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 for both, ranging from bookkeeping and tax planning to the preparation and filing of taxes. For individuals, we provide personalized services to help manage their finances and minimize their 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 aim is to serve you and achieve your financial objectives by providing reliable & quality accounting and tax filing services.
Insurance
Protection Made Personal
The start of financial planning and a critical option to safeguard your hard-earned funds and peace of mind; in difficult times of life.
A strength to face the majority of challenges in one’s life that needs detailed planning, careful selection of options, and support from a trusted advisor.
With us, unbiased advice, multiple options of the majority of insurers of all kinds of insurance, and much more are just a call away.
Our insurance offerings are:
-
Life insurance: Term plan, Saving/Moneyback plans, Annuity/ Retirement plans
-
Medical insurance: OPD, Hospitalization, Tops ups, Critical illness, Accidental or even Pre-Existing Disease-specific plans
-
General Insurance: Automobiles, Travel, Assets, Liabilities, and many more
Claim Settlement
Efficient Solutions for Fair Compensation
Bringing your money back
Yes! We help policyholders, shareholders, or customers with financial products in resolving the grievance of all verticals i.e. Life, Health and General Insurance, shareholding, Mutual funds, and many more.
A smooth and effortless claim redressal process is what we offer.
Our endeavor is to reach out to every customer to provide an efficient resolution to get the funds they deserve.
We bring customized service to nagging problems of Lost / Forgotten / Blocked investments in financial instruments such as Shares/ Mutual funds / Provident Funds / Insurance / Postal savings / Bank accounts etc.
Loans
Unlocking Opportunities, Empowering Growth
Right from your small personal needs of quick money to large sums of the amount which will bring your dreams to true; we provide our expertise & network of lenders to get you the loans that are hassle-free, most cost-effective, and through a single advisor to avoid tiring efforts to deal with multiple agents or lenders.
With us, your perception of the loan process will change and your experience will be much better than traditional agent services.
We support personal loans, education, home, automobile, loan against property, collateral loans, business loans, credit line loans, and balance transfer of existing loans to the lowest interest rates options
Investments
Building Wealth, Maximizing Potential
The next best thing is an investment if you have protected yourself with insurance options. With a gamut of variety of options suitable for all ages and financial statuses, one always needs experts to advise to decide on the most suitable investment options.
We offer the majority of moderate-risk options which are required for most of us and make them easy to understand for your needs.
Our multi-brand, multi-option approach helps you decide; without worries of bias and prejudice.
Our insurance offerings are:
-
Mutual Funds, ELSS, Pre IPOs,
-
Bond & Structures, Corporate Deposits,
-
Portfolio Management Services, Alternative Investments
Funding and Finance
Fueling Ambitions, Enabling Success
Thinking of starting up or running a business, funding, and managing finances are crucial needs and can be a challenge at any point in time in the business.
We offer very selective and carefully associated experts who can make and manage these requirements and make your business experiences better to focus on your core strengths.
Our team will not only support fundraising; we may provide overall financial planning for your business.
Business Banking
Tailored Solutions for Business Growth
A start-up, an One Person Company, or an established high-revenue company; banking needs are different at different stages of the business.
We bring to you the right options as per your business needs for banking and invoicing, payment collection and payment settlements, payment instruments, and expense tracking for your employees.
All these and much more through a completely online process to reduce your workload and manage very efficiently all your funds, finances, expenses, collections, taxes & tracking all of these.
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, and tax planning. We understand the unique financial needs of NRIs and offer customized solutions that suit their individual requirements. Our team of experts is well-versed in the regulatory framework for NRIs and provides professional advice to help our clients make informed investment decisions. With our expertise and reliable services, NRIs can rest assured that their finances are in safe hands, even while they are residing abroad.