Who We Are

More Than Just Accountants

SummitCFO Advisory was founded on a simple premise: Indian mid-market companies and startups deserve the same quality of financial leadership as Fortune 500 corporations.

Headquartered in Gurgaon, we bridge the gap between complex regulatory requirements and aggressive growth goals. We don't just record history; we help you write the future through data-driven financial planning, robust compliance frameworks, and strategic capital allocation.

SummitCFO team discussing strategy in a modern glass office board room
Leadership

Meet the Partners

A team of CAs, CFAs, and ex-Big 4 consultants dedicated to your success.

Amit Saxena portrait

Amit Saxena

Founder & Managing Partner

CA, CFA, Ex-KPMG Director. 20+ years in corporate finance and M&A advisory.

Neha Gupta portrait

Neha Gupta

Partner, Fundraising

Ex-Sequoia. Expert in venture capital, deal structuring, and investor relations.

Rahul Verma portrait

Rahul Verma

Director, Compliance

18 years specializing in Indian tax law, GST framework, and direct taxation.

Priyanka Menon portrait

Priyanka Menon

Manager, Virtual CFO

Specializes in SaaS metrics, financial modeling, and operational efficiency.