Investment Advisory Services

An Initial Public Offer (IPO) is the selling of securities to the public in the primary market. It is the largest source of funds with long or indefinite maturity for the company. An IPO is an important step in the growth of a business. It provides a company access to funds through the public capital market.

Our Tax Saving Investment Advisory Service provides expert consultation on tax-efficient investment options. We offer comprehensive guidance on various investment avenues that qualify for tax deductions or exemptions, such as ELSS (Equity Linked Savings Scheme), PPF (Public Provident Fund), NSC (National Savings Certificate), and more. Our service analyzes individual tax profiles, financial goals, and risk tolerance to recommend personalized tax-saving investment strategies, aiding in maximizing tax benefits while optimizing investment returns for a secure financial future.  

Investment advisory services in Thane - Second opinion on Finance "It's time to recheck on past financial advice" "Best Investment advisory services in Mumbai | Get unbiased financial advice from our investment advisor" A financial planner needs to be unbiased, and disclose any possible concern regarding one's investment portfolio just like how a doctor advises for the treatment. For example, an investment advisor doesn't get paid more if he or she recommends you to invest in a particular fund. They have no incentive to direct you. Hence, a second opinion on finance is the best choice when it comes to having investment advisory services. It's a 60 mins review session on your finances by our Certified Financial Planners. which includes- Portfolio check Investment advisory services Impartial response

• GST Registration services: GST Registration services
• Income tax registration services: Income tax registration services
• Book keeping services: Book keeping services
• Consultancy Services: Consultancy Services
• TDS filings: TDS filings
• Income Tax Filing: Income Tax Filing
• GST Filings: GST Filings
• Accounting Services: Accounting Services

We are providing 1. the Accounting and Book Keeping services, 2. Income Tax Return filings,  3. GST Return filings,  4. TDS filings, 5. Other Income Tax filings and related services 6. Other GST related filings and services 7. Income Tax registrations and GST registrations 8. Business Advisory Services 9. Business Consultancy services 10. All Compliance related services 11. Advisory Services

This Programme is for everyone. While for some, it may be of interest to make a Career in the field of Investment Management, for others it may be of interest to make their own investment decisions to ensure optimum returns on their investments. The Programme not only makes one more prudent in money matters, but also teaches the art of saving, investing and spending money. The earlier you start this Programme, the better it is.

With the experience of more than 36 years, S K Surana & Co. LLP has become a prominent name in the service sector of New Delhi (India). Working for us is a skilled team of experienced professionals, who have in-depth knowledge of various inbound & outbound investment and FEMA advisory. These professionals are also experts in consulting services and compounding services as well. Many organizations in New Delhi also taken advantage of our services.

Hotels are one of the most complicated form of real estate asset class. Transactions in hotel space need to weigh in the impact of several concurrent forces like real estate dynamics, hotel operating yields, emerging tourism trends and macro-economic factors to establish the true enterprise value of the subject hotel asset. Likewise, hotel development and acquisition financing need specialized solutions. Commercially viable projects can gain additionally by way of expert guidance. Hotelivate Investment Advisory specializes in BUY-SIDE and SELL-SIDE activities for existing and proposed hotel assets; as well as financing arrangements for debt and equity capital for hotel real estate. We work with institutional investors, private buyers and lenders to jointly discover the ‘value-buys’. Our objective is to understand the specific investment needs of our clients and then devise a uniquely crafted solution. Very often, this means creation of a deal which is best suited to meet the needs of the client.

We help all of our clients with Investment Advising based on the leading principles of the market and its nuances. Outcomes are extremely diversified, and it’s crucial to learn how to optimize in order to maximize gains and cut financial losses. Learn more about what we can do for your finances - we’ll be happy to assist you through the entire process.

With increase in life expectancy at birth increases the period of retirement. Consequently, it adds to the value of suitable retirement planning. Additionally, changing family systems (from joint to nuclear families), demand for more financial freedom in retirement rather than being dependent on children, there comes the need for retirement planning to enjoy higher inflation adjusted living expenses. Retirement planning is about ensuring that there is adequate income to meet the expenses in the retirement age of an individual’s lifecycle.

ifa global is india's no 1 & most trusted corporate structured finance advisory 

We at DV Stocks make the complex investments simple to understand for people with limited exposure to investments or information of investments. With decades of professional expertise in stocks investments and portfolio management, we�re capable of providing steady returns and consistent performance in various market conditions; the company is one of the most sought after portfolio management and stock investment companies in Delhi as well as investment companies in Mumbai.

compaxed offers consultation for following specialized services in investment banking:  global investments banking deals  transaction advisory with client mandates  private equity fund raising services  debt finance [banks / fi / nbfc]  fdi  deal sourcing  deal execution  deal closure with compliances  single point contact for advisory on ib deal value chain :: non-disclosure agreements (nda) > valuation > term sheet > due diligence > share purchase agreement / share transfer agreements > compliances  segment and vertical based prospect support to investors / buyers  valuation negotiations and supporting the respective investors / buyers for best deals  control and synergy aspects of investments / buyout deals  critical review of legal, commercial and technology transfer / intellectual property rights documents  cross boarder deals  international business association / joint venture deals

                                                                    About us Since last 7 years, Vision Money Mantra has been providing Best investment guidance. Vision Money Mantra guides you to make financial investments (MUTUAL FUND) in a planned manner. We use our expertise for Market updates, Portfolio rebalancing & Monitoring, Research & Analysis & Performance review. We have more than 4000+ clients and 150+ NRI clients. Vision Money Mantra is one stop solutions for all your needs. If any query Please contact on given Number:                                          Contact Information, Vision Money Mantra 8481868686 0231-2656520      

Every Investors aims at achieving best possible return on investment with least possible risks That’s only possible if you are globally smart and locally strong. Trueseed has advised and helped investors and high net worth individuals, acquire commercial real estate assets starting from 2500 square feet piece/s to 50,000ft floor plate with tenants, who are globally distinguished organizations and are known for their turnovers Our highly targeted and focused vision coupled with our elaborate work history allows us to achieve this for those who register their interest with us in advance. Register Your Interest.

We are offering capital advisory services. \r\nConsulting services offered:\r\ndebt syndication\r\ncapital advisory - term loans,external commercial borrowings,\r\ntrade finance\r\nimport export facilitation\r\nfema & international tax planning\r\nrbi liasoning

We provide business advice and help make strategic plans with business owners or decision makers of a company or organization.

• Risk Assessment: Customized Risk Profiling, Regular Risk Review
• Client Engagement: One-on-One Consultations, Group Seminars, Webinars
• Performance Reporting: Monthly Reports, Quarterly Reviews, Yearly Summary
• Compliance Standards: SEC Registered, Fiduciary Duty, Ethical Standards
• Target Audience: Individual Investors, High-Net-Worth Individuals, Institutions
• Investment Focus: Equities, Fixed Income, Real Estate, Alternative Investments
• Unique Selling Proposition (USP): Personalized Investment Strategies Tailored to Individual Goals

Paisalogy: Pune's Premier Investment Advisory by Datta Alekar for Wealth Management and Financial Success Paisalogy is recognized as the best investment advisory in Pune, founded by the experienced financial expert Datta Alekar. With a mission to help individuals and businesses achieve their financial goals, Paisalogy offers tailored investment strategies and expert guidance to navigate the complex world of investing.   Under the leadership of Datta Alekar, Paisalogy has developed a reputation for its client-focused approach. We understand that each investor is unique, with different objectives, risk tolerances, and financial aspirations. Our team takes the time to listen to your needs and create personalized investment plans that align with your goals, whether you are saving for retirement, planning for your children's education, or looking to build wealth.   At Paisalogy, we provide a wide range of investment services, including investment planning, portfolio management, wealth management, and retirement planning. Our expertise spans various asset classes, such as equities, mutual funds, fixed income, and real estate. This diverse investment strategy allows us to create balanced portfolios that minimize risk and maximize returns.   Transparency and integrity are at the heart of our advisory services. We believe in providing clear and honest advice, ensuring that you fully understand your investment options. Our fee-based model aligns our success with yours, as we earn our fees based on the performance of your investments. This approach has made us a trusted investment advisory in Pune.   Education is a key part of our service at Paisalogy. We aim to empower our clients with knowledge about the investment landscape. Our website features a wealth of resources, including blogs, articles, and market insights. We also conduct regular workshops and webinars, covering topics that help you make informed investment decisions. Our commitment to education ensures you feel confident about your financial choices.   In addition to personalized advisory services, we leverage cutting-edge technology to enhance your investment experience. Our user-friendly online client portal provides real-time access to your portfolio, performance reports, and market updates. This technology enables you to track your investments conveniently and stay informed about your financial progress at any time.   Customer support is a priority at Paisalogy. Our dedicated team is always available to assist you with any questions or concerns. Whether you need advice on your investment strategy or information about market trends, we are here to help you every step of the way.   Choosing the right investment advisory is essential for your financial success. With our proven track record and commitment to client satisfaction, Paisalogy is the ideal partner for achieving your investment goals. We invite you to contact us today to schedule a consultation and take the first step towards a secure financial future.   Investing is not just about making money; it is about making smart decisions that lead to long-term growth. At Paisalogy, we are dedicated to guiding you through your investment journey with expertise and care. Join our community of satisfied clients who have reached their financial milestones with our professional advice.  

investment advisory, Financial Advisory, investment advisory services

UAC offers three broad categories of investment advice on Investment advisory services - Portfolio Strategies, Fund Research and Recommendations, and Asset Allocation. Depending on your goals, our services may focus on one specific area or combine elements of all three. PORTFOLIO STRATEGIES Our investment advisory team creates strategies that incorporate independent, analytic insights and proprietary research. In this arena, we offer two primary portfolio composition strategies stock-based strategies and multi-manager strategies. FUND RESEARCH AND RECOMMENDATIONS UAC also provides clients rigorous evaluations to aid in fund portfolio analysis and selection. Our fund research covers all styles and market capitalization segments, spanning global equity and fixed-income markets. ASSET ALLOCATION Our asset allocation services can be used to develop portfolios for both institutional and retail settings. Following a highly disciplined approach, our investment professionals use modern portfolio theory as the foundation of their analysis, layering it with our perspectives on current market, economic and industry forecasts — all while addressing specific client requirements and investment objectives. We then recommend a forward-looking, strategic asset allocation at the asset class level designed to allow your firm to create portfolios that strive to maximize return for each unit of risk.

We are main supplier of this services.

In recent times, the Indian real estate arena, boosted by a rapid growth, has become a focus of investment for both domestic as well as international investors. For an average person, making such investments and managing the same might seem daunting due to the rapidly expanding opportunities, appreciation of money, new entrants in market and emerging locations for investments. That is why an investment advisor is needed, to guide you in making the right decisions. We provide our clients with specialized and efficient service encompassing reports and analysis on markets, details of developers, pros and cons of particular sites, future trends and investment security. At FurnishedOfficeBangalore.com, we ensure that our customer investments render high returns yet maintaining them safe and secure, with a high level of transparency in all levels of transactions. Maintaining a holistic approach to the service provided, we take our clients through the legalities and documentation, tours of the properties, transfer process and other relevant updates. Understanding the financial profile of our client, forms the basis of the services we provide. It encompasses cash inflow sources, investment objectives and goals, assets other than securities; client's desired liquidity and ability to take risks. In other words, we understand and acknowledge that our client goes beyond what we aim to manage in terms of their finances and investments.