Empowering Financial Growth with Apta Advisors

Apta Advisors is a professional financial consulting firm headed by P. Venkatesh, a Chartered Accountant with over three decades of experience.
. Our services encompass independent advice on debt and capital raising, Alternative debt solutions, Structured financing solutions, financial restructuring, valuation, and due diligence,
ensuring that our clients receive informed and result-oriented guidance at every stage of their financial journey.

Apta Advisors’ was founded Apta Advisors with an objective of providing:

  • Financial consulting services
  • Services to NRI / Person of Indian Origin (PIO)

At Apta, we firmly believe that such services should be delivered with complete transparency and that responsibility
must be upheld to ensure their professional and timely completion.




About the Founder

Venkatesh Padmanabhan, a Chartered Accountant by training, has more than three decades of professional experience across industries and consulting. He is a seasoned finance professional with extensive experience in corporate finance, consulting and strategic planning, strong expertise in fund raising, and a consistent record of successfully executing complex financial transactions.

His deep knowledge of capital syndication and strategic financing solutions underscores his ability to deliver results in diverse business environments.

He also has decades of experience in managing NRI clients (both NRI individuals and Foreign companies) in the areas of investments, taxation and FEMA.

P. Venkatesh – Founder of Apta Advisors

P. Venkatesh

Founder & Chartered Accountant







Our Services

We work with Promoters of mid-sized companies, MSME, start-ups to deliver structured financing solutions that meet their capital and growth requirements. As an Advisor and Arranger, we provide structured financing - from debt syndication and mezzanine to private equity and cross-border tax & FEMA advisory.

We also work with NRI / PIO clients for advisory services.

Fast, pragmatic advice
Quick assessment, documented options, and structured next steps — designed to move deals forward quickly.

Client-first relationships
Long-term partnerships and confidentiality are core to how we operate.

A. Financial Consulting Services

Financial Consulting

Tailored solutions for growth & compliance

Strategic planning, cash-flow optimization, valuation and transaction advisory tailored to your business lifecycle.

Private Equity Services

Deal structuring, investor introductions, diligence support and exit planning aligned to promoter objectives.

Debt Financing

Structure term loans, mezzanine, and multi-lender syndications with practical documentation and execution support.

Transaction Execution

End-to-end transaction management — coordination across lawyers, tax advisors and bankers for smooth closings.

Ad-hoc CFO Support

Interim finance leadership, reporting upgrades and investor-ready financials for growing businesses.


B. NRI / PIO Services


Apta Advisors (Apta) provides an one-stop- shop for NRI's/PIO in specific areas of consulting / advisory where we deliver successfully based on OUR knowledge and experience.

The areas of consulting are:

Our Philosophy

Apta Advisors is built on the principle of TRUST. We are independent, informed and innovative — guided by five pillars:

  • Relationship Focus: Long-term partnerships beyond transactions.
  • Value Creation: Practical and measurable outcome orientation.
  • Integrity: Transparent and unbiased counsel.
  • Passion: Commitment to excellence in delivery.
  • Thought Leadership: Decades of experience informing strategic decisions.

Managed by Professionals

Apta Advisors is driven by qualified professionals who combine deep domain expertise with a strong sense of ethics and accountability.
Every service we deliver is built on a foundation of professional excellence and a client-first approach.

Guided by the Principle of Trust

The word “Apta” in Sanskrit means ‘Trustworthy’ or ‘Reliable’. At Apta Advisors, we live by this principle in every client relationship,
ensuring that trust remains the guiding force of all our advisory services.

Contact Us

P. Venkatesh
Phone: 9963994906
Email: venkatesh@aptaadvisors.com
We respect your privacy. Information shared will be used only to contact you regarding your request.