CFO Advisory Services

cfo advisory by capital tree

CFO Advisory Services

Chief Financial Officer (CFO) plays a very important role in pursuing the growth objectives of any business entity.  An effective finance management is one of the crucial and decisive factors in the growth of any business enterprise.

The role of a CFO in the organization is to make sound financial & corporate policies in the organization to ensure the availability of an uninterrupted finance as per the need of the organization.

While the larger set up has their own CFO Team and Department in place, the emerging corporates do not generally engage a special position as cost-benefit analysis does not justify the scenario. We offer a virtual CFO Advisory services as your internal aide.

Besides, streamlining your funding endeavors as internal CFO Aide, we can bring in our tangible value addition in the following field.

how can we help you?

Contact us at the Capital Tree Financial Solutions office nearest to you or submit a business inquiry online.

“Capital Tree helped me in raising Long-Term Funds for my business requirements. I have found their services to be utmost professional and sincere in nature. Besides fundraising, they have advised me immensely on overall improvement of my financial profile. I wish them all success in their endeavors.

Mukesh Kumar


  • Strategic Financial Planning
  • Financial Evaluation of Business Opportunities
  • Introducing Management Information Systems and Controls in areas
    • Finance and Corporate Matters
    • Operational Matters
    • Forex Hedging Policies
    • Periodic Financial Reports
    • Periodic Compliance Reports
  • Overseeing the Financial Working in line with Financial Plans
  • Cost Control Advisory
  • Balance Sheet Advisory
  • Restructuring Advisory
  • Valuations Advisory
  • Any other matter incidental or ancillary to the above


Preparation of the following financial documents.

  • Business and Financial Plans
  • Project Reports / Information Memorandum
  • Techno-Economic Viability Reports (TEV Reports)