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One Stop Shop For All Finance Need
Our team comprises of Chartered Accountants, Company Secretaries and Lawyers who bring on the table diversity of professional experiences across multiple domains such as Investment Banking, Risk Management, Accountancy, Direct and Indirect Taxation, Auditing and Secretarial matters and all other allied finance matters. Where possible, we aim to ensure that our clients get all assistance in finance matters under one umbrella.
WHAT WE DO…
We offer a variety of services to our clients including
Insurance Protection
Protect from the risk of unfortunate events such as demise, hospilisation expenses, illnesses, accidents, etc.
Tax Planning
Income Tax or GST, we handle end to end computation, filings and communications with the tax office.
Saving Solutions
We help clients in identifying an appropriate savings product suitable for their needs and risk appetite.
Accounting & Compliance
We manage end to end Accounting and associated compliances for Individuals & Small Businesses – Digitally.Risk Advisory Services
Conduct Internal Audits or Business Process reviews for your business across different industries.
Will Management
Prepare Wills and keep them relevant for efficient transmission of inheritance.
Our professionals bring along valuable experience of working across multiple Big four consultancy firms, International Investment Banks and Insurance Companies. Combining our understanding of the business and products, we are able to assist our clients in their specific needs and become a partner to their financial journey.
How to Become a Millionaire ?
Money creates money and compounding magic adds to the wealth creation of a person. However, the first step is to have a decent corpus and is the biggest hurdle. This post discusses how to overcome this hurdle to kick start your journey of becoming a millionaire.Peer to Peer Lending
P2P Lending gives individual investors an ability to explore an additional investment avenue whereby they earn interest income out a loan portfolio. This blog explains key features of P2P Lending opportunity.
How Different Asset Classes Were in 10 Years
How different asset classes behaved in the past and the correlation between them.
GET IN TOUCH…
To arrange a consultation or workshop, send us a message.