Occams Advisory Unveils New Delhi Office and Hosts AI-Finance Roundtable to Drive Innovation in Financial Services

Occams Advisory Opens New Delhi Office and Hosts AI-Finance Roundtable

On June 4, 2025, Occams Advisory marked a significant milestone by inaugurating its new office at Espire Campus, New Delhi, alongside hosting an AI-Finance Roundtable. This move strengthens the firm’s presence in India, reflecting its commitment to supporting clients in navigating the country’s dynamic financial and regulatory environment.

A Focused Day of Engagement

The day began with a ribbon-cutting ceremony and office tour, symbolizing the firm’s expansion into a key market. Following the opening, attendees participated in networking sessions and team recognitions before moving into the core event—the AI-Finance Roundtable.

Key Discussions and Insights

Anupam Satyasheel, Founder and CEO of Occams Advisory, opened the roundtable by highlighting India’s growing influence in global finance and technology. His remarks set a practical tone for discussions centered on innovation, regulation, and AI integration within financial systems.

Shri Kapil Malhotra, Trade Commissioner for Ontario from the High Commission of Canada, delivered the keynote titled “From Innovation to Expansion: Investing in AI Opportunities in Ontario.” He emphasized the potential for collaboration between India and Canada to scale AI-driven solutions and expand market opportunities.

Panel Sessions Overview

• Reverse Flip into India – Strategic, Legal & Tax Perspectives on Internalization: This panel examined the rising trend of companies considering India-based IPOs and leveraging Production Linked Incentive (PLI) schemes. Rajat Garg from Occams Advisory pointed out challenges with outbound corporate structures, noting that reversing these setups can address issues related to capital flow, board control, and tax efficiency. Panelists from KPMG, Crowd Sourcing Analytics, and Nangia Andersen India contributed insights on compliance and financial structuring in a global context.
• Assurance, Risk & Compliance Automation: Experts discussed AI applications like continuous audit engines and anomaly detection models that enhance financial assurance processes. The conversation focused on improving accuracy, governance, and compliance with frameworks such as GAAP and IFRS across multiple jurisdictions.

Looking Ahead

Nitin Aggarwal, CEO–India at Occams Advisory, delivered the welcome note and vote of thanks. He reaffirmed the firm’s vision of building an agile, AI-enabled, and globally compliant financial services future. Aggarwal also introduced Occams Advisory’s upcoming Bitcoin Treasury Services, aimed at helping corporates integrate digital assets into their financial strategies.

About Occams Advisory

Occams Advisory is a global consulting firm specializing in corporate finance, accounting, audit, tax, and AI-driven business transformation. With expanding operations in North America and India, the firm helps clients simplify financial challenges and drive scalable growth.

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