FREE 20-MINUTE CALL

Get financial clarity in 20 minutes

A short, no-pitch call to look at your numbers and tell you exactly where the cash is actually going.

Anita Rao, founder of Root & Branch Advisory

Anita Rao, CFA

Founder, Root & Branch Advisory


  • 12 years advising Indian SMBs
  • 340+ businesses guided
  • Featured in Mint & YourStory

Book your free 20-minute call

Pick a slot below — no prep needed, but bring your last three months of bank statements if you have them handy.

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No obligation. No upsell on the call.

Why business owners come back

“Twenty minutes with Anita showed us exactly why our margins looked fine on paper and felt terrible in the bank account. We restructured two vendor contracts the same week.”

Rohan Mehta

Rohan Mehta

Founder, Mehta Textiles

Before you book

What actually happens on the call?+

We look at your last few months of numbers together and I point out one or two things you can act on immediately — that's it.

Is it really free?+

Yes, no card, no catch. Some callers become clients afterward, most just leave with a clearer picture.

What should I prepare?+

Nothing is required, but your last three months of bank or accounting statements make the call more useful.

Is there any obligation after the call?+

None. I'll tell you plainly whether ongoing advisory makes sense for you — and just as plainly when it doesn't.