SELECT CASE STUDIES


MyCFO has worked on over 60 mandates in the last couple of years with companies of different sizes and with varied ownership structures in a variety of roles across industry verticals. We would be happy to share case studies that may be relevant to your business.


City of Surrey

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Nature of Work

Wealthtree assisted the City of Surrey, British Columbia, in bringing a Mission of 30-40 business leaders to India, the mission was headed by its Mayor Dianne Watts, in the month of February 2011 and visited 3 cities. This Mission’s objective was to seek and explore opportunities in the fields of Education, Clean Energy, Wood and Manufacturing, Film and Entertainment, Information and Communications Technologies, both from an investment and trade perspective.

Benefit

WT delivered at several levels to create a successful India program. Today most of the mission participants are in business with Indian companies or have signed up MOU’s and still in discussion to advance their India agenda.

Argentine consulate

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Nature of Work

The Consulate wanted a practical handbook about doing business in India. In addition, WealthTree brought out 6 reports on key sectors that were the focus sectors identified by the Consulate. These were Auto Components, CNG, IT, Food Processing, Food Processing Machinery and Wine. And organize B2B meetings for a 30- member high-level visiting delegation, accompanying the President of Argentina, with Indian companies..

Benefit

The client had a ready reckoner on the key issues of Doing Business in India in an easy to understand format for reference purposes. Organized more than 100 High quality pre qualified meetings for the presidential delegation.

US Commercial Service -US Consulate(Government)

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Nature of Work

Client enlisted WealthTree’s services to organize B2 Bmeetings for a visiting delegations . Multi Sector - More than 12 missions during the last eighteen months, with Indian companies. Our work broadly included developing a shortlist of high-quality matches for each visiting company, contacting senior management at shortlisted Indian companies and ensuring successful business meetings between companies from the two countries Several Government officials headed and accompanied the delegations.

Benefit

We have organized more than 1200 high quality meetings for the 150 companies that came down. WealthTree also provided a briefing on ‘Doing Business in India’ for the visiting companies Some of these companies are already distributing to or sourcing from the India counterparts or have established their own presence in India.

Beauty Products company from US

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Nature of Work

Wahl Clipper Corporation has been manufacturing professional styling products, home styling products and animal grooming products since 1919. Taxation and regulatory advice. WealthTree conducted a salary benchmarking exercise for the company to compare the salaries of complementary indu8stry sectors. It also provided the optimal tax efficient salary structures for the manpower to be employed in India. Similarly we did another exercise comparing cashflows and tax implications in various scenarios pertaining to the decision of import vs manufacture. WealthTree is now involved in the company incorporation for Wahl Clippers

Benefit

Single point of contact for an end to end regulatory advice and implementation Shortened time to market – time from first visit to India to commencement of company incorporation procedure – 2 months.

Atlantic Canada based Opportunities Agency

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Nature of Work

WealthTree with its partner Market Access International Canada are working on a market entry strategy for some key sectors for Atlantic Canada including Seafood, Aerospace Technology, Boat Building, Sustainable Energy,Women Entrepreneurs and Marine Technology. The scope of work includes gathering market information previsit, conceptualizing and implementing special promotional activities (Seafood Tasting Festival, Nov 2010 and again at TASTE 2011), assisting Canadian companies in the gathering of market intelligence during their India visits

Benefit

ACOA found in WealthTree a partner that could understand the requirements of the assignment completely and deliver at several levels to create a multilayered ACOA found in WealthTree a partner that could understand the requirements of the assignment completely and deliver at several levels to create a multilayered

Military Equipment producing US based company.

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Nature of Work

NMC-WOLLARD designs, manufactures, markets and services a broad line of aviation ground support equipment, industrial tow tractors, and front-end articulated loaders/tool carriers. The company is an industry leader in aviation ground support equipment WealthTree provided the company with a feasibility report for understanding the advantages/disadvantages, regulations and laws governing a setup in a SEZ, broadly focusing on whether the company should set up a unit in a SEZ zone. Also involved with the Company Incorporation process.

Benefit

Single point of contact for an end to end regulatory advice and implementation Shortened time to market – time from first visit to India to commencement of company incorporation procedure – 4 months.

Spanish based company in Surface Transportation.

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Nature of Work

MTC was interested in understanding the market potential for its products in India as well as the appropriate market entry. WealthTree provided MTC with a report covering the key trends in the Indian Railways including the conventional and metro rail systems, key customers, key elements of the supply chain. It laid special emphasis on the procurement procedures and the creations of new market segments.

Benefit

Client had developed a deep understanding of its market in India, competitors and customers, industry dynamics, regulatory landscape and business plan. Another important takeaway for the Client was the network WealthTree built with major government organizations in anticipation of its entry.

Online Jewelry Portal Based out of Belgium

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Nature of Work

Zeppoo was looking for a trusted Indian partner to be able to source very high quality items in these 3 categories from India. WealthTree identified the potential companies that could be used for the exercise, shortlisted them based on criteria for capacity and turn –around – times. We accompanied the Zeppoo representatives to the individual companies, identified the designs that needed to be shipped, ensured that the quality of the products was up to the mark and oversaw the shipping of the products.

Benefit

WealthTree proved to be a one stop shop providing the complete sourcing solution to Zeppoo.

RHT Mauritius based automatedtracking company.

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Nature of Work

RHT mandated WealthTree to develop a sales strategy document mainly providing an overview of the tracking market with a special emphasis on RFID and Barcode based tracking technologies. The objective was to indicate the positioning of the product in the market and to indentify paths for improving the marketing activities and boosting sales for the company. The report included an overview of the Tracking Systems market, a study of competitors and major players, end user analysis, marketing approach and sales, pricing analysis and case studies

Benefit

WealthTree provided RHT with a clear picture about the market in India along with a step by step plan for boosting sales.

Adventure sports product US based company.

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Nature of Work

Street Surfing was looking to enter India to market a new sporting concept which combines the features of skating, snowboarding and skateboarding, called ‘StreetSurfing’. The assignment involved a 8 city pre-launch survey to obtain an understanding of the current skating products market, meetings with the coaching community and sports goods distributors, identification and selection of representatives in key cities, decisions on pricing and marketing strategies and development of a sustainable sales channel on an all India basis.

Benefit

StreetSurfing had an official launch in the 3 cities of Delhi, Pune and Bangalore in 3 months with WealthTree handling the event promotion, audience generation and press publicity. StreetSurfing also got access to a list of 30 distributors and end users from the 8 cities that WealthTree has scoped.

MIDOR Switzerland based choclates company.

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Nature of Work

MIDOR wanted to do a quick check on the market for premium chocolate brands in India and their positioning strategy in the Indian market. . They also wanted to evaluate the display strategies in the market place. WealthTree provided them with a report focusing on key national and international players, their product portfolio and market share, brand image perception and recall for competition products, growth trends in consumption of high end chocolates and confectionery, customer focus and sales promotion strategies used by international brands, preferred distribution channels and evaluation of display at stores

Benefit

WealthTree was able to provide MIDOR with a comprehensive understanding of the confectionery market players and the perceptions of each of these brands in India.

Novol Polish based company for technical repair

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Nature of Work

Market Feasibility: Novol had plans for entering the Indian market with their car refinish paints and wanted to understand the after sales service market that existed for cars in India. WealthTree worked with Novol to identify the key sub segments of the after sales markets, the key players in the market, the pricing strategy and the regulations involving paints. We also arranged for the procurement and shipping documentation of the paint and thinner samples that Novol wanted to test against their products in Poland.

Benefit

In a single visit Novol was able to obtain a sample of 96 types of paints and thinners for testing. Novol also got access to a thoroughly verified list of auto refinish distributors and end users.

Industrial valve producer canada based company.

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Nature of Work

Greenfield Project Management Support : WealthTree has been assisting the client in the Project Management of its plans . Some of the key tasks that we performed were Acquisition of Land : & Office Premises , Recruitment of key personnel. We continue to work with Velan on the management of the project as well as ongoing and specialised tax and regulatory advisory services

Benefit

Single point contact for end to end solution with Efficient use of top management time in India – a single visit to clinch the land and the office deals as well as recruit the two top ranking officials for India operations. Visibility into the entire process without the hassles of allocating precious company resources for the assignment all verifications were taken care of by WT

Large Industrial Group from Alava Spain

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Nature of Work

WealthTree helped the client in gathering a deep understanding of its market in India, competitors and customers, industry dynamics, regulatory landscape and business plan.

Benefit

Kider received a clear cut, step by step business plans with the mode of market entry, potential outlays and risks all laid out clearly. They are today well established in India and based out of Pune.

Huliot Middle East based five decade old company.

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Nature of Work

Huliot was interested in understanding the technical feasibility for its products in India as well as the commercial feasibility for its proposed operations in the country. The assignment was done in two phases: a. Technical Feasibility including Comparison of Indian and Israeli quality standards; b. Commercial Feasibility including Determination of key user segments, demand drivers, competitors, pricing and supply chain

Benefit

Huliot was able to assess which categories of their products were both technical and commercially ready for the Indian market. In a single visit Huliot was able to assess the market and identify he right quality of distributors for their products in India.

French Orthopedic Implant Manufacturer

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Nature of Work

WealthTree assisted Evolutis, a French orthopedic implant company with the development and implementation of its sales strategy in India. WealthTree’s engagement included studying the competitive landscape, advising on the market entry strategy, meeting and appointment of distributors, developing processes and systems to track sales orders and servicing requests, implementing sales promotion strategies targeted at hospitals and doctors, tracking sales volumes and turnover and devising strategies to improve business development

Benefit

WealthTree was able to provide Evolutis with the comfort of having a representative dedicated to increasing sales in India without having to bear the administrative hassels and the time that it would take them to start an India office.