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Our Services

Comprehensive financial solutions tailored to your goals—expertise in investment advisory, wealth management, taxation, and retirement planning to secure your financial future.

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Tax? Relax!

  • GST Compliance and Advisory

  • Income Tax Compliance and Advisory

  • Personal Income Tax Return Filing

  • Company, Partnership, LLP, NPO and Trust Income Tax Return Filing

  • Tax Planning

  • Resolution of Income Tax Demands

  • International Taxation Compliance and Advisory

Estate & Beneficiary Trust Planning

  • Will Preparation and Trust Formation

  • Estate Administration

  • Asset Protection Strategies

  • Trustee Services

  • Succession Planning

  • Arbitration

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Charity Volunteers

Non Profit Organization (NPO) & Charitable Trust Compliance

  • NPO and Trust Formation

  • Registration with Authorities

  • Financial Reporting

  • Compliance and Reporting of Donations

Financial Consulting & Business Advisory

  • Business Formation and Structuring

  • Business Valuation and Due Diligence Services

  • Mergers and Acquisitions (M&A) Consultation

  • Drafting & Reviewing business agreements and contracts

  • Consultation for public issue of shares

  • Budgeting and Forecasting

  • Cash Flow Management, Profitability Analysis, and Cost Reduction Strategies

  • Risk Management

  • Succession Planning

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Wealth Management

  • Investment Advisory

  • Investment Portfolio Analysis

  • Asset Allocation Strategies

  • Education Savings Plans

  • Risk Assessment and Mitigation
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Mutual Fund Advisory & Distribution

  • Planning a portfolio with a combination of equity-debt funds, long term-short term funds, international funds, etc. across various sectors, depending on individual requirements.

  • Regular portfolio review depending on market movements and changing individual needs

  • Clients can keep track of their funds using our partner, NJ’s mobile app.

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As you SIP, so shall you Grow!

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Retirement Planning

  • Suggesting a suitable investment plan via lumpsum and regular contributions, taking into account your risk tolerance, time horizon, and desired retirement lifestyle.

  • Planning for required insurance policies to secure your family and your assets.

  • Regular review of the retirement plan as your finances change.​

Build your iNvEST EGG

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Insurance Advisory & Distribution

  • Providing clients with the choice of Life, Health, and General Insurance products from multiple companies and assisting them in selecting the policy most beneficial for them.

  • Assisting clients with insurance claim process and any other support required.
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Rest Assured, you’re Secured

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Other Services

  1. Bookkeeping: Payroll Processing, Financial Statement Preparation, Customized Reporting, Compliance Reviews, Accounts Payable and Receivable Management, Financial Statement Reporting, etc.

  2. Corporate Law Compliance: Company and LLP Incorporation, Company to LLP Conversion, XBRL Reporting, Annual and other RoC Filings, Compliance Reviews
     

Other Products

Smart financial products designed to grow and protect your wealth—investment plans, insurance solutions, mutual funds, and more to meet your evolving needs.

Portfolio Management Services

By experienced managers from reputed companies like Motilal Oswal Asset Management, ICICI Prudential Alternate Investments, Sundaram Alternates, Kotak Portfolio Management Services, Emkay Investment Managers Ltd., etc.

 

Minimum investment amount: Rs. 50 lakhs

National Pension Scheme

A retirement-oriented scheme that has been launched by the government. The investment is allocated to equity, corporate debt instruments, government bonds, and alternative assets. Investments in NPS up to Rs. 2 lakhs in a year would be allowed as a deduction from your taxable income, subject to other conditions.

Corporate FDs

Corporate FDs are fixed deposits offered by NBFCs, housing finance companies, and manufacturing firms, providing higher interest rates than traditional bank deposits. Leading providers include Bajaj Finance, Shriram Finance, ICICI Home Finance, LIC Housing Finance, M&M Financial Services, and PNB Housing Finance, among others.

Alternate Investment Funds

Privately pooled investment vehicles that strategically invest in startups, private companies, or other asset classes, categorized under Class I, II, or III. We offer AIFs from renowned institutions such as Motilal Oswal Asset Management, ICICI Prudential Alternate Investments, Sundaram Alternates, Edelweiss Investment Management, Nippon India Alternate Investments, and more.

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Minimum investment amount: Rs. 1 crore

REC Bonds

Offer investors a tax-saving opportunity on long-term capital gains. However, the interest earned is taxable, and the bonds come with a mandatory 5-year lock-in period.

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Minimum investment amount: Rs. 10,000


Maximum investment amount: Rs. 50 lakhs

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