Our Approach
A Simple Process. A Thoughtful Relationship.
We start with a confidential discovery conversation, understand the requirement, define the scope and then agree the engagement structure before work begins.
Our Approach
01
Discover
We begin with a confidential conversation to understand your circumstances, priorities and objectives.
02
Diagnose
We identify the key financial, regulatory, business, governance or sustainability issues and understand how they connect.
03
Advise
We develop a tailored scope of work and provide clear recommendations aligned with your objectives.
04
Execute
We help translate recommendations into action, coordinating with relevant specialists wherever required.
05
Review
As your circumstances evolve, we revisit priorities and adapt the advisory relationship.
Frequently Asked Questions
Waypoint provides integrated advisory services across three verticals: NRI Services, Family Business Services, and Accounting, CFO & Advisory Services.
We work with NRIs and OCIs, families, family-owned businesses, entrepreneurs and growing companies.
We provide coordinated advisory and support across taxation, FEMA, banking, property, investment-related matters, business interests, inheritance and related India-facing requirements, with specialist support where appropriate.
Yes. Our business advisory offering can be structured as a virtual or fractional CFO relationship depending on the client's requirements.
Yes. Waypoint's ESG and sustainability offering covers strategy, materiality, governance and reporting/assurance readiness.
We start with a confidential discovery conversation, understand the requirement, define the scope and then agree the engagement structure before work begins.
Yes. Where clients already have trusted professional advisors, we can work alongside them to create a coordinated approach, subject to professional and regulatory requirements.
Tell us where you are today. We'll help you determine the way forward.
