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.
¨ 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.