Crest Up: Curating Smarter Financial Services For Better Business Management

Purva Gaur,   Founder

Purva Gaur


With a forecasted compound annual growth rate (CAGR) of 9.1 percent from 2023 to 2030, the worldwide demand for business process outsourcing in finance and accounting, particularly CFO services is predicted to reach a value of $56.42 billion. Founded in 2023 by two seasoned professionals, Purva Gaur and Kshitij Lodha, Crest Up is one of the popular outsourced CFO services startups gaining a lot of traction on account of the excellence of its services as well as the extensive hands-on experience as former CFO’s that the seasoned founders of the firm bring to the table. Purva Gaur, (BE, MBA, CFO Program - (IIM - Kolkata) possesses over 30 years of hands-on experience across numerous verticals and specializes in financial strategizing. A working Director & CFO of multiple companies, Purva possesses over 25 years of hands-on experience across numerous verticals and specializes in financial strategizing. Kshitij Lodha, on other hand, brings 18 years of experience working with multiple banks and wealth management firms. He has also served as visiting faculty at PUMBA, and a startup mentor. Forming the dream team, the two founded Crest Up with the aim of extending the benefits of outsourced CFO services towards SMEs/MSMEs across the length and breadth of India. The objective of the company is to seek out and address the issues that often occur in relation to its finances.

As a Pune based virtual outsourced CFO services provider, Crest Up provides a distinctive advantage to its clients. “Managing your business's finances, compliances, corporate governance, and addressing strategic requirements are important tasks and one cannot afford negligence in these areas. Imagine having a goto finance expert that could help you solve all your company’s most challenging financial problems. Our CFO services will help you navigate accounting complexities with ease, freeing up time to focus on your business”, shares, Purva Gaur, Founder, Crest Up.

By offering this extensive set of services, the company aims to be a one-stop destination for all of the financial services needs that a business may require

The company offers a wide array of financial services including financial gap analysis, cash flow management, financial decision making, risk management controls, financial forecasts and projections, business valuations, accounting, audit, and taxation, business analysis and cost structuring, fundraising services, legal liasioning, incorporating fintech and automation, and treasury and working capital optimization. The company aims to be a one-stop destination for all of the financial services needs that a business may require.

Helping SMEs Grow
“Building up is not easy, sustaining is even harder. The challenges of managing a start-up or a growing business or any business, are extraordinary! Every entrepreneur needs a source for strategic advice, and daily support to meet their financial and technical accounting requirements. That is exactly what we do. The path from your first million to beyond the 100 million mark is long and challenging. Simplify it with access to the high-level financial and strategic insights that only a CFO can bring to the table without having to make a full-time hire”, further shares Purva.

By undertaking all the financial services, Crest Up removes the need for businesses to hire a big financial team, thereby saving significant costs. This comes as a helpful lifeline for SMEs that are already handling funds with extreme care and need smart ways to cut expenses without compromising on the business. Additionally, by taking the financial services burden away, the team at Crest Up frees up the clients to focus on its business better rather than having to worry about the financial aspects. The team works as partners with the clients and offers honest and transparent services, ensuring client satisfaction. Crest Up’s approach and vision are quite wise, and the driving fuel propelling the company to great heights of excellence.