Planning & performance
Budgets, financial forecasts and management dashboards that connect business goals with measurable performance.
FINANCIAL ACUMEN. STRATEGIC VISION.
Clarity in finance.
Confidence in
what’s next.
I’m Jigarkumar Shah.
A strategic CFO and advisor to promoters, boards and investors, helping businesses strengthen financial control, navigate distress and plan their next stage of growth.
INDIA & DUBAI
CFO services · Distress advisory · Growth
JIGARKUMAR SHAH
Strategy with a financial perspective.
01 / A PERSONAL PERSPECTIVE
STRATEGY
✳
FINANCE
✳
LEADERSHIP
✳
VALUE CREATION
01 / THE PERSON BEHIND THE NUMBERS
A financial mind.
A business perspective.
At the intersection of finance and business strategy, my focus is clear: better decisions, stronger direction, and meaningful value.
I’m a Chartered Accountant and Managing Partner at Joshi & Shah. My professional focus spans strategic CFO advisory, corporate finance and M&A, with an interest in the decisions shaping real estate and pharmaceutical businesses.
Working with the priorities of promoters, boards and investors means looking beyond the numbers—connecting financial clarity with the bigger business picture.
PROFESSIONAL FOUNDATION
Chartered Accountant
PROFESSIONAL PRACTICE
Managing Partner, Joshi & Shah
02 / WHO I WORK WITH
Financial perspective.
For pivotal decisions.
Focused support for the people responsible for performance, continuity and growth.
01
Promoters & business owners
Build cash visibility, financial discipline and decision-ready reporting.
Explore CFO services ↗ 02Boards & leadership teams
Connect strategy, capital and performance through structured financial review.
Explore CFO services ↗ 03Businesses under pressure
Assess liquidity, obligations and realistic paths to continuity or restructuring.
Explore distress advisory ↗ 04Investors & growth stakeholders
Evaluate opportunities, funding requirements and execution priorities.
Explore growth advisory ↗
ANKLESHWAR · BHARUCH · GUJARAT
MUMBAI · MAHARASHTRA
INDIA · DUBAI
ONLINE · IN PERSON
03 / CFO SERVICES
Financial leadership.
Built around your business.
Connect business decisions with cash, capital and performance. Strategic CFO advisory brings a structured financial perspective to the priorities of promoters, boards and management teams.
Explore CFO servicesCash flow & working capital
Visibility over collections, payment commitments and funding needs to support timely operating decisions.
Capital & decision support
Financial models, investment assessments and information packs for lender, investor and board discussions.
Reporting & review discipline
Management information, financial controls and regular reviews with clear responsibilities and follow-through.
FOCUS OF THE ENGAGEMENT
Financial clarity · Cash visibility · Informed decisions · Accountability
04 / SPECIALIST ADVISORY
A clear way forward.
At every turning point.
Dedicated services for corporate
and non-corporate businesses.
WHEN THE BUSINESS IS UNDER PRESSURE
Distress Advisory
Financial clarity under pressure.
Establish the real financial position, understand the causes of stress and evaluate realistic options for business continuity.
- Financial assessment and immediate-obligation review
- Rolling 13-week cash-flow and liquidity planning
- Repayment-capacity analysis and restructuring options
- Turnaround priorities, milestones and action tracking
- Financial preparation for lender and creditor discussions
- Resolution support with specialist coordination where required
Indicative deliverables
Financial-position summary, 13-week cash forecast, debt schedule, options-comparison matrix and management action plan.
For companies, promoters and boards, as well as proprietorships, partnerships and owner-managed businesses facing financial stress.
Explore distress advisoryWHEN THE BUSINESS IS READY TO SCALE
Strategic Growth Advisory
Turn ambition into an actionable plan.
Connect the next stage of growth with commercial priorities, financial capacity and the management systems needed to execute.
- Growth diagnostic and opportunity prioritisation
- Market, product, channel and partnership assessment
- Financial modelling with base and downside scenarios
- Funding requirements and capital-options assessment
- Phased roadmap with initiative owners and decision milestones
- Management reporting, delegation and performance reviews
Indicative deliverables
Growth diagnostic, opportunity-priority matrix, integrated financial model, funding schedule, strategic roadmap and review dashboard.
For established corporate and non-corporate businesses planning expansion, new investment or a stronger management structure.
Explore growth advisoryEach engagement has an agreed scope, deliverables and review milestones. Management retains responsibility for decisions and implementation; funding and restructuring options depend on the circumstances and required approvals.
SECTOR & MARKET FOCUS
Real estate
Pharmaceuticals
India & Dubai
05 / A SHARED PERSPECTIVE
Good conversations
start with
clear thinking.
Finance is part of a much bigger conversation about ambition, responsibility and the future of business.
Connect with me on LinkedIn to follow my professional journey and join the conversation around strategy, finance and value creation.
Connect on LinkedIn ↗06 / LET’S CONNECT
The next chapter
starts with a
conversation.
For professional connections, business discussions
and media enquiries, get in touch.
ONLINE & IN PERSON
Request an appointment
↗
WHATSAPP
Chat on WhatsApp
↗
EMAIL
ca@jigarkumarshah.in
↗
PHONE
+91 99042 33331
↗
LINKEDIN
Let’s build a connection
↗
PROFESSIONAL PRACTICE
Joshi & Shah, Chartered Accountants
D 24–25, Third Floor, Signature Galleria,
Near Mahavir Turning, Ankleshwar,
Bharuch, Gujarat 393 001
MUMBAI ADDRESS
16F, Wintergreen, Rivali Park,
Beside Magathane Metro Station,
Borivali East, Mumbai,
Maharashtra 400 066