Your Trusted Financial Consultancy Partner

Insight Financial Advisors specializes in providing comprehensive virtual CFO services tailored for startups and growth businesses, ensuring financial clarity and strategic guidance at every stage of your journey.

A close-up view of a financial document with printed figures and text, accompanied by a black pen resting on the paper. To the left, a digital calculator displays a number, suggesting it is used for calculations related to the document.
A close-up view of a financial document with printed figures and text, accompanied by a black pen resting on the paper. To the left, a digital calculator displays a number, suggesting it is used for calculations related to the document.

150+

15

Expertise, Trust, Growth

Client Success

Our Core Team

Meet the Leaders:

CA Kamal Sood

CA Kamal Sood is a first-attempt Chartered Accountant with a stellar track record of delivering financial excellence. With 9+ years of experience across multinational corporations and small-to-medium enterprises, Kamal has developed deep expertise in controllership, business finance, and compliance.

At Wipro Limited, she managed financial reporting, consolidation, SEBI compliances and revenue processes for entities generating over $1 billion annually. She spearheaded the automation of key financial processes, saving over 100+ person-days and enhancing compliance with regulatory standards. Kamal also optimized revenue accruals for 50+ clients, uncovering and correcting discrepancies worth $10 million quarterly.

Kamal also brings hands-on experience in deal structuring and client negotiations. She played a key role in securing a $36 million IT services contract with a Fortune 500 company, achieving favorable financial terms and boosting margins. Her ability to combine analytical rigor with innovative solutions ensures businesses receive clear, actionable advice.

Certified in Sustainability Reporting, Forex and Treasury Management, Python and Tableau, Kamal offers a unique blend of technical and strategic expertise, making her a trusted partner for businesses aiming to thrive in competitive markets.

CA Vikas Sood

CA Vikas Sood has built a stellar reputation over 27 years as a trusted financial advisor and auditor. Known for his precision and depth of knowledge, he has worked with leading banks, businesses, and organizations, ensuring their financial processes are optimized and compliant.

He has conducted over 30 statutory audits for top banking institutions, including Punjab National Bank, UCO Bank, and State Bank of Patiala. His experience extends to specialized audits like forensic and stock audits, providing clients with reliable and transparent financial insights.

Beyond banking, he excels in helping businesses streamline their operations and strengthen internal controls. With ICAI certifications in concurrent and forensic audits, his work is grounded in meticulous analysis and a commitment to excellence.

His ability to navigate complex financial landscapes and offer practical, impactful solutions has earned him a long-standing reputation as a trusted advisor for businesses looking to grow responsibly and sustainably.

Director and Principal Advisor
CA, B.Com (Honors), Dip IFRS (ACCA UK), CISA (ISACA USA)
FCA, B.Com (Honors)
Executive Leader

CA Komal Sood

FCA, B.Com (Honors)
Director and Principal Advisor

With over 27 years of experience, CA Komal Sood is a seasoned financial expert known for her practical approach and results-oriented mindset. Her work spans audits, taxation, and corporate law, helping businesses achieve financial clarity and compliance.

She has led statutory audits for major institutions, including Punjab & Sind Bank and Allahabad Bank. She is recognized for her meticulous attention to detail and ability to simplify complex financial processes, enabling her clients to focus on growth.

Known for her client-first approach, Komal blends technical expertise with a deep understanding of her clients’ unique challenges, making her a valuable partner in achieving their financial goals.

Our Projects

Showcasing successful consultancy projects for startups and growth businesses.

Deal Pricing and Structuring

Successfully negotiated and executed entire financial segment of $36Mn contract with a new investment management company

Achieved $1Mn increased in annual revenue by securing higher billing rates and favorable reimbursement policies with a leading financial services provider

Four men in business attire are engaged in a discussion around a table. One man appears to be explaining something while pointing at some documents in front of them. The others are listening attentively, and one holds a pen and a mobile device. The setting is a plain office environment.
Four men in business attire are engaged in a discussion around a table. One man appears to be explaining something while pointing at some documents in front of them. The others are listening attentively, and one holds a pen and a mobile device. The setting is a plain office environment.
person holding pencil near laptop computer
person holding pencil near laptop computer
Valuation and Due Diligence

Handled valuation of 10+ IT acquisitions based in US, Europe and Asia-Pacific, with net valuation of $2.5Bn+.

Structured contracts and devised process improvements and SOX compliance for revenue booking of $1Bn+ acquisition, directly impacting valuation through revenue forecasts.