Virtual CFO & Advisory
About

About Goel Advisory

Your Financial & Strategic Growth Partner — a professionally managed advisory firm built on senior expertise and real corporate leadership.

Our Firm

A growth partner, not just an advisor

Goel Advisory is your Financial & Strategic Growth Partner — a professionally managed advisory firm offering Virtual CFO services, Corporate Finance & Compliance, and Strategy & Growth Advisory to startups, SMEs, and listed Indian businesses.

Experienced Professionals

Our team brings together dedicated and experienced professionals — qualified Chartered Accountants and seasoned corporate leaders — providing end-to-end services with deep expertise across audit, taxation, regulatory compliance, strategy, and allied services.

Tailored, Sector-Aware Solutions

We deliver tailored business advisory solutions aligned with client requirements across multiple sectors, combining technical rigour with practical, growth-oriented thinking for every engagement.

Our Story

Why we started Goel Advisory

The gap we saw

Many growing businesses find themselves at a stage where they need more than routine compliance — they need structured financial oversight, strategic input, and reliable advisory. We started Goel Advisory to serve exactly this need: a focused practice that brings together CA expertise and corporate strategy experience for businesses that are serious about growth.

What we set out to build

A firm that pairs the technical rigour of qualified Chartered Accountants with the strategic perspective of leaders who have worked inside major Indian corporates — bringing that calibre of thinking directly to founders and SMEs, with the attention only a focused, partner-led practice can give.

India's next phase of growth will be built on two things: MSMEs that move from informal, owner-run bookkeeping to formal, audit-ready financial systems, and a growing wave of foreign companies setting up subsidiaries and operations here. Both depend on the same foundation — disciplined accounting, statutory compliance, and financial reporting that holds up to scrutiny. That foundation is what we build, one business at a time.

What Sets Us Apart

How we're different

Partner-Led

Direct founder involvement

Every engagement is led by the founding partners — qualified Chartered Accountants and experienced corporate professionals who bring their full attention to your business.

Cross-Disciplinary

Finance + strategy together

Technical accounting expertise combined with real corporate strategy experience, applied to your situation.

Built for Growth

We scale with you

From early compliance to fundraising and beyond, we stay a step ahead of what your business needs next.

Our Founders

The people behind the firm

CA Anamika Jain

CA Anamika Jain

Founder, MD & CEO
FCA · DISA · DIRM

FCA with 20+ years in audit, Virtual CFO, and risk management advisory. Read full bio →  ·  LinkedIn →

Amit Kumar Jain

Amit Kumar Jain

Co-Founder & Chief Strategy Officer
IIM Bangalore · VJTI Mumbai · PGDBA (Ops & Finance) · Master of Engineering

IIM Bangalore & VJTI Mumbai alumnus with 24+ years across manufacturing, finance, and strategy — with exposure to Tata, Reliance, and Aditya Birla Group. Read full bio →  ·  LinkedIn →

Industries

Sectors we serve in India

We bring CA-led financial expertise and corporate strategy experience across the industries where Indian SMEs are growing fastest.

Banking & Finance

RBI compliance, FEMA advisory, statutory audits, and financial modelling for NBFCs, fintechs, and financial intermediaries.

Information Technology

Transfer pricing, GST on software exports, ESOP taxation, and Virtual CFO services for SaaS and IT services companies.

Healthcare

Revenue cycle optimisation, GST on medical services, regulatory compliance, and MIS reporting for clinics, hospitals, and diagnostics.

Real Estate

RERA escrow compliance, project accounting, GST on construction, and financial structuring for developers and property companies.

FMCG & Retail

Working capital management, distributor GST reconciliation, cost structure analysis, and audit for consumer goods and retail businesses.

Insurance & Financial Services

IRDAI compliance support, statutory audit, premium accounting, and regulatory filings for insurance brokers and advisors.

Manufacturing

Cost audit, inventory valuation, GST on goods, ITC reconciliation, and MIS dashboards for small and mid-size manufacturers.

Hospitality & F&B

GST on food and accommodation, franchise accounting, cash flow management, and compliance for hotels, restaurants, and QSR chains.

Don't see your sector? We work across industries — reach out and we'll tell you if we're the right fit.

Let’s talk about your business

Discover how our practices work together to support your finance and growth goals.