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Assessments

Explore our quick assessments.

My FUND
Financing for Unleashing New Developments

 

My FUND

Financing for Unleashing New Developments

is Annveshan’s start-up funding advisory that helps entrepreneurs turn ideas into scalable, investment-ready businesses. We assist founders in structuring business models, preparing financial projections, and ensuring legal and compliance readiness. Our team develops compelling pitch materials and connects businesses with global network of angel investors, venture capitalists, private equity funds, and institutional lenders. Beyond securing capital, we safeguard founder interests and align strategies for sustainable, long-term growth from seed funding to scale-up success.

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My LEGACY
Leadership in Estate Guidance and Asset Custody for You

 

My LEGACY

Leadership in Estate Guidance and Asset Custody for You

helps families, NRIs and Global families preserve, protect, and transfer wealth seamlessly across generations. We provide tailored estate and succession planning solutions combining legal, financial, and governance expertise. From wills, trusts, and business succession to tax management and family governance, our approach ensures compliance with Indian and international laws. With My LEGACY, Annveshan empowers you to secure today, protect tomorrow, and create a lasting legacy built on harmony and enduring values.

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My GATE
Global Access To Enter/Exit India

 

My GATE

Global Access To Enter/Exit India

is Annveshan’s gateway service for businesses entering or exiting India. We help companies plan, structure, and execute market strategies through subsidiaries, joint ventures, acquisitions, or divestments with efficiency and compliance. Combining transaction advisory, legal and tax expertise, and cross-border insights, we deliver seamless, end-to-end solutions. With decades of experience, Annveshan bridges global ambitions with local realities, ensuring every India journey becomes a strategic step toward sustainable growth.
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My EMERGE
Enabling M&A Execution, Restructuring & Global Expansion

 

My EMERGE

Enabling M&A Execution, Restructuring & Global Expansion

is Annveshan’s framework for navigating cross-border M&A, restructuring, and global funding with confidence. We combine strategic advisory, financial structuring, regulatory compliance, and funding facilitation to deliver seamless, value-accretive transactions. From identifying opportunities to post-deal integration, we support acquisitions, divestments, and international capital raising. My EMERGE helps optimize deal structures, manage risks, and access funding efficiently, empowering businesses to unlock global growth, streamline transactions, and create lasting value across borders.

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My VALUE
Valuation & Analytics for Leveraging Ultimate
 Equity

 

My VALUE

Valuation & Analytics for Leveraging Ultimate Equity

goes beyond numbers to deliver strategic insights that enhance your business’s true worth. We align valuation with your vision, using globally compliant models (IVS, IFRS, and local standards) to support fundraising, M&A, restructuring, and exit planning. With sector-specific benchmarks and end-to-end guidance—from compliance to growth strategy—My VALUE empowers start-ups, family businesses, and enterprises to unlock hidden value, strengthen investor confidence, and build a sustainable, future-ready enterprise.

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My LENS​
Live Enterprise 
Numbers & Strategy


My LENS​

Live Enterprise Numbers & Strategy

is Annveshan’s proprietary MIS framework to help organizations track growth, measure performance, and align strategy with actionable insights. Integrating financial, operational, and customer metrics into intuitive dashboards, it enables leaders to monitor performance, identify bottlenecks, and forecast opportunities. With predictive analytics, KPIs, and real-time reporting, My LENS turns data into strategic decisions—empowering sustainable growth. See clearly. Act decisively. Grow strategically.

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My PACE​
Performance &
 Achievement Compensation
 Engine

 

My PACE​

Performance & Achievement Compensation Engine

by Annveshan transforms compensation into a strategic growth driver. We design long-term incentive plans that align talent with performance and enterprise value creation. From ESOPs to SARs and Phantom Stocks, we craft value-linked solutions for employees, vendors, and consultants. Our expertise covers plan structuring, documentation, compliance, taxation, and valuation (FMV). My PACE delivers tailored, investor-ready frameworks that motivate teams, foster loyalty, and ensure your people grow in pace with your enterprise’s success.
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My GUIDE​
Governance, Understanding, Insights & Data-Driven Expertise

 

My GUIDE

Governance, Understanding, Insights & Data-Driven Expertise

delivers the power of a Virtual Financial Controller (VFC) for businesses seeking strategic financial oversight without a full-time CFO. We provide governance through structured policies, deep understanding of business drivers, insights from real-time reporting, and data-driven expertise for smarter decisions. My GUIDE offers visibility into performance, proactive cash flow management, compliance confidence, and strategic foresight—helping start-ups, MSMEs, and global enterprises achieve disciplined, sustainable growth. My GUIDE means your growth, under control.

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My FRAME
Founders’ Rights, Alignment, Management & Equity

 

My FRAME

Founders’ Rights, Alignment, Management & Equity


provides entrepreneurs with structured solutions to build trust, prevent disputes, and enhance investor confidence. We help define founders’ rights and responsibilities, decision-making structures, intellectual property protection, and equity and exit provisions. Combining legal precision with strategic foresight, My FRAME ensures agreements are enforceable and adaptable to growth. Whether launching a start-up or scaling globally, it equips businesses with governance, resilience, and credibility—ensuring your vision stands strong today and for the future.

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My PROBE
Precise Review Of Business Efficiency

 

My PROBE

Precise Review Of Business Efficiency


is Annveshan’s structured methodology to help clients navigate investments, acquisitions, and partnerships with confidence. We Discover by analyzing financial, operational, legal, and market data; Uncover hidden risks, liabilities, and compliance gaps; and Evaluate with actionable insights and expert recommendations. Combining global perspective, local expertise, and cross-disciplinary insights, My PROBE transforms uncertainty into clarity, enabling informed decisions, mitigating risk, and maximizing value in every opportunity.

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My EDGE
Evaluation, Due diligence, Governance & Execution

 

My EDGE

Evaluation, Due Diligence, Governance & Execution

is our structured approach to help investors deploy capital confidently. We deliver thorough Evaluation of opportunities, rigorous Due Diligence covering financial, legal, and operational aspects, and strong Governance for clear decision-making and alignment with objectives. Through precise Execution, we support deal structuring, negotiation, and compliance. My EDGE transforms uncertainty into clarity, reduces risk, and enhances returns — giving investors the decisive advantage in a competitive market.
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My DEAL
Deals, Equity, Acquisitions & Liquidity

 

My DEAL

Deals, Equity, Acquisitions & Liquidity

represents our Investment Banking Advisory focused on creating enduring value through strategic transactions. We guide businesses, entrepreneurs, and investors in raising capital, executing mergers and acquisitions, and restructuring for sustainable success. Our expertise spans equity and debt financing, cross-border deals, corporate restructuring, and IPO readiness. Backed by strong governance, sector insights, and global investor networks, My DEAL helps you maximize value, ensure liquidity, and turn ambition into sustainable growth.
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My BEACON
Business Evaluation, Analysis & Comprehensive Operational Navigation

 

My BEACON

Business Evaluation, Analysis & Comprehensive Operational Navigation

is Annveshan’s framework to help businesses navigate complex financial landscapes. We transform financial data into actionable insights through evaluation, forecasting, cash flow planning, and risk management. Designed for start-ups, growing enterprises, and established businesses, My BEACON enables clarity, control, and confident decision-making. By illuminating your operational and financial path, we help you optimize resources, strengthen performance, and chart a sustainable course toward long-term growth and success.
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My FUND

  • Financing for Unleashing New Developments.
  • Start-up funding, capital raising, investor readiness.
  • Startups, SMEs seeking investment
  • End-to-end advisory for securing & managing growth capital.
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My LEGACY

  • Leadership in Estate Guidance, Asset Custody, Yield
  • Estate planning, succession, and asset management across borders
  • NRIs, Family Businesses, HNIs
  • Secures wealth and ensures seamless inter-generational transfer
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#A64786 (4)

My GATE

  • Global Access To Enter India
  • India market entry/exit, regulatory compliance, transactional support
  • Foreign businesses, Indian corporates with cross-border ambitions
  • Ensures efficient, compliant entry or exit from Indian market.
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My EMERGE

  • Enabling M&A, Restructuring, Global Expansion.
  • Cross-border M&A, fundraising, international expansion
  • High-growth SMEs, corporates, investors
  • Accelerates global growth with risk- mitigated, maximising deals.
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My VALUE

  • Valuation & Analytics for Leveraging Ultimate Equity.
  • Corporate valuation, analytics for transactions.
  • Brings clarity on business worth; supports key transactions & growth.
  • Secures wealth and ensures seamless inter-generational transfer
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#A64786 (8)

My LENS

  • Live Enterprise Numbers Strategy.
  • Growth tracking with real-time metrics and dashboards
  • Growing businesses needing data-led strategy
  • Drives smarter, faster, evidence based decisions for growth.
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#A64786 (9)

My PACE

  • Performance Achievement Compensation Engine
  • ESOPs, SARs, Phantom Stock plan design and advisory
  • Startups, high-growth companies, HR leaders
  • Tailors long-term compensation to align talent with business growth
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#A64786 (10)

My GUIDE

  • Governance, Understanding, Insights, Data-Driven Expertise)
  • Virtual Finance Controller (VFC), strategic finance management
  • SMEs, startups, global firms
  • Provides expert financial oversight at lower cost than in- house teams
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My FRAME

  • Founders Rights, Alignment, Management Equity
  • Founders agreements, governance, IP, equity structure
  • Startups, early-stage ventures
  • Minimises founder disputes and attracts investors with robust agreements
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#A64786 (12)

My PROBE

  • Precise Review of Business Efficiency
  • Business due diligence, risk review, operational compliance
  • Founders, investors, boards, acquirers
  • Identifies risks & gaps, ensuring businesses are ready & resilient
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#A64786 (2)

My EDGE

  • Entrepreneurial Diligence for Growth & Excellence)
  • Investor readiness self- assessment, deal preparation
  • Startups preparing for funding
  • Pinpoints investor requirements, improving funding prospects
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My DEAL

  • Deal Readiness, Execution, Alignment & Liquidity.
  • M&A, liquidity events, business sales/acquisitions
  • Companies considering exits or acquisitions
  • Businesses are well-prepared & positioned for successful deals
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My BEACON

  • Business Evaluation, Analysis & Controls for Optimization.
  • Financial forecasting, strategic planning.
  • Business owners, CFOs, startups.
  • Promotes strong planning and control for long-term sustainability.
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My SCORING

  • Self-Assessment for Compliance, Operations, Growth, Integration, Navigation & Governance
  • Business health & readiness assessment
  • SMEs, startups, leadership teams
  • Identifies gaps and strengths for focused improvement
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AccountEasy

  • Automated accounting software for data extraction, entry, and integration
  • Accountants, SMEs, business owners
  • Transforms manual accounting with automation, boosting accuracy and productivity
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