Pankaj Somaiya & Associates is a one stop provider for varied services which includes Insurance & Investment Consultancy, Designing of MIS, Processes, Accountancy, Outsourcing Works and also provide ancillary services like Incorporation of Firms, Trusts, Preparation of Documents for Subsidy and Grant etc.
INSURANCE & INVESTMENT CONSULTANCY
- Formulation of Personal Financial Plan.
Management Advice to Corporate, Firms, Trusts, Charitable
- Providing assistance for investing in Mutual Funds, Equities, Bonds, Real Estate etc.
- Life Insurance, General Insurance Planning & Advice, Retirement Planning.
PROCESS DESIGNS, MIS ETC
- Developing of Processes, System, and Procedures for internal Control & Betterment.
- Preparing Company for A Public Issue/Listing by Restructuring of
Organization, Systems Development with Internal Controls,
Corporate Compliances and adherence with Corporate
- Business Accounting Services to Small & Medium Enterprises.
Consolidation of Accounts & Preparation of Financial Statements.
- Account Verification Services.
- Computerized Accounting as per law for Traders,
- Accounting as per Accounting Standards & Guidance Notes of ICAI.
- Conversion of Accounts from Single Entry to Double Entry
System of Accounting of Government College, Hospitals.
- Aging analysis of Stock & Debtors, Bank Reconciliation & other
- Accounting System Development & Implementation for
Manufacturing Units, Hospitals etc with Tax & other laws
- Private Sector Banks-Cash Management, Cheque
Collection/Banking & Coordination.
- Investigation & Fraud Detection, Verification & Management Service etc.
- Risk Containment Unit for Banks.
- Incorporation/registration of Partnership, trusts, Charitable
Institutions, Societies, Cooperative Societies etc.
- Drafting of Partnership Deed, Trust deed etc.
- Registration under shop & establishment act, District
Industries Center ETC.
- Representations before Government Departments in project
- Preparation of Documents for TUFS subsidy and State Capital &