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WaypointADVISORY SERVICES

Clarity for Every Decision. Direction for Every Stage.

We provide integrated advisory services to individuals, families and growing businesses, helping them navigate financial, regulatory, governance and business decisions with confidence, through one trusted relationship.

Schedule a ConsultationExplore Our Services
  • Taxation & Compliance
  • FEMA & RBI Advisory
  • Repatriation
  • Succession & Estate Planning
  • Family Governance
  • Family Office & Wealth Advisory
  • Virtual & Fractional CFO
  • Audit, Assurance & Controls
  • GST & Direct Tax
  • Transfer Pricing
  • Risk Management
  • Due Diligence

A Better Way to Navigate What Matters

Advisors and a client reviewing a financial report together
  1. 01

    Financial and business decisions rarely exist in isolation. Tax affects investments. Business decisions affect family wealth. Governance affects continuity. Growth creates new financial, regulatory and sustainability challenges.

  2. 02

    Waypoint Advisory Services LLP brings these interconnected areas together, providing clients with a coordinated advisory relationship rather than fragmented solutions.

  3. 03

    Our approach is built around clarity, discretion, practical expertise and long-term relationships.

Explore Our ServicesOur Approach

Our Three Advisory Pillars

  • A professional on a video call from a bright home office

    01 |NRI Services

    Helping NRIs and OCIs navigate taxation, FEMA, banking, property, investments, business interests, inheritance and India-related financial matters.

  • Three generations of a family sitting together at home

    02 |Family Business Services

    Helping families strengthen governance, plan succession, structure wealth and build continuity across generations.

  • A business owner with colleagues in a modern office

    03 |Accounting, CFO & Advisory Services

    Helping growing businesses strengthen finance, compliance, controls, risk management, ESG and decision-making through flexible advisory and CFO support.

Why Waypoint

  • 01One trusted relationship across interconnected financial and business needs.
  • 02Practical, actionable advice focused on what clients need to do next.
  • 03Discretion and confidentiality for personal, family and business matters.
  • 04Cross-border perspective for clients with India and international connections.
  • 05Integrated expertise spanning finance, governance and risk.
  • 06A long-term relationship that evolves as the client's needs evolve.

Who We Serve

  • NRIs & OCIs

    Managing India-related taxation, property, investments, banking, succession and business interests.

  • Entrepreneurs & Business Owners

    Strengthening finance, controls, governance and decision-making as the business grows.

  • Family-Owned Businesses

    Preparing for succession, strengthening governance and protecting family wealth.

  • Growing Companies

    Accessing accounting, CFO, tax, risk and ESG capabilities as business complexity increases.

  • Families & Individuals

    Organising wealth, succession and important financial decisions with a coordinated advisory relationship.

Tell us where you are today. We'll help you determine the way forward.

Schedule a Consultation
An advisor reviewing a client file at a desk