MOON VENTURES
Moon Ventures is a financial advisory firm dedicated to helping businesses raise capital, optimize financial structures, and make confident strategic decisions in an increasingly complex financial environment.
We work closely with entrepreneurs, growing companies, and established businesses to bridge the gap between ambition and execution. Whether it is fund syndication, business valuation, retainership advisory, or fundraising readiness, our focus remains constant—delivering practical, result-oriented financial solutions tailored to each client’s unique needs.
Founder & CEO
Chartered Accountant by profession, Leena Agarwal has 18+ years of experience in the space of Corporate Finance and Banking Compliances. She brings on table long industry experience in the field of Corporate Lending. She worked with Axis Bank for 16 years in lending segment.
What We Do
- Our core services include:
-
Fund Syndication & Debt Advisory
Connecting businesses with banks, NBFCs, financial institutions, and investors to raise structured and timely capital. -
Business Valuation Services
Independent and professionally conducted valuations for fundraising, M&A, regulatory compliance, and strategic decision-making. -
Retainership & Ongoing Financial Advisory
Acting as an extended finance team, providing continuous strategic guidance, lender coordination, and financial oversight. -
Fundraising Readiness & Financial Structuring
Preparing financial models, projections, and documentation to ensure businesses are always capital-ready.
Our Approach
- We follow a client-first, execution-driven approach, focused on outcomes rather than just advice.
- Strategic Insight – We align financial decisions with business goals.
- Hands-on Execution – We actively manage processes, stakeholders, and timelines.
- Transparency & Integrity – Clear communication, unbiased advice, and ethical practices.
- Long-Term Partnership – We grow alongside our clients, supporting them at every stage.
Our Mission
- To empower businesses with clarity, capital, and confidence, enabling them to make informed financial decisions and achieve sustainable growth.
Our Vision
- To be a trusted financial advisory partner known for integrity, execution excellence, and long-term value creation for our clients.
Why Choose Us
- Continuous access to experienced financial advisors
- Cost-effective alternative to full-time finance leadership
- Proactive monitoring, not reactive advice
- Strong expertise in debt, fundraising, and stakeholder management
- Customized retainership models aligned with business needs
