About us
Redefining financial advisory with integrity, insight, and independence — shaping the future of global finance.
Navigating Finance Beyond Boundaries
Our firm specializes in Virtual CFO, Fund Raising Support, Business Valuations, and Wealth Management. Led by a Chartered Accountant, Registered Valuer and Chartered Wealth Manager, we integrate deep regulatory expertise with strategic acumen to deliver solutions that are robust and designed for sustainable value creation.
Our commitment is to provide strategic guidance in financial and regulatory matters, enabling businesses, investors, and families to make confident cross-border decisions.
The Firm
Kshipra Advisory Services (‘Kshipra’) is promoted by two sisters Prajna Hegde & Prithvi Hegde in the year 2021 with a shared vision – to build a company that delivers independent and trusted strategic advice across CFO Services, Fundraising Support, Business Valuations, and Wealth Management.
The practice is led by Mr. Naveen Hegde, Chartered Accountant, Registered Valuer (S & FA – IBBI), and Chartered Wealth Manager, who steers the Company across all critical aspects. With a career anchored in technical depth and regulatory expertise, he ensures every solution is precise, objective, and strategically sound.
Our team work with businesses, investors, families, and family offices to navigate cross-border financial decisions, designing strategies that are both resilient and value-focused.
Our Edge
Clients engage us for financial decisions that require both technical accuracy and strategic vision. Whether it is valuing an Indian business, structuring an overseas investment, or planning cross-border financial flows, they seek guidance that is rigorous, independent, enduring, and strategically sound.
What defines our edge is:
- Independence: Advice that is conflict-free and aligned solely with client interests.
- Regulatory Depth: Expertise anchored in FEMA, RBI, and SEBI frameworks, applied with precision.
- Strategic Perspective: Recommendations crafted to protect assets, unlock opportunities, and build long-term resilience.
- Senior-Led Engagements: Direct involvement of experienced professionals ensuring every solution is sharp, tailored, and actionable.
Our Principles
The foundation of our practice rests on four pillars that guide every engagement:
Transparency
Unambiguous and regulation-anchored communication.
Integrity
Independent, conflict-free advice guided by objectivity.
Client-Centric
Solutions designed around client priorities and long-term goals.
Knowledge Depth
Advice grounded in knowledge and proven expertise.
The Kshipra Difference
What sets Kshipra apart is the ability to connect critical domains CFO Services, Fundraising Support, Business Valuations, and Wealth Management into a single advisory lens. This integration allows us to address not just the numbers, but the regulatory frameworks and strategic implications behind them.
- A valuation is never viewed in isolation; it is evaluated in the context of Fundraising Support and investment implications.
- Investment strategies are assessed not just for returns, but for regulatory soundness and long-term sustainability.
- Fundraising Support is approached not as deal execution, but as disciplined preparation around valuation, financial modelling, and transaction economics.
- CFO engagements integrate all these dimensions — valuation analytics, regulatory awareness, and investment strategy into day-to-day financial leadership, helping enterprises scale with discipline and foresight.
Discover how Kshipra can support your financial journey.
By bringing these disciplines together, we help businesses, investors, and families make decisions that are strategically aligned, regulation-ready, and built to create enduring value.