Our Workflow

We aim that our services and expertise be cited as example of quality, planning and timeliness.

Our Workflow

Engagement Models

How can we help you?

Contact us at the Surya Finman  office nearest to you or submit a business inquiry online.

How We Work

For smooth transitioning from the offices of our overseas clients to here in India, we have developed an in-house excel tool via which our clients share relevant details with us which is in turn shared with our relevant operations team upon which they start processing on our clients’ jobs and client communication starts thereafter.

Work Evaluation

SFM’s dedicated transition team works with you to gain an understanding of the nature and volume of your firm and business processes.

  • Build step-by-step transition roadmap.
  • Assess and mitigate risk.
  • Develop detailed plans for staffing, technology, infrastructure and monitoring/reporting.

Integration Plan

  • Execute plans – assign staff, install appropriate technology, prepare training materials, train new recruits, etc.


  • Move to operational running in ‘pilot’ mode.
  • Initiate process monitoring.
  • Communicate with stakeholders all the time.


  • Monthly/weekly meetings.
  • Performance reporting
  • SLA metric tracking.
  • Create improvement plans

Looking for a first-class business consultant?

Committed professionals offering virtually menu driven comprehensive financial solutions.