Waypoint's Three Core Verticals
Our Services
Three complementary advisory verticals designed around the real-life needs of our clients.
- NRI Services
- Family Business Services
- Accounting, CFO & Advisory Services
NRI Services
Helping NRIs and OCIs navigate taxation, FEMA, banking, property, investments, business interests, inheritance and India-related financial matters.
- Taxation & Compliance
- Banking, FEMA & Repatriation
- Investments, Property & Business
- Personal, Estate & Family Support
Family Business Services
Helping families strengthen governance, plan succession, structure wealth and build continuity across generations.
- Family Governance
- Succession & Estate Planning
- Family Office & Wealth Advisory
- Family Business Structuring
Accounting, CFO & Advisory Services
Helping growing businesses strengthen finance, compliance, controls, risk management, ESG and decision-making through flexible advisory and CFO support.
- Accounting & Finance
- Audit, Assurance & Controls
- Tax & Regulatory
- CFO, Risk & Strategic Advisory
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.
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.
