OUR SERVICES

Financial Advisory
Designed for Responsibility

LEOSUTRA offers structured, conflict-free financial advisory for MSMEs, professionals, and growing enterprises seeking clarity, continuity, and long-term peace of mind.

WHAT WE DO

Advisory That Goes
Beyond Transactions

Corporate & MSME Advisory

Helping MSMEs and growing enterprises build structured financial systems, optimize cash flow, and make confident strategic decisions.

  • ✔ Financial system structuring
  • ✔ Cash flow & capital planning
  • ✔ Business decision support

Professional Advisory

Tailored advisory for doctors, consultants, founders, and independent professionals navigating complex income structures.

  • ✔ Income structuring
  • ✔ Tax efficiency planning
  • ✔ Long-term wealth clarity

Wealth & Legacy Planning

Advisory focused on protecting wealth, family harmony, and long-term legacy across generations.

  • ✔ Succession planning
  • ✔ Family governance
  • ✔ Estate & legacy structuring
OUR APPROACH

Not Product Sellers.
Financial Partners.

We do not sell financial products or chase commissions. LEOSUTRA operates on a pure advisory model — ensuring our guidance remains unbiased, ethical, and aligned with your best interests.

Our focus is on clarity, systems, and long-term stability — not short-term gains.

Conflict-Free

No commissions. No hidden agendas.

Structured Thinking

Systems that remove confusion and stress.

Long-Term Focus

Planning for life, not just numbers.

Human-Centered

Advice built around people, not spreadsheets.

DETAILED SERVICES

Structured Advisory
From Diagnosis to Execution

Financial Health & Diagnostic Report

Clarity before action. We assess your financial strength, risks, and readiness.

  • Excel-based Financial Health Scorecard
  • Clear business strength rating
  • Risk & improvement insights
  • Personal advisory discussion
  • Annual Financial Strength Diagnostic
  • Quarterly Health Check Review
  • Pre-loan / Pre-investment Financial Assessment
  • Business Risk Identification Report

Cash Flow & Financial Discipline

Many businesses fail due to cash mismanagement, not losses.

  • Cash Flow & Working Capital Advisory
  • Liquidity risk identification
  • Financial Control System Setup
  • Simple budgeting system
  • Monthly MIS structure
  • Owner-friendly dashboard

Business Health Monitoring

Owner-friendly systems that remove confusion and stress.

  • Business Health Monitoring
  • Monthly or quarterly review calls
  • Early warning alerts
  • Improvement suggestions

Bank, Loan & Strategic Advisory

Prepared. Confident. Bank-ready.

  • Bank & Loan Readiness Advisory
  • Financial document readiness
  • Bank presentation preparation
  • Ratio improvement guidance
  • Credit discipline building
  • Strategic Advisory (Selective Clients)
  • Growth planning
  • Cost restructuring
  • Expansion feasibility
  • Business model correction

Compliance, Tax & Payroll Services

Stress-free operations layer.

  • Compliance & Execution Services
  • Day-to-day accounting
  • MIS & management reports
  • Budget vs actual analysis
  • Year-end finalization support
  • Direct Tax Services
  • Indirect Tax (GST)
  • Payroll, PF & ESIC
  • ROC & Corporate Compliance

Business Formation & Owner Enablement

Helping owners understand numbers, not fear them.

  • Business Formation Services
  • Proprietorship / Partnership / LLP
  • Financial Literacy & Owner Awareness Programs
  • Understanding financial statements
  • Cash flow management
  • Legal identity registrations
  • Trade License / Shop Act
  • MSME / Professional Tax
  • Trademark registration, objection & renewal