Wherever Your Business Is Headed,
We'll Help You Get There.
Idea Validation, Virtual CFO, Tax Planning, Fundraising, Investors, Loans, Accounts, Growth Strategy, Legal & Compliance, Business Valuation, Mergers & Acquisitions, IPO, Compliances, & many more services across India under one roof, for Startups, MSMEs & Large Enterprises.
Our Services
Advisory for every stage of your business growth.
Tax Planning
Read more →Funding
Read more →Loan
Read more →Subscriptions
Read more →Expert Services
Read more →Accounts
Read more →Legal & Commercial
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Loans
Financing options matched to your goal.
Who We Are
Who We Are
INFSPL (Intellectual Investments & Financial Services Pvt Ltd) is a Pune-based financial advisory firm helping startups, SMEs, MSMEs and large enterprises across India build stronger, more compliant and better-funded businesses.
We were founded by Dinesh Jain, a Chartered Accountant and growth strategist with 25+ years of experience, and Kapil Kalyani, who brings 21+ years across entrepreneurship and corporate roles. Together, they built INFSPL around one idea: business owners deserve senior-level financial expertise, without having to build an in-house team for it.
From validating your first business idea to preparing for an IPO, our experts guide you through registration, Virtual CFO services, tax & compliance, fundraising, valuation, M&A and legal advisory — all under one roof, backed by our network of investors, banks, NBFCs and professionals.
We don't just advise. We stay by your side as your business grows.
Meet the Team
How We Work
From strategy to successful execution.
Understand
We assess your business, goals and requirements in depth.
Strategize
We design a tailored advisory and execution roadmap.
Prepare
We organise the documentation and financials needed for execution.
Execute
We lead negotiations and coordinate with every stakeholder involved.
Deliver
We ensure successful completion, backed by post-completion support.
Some of our clients
Testimonials
What our clients say about us.
We are truly overwhelmed with gratitude for all the support and guidance received from Dinesh Jain, Kapil Kalyani and Team INFSPL throughout our recent Fundraising Journey. This milestone wouldn’t have been possible without your expertise and tireless efforts. Right from structuring the process to helping us navigate the finer details, you made everything so seamless and stress-free for us. Your belief in Corizo and our vision means the world to us, and it’s been an absolute pleasure working with such a dedicated and professional team. Here’s to building something incredible together! Thanks again for everything! Corizo Founder & Co-Founders – Bangalore & Gurugram
Corizo – Founder & Co-Founders
Bangalore & Gurugram
I have had a great experience with INFSPL team during our fund raise. Dinesh Jain and Kapil Kalyani have been very hands on from the initial stages. Dinesh Jain has in-depth knowledge of the Healthcare Industry, which makes him a great partner who can guide during the fund raise process. INFSPL team is very passionate and very easy to work with and has supported us during every step of the fund raising process. They have a great pool of investors and we have successfully raised an initial round of investment.
YASH NAGARSETH
(Founder - C3 Med-Tech, Ahmedabad),
I have worked with INFSPL for our Equity fund raise round. Right from the beginning, I found Dinesh Jain to be highly involved in every step of the fund raise process. Team INFSPL has an in-depth understanding of the healthcare domain and they provided valuable inputs & services during our regular discussions. They are great partner to have on your side while navigating through the fund raising journey and also for the financial related processes.
RAGHUVEER SURUPA
(Founder - Stemtech, Mumbai)
INFSPL team has been very supportive from the very beginning and we have received innumerable guidance / assistance in all aspects for this Equity Fund raise round. Dinesh Jain and his team have in depth knowledge of the financial & other equity fund raising terms which has helped us at every stage. Mentoring is an Integral part for a Start-Up Company, INFSPL has helped us understand and improve various facets of our Company. We are happy being associated with INFSPL.
NISHANT KHATPAL
(Founder – Ayati Devices, Bangalore)
Team INFSPL has been a reliable finance partner for Bhadipa. From structuring our books to guiding us through funding conversations, Dinesh Jain, Kapil Kalyani and the team made the process clear and practical. We value the senior-level involvement and the way they stay available when decisions cannot wait.
Founder – Bhadipa
(Founder – Bhadipa)
Being a Start-Up company, taking right Financial decisions is very critical. We are immensely pleased to have received exceptional guidance and support specially in terms of Financial aspect. Dinesh and his team have deep industry knowledge, which helped us raise the desired fund for our company’s growth and global expansion.
VISHAL KATARIA
(Founder - BonAyu, Bangalore)
We worked with INFSPL during the fundraising of our brand Nuts Over Mutts. Dinesh Jain, Kapil Kalyani & Veena Jain were helpful in refining our Financials and sharpening our Pitch Deck. They spent time understanding our business and helped us present our Financial numbers in a clearer, more structured way. Their inputs have strengthened how we approach future investor conversations.
Manvi Gupta
Founder & CEO, Happy Dog Ventures Pvt. Ltd.
In our fund-raising process, we formed an excellent bond with the INFSPL team. We appreciate their attention to detail and their belief in our vision.The INFSPL team as been very supportive throughout the fund raise, especially with regards to financial data presentation,valuation,equity dilution,future projections,product/service enhancement,and so on. Happy to be associated with INFSPL.
ABHIMANYU RISHI
(Founder –BhookhaHaathi, Bangalore)
Working with INFSPL gave us a clear view of our numbers and a structured path for growth capital. The team understood our business quickly and stayed involved through documentation, lender discussions and follow-through. It is reassuring to have a partner who treats finance as part of the operating plan, not a one-time file.
Founder – Brahmansh
(Founder – Brahmansh)
We’re truly grateful to INFSPL team- Dinesh Jain and Kapil Kalyani, for their incredible support and technical expertise throughout our journey. Their professionalism, patience, and dedication helped us bring our vision to life. It’s been a pleasure collaborating with such a committed and talented team!
Tanisha Das Patlan
(Founder – Sabera Healthcare, Mangalore)
Our requirement for Debt Fund was handled very efficiently by team INFSPL. Also, the service received throughout the process was very quick. Being an Entrepreneur, receiving funds on time is very crucial and Dinesh has been very supportive with providing the required timely resolution as and when required.
BHARAT BHANDARI
(Founder - Jinvaani Holidays and others, Pune)
INFSPL team has done an outstanding work, guiding us through the entire equity fund raise process in a short span of time. A highly pro-active team led by Dinesh Jain has always gone that extra mile in providing speedy decisions. We are extremely pleased to have received the right valuation for our company. Kudos to team INFSPL.
BHAVANA BASU
(Founder - BonAyu, United Kingdom)
Being a start-up, there are quite a few things to take care of every day, hence INFSPL took on the entire responsibility of raising funds for our business, allowing us to focus on our day-to-day business operations. They not only go the extra mile, but they are always available to provide support whenever required. It is reassuring to have such an excellent partner to help us raise funds.
KUSUM BHANDARI
(Founder–BhookhaHaathi, Bangalore)
FAQ
Frequently asked questions.
It is testing whether your idea will actually work: whether there is real demand, whether it solves a genuine problem and whether customers will pay for it, before you invest time and money.
It means formally registering your business so it becomes a legal entity. This includes choosing a structure (such as LLP, Private Limited Company or OPC), registering the name, getting the incorporation certificate, PAN, GST and other licences as needed.
A Virtual CFO is a finance, accounts and tax expert who provides CFO-level support remotely, on a part-time, retainer or contract basis, so you do not need to hire a full-time CFO.
It is a short presentation, usually 10 to 20 slides, that explains your business to investors, banks, lenders, partners or customers. It covers the problem, solution, team, financials and more.
They are forward-looking financial documents that estimate how your business will perform over the next 1 to 5 years, including projected Profit & Loss, Balance Sheet, Cash Flow and break-even analysis.
It is the process of finding out how much your business is worth in money terms, based on revenue, profits, assets, liabilities, market size, growth potential and comparable businesses.
It is finding the monetary worth of your brand, such as its name, reputation and customer goodwill, separately from the value of the whole business.
It is mentoring and coaching for business owners to build their leadership, communication, strategic thinking and financial understanding, and to prepare them for meetings with investors and lenders.
Equity (selling a share of ownership to investors), debt (borrowing money that must be repaid with interest) and convertible notes (funding that can later convert into equity).
It is a plan that explains how and when investors can sell their stake in your business and earn a return, for example through an IPO or an acquisition.
A trademark protects your brand name, logo and tagline. Copyright protects original creative work such as content, designs and software code. A patent protects your inventions.
It is a provision of India's Income Tax Act that allows eligible, DPIIT-recognised startups to claim a 100% deduction on their profits for three consecutive years.
A CA handles accounting, taxation, audit and financial reporting. A CS handles company law compliance and ROC filings. A lawyer handles contracts, disputes, intellectual property and employment law.
It is expert help to design the right marketing mix, channels, messaging and budget for your business, instead of using a one-size-fits-all plan.
An Employee Stock Ownership Plan gives employees the right to buy company shares, usually at a discounted price, after a certain vesting period.
Direct taxes such as income tax, TDS and advance tax, and indirect taxes such as GST. This involves regular return filing, tax payments and, where applicable, tax audits.
It is a complete growth plan that looks at your whole business together, including finance, marketing and sales, operations, people, legal and compliance, and product development, instead of one function at a time.
It is a detailed check of a business's financial, legal, tax, operational, commercial and HR details before a major decision such as an investment, acquisition or partnership.
Expert guidance for major deals that change a business's structure, ownership or capital, such as mergers and acquisitions, IPOs, restructuring and fundraising.
Expert advice on how your business is run and where it is heading, covering strategic planning, organisation structure, operational efficiency, performance tracking and change management.
How to read a Profit & Loss statement, Balance Sheet and Cash Flow Statement, understand key numbers like margins, EBITDA, burn rate and break-even, plan budgets, and follow basic GST, TDS and income tax rules.
It is tracking and planning the cash coming in and going out of your business, so you always have enough money to meet your payments.
A secured loan is backed by collateral such as property, equipment or inventory. An unsecured loan needs no collateral and is approved based on your creditworthiness, financials and repayment capacity.
It is a detailed document that explains your project's viability, plan and financial requirements. Banks and lenders usually ask for it when you apply for a loan or funding.
It is organising the finances of your business and its owners in advance, so that you pay the right amount of income tax, corporate tax, advance tax and capital gains tax while using every eligible benefit.
In a merger, two companies combine to form one. In an acquisition, one company buys another, fully or partly, and gains control of it.
Both are routes to list your company in India. The Main Board is for larger, well-established companies with a strong profit record. The SME platform is for smaller, growing companies, with lower capital requirements and simpler compliance.
These are the compliance filings a company must make with the Registrar of Companies (ROC) and the Ministry of Corporate Affairs (MCA) under the Companies Act, 2013 (and the LLP Act for LLPs).
Legal support for running and growing a business, covering contracts and agreements, intellectual property, legal advisory, notices and cases, and labour law matters such as PF, PT and ESIC.
Technology support to run and scale your business, including mobile app development (Android and iOS), website development, CRM, stock and ERP systems, and IT maintenance.
The day-to-day accounting and finance work that is the backbone of every business, such as accounting operations, monthly account reviews and managing your accounts team.
An audit is an independent check of your financial records to confirm they are accurate, legal and reliable. Some audits are mandatory by law, while others are voluntary tools for control and assurance.
It is a deeper, targeted probe into a business's finances, usually triggered by suspected fraud, irregularities or disputes. It goes a step beyond a routine audit.
Common covers include fire and special perils, marine cargo, burglary and theft, business interruption, liability, professional indemnity, cyber, group health, employee compensation, machinery breakdown, commercial vehicle and key person insurance.
It is an official document, usually issued by a Chartered Accountant, that states how much a person or business is worth on a particular date (assets minus liabilities).