Financial Services

Banks, NBFCs, insurers and asset managers operate under constant regulatory change, and the tax and compliance cost of getting a filing or disclosure wrong is high. We support financial services businesses with regulatory compliance advisory, tax planning suited to financial instruments, and risk advisory that reflects how these businesses are actually supervised.

Within the sector, we see the sharpest demand from NBFCs managing capital adequacy and provisioning changes, insurers adapting to new disclosure regimes, and asset managers navigating cross-border distribution rules. The common thread is that regulatory change here tends to move faster than internal processes can be redesigned, which is where most of our work concentrates.

Where we typically help

• Regulatory compliance and reporting advisory
• Tax structuring for financial instruments and portfolios
• Risk and internal control reviews for regulated entities
• Valuation of complex financial instruments
• ESG and sustainability disclosure for financial institutions