Felix Advisory is a leading advisory firm that offers unrivaled management consulting services with a focus on developing comprehensive solutions and organizational strategies for critical business functions. Felix was established by industry veterans Saurabh Jain and Amit Jindal in 2013 and has since grown multifold, creating a prominent name for itself in the industry owing to its standardized quality work. Felix Advisory is a Gurgaon-based firm with regional offices in Noida, Mumbai, Pune, and Bangalore, as well as overseas offices in Dubai and the Netherlands. Felix is staffed by an experienced professional team of certified public accountants, chartered accountants, a company secretary, attorneys, MBAs, and CFAs, who continuously strive to provide efficient services. Notably, the firm has 20 sector-specific partners with a broad spectrum of knowledge and experience, allowing Felix as a banner to cross-leverage services across different verticals, and as a result, the firm has been very high in terms of adding new verticals.
The Preferred Valuation & Investment Advisory Partner
Felix Advisory is the preferred and trusted advisory partner for hundreds of its clients including Indian conglomerates, Private Equity - Venture Capital, high-growth start-ups, and global MNCs. Felix has the full pedigree of the Big Four consulting with the capability of providing the same quality of service at better pricing. Moreover, Felix has its own IBBI Registered - Registered Valuer Entity that handles all valuation chores for start-ups, private equity, or corporate houses in addition to doing any valuation that is required statutorily or commercially.
On the valuation side, the firm also assists clients in Fair valuation, business modeling, valuation of complex securities, Purchase Price Allocation, and Fair value for financial reporting purposes which assists them in doing projections or arriving at a suitable solution. The team includes experts from having experience working with Big 4 and Big 5 consulting firms. Felix has undertaken more than 1,500 valuations for more than 300 clients for transaction, regulatory and financial reporting purposes. “We do a fair level of diligence at our end (financials, founders’ background, business model) before we showcase deals to the investors. This means that once the Investor is reviewing our showcased deal, he knows that it’s a quality deal and not something that has been generally presented to him. Also, our closure percentage is 90+, which means there is a 90
percent chance for the company to raise funds once they have signed with us. This forces them to review our deals with the utmost sincerity and timely. Lastly, we get a lot of deals from the Industry experts, leads which are filtered by Industry experts provide a lot of comfort to the Investors", says Rahul Khandelwal, Venture Investment partner of Felix Advisory. Romesh Vijay, Valuation Service Partner of Felix Advisory adds, “The value of a firm is a function of three variables— its capacity to generate cash flows, its expected growth in these cash flows, and the uncertainty associated with these cash flows.
We at Felix are very heedful when it comes to evaluating these three variables. If you are looking at some mature company with a decent history and a well-established business model, the focus would be more on bench marking the projections with historical data, while if you are looking at a start-up with an evolving business model, there would not be much history available, focus would be more on understanding the business and try to corroborate the key metrics using publicly available data for other comparable companies in similar space". 
Rahul Khandelwal, partner
In today’s era, the major expectation of the clients from service providers in this segment is to understand the business sense and work as an advisory partner. Perfectly understanding the requirement, the proficient team at Felix, with their knowledge base in all the verticals in its kitty, strives to provide a comprehensive approach and advisory to the client and add value to their business.
Romesh Vijay, Partner- Valuation Service, Felix Advisory
Romesh, Partner Valuation Services, is a Registered Valuer and Chartered Accountant having ~13 years of professional experience in Business Valuation, Corporate Finance, and Consulting. He has extensive experience in the valuation and had undertaken valuation for Indian and Global listed companies, Multinational Companies, Large Indian Conglomerates, and start-up’s including unicorns for regulatory, transaction, and financial reporting purposes. He has performed numerous fair valuations assessments, intangible assets valuations, purchase price allocations, option valuations, valuation for swap ratios for mergers and demergers, valuations for transfer pricing, litigation valuations, Valuation for Companies Act, Tax and Exchange Control Regulations.
Valuation is not just a number, there’s a story to it- Aswath Damodran
Rahul Khandelwal, Partnert-Venture Investment, Felix Advisory
Rahul is a qualified Charted Account and holds more than 15 years of experience. He was earlier an Associate Director at Client Associates and headed Venture Investments for Family Offices & HNI’s. He has been instrumental in creating many partnerships with offshore Investors, VC Funds & IB offices from China, Japan, and South Korea and has been advising on their India entry strategy & investments. He was also a part of the Venture Capital Fund 'Lumis Partners'. He is also an active angel investor and some of his key expertise includes due diligence, valuation, financial modeling and budgeting, fundraising, business development, and portfolio management.
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