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Financial Consultancy Services

Financial consultancy is a systematic process. A financial consultant begins by analyzing your current financial situation and understanding your goals.

✓Analyzing your current financial situation: Reviewing income, expenses, asset...
✓Setting financial goals: Helping you define short-term and long-term objectives.
✓Developing financial strategies: Creating customized plans for investments, s...
✓Monitoring and adjusting plans: Regularly reviewing your progress and making ...
✓Providing expert insights: Offering advice on market trends, tax implications...

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Overview of Financial Consultancy Services

Financial consultancy is a systematic process. A financial consultant begins by analyzing your current financial situation and understanding your goals. From there, they develop and implement strategies to help you achieve them.

This approach covers key areas like investment planning, wealth management, risk assessment, and regulatory compliance. We aim to empower you with the knowledge and tools to make informed financial decisions, ultimately leading to greater economic security and success.

A financial consultant's primary role is to provide expert advice and strategic guidance on economic matters. They assess your financial health, identify growth opportunities, mitigate risks, and help you achieve your financial aspirations. This involves:

Financial consultancy is beneficial for a wide range of individuals and entities:

Analyzing your current financial situation: Reviewing income, expenses, assets, and liabilities.
Setting financial goals: Helping you define short-term and long-term objectives.
Developing financial strategies: Creating customized plans for investments, savings, and debt management.
Monitoring and adjusting plans: Regularly reviewing your progress and making necessary adjustments.
Providing expert insights: Offering advice on market trends, tax implications, and regulatory changes.
Analyzing your current financial situation: Reviewing income, expenses, assets, and liabilities.
Requirements

Eligibility Criteria

1

Applicable to businesses and individuals seeking Financial Consultancy Services services.

Paperwork

Documents Required

✓Regulatory & Legal Compliance: Comprehensive support in fulfilling statutory requirements, including ROC filings, GST, income tax, and other regulatory obligations.
✓Startup & Company Registration: End-to-end assistance for registering Private Limited Companies, LLPs, OPCs, NGOs, and more across India.
✓Audit & Assurance Services: Independent audit services to ensure accuracy, compliance, and transparency in financial reporting.
✓Intellectual Property Protection: Assistance with trademark, copyright, and patent registrations to protect your brand and innovations.
✓Government Schemes & Subsidy Advisory: Guidance on applying for and leveraging government schemes such as Startup India, MSME registration, and subsidies.
✓Company Incorporation: We guide you through the entire process of choosing the right legal structure (e.g., Private Limited Company, LLP, OPC) and completing all necessary registrations with the Ministry of Corporate Affairs (MCA).
✓Partnership & Proprietorship Registration: Assistance with forming partnership firms, sole proprietorships, and drafting the necessary agreements.
✓Other Business Registrations: Support for obtaining essential registrations like MSME (Udyam), Shop & Establishment, Professional Tax, and more, as per your business type and location in India.
✓GST Registration & Filings: Seamless GST registration, accurate preparation, and timely filing of all GSTR forms (GSTR-1, GSTR-3B, GSTR-9, etc.).
✓Income Tax Compliance: Expert assistance with PAN & TAN registration, TDS/TCS compliance and filings, advance tax calculations, and preparation and filing of income tax returns for individuals, firms, and companies.
✓TDS/TCS Management: Comprehensive handling of all aspects related to Tax Deducted at Source (TDS) and Tax Collected at Source (TCS) compliances, ensuring correct deductions, deposits, and filings.
✓Corporate Law Compliance: Ensuring adherence to the Companies Act, 2013, including annual filings (e.g., AOC-4, MGT-7), board meeting procedures, statutory register maintenance, and resolutions.
✓ROC Filings: Timely and accurate submission of all required forms and documents to the Registrar of Companies (ROC).
✓MIS Reporting: Development and generation of Management Information System (MIS) reports to provide key financial insights for strategic decision-making.
✓Internal Audit Assistance: Helping businesses establish robust internal control systems and conducting internal audits to enhance operational efficiency and prevent discrepancies.
Step by Step

Registration Process

1

Initial Consultation

Contact Your Professionals for expert guidance on Financial Consultancy Services.

Pricing

Fees & Charges

Fee ComponentAmount
Assets Under Management (AUM)Annual % of the investment portfolio managed. (- 1.00% on Rs. 0 to Rs. 8.3 Cr - 0.50% -- 0.75% on Rs. 8.3Cr to Rs. 41.5Cr - 0.25% above Rs. 41.5Cr)
Hourly FeeCharged per hour for advice, planning, and reviews. (Rs. 12,000 - Rs. 41,500/hour)
Flat Fee (One-time)One-time fee for a complete financial plan. (Rs. 83,000 - Rs. 4.15 lakh)
Flat Fee (Annual Retainer)Fixed yearly fee for ongoing services. (Rs. 1.66 lakh - Rs. 8.3 lakh/year)
Commission-basedEarned through product sales like mutual funds, ULIPs, and insurance. (3% - 6% of product value, e.g., Rs. 30,000 - Rs. 60,000 on Rs. 1 lakh)
Subscription-basedMonthly fee for regular financial guidance. (Rs. 8,300 - Rs. 41,500/month)
Project-basedFixed fee for a defined task like tax planning, NRI services, or estate setup. (Rs. 41,500 - Rs. 4.15 lakh/project)
Performance-based (less common)% of profits earned above a certain benchmark (like Nifty50). (10% - 20% of gains, e.g., Rs. 1 lakh on Rs. 5 lakh profit)
One-time financial planRs. 1.2 - Rs. 2 lakh
Mutual fund portfolio reviewRs. 10,000 - Rs. 25,000
Hourly session with SEBI RIARs. 15,000 - Rs. 25,000/hour
Annual family wealth advisory retainerRs. 2 - Rs. 5 lakh/year
Benefits

Key Advantages

Expert Guidance

Access to specialized knowledge and experience in financial planning and investment strategies.

Time-Saving

Professionals manage your financial affairs, freeing up your valuable time.

Objective Advice

Receive unbiased recommendations tailored to your best interests.

Risk Mitigation

Consultants help identify and mitigate potential financial risks.

Goal Achievement

Structured plans and consistent monitoring help you reach your financial goals faster.

Improved Financial Literacy

Gain a better understanding of financial concepts and strategies.

Compliance Assurance

For businesses, ensuring adherence to financial regulations and standards.

Common Questions

Frequently Asked Questions

Financial planning services help you achieve your financial goals by providing a structured roadmap. A financial consultant assesses your current financial situation, helps you define clear goals, creates a personalized plan with actionable steps, and monitors your progress, making adjustments as needed. This systematic approach ensures you stay on track and make informed decisions to reach your objectives.
Our Commitment

Why Choose Us?

Expert Professionals Team

Qualified Chartered Accountants and Company Secretaries handle your filing.

Fast Processing

Quick turnaround with dedicated support at every step.

Transparent Pricing

No hidden charges. Know exactly what you pay for.

100% Data Security

Your documents and data are encrypted and confidential.

Trusted by Thousands

Thousands of businesses registered successfully.

24/7 Support

Dedicated relationship manager and customer support.