Trayee Capital: Empowering MSMEs through Financial Intelligence

The MSME sector in India is booming, with over 63 million enterprises contributing nearly one-third of the nation’s GDP. However, companies in this industry are facing serious financial challenges.

For instance, growth is usually hampered by revenue leakages, low profitability margins, a lack of a unified management information system (MIS), erratic cash flows, and a lack of access to strategic treasury and credit rating advisory services.

These issues, combined with the constant flux in regulations, increased technology requirements, and the requirement of investor preparedness, mean that it is hard to ensure that MSMEs have a strong financial management system without the expense of a full-time CFO.

Enter Trayee Capital, a financial consulting and advisory firm based in Hyderabad that was established by Venkata Shantaram back in 2018. With more than 50 clients across varied industries, Trayee Capital supplements in-house solutions with scalable, audit-quality services, leading to governance enhancements and up to 60 percent cost savings..

Tailored Financial Strategies, Measurable Impact

Trayee Capital provides a customized Virtual CFO to empower MSMEs, mid-cap companies PAN India. The firm provides a four-pillar strategy: Planning, Monitoring, Funding, and Compliance, with an emphasis on closing the gap in strategic financial knowledge aimed at maximizing capital, enhancing governance, and stimulating revenue growth.

Its main offering comprises a weekly cash-flow exercise, liquidity stress evaluation, debt issuance, credit rating consultancy, stressed asset solution, SME IPO services, and board-ready financial research report.

By resolving issues such as revenue leakages, disjointed MIS, and restricted access to the treasury, the firm guarantees its clients the efficiency of their operations and financial transparency.

A key pillar of the firm’s success is its leadership team, including Dr Lakshmi Aparna, Co-founder & Advisor. Dr Lakshmi plays a central role in guiding the strategic direction of the firm’s advisory practice, ensuring that solutions are consistently aligned with client goals, regulatory standards, and industry best practices.

At Trayee Capital, we don’t just provide financial oversight; we partner with MSMEs to co-create sustainable growth strategies that align with their vision

Venkata Shantaram, Founder & Managing Partner

Beyond her advisory responsibilities, she oversees day-to-day operations, fostering organizational efficiency, operational discipline, and smooth execution across all engagements. Under her leadership, Trayee Capital consistently delivers high-quality, reliable, and results-driven financial advisory services.

Furthermore, the firm’s debt-advisory cell has been shown to save interests of 1- 1.5 per cent. per year, and its consolidated dashboards offer real-time information on receivables, accounting, and cash-flow forecasts.

The firm also focuses on end-to-end company profiling to detect and fix credit rating bottlenecks, as well as provides customized ESG roadmaps and treasury-risk hedging strategies.

Its adaptable engagement frameworks, such as project-based, monthly retainers, or success-fee, can meet varying client requirements and therefore, are cost-effective.

“At Trayee Capital, we don’t just provide financial oversight; we partner with MSMEs to co-create sustainable growth strategies that align with their vision”, says Venkata Shantaram, Founder & Managing Partner, Trayee Capital.

This meticulous teamwork method stands out as a unique feature of the firm since it does not compete with in-house CFOs, instead making them partners over time.

Having more than 10 consultants and advisors, Trayee provides practical assistance by offering monthly strategy meetings, quarterly regulatory seminars, and co-created solutions that suit the individual financial environment of a specific client.

The services by the firm are mostly effective in such sectors as manufacturing, healthcare, and e-commerce, whereby its strong domain knowledge and audit-grade governance lessen discrepancies by up to 40 percent. The firm also assists customers in SME IPOs and fundraises, which keeps investors ready and adheres to complicated regulatory frameworks.

Charting a Path from Inception to Innovation

Trayee Capital is a Hyderabad-based Micro, Small, and Medium Enterprise (MSME)-based financial advisory and consulting firm with one mission, which is to democratize high-quality CFO services. Its founder, Venkata Shantaram, is an experienced business leader and has worked for more than 20 years and realized a major gap in the market.

With more than 63 million MSMEs and almost a third of the GDP of India, revenue leaks, disjointed management information systems (MIS), and poor strategic financial advice were common problems. Based on his experience, Shantaram created Trayee Capital to fill this "intellectual capital void."

The firm’s growth has been impressive. Trayee Capital has also gone beyond Hyderabad to open offices in Bengaluru and Mumbai. It has more than 120 clients today, representing 15 industries, as compared to an initial 50+ prestigious accounts. The relationships with clients are developed with the help of onboarding workshops, KPI scorecards, monthly strategy calls, quarterly workshops, and the Annual Client Advisory Board.

Going forward, the vision of Trayee Capital is to be the best Virtual CFO ecosystem in India. The roadmap involves establishing industry verticals of CFO-as-a- Service to e-Commerce, renewables, and logistics, establishing alliances with fintech to provide smooth access to working capital, and establishing ESG advisory modules to provide green-loan frameworks.

With the assisted CFO sector expanding at a double-digit CAGR, even with 100 crore turnover companies, Trayee focuses on transforming financial leadership by building hybrid, specialist-based frameworks.

Trayee Capital will achieve this by enabling MSMEs with strategic instruments in the context of regulatory complexities and adoption of technology, which will spearhead the achievement of India in terms of the sustainable growth of its economic backbone.