25+ Years of Excellence

Strategic Financial Leadership Without the Cost of a Full-Time CFO

Helping startups, SMEs and growth-stage businesses improve financial performance, secure funding, strengthen compliance and accelerate sustainable growth.

25+
Years Experience
Pan-India
Client Presence
End-to-End
Financial Services
Financial analytics dashboard
Revenue Trend
Upward ↑
Compliance Ready
25+ Years Experience
Deep domain expertise
End-to-End Financial Services
From accounting to IPO readiness
Strategic Funding Advisory
Debt & equity capital raising
Serving Businesses Across India
Pan-India client presence

Why Businesses Choose Virtual CFO Hub

We deliver the financial leadership and strategic guidance that growing businesses need — without the overhead of a full-time CFO. Our team brings deep expertise across industries, backed by over 25 years of experience in strategic finance, taxation and corporate advisory.

Strategic Financial Leadership

CFO-level strategic thinking and financial oversight aligned to your business objectives and growth stage.

Improved Cash Flow Visibility

Real-time cash flow tracking, forecasting models and working capital optimization to keep your business healthy.

Enhanced Financial Controls

Robust internal controls, process frameworks and risk mitigation strategies to protect your business.

Better Reporting & Compliance

Accurate MIS reports, statutory compliance and audit-ready financials that build stakeholder confidence.

Debt & Equity Funding Support

End-to-end fundraising advisory — from financial modelling and pitch decks to investor introductions and deal closure.

Scalable Growth Planning

Strategic roadmaps, budget planning and performance frameworks designed to support your next phase of growth.

Comprehensive Financial Services

From day-to-day accounting to strategic fundraising — we offer the full spectrum of financial services that growing businesses need. Click any service to learn more.

Virtual CFO Services
Strategic financial leadership on a flexible, part-time basis.

Get CFO-level strategic thinking and financial oversight aligned to your business objectives — from cash flow management and KPI dashboards to investor communication and board reporting.

  • Financial strategy & planning
  • Cash flow management
  • KPI dashboards & reporting
  • Board & investor communication
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Accounts Outsourcing
Accurate, timely bookkeeping and financial accounting.

End-to-end accounts management including bookkeeping, accounts payable/receivable, reconciliations, and month-end close — freeing you to focus on growth.

  • Bookkeeping & ledger management
  • Accounts payable/receivable
  • Monthly reconciliations
  • Financial statement preparation
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Payroll Outsourcing
Compliant, accurate payroll processing every month.

Streamline payroll operations with accurate, compliant, and timely salary processing including PF, ESI, TDS and full-and-final settlements.

  • Monthly salary processing
  • PF, ESI & TDS compliance
  • Payroll reconciliation
  • Full & final settlements
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MIS & Reporting
Actionable management information systems for decision-making.

Custom MIS dashboards and reports giving management real-time visibility into financial performance, enabling faster and better business decisions.

  • Custom MIS dashboards
  • P&L and balance sheet analysis
  • Budget vs actuals tracking
  • Variance analysis reports
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Internal Audit
Independent review to strengthen controls and reduce risk.

Rigorous internal audit services to identify process gaps, assess risk exposure, and recommend improvements to strengthen your financial controls framework.

  • Process & control reviews
  • Risk assessment reports
  • Compliance gap analysis
  • Audit committee support
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Tax Compliance
Comprehensive direct and indirect tax compliance.

Complete tax compliance covering GST returns, income tax filings, TDS management, advance tax planning and tax audit support for businesses of all sizes.

  • GST returns & compliance
  • Income tax planning & filing
  • TDS management
  • Tax audit support
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Secretarial Compliance
ROC filings, board meetings and corporate governance.

End-to-end company secretarial services ensuring your company meets all MCA and ROC compliance requirements including board resolutions, AGM management and statutory filings.

  • ROC filings & annual returns
  • Board & AGM management
  • Corporate governance advisory
  • Statutory register maintenance
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FEMA Advisory
Foreign exchange management and cross-border compliance.

Expert FEMA advisory for businesses with cross-border transactions, FDI investments, ECB loans, overseas remittances and RBI compliance requirements.

  • FDI & ODI compliance
  • ECB loan structuring
  • RBI reporting & filings
  • Cross-border transaction advisory
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Due Diligence
Financial, legal and commercial due diligence for M&A and funding.

Thorough due diligence for investors, acquirers and businesses seeking funding — covering financial, operational, tax and legal aspects.

  • Financial due diligence
  • Tax & legal review
  • Vendor due diligence
  • Post-merger integration support
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Legal Advisory
Commercial contracts, structuring and corporate legal support.

Practical legal advisory for business contracts, corporate structuring, dispute resolution, employment law and regulatory matters — aligned to your commercial goals.

  • Contract drafting & review
  • Corporate restructuring
  • Employment law advisory
  • Regulatory compliance
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Debt Funding
Structured debt solutions to fuel your business growth.

Expert advisory for working capital loans, term loans, bank guarantees, project finance and structured debt instruments from leading banks and NBFCs.

  • Working capital & term loans
  • Project finance structuring
  • Bank & NBFC liaising
  • Credit enhancement strategies
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Equity Funding
Investor readiness, pitch support and capital raising.

End-to-end equity fundraising support including investor readiness assessment, financial modelling, pitch deck preparation and investor relationship management.

  • Investor readiness assessment
  • Financial model preparation
  • Pitch deck & IM support
  • Investor introductions & deal closure
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Fundraising & Investor Readiness

Whether you're raising your first round or scaling to an IPO, we bring institutional-grade expertise to your fundraising journey. Our team has supported businesses raise capital across seed, Series A, B and structured debt instruments.

Strategic business meeting
01
Equity Fundraising

Strategic advisory for seed to pre-IPO equity rounds. We help structure your raise, identify the right investors and negotiate favorable terms.

02
Investor Relations

Build and maintain strong investor relationships. We prepare you for due diligence, manage investor communication and ensure reporting transparency.

03
Financial Modelling

Investor-grade financial models including 3-statement models, DCF valuations, scenario analysis and detailed business projections.

04
Pitch Deck Support

Compelling pitch decks and investment memoranda combining financial rigor with strategic narrative that resonates with investors.

05
Due Diligence Readiness

Organized data rooms, clean financial records and comprehensive disclosure packages to sail through investor scrutiny.

06
Capital Raising Strategy

End-to-end capital strategy — from determining optimal funding mix to identifying the right capital sources and executing the raise.

Industries & Client Segments

We serve a diverse range of businesses — from early-stage startups to established mid-market companies across India.

Startups & Emerging Companies

From seed to Series B — building financial foundations for fast-growing ventures.

SMEs & Mid-Market

Scaling finance operations for established businesses seeking structured growth.

Manufacturing

Working capital optimization, costing systems and operational finance for manufacturers.

Family Businesses

Governance, succession planning and professional finance structures for family enterprises.

Growth-Stage Companies

Strategic CFO support for companies navigating rapid scaling and expansion.

Debt Funding Seekers

End-to-end support for businesses seeking structured debt from banks and NBFCs.

Equity Funding Seekers

Investor-readiness and fundraising support for businesses seeking equity capital.

Investment Holding Structures

Tax-efficient structuring and compliance for HNI and family office investment vehicles.

Meet Our Leadership Team

A team of seasoned finance professionals committed to your business success.

Pooja Aggarwal
Pooja Aggarwal
Co-Founder & Director
MBA (Finance) 20+ yrs
  • Result-driven finance professional with deep experience in accounting outsourcing, tax filing, and financial management.
  • Experienced in managing e-commerce business, financial operations, inventory management, and strategic planning.
  • Extensive knowledge of financial record-keeping, reconciliations, and compliance.
Rajiv Agarwal
Rajiv Agarwal
Business Head
Commerce Graduate 30+ yrs
  • Extensive experience in debt and capital funding, tax compliance, and internal audits.
  • Leadership experience with Surya Roshni Ltd, Technova India, Kalindee Rail Nirman, and Flipkart.
  • Expertise in financial record-keeping, period-end closures, and accurate financial reporting.
CA Rooma Soota
CA Rooma Soota
Business Head
CA, PG Delhi University 19+ yrs
  • Specializes in financial planning & analysis, budgeting, and forecasting.
  • Expertise in pricing strategies and variance analysis & management reporting.
  • Career includes Publicis Sapient, Evalueserve, HCL Technologies, and Headstrong.
Charchit Aggarwal
Charchit Aggarwal
Business Head
B.Tech CS + MBA Finance, NMIMS Mumbai
  • Specializes in equity fundraising and investor relations.
  • Works with founders, SMEs, and growth-stage businesses to facilitate capital raising.
  • Connects businesses with investors and supports the full investment lifecycle.

Why You Can Trust Us

Our values are not corporate slogans — they define how we work, how we communicate and how we treat our clients every single day.

25+ Years
Deep Domain Expertise

Pan-India
Serving Businesses Across India
Integrity

Unwavering honesty, transparency, and ethical excellence in every interaction — with full ownership and accountability.

Excellence

High standards of professionalism and quality, with a consistent focus on client satisfaction.

Collaboration

Close partnership with clients to understand needs, develop tailored solutions, and communicate openly.

Innovation

Embracing technology to improve efficiency and effectiveness, continuously evolving our solutions.

Trust

Built through reliability, transparency, and integrity — enabling long-term partnerships founded on mutual confidence.

Trusted by Businesses Across India

We work with startups, SMEs, manufacturing companies, family businesses and growth-stage companies — helping them achieve financial clarity, compliance and sustainable growth.

Startup Founders

From seed stage through fundraising — we support founders in building investor-ready financials and closing capital rounds.

SMEs & Family Businesses

We help established businesses professionalise their finance function, improve cash flow and plan for structured growth.

Growth-Stage Companies

Strategic CFO support for companies scaling rapidly — navigating complexity, compliance and capital requirements.

Financial Insights & Perspectives

Expert commentary on financial topics that matter most to founders and business owners in India.

Fundraising Strategy

Equity fundraising, investor readiness, pitch preparation and capital raising for Indian businesses.

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Debt Financing

Working capital, term loans, structured debt and how to secure the right debt for your business.

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Investor Relations

Building investor trust, managing stakeholder communication and post-investment reporting.

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Financial Planning

Budgeting, scenario planning, KPI frameworks and performance management for business leaders.

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Business Growth

Scaling strategies, financial structures and advisory support for businesses at every stage of growth.

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Frequently Asked Questions

Have more questions? We'd love to speak with you.

A Virtual CFO (Chief Financial Officer) is an experienced finance professional who provides strategic financial leadership to your business on a part-time or fractional basis. Unlike a full-time CFO, a Virtual CFO gives you access to senior financial expertise at a fraction of the cost — making it ideal for startups, SMEs and growing businesses that need CFO-level thinking but don't yet have the scale to justify a full-time hire.
A Virtual CFO helps your business in multiple ways: developing financial strategy aligned to your business goals, improving cash flow visibility and management, building robust reporting and MIS systems, ensuring compliance across tax and regulatory requirements, advising on fundraising and investor readiness, and supporting you in making better financial decisions.
The right time to engage a Virtual CFO is when your business is growing and you need more than a bookkeeper or accountant but aren't yet ready for a full-time CFO. Common triggers include: preparing for fundraising, managing rapid growth, needing better financial visibility, facing complex compliance requirements, planning for expansion, or seeking to improve profitability and cash flow.
Our fundraising advisory follows a structured approach: we start with an investor readiness assessment to identify gaps, then build a comprehensive financial model and business plan, prepare a compelling pitch deck and information memorandum, help you identify suitable investors, prepare you for due diligence, and support you through term sheet negotiations to close.
We provide end-to-end debt advisory — from helping you determine the right debt structure and quantum, to preparing CMA data and project reports, identifying suitable banks and NBFCs, liaising with lenders, and managing the entire documentation and approval process.
Absolutely. We work extensively with startups from seed stage through Series B and beyond. For startups, we help with setting up accounting systems, ensuring compliance, building investor-ready financials, fundraising advisory, and providing the CFO-level guidance that founders need without the full-time cost.
Yes, SMEs and family businesses are a significant part of our client base. We help them professionalise their finance function, establish governance structures, improve working capital management, and plan for growth or succession.

Start Your Financial Transformation

Schedule a free consultation and discover how Virtual CFO Hub can help your business achieve financial clarity, compliance and growth.

Let's Talk

Reach out for a confidential, no-obligation discussion about your business financial needs.

Phone
+91 9350353082
+91 98116 69594
Email
investment@virtualcfohub.com
ceo@virtualcfohub.com
Office
Golf Course Road, Gurugram, India
LinkedIn
Virtual CFO Hub

100% confidential  ·  No-obligation consultation