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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 Services

Strong financial planning and access to capital are essential for sustainable business growth. Our Financial Services help businesses and entrepreneurs manage financing, optimize cash flows, and evaluate strategic financial opportunities. We assist clients with working capital management, bank loan and project finance advisory, private funding support, and government subsidy consulting. Our team also provides guidance on wealth management, business valuation, budgeting, and succession planning, helping organizations and promoters make informed financial decisions. Whether you are seeking funding, evaluating investments, or planning long-term financial strategies, our advisory services help build a stable and scalable financial foundation for your business.

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 funding like Angel funding, etc.

Businesses seeking growth capital may explore funding from angel investors, venture capital investors, or private funding sources. Our advisory services support entrepreneurs in preparing investment proposals, financial projections, and investor presentations. We also guide clients through fundraising strategy, investor discussions, and deal structuring, helping businesses secure suitable funding opportunities.

5. Wealth & Investment Advisory

Effective wealth management requires structured financial planning and disciplined investment strategies. Our Wealth & Investment Advisory services help individuals and promoters plan investments, asset allocation, and long-term financial strategies aligned with their risk profile and financial goals. We provide guidance on wealth preservation, portfolio planning, and financial decision-making to support long-term financial stability.

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.

Effective budgeting and cost management are essential for maintaining profitability. Our Budgeting & Cost Control services help businesses establish financial budgets, monitor expenses, and identify cost optimization opportunities. Through structured financial analysis, we assist organizations in improving cost efficiency and financial discipline.

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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