Occams Advisory Hosts AI-Finance Roundtable and Inaugurates New Delhi Office: A New Era in Financial Consulting
New Delhi, 4th June 2025: In a significant development for the evolving financial landscape, Occams Advisory, a leading global consulting firm specializing in finance, taxation, auditing, and AI-driven transformation, hosted the AI-Finance Roundtable while inaugurating its new office at the Espire Campus in New Delhi. This marks a pivotal moment in the company’s journey, aiming to enhance its footprint in India’s rapidly changing financial sector.
A Day to Remember: Dialogue, Innovation, and Expansion
The day kicked off with a ceremonial ribbon-cutting and a tour of the new office space, signifying Occams Advisory’s dedication to better serve clients in India. The launch is a testament to the firm’s commitment to navigating the complexities of India’s financial and regulatory environment.
Following the inauguration, attendees participated in networking events, a team recognition ceremony, and interactive sessions, all seamlessly leading into the key highlight of the day—the AI-Finance Roundtable.
Roundtable Highlights: Insights from Industry Leaders
The roundtable began with inspiring opening remarks from Anupam Satyasheel, Founder and CEO of Occams Advisory. He highlighted India’s strategic role in shaping the future of finance and technology, setting a progressive tone for discussions on innovation, regulation, and the integration of artificial intelligence in financial systems.
A Vision for AI Opportunities: Keynote Address
The keynote address by Shri Kapil Malhotra, Trade Commissioner for Ontario, High Commission of Canada, captivated the audience. Titled “From Innovation to Expansion: Investing in AI Opportunities in Ontario,” his presentation focused on the burgeoning potential for AI-led innovation between India and Canada, emphasizing the importance of international collaborations for technological advancement.
Panel Discussion: Reverse Flip into India
The first panel discussion, “Reverse Flip into India – Strategic, Legal & Tax Perspectives on Internalization,” examined emerging trends such as the rising interest in India-based IPOs. Panelist Rajat Garg from Occams Advisory noted, "Outbound structures often create friction with capital flow and tax leakage; thus, reestablishing within India is both strategic and necessary." This discussion shed light on the factors leading many companies to reconsider their operational domiciles.
Other panelists included Karan Sahi from KPMG, Upendra Upadhyay from Crowd Sourcing Analytics, and Manangad S. Lamba from Nangia Andersen India, each contributing diverse perspectives on financial structuring and compliance in a globalized world.
Assurance, Risk & Compliance Automation
The second segment, “Assurance, Risk & Compliance Automation,” focused on how AI technologies, such as continuous audit engines and anomaly detection models, are revolutionizing financial assurance practices. Panelists agreed that these tools not only enhance accuracy and governance but also streamline compliance across various jurisdictions, making it easier for organizations to adhere to standards like GAAP, IFRS, and local regulations.
Vision for the Future: Occams Advisory’s Ambitions
Nitin Aggarwal, CEO–India at Occams Advisory, delivered the Welcome Note and Vote of Thanks, reiterating the firm’s vision to build an agile, AI-enabled, and globally compliant financial infrastructure for professional services. He also shared the company’s ambition to rank among the top 30 financial professional services firms globally by 2030. Additionally, he introduced the upcoming Bitcoin Treasury Services, aimed at helping corporations strategically manage their digital assets.
The Importance of AI in Modern Finance
As artificial intelligence continues to reshape the global financial landscape, events like the AI-Finance Roundtable play a crucial role in fostering dialogue among industry leaders, policymakers, and financial professionals. By exploring the transformative potential of AI, participants aimed to pave the way for more efficient and innovative financial systems.
Building Bridges Between Nations
The collaboration between India and Canada, highlighted during the event, signifies a broader trend of nations converging on common interests in AI and technology. This interaction showcases the importance of cross-border partnerships in addressing challenges and harnessing opportunities in the fintech arena.
Growth Amid Challenges: Navigating Regulatory Landscapes
India’s ever-evolving regulatory landscape presents both challenges and opportunities. The discussions at the roundtable illuminated the need for firms to remain adaptable as they navigate these complexities. The emphasis on understanding local regulations while leveraging global best practices is vital for success.
A Commitment to Social Responsibility
Beyond financial metrics, Occams Advisory places a strong emphasis on social responsibility and ethical practices in its operations. This focus aligns with global trends toward sustainable business practices, further enhancing the firm’s reputation in the consultancy space.
Conclusion: The Path Forward for Occams Advisory
As Occams Advisory continues to expand its footprint in India and beyond, the inauguration of its New Delhi office and hosting of the AI-Finance Roundtable represent significant milestones. By fostering dialogue on the intersection of finance and technology, the firm is poised to not only reshape its future but also contribute positively to the wider financial ecosystem. Through innovative strategies, robust partnerships, and a commitment to continuous improvement, Occams Advisory aims to lead the charge in navigating the complexities of modern finance, ensuring a promising future for clients and stakeholders alike.
For more information, visit: www.occamsadvisory.com
