Office@wekount.in
8980799899

Advisory Services

At WeKount Business Solutions, we offer tailored financial, investment, and management advisory services to help individuals, businesses, and organizations achieve long-term financial stability and growth. Backed by deep market knowledge and industry expertise, our qualified professionals deliver data-driven strategies aligned with your specific goals.

Whether you’re an entrepreneur raising capital, a business streamlining operations, or an investor planning ahead — we act as your trusted advisor every step of the way.

Financial Advisory

  • Budgeting & Financial Planning

  • Cash Flow & Working Capital Management

  • Financial Forecasting & Projections

  • Debt Restructuring & Loan Syndication

  • Fundraising from Banks, NBFCs, and Private Equity

  • Credit Rating Improvement Strategies

  • Business Valuation for M&A or Fundraising

  • Risk Assessment & Mitigation Planning

Investment Advisory

  • Portfolio Management for Individuals & Businesses

  • Investment Planning as per Risk Profile

  • Advisory on Mutual Funds, Bonds, Real Estate, etc.

  • SIPs, ELSS, and Tax-Saving Investment Support

  • Retirement & Wealth Planning

  • Capital Gains Planning & Reporting

  • Asset Allocation & Diversification

  • Monitoring & Rebalancing of Portfolios

Management Advisory

  • Business Strategy & Financial Decision Support

  • Internal Financial Controls (IFC) Implementation

  • Cost Optimization & Profitability Analysis

  • Business Process Reengineering

  • KPI-based Performance Tracking

  • Strategic Business Planning & Feasibility Studies

  • Support for ERP & MIS Implementation

  • Turnaround & Crisis Management

Why Choose Us?

  • 15+ Years of Industry Advisory Experience

  • Expert Team of CAs & Financial Consultants

  • Custom Solutions Based on Client Goals

  • End-to-End Support from Strategy to Execution

  • Ethical & Confidential Advisory Practices

Who We Serve

  • Individuals & High-Net-Worth Individuals (HNIs)

  • Startups & MSMEs

  • Corporates & Family-Owned Businesses

  • Trusts, NGOs & Educational Institutions

  • Real Estate Developers & Service Providers

Have Additional Questions?
Contact Us !
Call / Whatsapp : 8980799899
Email : Office@wekount.in

We have been associated for over a year now, and their prompt accounting and bookkeeping services have completely transformed the way we manage our business finances. The team ensures that our books are updated daily, weekly, and monthly with clear MIS reports. This level of consistency and transparency has helped us make quicker business decisions and achieve significant growth. Truly a game-changer for our operations!

Mr. Jayendrabhai

Prop. NorthStar Industries

We are extremely satisfied with their taxation and compliance support. They not only ensure our advance tax payments are made on time but also help with strategic tax planning throughout the year. Their proactive approach and timely guidance have saved us from unnecessary penalties and improved our overall financial management. A truly dependable team for all taxation needs.

Mr Ritesh Shukla

Partner MDCL Logistics LLP

We approached them for assistance with an MSME business loan under a government subsidy scheme. Their guidance helped us secure funding smoothly, and with their continuous financial consultancy, our startup has grown from a small setup of ₹25 lakhs to a turnover exceeding ₹10 crores today. Their strategic financial advice and professional approach have been key to our success.

Mr. Haresh Thakkar

New Dirik Industries Pvt. Ltd.