One-to-one mentoring and coaching from Regi Tom Antony, a Chartered Accountant and former Group CFO with more than 25 years in finance and business leadership, who completed a 65-hour ICF-accredited (ACSTH) coach training programme and holds the Certified Organizational Development Coach (CODC) credential. We help you set clear business and financial goals, build a simple system to track them, review performance against it and coach you through the gaps. For business owners and founders, HNIs, families and family offices handing over to the next generation, NRIs returning to India and foreign nationals settling here.
Led by Regi Tom Antony, FCA, MBA (Australia), ACMA (UK), CGMA (USA), CISA (USA), former Group CFO/COO (OSRAM/Siemens, Westcon Group; Middle East & Africa).
Business mentoring is a long-term working relationship in which an experienced practitioner helps you set goals, decide and stay on course, drawing on what they have done themselves. Coaching is narrower: structured conversations that help you find your own answers and change how you act. Regi Tom Antony & Associates, Chartered Accountants in Kochi since 1997, offers both, led by Regi Tom Antony, a Chartered Accountant and former Group CFO with more than 25 years in finance and business leadership, who completed a 65-hour ICF-accredited (ACSTH) coach training programme and holds the Certified Organizational Development Coach (CODC) credential. The method is the same for every client: agree goals you can measure, build a scorecard to track them, review performance against it at regular intervals and coach through the gaps. It is used by business owners growing a company, HNIs setting financial goals, families and family offices planning a succession to the next generation, NRIs returning to India and foreign nationals settling in India.
Each group faces a different transition. The goals change; the discipline of setting them, tracking them and reviewing them does not.
Growth and profit goals turned into a monthly scorecard, the discipline of reviewing it, and help with the decisions a founder usually makes alone: hiring the first managers, delegating, funding and pricing. Where the finance function itself needs building, see virtual CFO services.
Personal financial goals written down with numbers and dates, a wealth and cash-flow tracker the family actually reads, and a sounding board for big decisions before they are made. For the tax side of each decision, see tax planning and structuring.
Family governance, a family council and family constitution, readiness of the next generation and a handover plan with milestones, so a succession is prepared rather than inherited. How the family office itself is set up: family office advisory on SME Advisory.
Coaching through the move for the person and the family: what life and work in India should look like, decisions taken in the right order, and the adjustment after arrival. Alongside the NRI Come Back Plan, which covers the tax, money and paperwork.
Goals for the first year in India, money and banking set up in the right order, and the family's adjustment, with a settling-in scorecard reviewed through the year. Residency, FEMA and tax need specialist advice from year one; for businesses entering India, see India Entry Advisory.
The same four steps a group finance function runs for a board, scaled to a person, a family or a business.
Business, financial and personal goals written down with a number, a date and an owner, and agreed with the family or the partners where they are affected.
A one-page scorecard for the business, the family or the transition, with a few measures that show early whether you are on course, fed from figures you already have.
Regular reviews against the scorecard: what moved, what did not and why, and what will be done differently before the next review.
One-to-one coaching between reviews on the decisions, habits and conversations that the numbers show are holding progress back.
Most clients need a mix. Knowing the difference helps you ask for the right one.
| MENTORING | COACHING | PROFESSIONAL ADVICE | |
|---|---|---|---|
| What it is | An experienced practitioner guiding you from what they have done | Structured conversations that help you find and act on your own answers | A specialist telling you what the law or the numbers require |
| Best for | Direction, judgement and decisions with no single right answer | Changing habits, leadership style and how decisions are carried through | Tax, compliance, structuring and other technical questions |
| Who leads | The mentor shares experience | You lead; the coach asks and holds you to it | The adviser recommends |
| How long | Usually a longer relationship | A defined series of sessions | Per matter |
Where a goal needs technical work, such as tax planning, a finance function or wealth management, the firm's teams do it and the mentoring keeps it on course.
Structures and documents decide who owns what. Whether a succession holds depends on people: a successor who is ready, a founder who can step back and a family that agrees how decisions are made.
A development plan for the successor: the roles to hold, the decisions to take on and the measures that show readiness, reviewed with the family.
Coaching the founder to hand over operating decisions, keep the ones that matter and lead through a board or family council instead.
How the family meets, decides, resolves disagreements and treats members inside and outside the business, written down before it is needed.
Milestones for the transfer of roles, ownership and wealth, with dates, tracked at each family review so the plan does not drift.
The structure behind a succession, including trusts, holding entities and the family office, is covered by family office advisory; for NRI families, see NRI Blueprint; for the tax on each step, tax planning and structuring.
A move to India changes money, work, family life and tax at the same time. Coaching keeps the decisions in the right order and the family together through them.
Regi planned his own return to India after around 20 years abroad, and the firm has prepared more than 250 NRI Come Back Plans. The mentoring covers the goals and the family's adjustment; the Come Back Plan covers residential status, assets abroad and the paperwork.
Goals for the first year, banking and money set up in the right order, and the adjustment for the family, tracked on a settling-in scorecard. Residency, FEMA and tax from year one need specialist advice before the move.
Tell us what you are working on: growing a business, a financial goal, a succession in the family, a return to India or a move here. We will discuss whether mentoring fits and what it would cover.