Service

Accounting and Tax Filing

Streamlined Finances, Optimized Returns

Accounting and tax filing services are critical for both individuals and businesses to achieve financial stability and compliance. We offer comprehensive solutions, ranging from bookkeeping and tax planning to tax preparation and filing.

For individuals, we provide personalized services to help manage finances and minimize tax liability. For businesses, we offer customized solutions to ensure accurate financial reporting and compliance with tax laws.

With our team of experienced professionals, you can trust us to provide effective and efficient services. Our goal is to help you achieve your financial objectives with reliable & quality accounting and tax filing services.

Insurance

Protection Made Personal

The foundation of financial planning and a critical tool to safeguard your hard-earned funds and peace of mind in life’s difficult times.

A strength to face life’s challenges, requiring detailed planning, careful selection, and support from a trusted advisor.

With us, you get unbiased advice, multiple options from the majority of insurers, and comprehensive insurance solutions, all just a call away.

Our insurance offerings include:

  • Life Insurance: Term Plan, Savings/Moneyback Plans, Annuity/Retirement Plans
  • Medical Insurance: OPD, Hospitalization, Top-ups, Critical Illness, Accidental, and Pre-Existing Disease-Specific Plans
  • General Insurance: Automobiles, Travel, Assets, Liabilities, and more

Claim Settlement

Efficient Solutions for Fair Compensation

Bringing your money back—Yes!

We help policyholders, shareholders, and customers with financial products in resolving claims across Life, Health, and General Insurance, Shareholding, Mutual Funds, and more.

We offer a smooth and effortless claim redressal process, ensuring you get the funds you deserve.

Our customized service helps resolve nagging problems like lost, forgotten, or blocked investments in Shares, Mutual Funds, Provident Funds, Insurance, Postal Savings, and Bank Accounts.

Loans

Unlocking Opportunities, Empowering Growth

From quick personal loans to large-scale financing, we provide expertise and a network of lenders to get you hassle-free, cost-effective loans—all through a single trusted advisor.

With us, your loan experience will be smoother and more efficient than traditional agent services.

We support Personal Loans, Education Loans, Home Loans, Automobile Loans, Loan Against Property, Collateral Loans, Business Loans, Credit Line Loans, and Balance Transfers to lower interest rate options.

Investments

Building Wealth, Maximizing Potential

If insurance is your financial safety net, then investment is your wealth-building tool.

We offer a wide variety of investment options, suitable for all ages and financial statuses—ensuring expert guidance to help you choose the most suitable investment strategy.

Our multi-brand, multi-option approach eliminates bias and prejudice, allowing informed decision-making.

Our investment offerings include:

  • Mutual Funds, ELSS, Pre-IPO Investments
  • Bonds & Structured Investments, Corporate Deposits
  • Portfolio Management Services, Alternative Investments

Funding and Finance

Fueling Ambitions, Enabling Success

Thinking of starting up or running a business? For startups and growing businesses, securing funding and financial management can be a challenge.

We offer selective and carefully chosen experts who specialize in fundraising, financial planning, and business strategy, ensuring your business can thrive without financial obstacles.

Our team of experts provides not just funding support but also comprehensive financial planning for your business.

Business Banking

Tailored Solutions for Business Growth

Whether you are a startup, an OPC (One Person Company), or a high-revenue business, your banking needs evolve at every stage.

We provide customized banking solutions including:

  • Invoicing and Payment Collection
  • Payment Settlements and Instruments
  • Expense Tracking for Employees

Our fully online process ensures efficient fund management, covering finances, expenses, collections, taxes, and tracking—all in one place.

NRI Services

Seamless Financial Management, Global Reach

We offer comprehensive NRI services to help Non-Resident Indians (NRIs) manage their finances and investments in India.

Our services include:

  • Portfolio Management
  • Investment Advisory
  • Wealth Management
  • Tax Planning

With a deep understanding of NRI-specific regulations, we provide tailored financial solutions to meet your unique needs.

With our expert advice and reliable services, NRIs can secure their financial future, even while living abroad.

Commercial & Corporate Law Advisory

We offer a comprehensive range of corporate legal and advisory services to our clients.

These include legal support and services in Corporate & Commercial Law, Labor and Employment, Real Estate, Family, Matrimonial, and Inheritance Law.

With our team of Lawyers, Company Secretaries, Chartered Accountants, and Business Consultants, we extend our services to business structuring/restructuring, mergers, and amalgamations, as well as liaisoning with regulators, government authorities, and institutions such as the Ministry of Corporate Affairs, NCLT, and NCLAT.

Our expertise also covers Corporate Secretarial services, regulatory compliances, due diligence, and FEMA advisory, ensuring that businesses navigate the complexities of legal and regulatory frameworks with ease.