C.C.Chokshi Advisors

What C.C.Chokshi Advisors does

C.C.Chokshi Advisors is a privately held, Mumbai-based boutique financial advisory firm founded in 2008. Per its firmographic profile, the firm offers capital raising, transaction advisory, business advisory, tax advisory, and estate planning services to clients, operating with a lean team of 1-10 employees. The service mix indicates a relationship-driven, partnership-led practice that combines corporate finance advisory (capital raising, M&A/transaction support) with personal wealth and tax planning — a dual focus common among Indian boutique advisory firms serving both corporate principals and high-net-worth families.

The firm's business model is project-based fee-for-service advisory: revenue is generated through retainers and success fees on capital raises and transactions, supplemented by advisory fees for tax and estate planning engagements. Go-to-market is implicit referral-driven, leveraging the C.C. Chokshi brand recognition in Indian financial services. No productized offerings, proprietary technology platform, or technology stack is disclosed in the available data; the firm's website (ccchokshi.com) returned only a loading/verification page and could not be scraped for additional detail on team composition, service scope, or case work.

Given the absence of disclosed management team, customer logos, funding history, pricing structure, or strategic communications, the public information footprint is minimal. The firm should be characterized as a small, long-standing niche advisory practice in Mumbai whose scale, specialization, and competitive positioning cannot be assessed beyond the headline service offering.

Name

C.C.Chokshi Advisors

Website

https://ccchokshi.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

C.C.Chokshi Advisors is a Mumbai-based boutique financial advisory firm founded in 2008, offering capital raising, transaction advisory, business advisory, tax advisory, and estate planning services through a small team of 1-10 employees.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Investment Banking and Securities Intermediation (52315), Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Sell-Side M&A Advisory (FSAEAGAA), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Financial advisory services
• Capital raising advisory
• Transaction advisory
• Tax advisory services
• Estate planning services

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

C.C.Chokshi Advisors is a Mumbai-based financial advisory firm that provides capital raising, transaction advisory, business advisory, tax advisory, and estate planning services to clients. Operating since 2008 as a privately held boutique firm with 1-10 employees, it delivers specialized corporate finance and advisory engagements rather than mass-market financial products.

Differentiator

Problem solved

Functional benefit

Products and services

• Capital Raising Advisory Advisory service supporting clients in raising capital, including structuring and execution support for financing transactions.
• Transaction Advisory Advisory service supporting corporate transactions such as M&A, deal structuring, and related execution support for clients.
• Business Advisory General business advisory service assisting clients with strategic and operational decisions.
• Tax Advisory Advisory service providing tax planning and structuring support to clients.
• Estate Planning Advisory service supporting clients with estate and succession planning, typically for promoters and high-net-worth families.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• Centrum Capital: Mumbai-based diversified financial services group with investment banking, wealth, and tax/estate-adjacent advisory. Directly comparable in service-line breadth and Indian mid-market focus.
• Axis Capital: Indian investment banking arm offering equity capital markets, M&A, and advisory services. Comparable focus on Indian issuer-side capital raising and transaction execution.
• Avendus Capital: India-headquartered investment bank and advisory firm offering capital-raising and M&A advisory, with a comparable multi-product platform including wealth advisory. A direct competitor for mid-market Indian transaction and capital mandates.
• Spark Capital (India): Chennai-headquartered mid-market investment bank offering equity capital markets, M&A, and structured finance advisory in India. Comparable boutique profile competing for mid-tier Indian mandates.
• Ambit Capital: Indian financial services firm providing investment banking, wealth management, and asset management. Multi-product mix directly overlaps with C.C.Chokshi's combined capital/wealth/transaction offering.
• Kotak Mahindra Capital Company: Indian investment-banking arm providing equity capital markets, M&A advisory, and private-client services. Directly comparable as a Mumbai-based capital and transaction advisor across deal sizes in the Indian market.

Broad incumbents

• PwC India (Advisory & Tax): Provides transaction services, corporate finance advisory, tax structuring, and family-office/wealth services in India. Same service-line breadth as C.C. Chokshi but operating as a large global incumbent.
• Deloitte India (Tax & Corporate Finance): Large Indian practice offering corporate finance advisory, M&A, tax, and wealth/estate planning—directly matching the four service lines C.C. Chokshi offers but at vastly greater scale and brand recognition.
• EY India (Advisory): Provides transaction advisory, corporate finance, tax, and wealth advisory in India. Competes for the same cross-product mandates as a broad incumbent with global resources.
• KPMG India (Deal Advisory & Tax): Indian arm with M&A, capital advisory, tax, and private-client services—comparable mix of advisory and tax capabilities across all C.C. Chokshi's listed service lines, with significantly larger scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/c.c.chokshi-advisors-private-limited

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about C.C.Chokshi Advisors