Financial Advisers

Financial Planning helps you take better control of your financial situation, enhance your quality of life
and make you feel money confident. the road map or strategies to achieve your life’s important financial goals reduces financial risk &money-related uncertainties of future needs and helps you maintain good financial health.

Financial planning will help ensure the right balance between the inflow and outflow of the funds. It allows the business entity or the person to accommodate the changing market conditions and, in turn, revise their plan. Early financial planning enables people to meet their goals due to the long-time horizon. It will ultimately put lesser pressure at present on your pockets. The cost of planning is also minimal. It's proven that the 'Value of money increases with time' and hence now is the right time to invest.

Services are

• Goal Planning - Such as Children’s education, children’s marriage, vacation, buying a home or car, etc.
• Retirement Planning - What should be your retirement corpus to lead a happy retired life?
• Insurance Planning - What’s your human life value? What should be your cover? Which is the best one for you?
• Emergency Funds - Funds for unplanned expenditures.
• Tax Planning - Proper tax planning will help you save taxes, leaving more money in your hand.
• Budgeting & Loan Management - Repay bad loans and take better control of your finances.
• Investment Planning - Investing in best suited invests to achieve your goals confidently.

Fixed Asset Accounting and Management Services

Fixed asset accounting is one of the Finance Department's most human and document-intensive processes. Automation of Fixed Asset Accounting helps organizations significantly reduce costs and accelerate the accounting and reporting process .fixed asset accounting services in India and abroad can help you with any of your fixed asset accounting and management requirements. We provide comprehensive fixed asset accounting services that help you track the location, quantity, condition, depreciation, and maintenance of your fixed assets so that you get better control and more effective management of your fixed assets.

• • Physical Verification of Fixed Assets
  • Assets classifications based on location/ branch/ Asset User/ Category/ Cost Centre/ Custodian/ Department etc.,
    
  • Updating asset details like asset code, asset type, purchase information, asset description, etc.
    
  • Accounting of Fixed Assets and maintenance of Fixed Assets Register separately under the Companies Act (CARO) and Income-tax Act. Updating the fixed asset register with new asset additions Write-off/ Adjustment of obsolete/ discarded assets.
  • Preparation of Depreciation Statements under the Companies Act and Income-tax Act.
    
  • AMC/ Insurance/ Warranty Expiry Report.
    
  • Generation of reports on Fixed Assets.
    
  • Reconciling fixed assets and other related sub-ledgers with the general ledger.
    
  • Reviewing of fixed asset invoices to evaluate Allocation expense vs capitalization.
    
  • Creating various reports like a fixed asset register, fixed asset schedule, depreciation calculation report, depreciation comparison report, etc.
    
  • Providing advice on write-offs & adjustments against each asset, if any.
  • Coming up with accurate capital expenditure projections based on past asset depreciation and new capital improvement plans.
    

Accounting and Outsourcing

• Cost Audits
• Cost Certification and Compliance
• Development and implementation of the Costing System
• Bookkeeping and preparation of Final Accounts.
  
• Payroll Accounting and Payroll Processing
• Assistance in the Payment of Statutory Dues
• Online transfers for payment to parties and Bank Reconciliation
• Fixed Assets verification and completion of records.
  
• Inventory Management along with Verification of Inventory and Reconciliation of inventory with books and Generation of inventory reports
  
• Selection, installation and training of accounting software.
• Preparation of Annual Financial Budgets.
  
• Preparation of Cash Flow / Fund Flow forecasts.
  
• To assist in the preparation of VAT returns, GST Returns, PT Returns and E-TDS Returns, PF and ESI returns.
  
• Software Managed Service, Maintenance of Accounts and related records on computers.
  
• Preparation of Management and Interim Accounts.
  
• Finalization of Accounts and assisting in the preparation of financial statements and compliance with the relevant statutory requirement of various enterprises.
• Providing detailed Trading, Profit and Loss Account and Balance Sheet, along with ratio analysis and the management report highlighting key business trends, providing regular MIS Reports on which you can base your business decisions.
  
• Budget V/s Actual Variance Analysis and Reporting.

Mutual Funds and Systematic Investment Plans (SIP)

 Mutual funds offer investors the opportunity to earn an income or build their wealth through professional management of their investible funds, Investing in the units of a scheme provides investors exposure to a range of securities held in the investment portfolio of the scheme in proportion to their holding in the scheme. Thus, even a small investment of Rs. 500 in a mutual fund scheme can give investors proportionate ownership in a diversified investment portfolio, Once an investment is made with a mutual fund, they make it convenient for the investor to make further purchases with very little documentation.

Payroll service

A payroll service provider is a company that either assists with or assumes all aspects of payroll on behalf of another business. This arrangement is often beneficial for employers who value their time and want to ensure that their employees and taxes are paid accurately and on schedule. In some cases, business owners may also save money when they consider that a payroll service provider can help them eliminate expensive tax penalties.

Payroll is the most important task of the HR department, which demands accurate, compliant, and timely completion. Errors and inaccurate payroll systems badly affect the employees, and entity and reduce the morale of the employees. Further, this creates chaos. We accept complete outsourcing of Payroll services as we are specialized in every aspect of the payroll process with high confidentiality, accuracy and integrity.

Our payroll services are:-

• Structuring of Cost to the company (CTC) in Compliance with the Income Tax Act and Labour Laws.
• Year-end investment document verification and Tax computation for the year.
• adhering to the various laws and regulations such as labour law, PF, PT and other statutory compliance.
• Effective Document Management Systems such as Offer Letters, Appointment Letters, Pay slips, FFS and other documents & registers mandated by statute.
• Tax computation and Tax deduction at source Professional Tax applicability.
  
• Form 16 Generation at the year-End.
  
• Preparation of TDS challans.
  
• Preparing full and final settlement for the resigning employees.

Legal Support

We customize each service to meet the specific requirements of new and existing companies to develop sustainable advantages and help our clients effectively optimize and develop their internal competencies by assisting them to translate their latent talents into successful business solutions.

Legal Support we provide:-

• Services of Drafting of appeal before any Statutory Authority.
• Power of Attorney to act as agents and protect rights
• Intellectual Property Rights Protection and licensing
• Services of Giving Legal Opinion in respect of queries raised in any branch of law such as Income Tax, VAT, GST, Customs, Excise, Company Law etc.
• MOU Drafting
• Business Plan
• Business Valuation Reports
• CMA Data
• Project Reports

MOU

A memorandum of understanding (MoU) is a type of agreement between two (bilateral) or more (multilateral) parties. It expresses a convergence of will between the parties, indicating an intended common line of action. It is often used either in cases where parties do not imply a legal commitment or in situations where the parties cannot create a legally enforceable agreement. It is a more formal alternative to a gentlemen's agreement.

The MOU can be seen as the starting point for negotiations as it defines the scope and purpose of the talks. Such memoranda are most often seen in international treaty negotiations but also may be used in high-stakes business dealings such as merger talks.

Fractional CFO

Small businesses and startups often need assistance bringing their organizations to the next level. Unfortunately, the financial aspects of the business can become a roadblock if the company can’t afford a highly skilled chief financial officer, but a fractional CFO may be the answer. Small businesses that can’t afford or don’t need a full-time CFO can utilize fractional CFOs as informational resources at a lower cost.

Small business owners and startups tend to work with outsourced talent when they realize their businesses have strategic financial needs that their in-house employees cannot accommodate.

• Improved Decision-Making
  
• Time and Resource Saving
  
• Financial Information Experts
  
• Enhanced Internal Control
  
• Boost Productivity
  
• Bookkeeping
  
• Reviewing financials and refinancing options
  
• Consulting on new business plans
  
• Helping Achieve Goals
  
• * Timely financial reports, MIS reports and assistance to management