Industry - Payment Processing
Industry - Growth Investment in a Behavioral Health Platform
Industry - Consumer Goods Brand Turnaround
Industry - Tax Strategy and Specialty Credits
Industry - Tax Strategy and Specialty Credits / Employee Retention Credit
Challenge:
A leading U.S. private credit firm had just closed its second fund and needed to quickly scale research, client data management, and finance teams in India. Direct incorporation would take 8–12 weeks, tie up capital in entity formation, and introduce recurring obligations such as statutory audits, director liability, and FX compliance—threatening the firm’s aggressive timeline.
Solution:
Occams deployed its turnkey Employer of Record (EOR) model, acting as the legal employer for all Indian hires while the client retained full day-to-day operational control. Payroll, contracts, and tax compliance were fully managed under Indian law, enabling a seamless and compliant launch.
Impact:
Time Advantage: Achieved full onboarding in four weeks — two months faster than direct incorporation.
Cost Savings: Avoided tens of thousands in setup, audit, and legal expenses.
Regulatory Confidence: Fully mitigated compliance and tax exposure.
Scalability: Provided ability to scale the team up or down without entity maintenance costs.
Client Endorsement
“Partnering with Occams Advisory allowed us to move with the urgency our business demanded. What could have taken months of legal red tape was reduced to a matter of weeks. We built our India team without compromising compliance or burning capital on unnecessary setup costs. Their cost and fees are best in the market.”
— CEO, Private Credit Client
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