Personal Advisory Services

“ Personal Advisory Services ”

We have created few distinct offerings to help you choose how to best work with us. With each of these offerings you will have the support of one of our highly qualified Financial Advisors access to experienced and qualified investment specialists, and the reach to over 100's financial services to meet your needs and requirements.

Our comprehensive financial planning offering is focused at understanding your dreams,taking a holistic view of your financial situation, and providing personalized advice to help you meet your needs while fostering a long-term relationship with a personal Advisor.

Our goal-based financial planning offering aims to help you achieve a particular dream you have today such as planning for your childrens education, buying your dream home, etc., while working closely with your Personal Advisor

Our Services Includes

Personal financial planning
Insurance and pension planning
Formation of NGO / Trusts
Acting as arbitrator
Family Settlement
Wills

Updates

"No disallowance of expenditure u/s. 40(a)(ia) for default of short-deduction of TDS under Income Tax Act.[Income Tax Appellate Tribunal Mumbai"

"CBDT to shortly introduce electronic verification of online returns with no need to send physical ITR-V. Expected to be operational within the financial year"

"Withholding tax rate not to include cess and surcharge if treaty is silent on these aspects"

"Transportation of passengers via ropeway isn't covered under tour operator's service"

"Receipts by landlord for transfer of tenancy right from one tenant to another is not taxable as capital gain"

"Vehicle registration services rendered by motor car dealer to its buyers are not Business Support Services"

Ask Your Query

Compliance services

Accounting, audit, company secretarial and taxation compliance.

Compliance services

Advisory services

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Advisory services