Vision Statement

To Be A Firm Of Elite Professionals Leading A Visionary Business Era

+91 9930 100 339 / 022 4972 4860

We are Professional and Experienced

About us

Founded in 2015 as a partnership firm, SBM & Co is a Practicing Chartered Accountant Firm located in Mumbai, India. We are presently working with establishments from diverse sectors including, but not limited to –

Infrastructure Facilities: Energy and Power, Builders and Developers, EPC and Glass Glazing Facade

Manufacturing Sector: Ship Breaking, Photographic, Safety Devices, Agricultural Produce, Steel, Pharmaceuticals and FMCG Sector.

Trading Sector: Petrochemicals, Garments, and PCE

Service Sector: Information Technology, Restaurant Chains, Travel and Tourism, Load Masters, Logistics, Custom House Agents, Human Resources, Hospitality, Entertainment, Gaming, Healthcare, Real Estate, Banking and Finance Sector.

Our team consists of intelligent staff, with vital academic track records and a sturdy conceptual base. Our people are updated with recent developments of the commercial world and attend in-house training sessions, seminars and weekly discussion sessions along-with various lecture meetings, seminars and student conferences held by professional/educational bodies and the ICAI.

Practice Areas

We don’t work for our clients we work with them. We believe that in client growth lies our growth and hence we partner them. We are a dedicated team of professionals having experience over a wide range of business needs.

Audit & Attestation

This audit is an independent form of examining any company’s financial position irrespective of its size and legal structure

The audit under section 44AB aims to ascertain the compliance of various provisions of the Income-tax Law and the fulfillment of other requirements of the Income-tax Law.

A compliance audit is a comprehensive review of an organization’s adherence to regulatory guidelines.

Operational audit is a systematic review of effectiveness, efficiency and economy of operation.

Investigative Auditing involves the examination of accounts and the use of accounting procedures to discover financial irregularities and to follow the movement of funds and assets in and out of organizations.

Tax Compliance

Our tax compliance and advisory methodology provides businesses with an efficient way of handling their tax compliance workload and meeting deadlines.

We structure your Multinational business in a tax–efficient manner by offering strategies and solutions which are in line with tax, legislative and regulatory developments throughout the world.

– Scrutiny Assessments 

– Search and Seizure

– Appeals 

GST Law and Custom Tax Law are broadly based on transactions and liability will arise regardless of profitability. We can help you with: 

-Advisory on taxability

– Audits and assessments

We advise our clients on major developments in taxation regimes occurring periodically and their effect on business. Our services include Pre-Transaction Advisory, Corporate Tax Planning and Tax Holiday Planning.

Financial Advisory

Project report preparation is very important because it provides very useful information for better business decision. Our team of exerienced professionals will provide you the best project report for your business.

Our Financial Professionals will start by understanding your business, provide advisory relating to capital syndication, prepare the necessary detailed project report, submit request for credit to financial institutions, follow & reply to queries and work till sanction and disbursement of the requested credit facilities.

Debt restructuring is a process wherein a company or an entity experiencing financial distress and liquidity problems refinances its existing debt obligations in order to gain more flexibility in the short term and make their debt load more manageable overall.

Our financial analysis services include due diligence, treasury management, investment and portfolio analysis, regulatory compliance, scenario, Pro forma and margin analysis, business budgeting and forecasting, and financial report creation services.

We support companies to go public and evaluate strategic transactions. Initial public offerings (IPOs) can help companies raise the capital they need to unlock their growth ambitions, become market leaders and provide shareholders with greater liquidity alternatives.

To arrange working capital limits from banks, debts, cash flow and trade credit financing.  Our debt syndication services include structured and mezzanine finance, project finance and acquisition finance.

We have a team of dedicated professionals and partners within the Mazars partnership specialised in all aspects of due diligence, deal execution, valuation, forensic and investigation

Corporate Advisory

The following are the major advantages of incorporating a private limited company in India versus other entity types:

– Separate Legal Entity

– Limited Liability

– A company has ‘perpetual succession’

– Multiple options for fundraising

Some instances that necessitate the need:

– Change in Director/Shareholders

– Annual Audit Compliances 

– Maintenance of Minutes and Registers 

Due diligence is an investigation, audit, or review performed to confirm facts or details of a matter under consideration. In the financial world, due diligence requires an examination of financial records before entering into a proposed transaction with another party.

Implementing IFRS has an impact on all aspects of a company, including financial reporting systems, internal controls, taxes, treasury, management compensation, cash management, and legal, among others. It requires a transformation that involves employees, processes, and systems.

We offer financial due diligence and related services to help clients assess, plan and manage acquisitions, mergers, divestments and initial and secondary debt and equity offerings.

– Structuring an entity

– Business plan building

– Funding options and opportunities

– Company formation and government approvals

– Registration with multiple direct and indirect tax authorities

– Other registrations required for employers, for manufacturers, for service providers, etc.

– Employee stock options advice

– Tax planning and scenario analysis

– Ongoing accounting and payroll support

Management Consultancy Services

This type of audit is specifically designed to improve a company’s operations. It aids an institution in accomplishing its objectives by instituting a methodical approach for inspecting and improving the effectiveness of risk evaluation and management.

We can provide comprehensive standard operating procedures (SOPs) according to customer specifications, Industry standards, various regulations, etc. SOPs can be implemented in diverse sectors like payroll, production, quality testing, etc.

Our implementation services are designed to integrate the selected ERP solution with our client’s existing systems, technical architecture and procedures.

This service entails a thorough examination of systems in order to assess cost-cutting opportunities. To minimise duplications and redundancies in corporate processes, technology intervention is required. Remove needless costs or devise a cost-cutting strategy. Cost overruns are being assessed. Find the finest solutions that take into account growth and warn of future bottlenecks, for example.

A business plan is essential to run and grow a business. A well thought out business strategy is beneficial to raise capital for a new venture. Moreover, it assists is sanctioning of equity funding, loan capital or even trade capital for an ongoing enterprise. SBM & Co will help you create a concrete plan that will display your business capacity and stand the dissection of your audience.

Financial models are typically built for, and relied upon, to support business decisions. Good financial models provide insightful information, allowing you to explore the financial impact of strategic decisions and support your business plan or investment decision.

Virtual CFO Services

– Identifying the SWOT of Entrepreneur/Business

– Defining Core and Non-Core area (what to do and what not to do)

– Defining next 3-5 years Business Plan

– Developing, defining, and implementing Matrix

– Planning and implementing future Organisation Structure

– Allocation of resources for next 3-5 years

– Creating an informal Board for all Strategic Decisions

– Monthly and periodic Profitability and Balance Sheet review

– Monitoring and controlling Cash flows

– Review of Operational MIS/Departmental MIS

– Budgeting and Costing Implementation

– Efficient fund raising

– Evaluation of a Business Opportunity

– Resolution of any legal – commercial – accounting – tax matter

Implement critical policies and process in

– Fund management

– Forex management

– Identification and implementation of ERP 

– Key Trade Policy

– Implementing critical SOPs

– IPO Support

– Merger / Acquisition / Restructuring Support

– Due Diligence support 

– Identification and Implementation of ERP

– Internal Audit

– Emergency hand holding of any function or task

– Deal making / Valuation / Critical Agreements

– Support in Improving Cash flow from Operations

– Participating and adding value in non-routine business decision/large business contract/commercial negotiation and structuring

– Support in improving the Decision-Making Process

– Focus on profit/operations/cash flow improvement on defined metrics

– Exit Strategy

The Partners

Kunal Mishra

He is a fellow Chartered Accountant. He is the guiding force in the organization with his diverse experience. He has previously worked with Nisar & Kumar Chartered Accountants. Kunal is currently pursuing LLB. He is well known for his multifaceted experience in Statutory Audit, Tax Audit, FEMA Compliance, Risk and Corporate Advisory.


Yogesh Bhandari

He is a dynamic and inspiring Chartered Accountant. He has previously worked with ICICI Bank in Internal Audit (Treasury Department). He is skilled in undertaking Statutory Audit, Tax Audit and Income Tax Assessments. His core practice includes valuations, corporate advisory and audit.


Yogesh Bhatotra

He is a fellow Chartered Accountant. He has previously worked with Deloittee and CA Nisar & Kumar. He is instrumental in spearheading GST practice of the firm. His area of work also includes Auditing, International Taxation, Transfer Pricing & Corporate Advisory Services. He also assists clients in Fund Raising through Private Equity and Venture Capital funds.


Nishchit Shetty

He is a Chartered Accountant. He has previously worked with C&S Chartered Accountants. He has experience in Audits, Corporate Advisory and Tax planning. His core area of practice is Enterprise Risk Management, Cost Optimisation, Drafting SOPs, Business Advisory and Internal Audit.


Call Us

Come over a cup of tea!

The SBM Anthem

Triumph the visionary, 
Leading era evolutionary,
A firm of elite professionals,
Quest for knowledge is perpetual,

Uplifting the work culture,
Technology and innovation,

We will be known,
All over the world,
And let the sea churn!

SBM, SBM & Co, Chartered Accountant
SBM, SBM & Co, Chartered Accountant
SBM, SBM & Co, Chartered Accountant

1500 +


8 +

Years of Service

40 +


14000 +

Tasks Completed

We have openings for job as well as internships!

We look at client service differently

What Our Client's Say

It was indeed a pleasure interacting. She was very thorough with her work, highly professional and easy to deal with. Excellent effort for delivering outstanding service. Keep up the great work. Its people like you that make all the difference 🙂
Reshma Gadiyar
Amazing attitude. Very detail oriented and customer centric. My GST payments were absolutely all over the place, with help of her detailing, I was able to cope upto date on it. She has a pleasing disposition and always ready to help. I am very confident that she will go a lot of places due to her amazing attitude. I strongly recommend her!
Suman Roy
Synergy Integrated Marcom India Private Limited
This is to thank you for doing a commendable job regarding follow up with the department and relevant authorities to get our task done. Ever since we signed the contract with you, you and your team have provided the highest service with an equally high customer service index.
Arka Gupta
Heinz India Private Limited