Wheaton Advisors
Borderless Teams, Tangible Success, Unbeatable Value!
A niche financial advisory and management consultancy with offices in India and USA
Financial Solutions
A diverse range of financial modelling solutions across investment banking, private equity and venture capital
Outshore Support
End-to-End solutions for the complete deal cycle right from M&A target decisions to business exit planning
Research Solutions
Research that helps you deliver market-beating returns and unlock alpha. We offer thorough research services across asset classes from equities to crypto
About Our Company
Delivering Results That Count
Wheaton Advisors is a fast-growing financial advisory and management consultancy firm, with offices in Pune, India, and San Francisco, USA. At Wheaton, we focus on financial modeling, business valuation, research, and analytics, to offer compelling business solutions for companies to scale.
Vision
To be the partner of choice for our marquee clients in the financial industry
Mission
We aim to help our customers achieve best results in their business endeavors
Who We Are
Borderless Teams, Tangible Success, Unbeatable Value!
We have worked with some of the top names across the globe for nearly + years. These opportunities helped us craft winning strategies, outcomes and overcome some of the most challenging problems for our esteemed clients.
We work with startups, venture capital, private equity, family offices, niche industry consultancies and leading innovators – from biotech to crypto. Our mission over the years though, remains constant – to help drive growth and achieve optimal outcomes for our clients.
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Clients across countries
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Our Work Services
What we can do for you
Investment Banking
Expertise in capital raising, mergers & acquisitions, and financial restructuring. We provide support for both large-scale enterprises and startups in navigating complex financial transactions.
Private Equity
Assistance with investment strategy, acquisition targets, and portfolio management. Services include Portfolio tracking, valuation, and audits. Comprehensive support for investors in structuring and executing buyouts and growth investments.
Venture Capital
Consulting for startups and emerging businesses with high growth potential. Offer strategic guidance on market positioning, product development, and fundraising. Access to a network of industry experts, advisors, and potential partners.
Equity Research
Buy Side, Sell Side - Domestic, Global. In-depth analysis of companies-Public and Private, industries, and global markets to support investment strategies. Actionable insights for institutional investors, hedge funds, family offices, and asset managers.
Accounting
Full-service accounting solutions including bookkeeping, payroll, and financial reporting. Expert assistance with compliance, tax filings, and financial audits.
Business Services and Outsourcing
Tailored outsourcing solutions to improve business efficiency and reduce costs. Support with non-core business functions like customer service, IT, and finance. Expertise in identifying and managing third-party vendors for outsourcing.
Our Client Locations
Key Offerings
- We create advanced financial models for mergers and acquisitions (M&A), equity research, project finance and analysis for investment banks, private equity and corporate finance
- With a dedicated team of registered valuers, we can address all your business valuation needs.
- We offer highly skilled, financial teams, with domain expertise as a full time resource to support your team.
- We engage potential investors with lucrative investment opportunities using our high-quality Information Memorandums and pitch decks.
- We provide a comprehensive outlook of an industry’s competitive landscape.
Testimonials
What They Say
Latest Insights
Real world impact
let's connect, we will help you
Useful Links
Contact
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Govardhan Research And Analytics,
S.NO.150 TO 152 BLD-A FLA-C/3/4 , Mhada colony Morwadi Pimpri, PUNE, MAHARASHTRA, 411018 - +1 925 230 9952 / +91 898-369-8796
- mayur@wheatonadvisors.com
- SEBI Scores
- Smart ODR
- Disclosures & Grievances
- Copyright
- 2025 Wheaton Advisors.
- All right reserved.