendering comprehensive professional services.

Qualifications: FCA, B.Com, ISA (Information System Audit) and FAFD (Forensic Audit and Fraud Detection).





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CA. Vinay Kumar

Expert in startup advisory, fund raising readiness, leadership role as virtual CFO, business analyst, pitch deck drafting, financial modelling and business plans. Vinay has a very diversified and rich experience of more than 12 years in rendering virtual CFO services to multiple small & medium enterprises, consultant with EY for risk management, SOX compliance and process mapping. Start-up consultant with funded and non-funded IT and healthcare start-ups.

Qualifications: FCA, B.Com, Certification under Startup India Learning Program, Business Valuation, FAFD (Forensic Audit and Fraud Detection) and Bank Concurrent Audit.





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CA. Rajesh Mehra

Expert in management consultancy, finance & accounts consultancy, legal & administration services, audit, and project financing services.
Rajesh holds a very rich and diversified experience of more than 34 years in handling finance, secretarial, accounting, administration and taxation function of different corporate sectors. He is founder/partner of the very renowned Chartered Accountancy firm in Chandigarh and is providing the services of auditing, accounting, project financing and taxation including outsourced services.

Qualifications: FCA, Bachelor’s degree in Finance, Accounting, Auditing and Taxation, DISA.

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CA. Mahesh Gupta

Instrumental in credit and risk policy formation, risk analysis of business houses and maintaining quality portfolio. Along with mentoring the start-ups

Mahesh has a rich experience of more than 19 years in Banks/NFBC like ICICI Bank, Indiabulls Housing Finance and IIFL Home Finance. He has been associated with quite a few startups in mentoring them with his rich experiences alongside investing in them

Qualifications: FCA, B. Com

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CA. Samir Mahajan

Expert in Forensic audits/ Fraud investigation, fund raising advisory to start-ups, GAAP & SOX compliance, tax consultancy, transfer pricing. Samir has more than 17 years of professional experience in advising large Indian and MNC clients on various matters pertaining to Audit and Advisory including Forensic Audits, International Taxation, Transfer pricing, cross border tax structuring, domestic taxes. He was a consultant in Pricewaterhouse Coopers Pvt. Ltd. for tax structuring of multiple clients including advisory on Permanent establishment, double taxation avoidance agreement,

Qualifications: FCA, DISA, FAFD, LLB, B. Com

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CA. Mr. Harsh Tiwari

Expert in General Insurance Consultancy, Insurance Underwriting, Technical Claim Support and Processing, and Insurance Policy Outsourcing

Harsh has a rich experience of more than 40 years in the general insurance industry handling fire, marine engineering, motor and property insurance underwriting & claims, and project and project erection insurance. He worked with United India Insurance Company Ltd for 35 years where he inspected and processed a number of high-value claims of international mega-risk industries and hydel projects under risk inspection. He has successfully completed various pieces of training and workshops on Insurance. He also has Overseas Experience that includes working with The Baloise Insurance Company Limited, AEGIS Computers and NCCI Riyadh. He also travelled across countries like the US, UK, Ireland, Malaysia, Italy and many more for insurance-related work.

Qualifications: Graduate in Economics, PGDCA, Associate diploma from Insurance Institute of India. Microsoft Certified Professional (USA). Associate (Canadian Insurance Institute) Toronto Canada. Trained at Asia’s largest Insurance academy.

How It Works

Client Interaction
& Business
Understanding

Assignment
Estimation

Execution

Review

Discussion &
Reporting

Specialized Services For

You now have a single trusted resource for everything from Virtual CFO & Consulting services to Online Accounting, Payroll Processing, Taxes and Compliance without any physical barriers.

India

United States

Australia

New Zealand

Canada

UK

Latest and Relevant Information/ News / Updates / Blogs / Articles Our Blogs

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It is estimated by Business Standard,  that there are  2,663,016 companies worldwide and some around 127 thousand of them are startups. However, there is an increase in the failure of business because of different factors. In reality, according to the Economics Times article  only 1.14 lakh of the startups survive in the long run.  Majorly …

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Various studies have found that insufficient fund management can lead to the failure of many businesses. Around 82% of businesses fail due to a lack of cash flow management practices. The changing economy demands financial experts because, if you want to stand in that 18% of successful businesses, a virtual CFO service is all you …

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