Who we are

Empowering Your Financial Journey with Heart

28.90Cr
Client Assets Optimized
10+
Years of Expertise
92%
Repeat Client Retention
12+
Countries
values

We Operate with Unwavering Honesty & Integrity

Our practice is built on the principle that ethical advice leads to empowered decisions. We offer more than financial direction, we offer peace of mind, legal clarity, and a long-term perspective that protects your interests.

Ethical

Advice rooted in what’s right, not what’s easy

Thorough

We dive deep into laws and cases, not just forms

Tailored

Your needs guide our every recommendation

Proactive

We anticipate, not just respond

Evolution of Finance

Here's How We Got Started

6000 BCE

The Begining

Our story begins in 6000 BCE, where early societies exchanged surplus goods like livestock, grain, and tools.

2004

The GST Debate

Shaping the Tax Landscape
The idea of a unified tax began gaining momentum. Conversations around GST reform laid the foundation for a more streamlined and transparent tax system in India.

2014

CA Lekshmi Sets Up Practice

CA Lekshmi N Iyer established her independent practice, bringing ethical advisory, NRI support, and compliance strategy under one roof.

2024

A Shift to Digital Compliance

Digitizing Trust
The pandemic accelerated the adoption of e-filings, virtual audits, and digital consulting. We embraced change while staying rooted in our values.

2024

Beyond Borders, With Purpose

Global Advice, Local Wisdom
From FEMA filings to investment structures, our firm now supports clients across continents, without compromising our personal touch.

Why us

Our Clients Always come First

We believe compliance and compassion can go hand in hand. We focus on your “why” before we build your “how.” Whether you’re structuring a business, repatriating funds, managing risk, or resolving litigation, we lead with empathy, accuracy, and clear action steps.

Our goal is simple—build a practice where transparency isn’t a promise, it’s a habit. Where every client feels seen, heard, and served with purpose

Lekshmi N Iyer
CA

2024 Diversity, Equity, and Inclusion Report