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Our Clients are our Greatest Strength. The more we serve our clients, the more we are inspired to help them grow.

Financial Services – Expert assistance in CMA report preparation, loan processing, business valuation, private funding, wealth management, subsidies, budgeting, and financial planning.

Financial Advisory & Funding

Access to the right funding at the right time can make or break a business. At Nine O Six Advisory, our financial advisory and funding services help startups, SMEs, and growing businesses manage cash flow, secure financing, and build a strong capital foundation for sustainable growth.We provide end-to-end support across working capital management, bank loan advisory, and project finance, ensuring your business always has the liquidity it needs to operate and expand. Our team of Chartered Accountants evaluates your financial position and structures the most suitable funding strategy, whether through debt, equity, or government schemes.From private equity and startup funding to government subsidy advisory and business valuation, we cover the full spectrum of capital planning. We also guide NRI investors and foreign entities looking to deploy capital in India, ensuring full regulatory compliance alongside sound financial strategy.With Nine O Six Advisory, you don't just find funding, you build a smarter, more resilient financial future.

Avail from our following Financial Services to Secure Quick Finance/Avail incentives

1. Working Capital & Cash Flow Advisory

Efficient working capital management is essential for maintaining liquidity and smooth business operations. Our Working Capital & Cash Flow Advisory services help businesses monitor cash inflows, receivables, payables, and inventory cycles to improve liquidity management. We assist in developing cash flow forecasts, working capital optimization strategies, and financial monitoring systems to support sustainable operations.

2. Bank Loan & Project Finance Advisory

Accessing bank finance requires proper financial documentation and project evaluation. Our Bank Loan and Project Finance Advisory services assist businesses in preparing CMA reports, financial projections, loan applications, and supporting documentation required by banks and financial institutions. We also help structure financing proposals to improve the likelihood of loan approvals and efficient project funding.

3. MTDC subsidy

The Maharashtra Tourism Development Corporation (MTDC) offers incentives and subsidies for eligible tourism projects in the state. Our advisory services help businesses understand eligibility criteria, documentation requirements, and application processes for MTDC subsidy schemes. We assist in preparing project documentation and coordinating with relevant authorities to help clients access available tourism incentives.

4. Private Equity & Angel Funding Advisory

Startup funding advisory services help businesses raise capital from angel investors, venture capital, and private equity. Our private equity and angel funding advisory services support investor readiness, financial modeling, and pitch deck preparation. We assist with investor identification, funding strategy, deal structuring, and investor discussions, enabling businesses to secure capital for growth and expansion.

5. Wealth & Investment Advisory (Promoters / HNI)

Wealth management services for promoters and high net-worth individuals (HNI) help optimize investment portfolios, manage risk, and preserve capital. Our wealth and investment advisory services focus on asset allocation, portfolio structuring, and long-term wealth planning. We advise on investment strategy, diversification across asset classes, and tax-efficient investment planning, enabling better returns, liquidity planning, and sustainable wealth creation.

6. Business Valuation & FInancial Advisory.

Understanding the true value of a business is essential for investment decisions, mergers and acquisitions, restructuring, or succession planning. Our Business Valuation services involve analyzing financial performance, market conditions, and future growth potential to determine fair business value. We also provide financial advisory support for strategic decisions, investment evaluation, and transaction planning.

7. DIC subsidy

The District Industries Centre (DIC) provides various incentives and subsidies for eligible MSME and industrial projects under state government policies. Our advisory services help businesses evaluate subsidy eligibility, documentation requirements, and application procedures. We assist clients in preparing necessary submissions and coordinating with authorities to maximize available government incentives.

8. Budgeting, Cost Control & Profitability Planning

Budgeting and cost control services help businesses manage expenses, improve financial performance, and increase profit margins. Our services support budget planning, expense monitoring, and financial performance tracking. We assist with forecasting, cost optimization, variance analysis, and margin tracking, enabling better financial control, improved efficiency, and sustainable profitability.

9. Family Business Advisory & Succession Planning

Family-owned businesses often face challenges related to ownership transition, governance structures, and succession planning. Our advisory services help families develop structured succession plans, governance frameworks, and financial strategies to ensure business continuity across generations. We assist in aligning family interests with long-term business sustainability and leadership transition planning.

About Us

A DPIIT (GOI) recognized start-up by a team of Chartered Accountants & Tech professionals with vast experience in the field of Taxation (Both Direct and Indirect), Audit including System Audit & Finance, Technology-enabled Tax-Fin solutions.

Get In Touch

Nine O Six Advisory Services Pvt. Ltd.

501 & 502, Genesis, Behind SSK Solitaire Hotel, Matoshree Nagar, Near Chandak Circle, Tidke Colony, Nashik, Maharashtra-422002, India

Email: support@nineosix.com

Phone: +91 9172270005 / 6

CIN: U74999MH2020PTC337225

DPIIT Recognition Number: DIPP69734

ERI ID: ERIP007513

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