Consultancy Services

Insurance & Investment Consultancy

  • Formulation of Personal Financial Plan
  • Fund Management Advice to Corporate, Firms, Trusts, Charitable Institutions
  • Investment Assistance in Mutual Funds, Equities, Bonds, Real Estate etc.
  • Planning & Advice for Life Insurance, General Insurance, Retirement

System Development, Process Designs, MIS etc.

  • System Development, Implementation of ERP Based Software's including SAPs, Tally ERP etc. and Developing Processes, System, Procedures for Internal Control & Betterment and compliances of various laws like Income Tax TDS, GST Return Statements, Tax Audit Requirements, reports under Companies Act and various other laws applicable to organization.
  • Nurturing a Company for a Public Issue/Listing/SME Listing.
  • Restructuring Organization, Systems Development with Internal Controls, Corporate Compliances, Adhere with Corporate Governance.

Due Diligence -Tax Compliance

  • Check the compliances of Tax Laws and Verify the Internal Control System in order to save an organization from Financial Losses due to non-compliance or wrong treatment of tax entries in Accounting.
  • Training Employees for better understanding of Tax Laws and Compliances under Various Laws applicable to the Organization.