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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.
Year End Note – 2020 – A Gateway to the Next Decade
2021 starts the new decade for us with a lot to look towards. This post peeks into the past with thoughts on what to wish for in the coming year. We wish all of you a very happy new year.Game stop – Lessons From A Very Costly Game
Gamestop frenzy attracted a lot of attention with its sharp stock price movement. Countless individuals lost their life savings. This post aims to highlight a few lessons from the saga.
Motilal Oswal 25th Wealth Creation Study 2020
Each year Mr. Raamdeo Agrawal conducts wealth study targeting different themes and presents it to the investor community. This year’s theme was coming up with a set of 25 questions which investors could use to identify good Companies using a bottom of research.
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.
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.
GET IN TOUCH…
To arrange a consultation or workshop, send us a message.