BLUE ROOT
One-stop platform for Accounting, Financial, Tax, Compliance, Valuation, Investment & Fund Raising Services
Virtual CFO Services
Our team of financial experts provides comprehensive virtual CFO services to help businesses manage their finances efficiently and effectively. It includes Management Information Services (MIS), budgeting, review of accounting & cash flows.
Bookkeeping, Accounting, Payroll, Audit, Taxation
We offer comprehensive package for your non-core activities to enable you to focus on what you do best - running your business. These include Bookkeeping, Accounting, Payroll Mgt, Audit and taxation. This includes preparing and maintaining ledgers, reconciling bank statements, and tracking income and expenses, payroll management and filing of tax returns.
Our team of certified Investment Advisors review, evaluate and provide their independent insights into your current and proposed security portfolio.
Investment Portfolio Advisor
Business Plan & Strategy Implementation
We help business identify the key Revenue and Growth drivers over the next 5 years and devise strategies to achieve the same. We also help business in optimizing the expenses and available resources with objective to increase stakeholder wealth. We prepare Business Plan & financial projections (P&L, Balance Sheet, Cash Flow) for the next 5 years.
Investor Relations
Investor relations (IR) services involve managing communications, relationships, and interactions between a company and its investors, shareholders, financial analysts, and other stakeholders within the financial community. The primary goal of investor relations is to provide accurate and timely information about the company's performance, financial situation, strategies, and prospects to help investors make informed decisions.
Compliance & Secretarial Services
We help you in evaluate and comply with various applicable statutory obligation of the business, including developing Anti-Money Laundering (AML) Policies, Due Diligence, Client Complaint Redressal, Corporate Governance. We also provide solutions on various aspects of corporate secretarial compliance. We provide company pre-incorporation and post incorporation services and also assist in complying with corporate actions such as Increase in authorized capital, Share allotment (Rights, Preference, Bonus, Private Issue), ESOP issue, including preparing resolutions/minutes and filing required forms with the statutory authorities
Valuation
We help in determining the Fair Market Value or the intrinsic worth of the Company or business entity required for various purpose such as fresh equity of shares, acquisition of new business or sale of existing business or its subsidiaries, restructuring. Our team of skilled valuation professionals provide valuations required under Companies Act from Registered Valuers (Financials assets, Land & Building, Plant & Machinery) and also under Income Tax Act from Chartered Accountants. We also do Goodwill & ESOP Valuation and provide Merchant Bank Reports under FEMA/Income Tax.
Fund Raising
We help businesses raise funds through Debt (Borrowings from Banks/NBFCs) and Equity (HNIs, Corporate, Angel, Venture Capital). We help in identifying appropriate Investors, from our large network relations, based on the Business requirements. We support the entire process from rights from initial planning, preparing information memorandum, business presentation/pitch book, teasers, business due-diligence to negotiating and obtaining Terms Sheets and finalizing Business Agreements.
Pre-IPO Advisory Services & Financial Modelling
Our team offers specialized pre-IPO advisory services and financial modelling to help businesses prepare for public offerings and achieve their financial goals. We help business in planning and preparing itself for the IPO and co-ordinate the entire discussions and process, on behalf of the Company, with the Merchant Bankers, Lawyers, Registrars, Marketing Agent and other intermediaries.
About us
BLUE ROOT is a leading financial consulting firm, providing a wide range of services to startups, SMEs, and MSMEs with "personalized care" Our team of experts is dedicated to providing optimum solutions in the areas of Finance, Accounting, Compliance, Business Strategy, Valuation and Fund raising at an affordable cost to our clients.