TECHNOLOGY-LED BUSINESS CONSULTING · BENGALURU
IT strategy.
Business results.
We help ambitious businesses harness technology to simplify operations, sharpen compliance and accelerate measurable growth — with senior advisors who stay close to outcomes.
delivered
experience
influenced
perspective
Serving clients across
Financial services
Technology & SaaS
Consumer & retail
Professional services
Startups
Manufacturing
01 What we solve
Business challenges rarely stay in one department.
Most consulting firms hand you a report and step back. POLI Consultancy stays in the room. We bring strategy and execution together across technology, finance, compliance, operations and growth — so decisions connect and results stick.
You get senior attention at every stage, practical thinking that respects your constraints, and a team that measures itself by what actually changes in your business.
See how we work
See the whole system
We map decisions across functions so one fix does not create another problem downstream.
Make strategy usable
Clear priorities, named owners and operating rhythms that teams can execute on from day one.
Stay accountable
We define what success looks like before we start, and we measure what actually changes — not just what gets delivered.
15+Years of combined senior advisory experience
50+Engagements across sectors and geographies
5Integrated service pillars under one roof
Pan-IndiaBased in Bengaluru, serving clients nationwide
02 Our expertise
Technology-led. Business-wide.
We lead every engagement with technology thinking, then extend across finance, operations and growth as needed. One team, one accountable partner.
Technology & IT advisory Core focus
IT strategy, software evaluation and selection, ERP/CRM advisory, cloud readiness, process automation, cybersecurity posture, data architecture and technology-enabled transformation across the business.
Finance & compliance
Accounting, tax, statutory compliance, internal controls, financial reporting, CFO advisory and finance function transformation for growth-stage and mid-market businesses.
Business operations
Operating model design, BPO strategy, workflow redesign, cost optimisation, shared services and scalable delivery structures that grow without breaking.
Customer experience
End-to-end customer journey design, service standards, contact centre strategy, NPS improvement and the systems that make great experiences repeatable and measurable.
Growth & market expansion
Brand positioning, go-to-market strategy, India market entry for global firms, partnership development and commercial model design to unlock the next phase of growth.
Technology capabilities at a glance
Cloud advisory & migration
ERP & CRM implementation
Process automation & RPA
Cybersecurity & IT governance
Data & analytics strategy
System integration & APIs
Digital product advisory
IT operating model design
03 Industries
Sector context changes the answer.
The right solution for a fintech is wrong for a restaurant group. Our approach adapts to your economics, regulatory environment, customer expectations and operating reality — not the other way around.
FS / 01
Financial services
Strengthen controls, reporting, compliance and customer operations while preparing the organisation for sustainable scale.
- Finance transformation
- Regulatory readiness
- Process controls
- Customer operations
04 How we work
From uncertainty to
operating momentum.
A disciplined four-stage model. Each stage has clear inputs, outputs and decision points — so you always know where the engagement stands and what comes next.
01
Diagnose
We listen without assumptions. We map the current state, interview stakeholders and identify the few problems that actually matter — not everything that surfaces.
- Stakeholder interviews
- Current-state mapping
- Root-cause analysis
Situation report & priority map
02
Design
We build a solution around your priorities, constraints and internal capability. No off-the-shelf frameworks. No recommendations you cannot execute.
- Solution architecture
- Resource & timeline planning
- Risk and dependency mapping
Solution blueprint & roadmap
03
Deliver
We work alongside your team. Clear ownership, weekly milestones and a tight decision cadence. Every week, something measurable moves forward.
- Embedded delivery team
- Weekly progress reviews
- Issue escalation protocol
Working systems & trained teams
04
Embed
We transfer knowledge, document everything and track outcomes. We leave stronger systems, not dependency. Results hold long after the engagement ends.
- Knowledge transfer sessions
- Documented playbooks
- 30/60/90 day outcome review
Measured outcomes & playbooks
05 Founder
One firm. Built from one conviction.
POLI Consultancy was founded by Sankar Poli — to bring IT and Accounts together under one roof, after 15+ years of seeing them break apart in every industry he worked in.
SP
Sankar Poli
Founder
15+ years of cross-industry experience across banking, information technology, real estate, manufacturing, audit firms, F&B and law firms. Sankar founded POLI Consultancy after seeing the same pattern repeat in every sector — finance teams that couldn't trust their systems, and IT teams that couldn't read a P&L. POLI exists to put IT & Accounts in one place, run by people who have lived both sides.
06 The team
Senior advisors. No junior handoffs.
Every engagement is led and delivered by experienced practitioners — people who have run the functions they advise on. You speak to the person doing the work.
RK
Rajesh Kumar
Managing Director
20+ years across Big Four advisory and corporate finance. Led technology-enabled transformation programmes for listed NBFCs, mid-market manufacturers and high-growth SaaS companies across India. CA (ICAI) · MBA (IIM Bangalore).
PS
Priya Sharma
Head of Compliance & Controls
Former Chief Compliance Officer at a Bengaluru-based NBFC. 15 years across RBI, SEBI and GST regulatory frameworks. Specialist in building compliance functions from scratch and making them audit-proof. ACA · CISA.
AV
Arjun Venkat
Head of Technology & Digital
Engineering and product leader with 12 years across enterprise software, ERP, cloud platforms and IT advisory. Built and scaled digital operations for retail and financial services clients across India and Southeast Asia. B.Tech (IIT Madras) · PMP.
MR
Meera Rao
Head of Operations & Growth
Specialises in operating model design, BPO transformation and go-to-market strategy. Previously led India operations for a multinational BPO and held a growth leadership role at a VC-backed consumer startup. MBA (ISB Hyderabad).
07 Client results
Work that moved the needle.
A selection of engagements across sectors — each defined by a clear problem, a structured intervention and a result that holds beyond the engagement.
Regulatory overhaul for a mid-size NBFC
A Bengaluru-based NBFC was facing RBI audit findings across three consecutive quarters. Controls were fragmented, technology systems were disconnected from compliance workflows, and the team was reactive rather than structured.
Zeroaudit findings in the following RBI review
14 wksto full controls framework implementation
40%reduction in manual compliance effort
Finance function built for Series A scale
A Pune SaaS startup approaching its Series A had no structured finance function, inconsistent revenue recognition and no board-ready reporting. Investors were asking questions the team could not confidently answer, and the data was scattered across spreadsheets.
₹42 CrSeries A closed within 6 months of engagement
8 wksto investor-ready financial model and dashboards
3×faster month-end close versus prior process
Margin recovery for a multi-city F&B brand
A fast-growing restaurant group expanding across four cities was losing gross margin at each new outlet. Pricing was inconsistent, cost visibility was poor, and the POS and inventory systems were not integrated — leaving the management team flying blind.
+9 ptsgross margin improvement within two quarters
22%reduction in food and labour cost variance
12locations on a unified tech-enabled operating model
Revenue model redesign for a law firm
A Bengaluru litigation and advisory firm was billing on pure hourly rates, struggling to differentiate and losing mid-market mandates to larger competitors. Revenue per partner had plateaued for two consecutive years, and client retention was declining.
34%increase in revenue per partner in year one
3 newretainer products launched within 10 weeks
60%of revenue now from recurring mandates
★★★★★
"POLI didn't just fix our compliance gaps — they redesigned how our finance team thinks about risk. The RBI review that used to keep us up at night was the smoothest we have ever had. They clearly understood how technology and compliance interact."
★★★★★
"Within eight weeks we had a financial model our investors could trust and a reporting rhythm our board actually valued. POLI bridged the gap between where we were and where a Series A company needs to be. Their IT systems advice saved us months."
★★★★★
"They asked better questions than anyone we had worked with before. The operating model they built is still running two years later with zero modifications. That is what good advisory work looks like — it does not need to be maintained."
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Technology should work for the business — not the other way around. Our job is to make that happen, and to leave every client stronger, smarter and more capable than when we arrived.
POLI Consultancy · Our commitment to every client
Let's move the business forward
Bring us the challenge you cannot solve in isolation.
Whether you are rethinking your technology, navigating regulatory pressure, or planning the next stage of growth — start with a conversation. No obligation. Senior-led from the first call.
We respond within one business day
Senior advisor on every first call — no handoffs
Full confidentiality, no-obligation conversation