The Strategix
Advisory Framework
A structured guide for CA firms, law firms, and professional services partners to understand how our 13 specialist tax verticals integrate, how referrals work, and the governance standards that underpin every engagement.
Advisory Approach
Cross-Vertical Integration
Where Our Verticals Intersect
Real-world client situations rarely fall within a single advisory domain. Our integrated practice is designed to capture complex intersections, delivering cohesive multi-vertical advice rather than siloed recommendations.
Foreign MNC Entering India for Manufacturing
Indian Conglomerate Acquires European Steel Company
US Tech MNE Establishes India GCC and GIFT IFSC Treasury
Indian DC Operator Launches REIT and Green Bond Programme
Global Pharma: India Manufacturing, TP Audit, and CBAM
NE India Investment with UNNATI + PLI Stacking
Why 13 verticals under one practice? A cross-border M&A transaction touching EU-exposed steel assets simultaneously triggers CBAM obligations, post-acquisition transfer pricing, Pillar Two multi-jurisdiction ETR, and transition finance planning. Strategix captures all four in a single, coordinated engagement, reducing the coverage gaps that appear when specialist functions operate in isolation.
Referral Framework
Referral and Collaboration Model
Our partner-friendly referral model is designed for seamless collaboration with CA firms, law firms, and professional services practices. You retain the client relationship while we provide the specialist structuring layer.
How Referrals Work
Identification
You identify a client need across one of our 13 specialist verticals, triggered by a transaction, regulatory change, audit notice, or strategic planning requirement.
Introduction
A warm introduction by email or call to our engagement partner. We conduct a confidential preliminary assessment at no cost to determine scope and fit.
Scoping
We prepare a tailored engagement proposal for the client. You remain the relationship holder while we provide the specialist tax structuring layer.
Execution
Joint or independent delivery as appropriate. All deliverables carry Strategix branding or co-branding by arrangement, with clear scope boundaries to prevent overlap.
Revenue Sharing
Structured referral fee arrangements for qualifying engagements, discussed on a case-by-case basis with full transparency.
Start a Referral Conversation
Every referral begins with a confidential, no-obligation preliminary assessment. No paperwork is required to explore fit.
Professional Standards
Engagement Governance
and Professional Standards
Every Strategix engagement operates under a structured governance framework that ensures consistent quality, accountability, and regulatory currency from the first scoping call through ongoing compliance monitoring.
Senior-Partner-Led Delivery
All engagements are led by senior professionals with direct subject-matter expertise. Substantive structuring decisions are not delegated away from the people who designed the advisory framework.
Dual-Partner Sign-Off
Practitioner handbooks and client deliverables undergo dual-partner review before release, ensuring both technical accuracy and practical applicability.
Quality Control Standards
Engagements comply with SQC 1, the ICAI Code of Ethics, and the Chartered Accountants Act 1949. EQCR applies to complex and first-of-kind engagements.
Professional Indemnity Insurance
Maintained per IRDAI norms, with aggregate liability limited to engagement letter terms so clients have clear, defined coverage.
Confidentiality Framework
Client information is classified and managed under our information security policy. NDA execution precedes engagement discussions.
Regulatory Currency
A quarterly regulatory change log is maintained across all 13 verticals so clients receive proactive alerts before shifts become compliance gaps.
Compliance and Filing Capabilities
| Category | Forms / Filings | Applicable Verticals |
|---|---|---|
| Transfer Pricing | 3CEB3CEAB3CEAA3CEAC3CEAD3CEFA3CED | All with intercompany transactions |
| Foreign Remittance | 15CA15CBForm 67 (FTC) | M&A, FDI, GIFT, Toll Manufacturing |
| FEMA / ODI Reporting | ODI Part I/II/IIIFC-GPRFC-TRS | M&A, FDI, GIFT, GCC, Toll Mfg. |
| Treaty Claims | Form 10FForm 49D (TRC) | All crossborder-verticals |
| Income Tax Returns | ITR (corporate and individual) | All verticals |
| SEBI / IFSCA | REIT / InvIT FilingsIFSCA Returns | DC REIT, GIFT City IFSC |
| CBAM / Emissions | EU CBAM Quarterly Reports | CBAM and Carbon Credit |
| GST | GSTR-1/3Be-Invoicinge-Way Bill | Toll Mfg., FDI, M&A asset transfers |
| State Investment Incentives | Single window applicationsSGST claimsPLI filings | India Entry & Expansion |
Our Six-Step Engagement Methodology
Regulatory Mapping
Dual ITA 1961 and 2025 citations, FEMA, Companies Act, DTAA/MLI, Pillar Two, customs, GST, and state investment policy mapped at the outset.
Risk Identification
Structured checklists for GAAR, PPT, POEM, indirect transfer, thin-cap, and Pillar Two validated against judicial precedent.
Quantitative Modelling
ETR scenarios, capital gains, dividend cascading, MAT credit, Pillar Two top-up tax, and incentive stacking calculation modelled in parallel.
Structure Design
Optimal architecture incorporating jurisdiction, funding, treaty, FEMA, state selection, and exit planning, built for defensibility from day one.
Contemporaneous Documentation
Board resolutions, investment memos, substance plans, GAAR/PPT/POEM assessments, and TP studies prepared concurrently.
Ongoing Monitoring
Compliance calendars, annual health checks, regulatory change alerts, Pillar Two ETR tracking, and PLI window monitoring throughout the engagement lifecycle.