Mutual fund distribution & fee-based business advisory servicesAMFI-registered Mutual Fund Distributor · ARN 351373
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Lakshya Wealth

Advisory services for self-employed professionals and MSMEs.

Separate, fee-based business advisory services for self-employed professionals, SMEs and MSMEs.

Your business goals

For the business you’re working to grow.

Self-employed professionals

If you run a practice, consultancy or independent service business, a review can help distinguish the business’s cash needs from your personal finances.

We look at collection cycles, recurring costs and opportunities to improve or diversify revenue.

SME/MSME owners

For manufacturing, trading and service businesses, including small teams of around 2–50 people. Common starting points include cash flow crunches, working capital constraints and reliance on one or two revenue sources.

Engagements are numbers-first: agree the scope and consulting fee, choose practical actions, and track relevant business measures. Outcomes depend on your circumstances and implementation.

This is paid business advisory services, separate from mutual fund distribution. Consulting fees and deliverables are agreed before work starts.

How we help

Understand what needs attention.

Cash flow improvement

Understand inflows, outflows, payment cycles and working capital pressures.

Revenue enhancement

Review your current revenue sources and identify practical areas to improve.

New revenue opportunities

Explore opportunities that fit your capabilities, customers and resources.

Business advisory services is fee-based. Scope, deliverables and fees are agreed before work begins. Booking does not collect payment; any paid session requires an agreed fee and payment arrangement.

Tell us a little about yourself

A thoughtful first conversation starts with understanding what matters to you.

Your details are used to respond to your enquiry. No appointment is confirmed by submitting this form.

A considered process

From conversation to action.

Discovery

Discuss the business, current challenges and desired direction.

Diagnosis

Review available information and identify the areas that need attention.

Scope & fee

Agree a focused engagement, its deliverables and the consulting fee.

Action & review

Work through priorities and assess progress against agreed measures.

What an engagement can look like

Illustrative engagement only. This is not a client case study or a claim of achieved results.

A small business with uneven cash flow

Challenge: Receivables and supplier payments fall at different times.

Possible work: Map cash movements, review collection terms and build a rolling cash forecast.

Measures to review: Overdue receivables, collection time and forecast accuracy. Outcomes depend on the business and implementation.

Your questions, answered.

Who is this service for?

Self-employed professionals and SME/MSME owners looking for a structured review of cash flow and revenue opportunities.

How much does consulting cost?

Fees depend on scope and are agreed in advance. No fee is collected through this website at present.

Are results guaranteed?

No. Results depend on your business circumstances, available information and implementation.