WHO We Are
Dynamic CFO is “One Stop” Financial Advisory Firm. We provide Quality Services with total commitment and take care of Confidentiality.
Dynamic CFO was formed by a team of experienced Professionals to provide specialised financial services to Small and Medium Enterprises. The team members, each having experience of 15+ years, have a professional corporate track record of being consistent in delivering quality output in their respective domain areas. We have specialisation is in providing Virtual CFO Services to SMEs so that the promoters can focus on their business While we provides M & A services and advises clients on appropriate options for obtaining funding.
The role of a CFO is expanding, which at times encompasses technology, risk compliance, cyber security, digital transformation, big data, artificial intelligence and analytics.
We at Dynamic CFO are the go-to person who helps shape the overall strategy of the organization, with both the company’s end goals and financial well-being in mind. Beyond crunching figures, they have to spot profitable business opportunities, navigate complex merger & acquisition issues, besides crafting long-term management strategies
Dynamic CFO Services, works with companies across the ownership structure ranging from Family Owned, PE/VC backed, Listed, Indian or MNC.
the way we work
Dynamic CFO has team of professionals who had worked in big organisations in various financial functions and are aware of the expectations of the Promoters or Management. Our various services provide a “WIN WIN” situation.
Dynamic CFO Services are relevant to finance ecosystem of companies that range from a start up to mid-sized company.Even our Finance effectiveness service is useful to mid to large Indian/Multinational Companies.We work at right levels of ownership, quality output, and work with organisation’s plans/vision along with maintaining timelines.
Shreekant, Chartered Accountant with 2 decades of rich experience in Finance and Accounts Field with multiple organisations from small organization to large MNC in end to end handling entire gamut of finance function. Having corporate experience in manufacturing and trading organization Corporate culture and work exposure includes fundraising, compliances, M&A, taxation and due diligences.
Gopal Jagwan, Advisor
Gopal, Chartered Accountant 20+ years of experience worked in different industries Worked as CFO at Dixon Technologies & launched successful Initial Public Issue of the company by working closely with Auditors, bankers, legal advisors, registrar, left lead etc and done Road Shows in India and abroad.
Shailesh Agarwal, Advisor
All India 3rd rank holder Chartered Accountant & Company Secretary having more than 21 years of work experience in the area of finance & accounts, Direct & Indirect Taxation, Foreign exchange & treasury, Audit & SOX, Business Finance & Cost Controls, Compliance & Risk Management Business Consulting & Information Technology. Managed multiple large IT projects in area of finance, administration and corporate planning where I have exhibited domain, technical, project & people management skills. Recipient of various state/national level awards, 4 excellence awards in Infosys along with various recognitions at all levels.
Specialties: Finance & Accounts, Foreign exchange, Risk management, Information Technology, Treasury , Direct & Indirect Tax , Designing financial systems ,controls & processes .
CA & CS with 20+ years of experience with Specialties in Raising and investment of funds (Equity, Debt & Structured finance), Capital management, Investor Relations, Capital structuring, M&A, Organisational leadership development.
Sourav Bhartia, Advisor
Specialises in transfer pricing within the advisory and international corporate sector at PwC for the past 6 years. Sourav was accountable for all transfer pricing matters, including assessment at appellate tribunals for various industries – manufacturing, logistics, information technology and IT enabled industries. During this time, Sourav was also involved in the negotiation of an advanced pricing agreement and has advised many leading multinationals on BEPS and Intangibles related matters.