Achieve ISO 27001 Certification
Client Overview
● Company: Confidential (Premier Valuation and Financial Advisory Firm)
● Industry: Financial Services Business Valuation, M&A, Strategy Advisory
● Size: 60+ Employees
● Operations: Bangalore, India
● Industry: Financial Services Business Valuation, M&A, Strategy Advisory
● Size: 60+ Employees
● Operations: Bangalore, India
Business Challenge
As a trusted valuation and advisory firm working with high-profile clients and sensitivefinancial data, the client recognized the urgent need to:
● Establish a formal Information Security Management System (ISMS)
● Demonstrate commitment to data confidentiality and integrity
● Meet client expectations for information security assurance during due diligence and deal execution
● Demonstrate commitment to data confidentiality and integrity
● Meet client expectations for information security assurance during due diligence and deal execution
They aimed to achieve ISO 27001 certification within a six-month timeframe but lacked in house cybersecurity expertise and a structured compliance roadmap.
Why Secure Minds
Secure Minds was engaged based on:
● Extensive experience in ISO 27001 advisory across industries
● Expertise in aligning security frameworks with business processes
● Proven ability to deliver fast-track ISO readiness with high audit success rates
● Strong understanding of confidentiality requirements in the financial domain
● Expertise in aligning security frameworks with business processes
● Proven ability to deliver fast-track ISO readiness with high audit success rates
● Strong understanding of confidentiality requirements in the financial domain
Approach & Methodology
Secure Minds implemented a Five-Phase ISO 27001 Advisory Framework
ISMS Gap Assessment & Planning
I conducted a detailed gap analysis against ISO 27001:2022 standards. This involved defining the ISMS scope to cover key assets and successfully identifying critical control gaps in access governance, vendor risk management, and business continuity planning to create a strategic roadmap.
Risk Assessment & SoA Development
I led a structured risk assessment per ISO 27005, facilitating risk evaluation for key financial data and workflows. This culminated in developing a custom Statement of Applicability (SoA) that defined the implementation of 93 relevant Annex A controls to mitigate all identified risks.
Policy Development & Documentation
I authored and tailored over 30 core policies and SOPs, including key documents for Information Security, Data Classification, and Business Continuity. To support this framework, I also formally defined all ISMS roles, responsibilities, and associated communication protocols to ensure clarity.
Implementation Support & Awareness
I guided the secure implementation of technical controls across Google Workspace, valuation platforms, and endpoint protection tools. I also rolled out security awareness training for all staff, conducted the full internal audit, and prepared leadership for formal Management Review Meetings.
Certification Support & Audit Coordination
I served as the primary liaison with the Certification Body, providing advisory support through Stage 1 and 2 audits. I resolved two minor non-conformities in under 15 working days, culminating in the achievement of full ISO 27001 certification within a rapid 4.5-month timeline.
Key Results & Outcomes
Client Testimonial
“The Secure Minds team understood the nuances of our business from day one. Their structured yet flexible approach to ISO 27001 implementation helped us meet our certification goals without disrupting our core advisory operations.”
— Partner
About Secure Minds
Secure Minds is India’s premier cybersecurity advisory firm, helping organisations secure their infrastructure, train their people, and align with global standards like ISO 27001, NIST, and HIPAA. We believe that true cybersecurity isn’t just about tools it’s about trust.
Website: www.secureminds.pro
Email: contact@secureminds.pro
Website: www.secureminds.pro
Email: contact@secureminds.pro
