Building India operations for a U.S. digital payments company.

Building India operations for a U.S. digital payments company.

Region: India

Industry: Financial Services

Project Objective: GTM and PMO

Strategic Context

The client, a U.S. based digital payments company, wanted to launch and scale its India operations and needed PMO support for managing strategic partnerships with commercial banks, central banks, and government entities to enable compliant and accelerated market entry.

Client Mandate

We were engaged as Strategic Partners to:

  • Formulate and implement the India go‑to‑market (GTM) strategy.
  • Establish an Indian legal entity and set up on‑ground operations.
  • Set up a Project Management Office (PMO) for India.
  • Collaborate with banks, financial institutions, central and state regulators, and other government entities.
  • Manage project workstreams and verticals across product, technology, compliance, and partnerships.

How we delivered

  • GTM and Entity Setup – Defined the India business model and priority use cases, crafted a bank‑ready GTM strategy (value proposition, pricing, channels), and led entity incorporation, regulatory filings, and foundational compliance to enable launch.
  • Regulatory and Banking Enablement – Coordinated with commercial banks, central banks, and key government entities to align on use cases, licensing requirements, and risk controls, unlocking sandbox / pilot environments and formal partnerships.
  • Product and Integration Support– Supported mobile application roadmap, onboarding journeys, and transaction flows; managed integrations with banking partners, payment rails, and third‑party vendors to ensure a compliant and scalable tech stack.
  • PMO and Stakeholder Management – Set up a central PMO for India, tracking milestones, risks, and dependencies across workstreams, while driving structured governance with global leadership and local partners to keep execution on time and on strategy.

Impact created

RBI sandbox completed

3‑year GTM unlocked

5+ partners onboarded

Global awards shortlists

client testimonials

I wanted to take a moment to share some feedback with you. I must say, the team has been incredibly helpful and dedicated. Their hard work day and night to meet the deadline did not go unnoticed. I highly recommend seeking their expert advice on financial models to any startup looking to succeed. Their insights and expertise have truly made a difference in our project. Thank you for all your team's efforts and commitment.

Sundeep Luthra

Founder & CEO, Application Uni

Excellent effort, reliable and available team.

Dr. Ahmed Al-Saggaf

Advisory Board Member, KAUST

Good grasp of an unknown industry, analytical and logical approach, and strong strategic thinking from the team.

Dilip Chhugera

Founder and CEO, The Global Elephant

I had the pleasure of working with Mergen Compass to build our business model and conduct market research. From start to finish, the experience was outstanding. The team's expertise and dedication were evident in every aspect of the project. They delivered results with remarkable speed, efficiency, and quality. I couldn't be happier with the outcomes and highly recommend Mergen Compass to anyone seeking top-notch business consulting services.

Hani Abu-Ghazaleh

Founder & CEO, Mental.io

I love working with you guys. You were professional, friendly, humored our questions and uncertainties, and provided a comprehensive analysis of our business that was backed by numbers, research, and your expertise. Thanks for everything!

Sabine Kuhn

Co-Founder & CEO, Talent and Truth

The market entry plan was excellently crafted, and I look forward to applying the same level of expertise to its implementation.

Europe-based EdTech

Founder & CEO

Very satisfied with the services. Thanks to the whole team for the support. We really appreciate the level of dedication and the knowledge of the team. Highly appreciate the team's efforts and support.

Chandan Khurana

Founder & CEO, Weave and Decor

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