Capabilities
Eight service lines, one operating system for capital.
The thinking partner before the work begins.
Executive-grade finance leadership.
Where capital meets the science of execution.
Money hiding in plain sight.
Payments that work the way commerce actually moves.
Your creative, marketing, and web team.
AI that founders and finance can use and trust.
A treasury thesis built for the next monetary century.
Capital, tax credits, IEEPA recovery, exit readiness
R&D credits, capital raising, AI deployment
Payments, digital growth, fractional CFO
Capital, compliance, custom AI
Strategy, M&A, succession
Capital markets, payments infrastructure
Brand, digital, exit readiness
Capital, M&A, tax strategy
Strategy, succession, Bitcoin-native capital
A globally integrated professional services and applied-intelligence firm built for middle-market founders and operators.
We diagnose before we advise, stay close to execution, and remain accountable for the outcome.
Senior operators, advisors, and specialists who have built, led, and transformed businesses themselves.
Join a team building the next generation of advisory, operating, and applied-intelligence work.
In-depth thinking on capital, strategy, and the markets that matter.
Conversations with founders, operators, and capital allocators.
Live and virtual sessions on the ideas shaping business today.
Where outcomes speak louder than promises.
Recognition from the clients, peers, and institutions that count.
Where Occams Advisory has been featured and quoted.
What clients say about working with our team.
Official announcements, milestones, and company news.
Sr. Web Developer - Product Development
Radhika is a highly skilled finance professional with a talent for financial analysis and auditing. Since September 2023, she has been a key member of the team at Occams Advisory, utilizing her strong analytical abilities to provide valuable financial insights.
Prior to this, Radhika honed her expertise in auditing as a Chartered Accountant at Grant Thornton Bharat LLP for over two years. Starting in October 2021, this experience equipped her with a deep understanding of accounting principles and risk assessment.
The foundation of Radhika's financial acumen was laid during her three-year tenure as an Articled Assistant at VANG & CO. from 2015 to 2018. This role provided her with invaluable practical experience in the intricacies of financial reporting and compliance.
Academically, Radhika holds a coveted Chartered Accountant designation from the esteemed Institute of Chartered Accountants of India, achieved in July 2021. Additionally, she holds a Master of Commerce degree in Commerce from Indira Gandhi National Open University, completed in December 2019.
This blend of academic excellence, hands-on experience, and continuous professional development positions Radhika as a valuable asset in the financial services industry.
Roshan is a Social Media Marketing professional with a knack for creating engaging content that grabs attention. He has a degree in Management Studies and loves using his knowledge to craft winning social media plans.
Roshan can create awesome posts, manage online communities, and run ads that get results. When he's away from the digital world, Roshan enjoys playing football and cricket. He's a huge cricket fan who loves to analyze the game. For movies, he enjoys both Horror and Christopher Nolan films. Roshan is also an adventurer who loves to trek, especially during monsoons. And to top it all off, he's a big foodie who loves trying new things!
We offer a FREE 30-minute consultation to help you identify areas of your business or personal finances where you can get immediate results by using our evidence-based approach to superior results.
Radhika is a highly skilled finance professional with a talent for financial analysis and auditing. Since September 2023, she has been a key member of the team at Occams Advisory, utilizing her strong analytical abilities to provide valuable financial insights.
Prior to this, Radhika honed her expertise in auditing as a Chartered Accountant at Grant Thornton Bharat LLP for over two years. Starting in October 2021, this experience equipped her with a deep understanding of accounting principles and risk assessment.
The foundation of Radhika's financial acumen was laid during her three-year tenure as an Articled Assistant at VANG & CO. from 2015 to 2018. This role provided her with invaluable practical experience in the intricacies of financial reporting and compliance.
Academically, Radhika holds a coveted Chartered Accountant designation from the esteemed Institute of Chartered Accountants of India, achieved in July 2021. Additionally, she holds a Master of Commerce degree in Commerce from Indira Gandhi National Open University, completed in December 2019.
This blend of academic excellence, hands-on experience, and continuous professional development positions Radhika as a valuable asset in the financial services industry.
Roshan is a Social Media Marketing professional with a knack for creating engaging content that grabs attention. He has a degree in Management Studies and loves using his knowledge to craft winning social media plans.
Roshan can create awesome posts, manage online communities, and run ads that get results. When he's away from the digital world, Roshan enjoys playing football and cricket. He's a huge cricket fan who loves to analyze the game. For movies, he enjoys both Horror and Christopher Nolan films. Roshan is also an adventurer who loves to trek, especially during monsoons. And to top it all off, he's a big foodie who loves trying new things!
