Finance Consultant in Mumbai

(737 service providers available)
  • Preparation Of Financial Reports Service

    Preparation Of Financial Reports Service

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    Our Preparation of Financial Reports Service offers comprehensive solutions for creating accurate and insightful financial statements. We assist businesses in compiling balance sheets, income statements, cash flow statements, and more, ensuring compliance with accounting standards. Our experienced team analyzes your financial data to provide clear insights and help you make informed decisions. We tailor our reports to meet your specific business needs, whether for internal management or external stakeholders. With our meticulous attention to detail and commitment to quality, you can trust us to deliver timely and reliable financial reports that support your strategic goals and enhance transparency.

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  • Project Finance Services

    Project Finance Services

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    Our Project Finance Services provide tailored financial solutions for large-scale projects, ensuring seamless execution from start to finish. With competitive interest rates, flexible repayment structures, and expert advisory support, we help you secure the necessary funding for infrastructure, energy, real estate, and other capital-intensive projects. Our team guides you through the complexities of project finance, offering customized strategies to mitigate risks and optimize returns. Empower your project's success with our comprehensive and reliable Project Finance Services.

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  • Looking for Finance Consultant Service Providers

  • financial planning service

    financial planning service

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    Financial planning is the process of evaluating your current financial situation and creating a plan to help you achieve your financial goals. It can involve:    Assessing your current situation: Taking stock of your finances, including your savings, debt, and investments    Setting goals: Deciding what you want to achieve, both short-term and long-term    Creating a budget: Estimating your expenses and allocating money to different areas of your life    Managing debt: Developing strategies to manage your debt    Investing: Finding ways to invest your money    Protecting your assets: Using insurance and estate planning to protect your assets    Managing taxes: Developing strategies to manage your taxes    Financial planning can help you make sound financial decisions and feel more secure about your future. It's never too late to start creating a financial plan, and you can use tools like financial ratios, forecasting models, and investment analysis tools to help you along the way.  The financial planning process can hold a different meaning depending on who you ask. If you were to ask a random person on the street what the financial planning process is, they might say, “budgeting and saving money.” While this answer is not wrong, it’s only a small part of the actual 7 step financial planning process. Finances are stressful enough without the added complications of planning your financial future — from your current financial situation to determining a retirement plan. Hiring a financial advisor can make this process easier by outsourcing this critical aspect of your life to a professional. To achieve your financial goals, you need to set financial objectives and determine a plan to reach those objectives. There’s a lot that goes into building a financial plan. However, if you take the time to learn the financial planning process steps, you’ll know if and when is the right time to hire a financial advisor.   What Is The Financial Planning Process? Simply put, the financial planning process is efficiently managing your money and achieving personal, economic, and financial satisfaction. This process also allows you to take control of your financial situation. Determining the suitable courses of action to achieve your financial objectives is what it’s all about when it comes to planning. A financial plan should thoroughly detail your entire financial situation. A financial advisor who is working with you to build a financial plan should take a holistic approach. A holistic approach includes reviewing your current financial situation, investments, and short-term and long-term financial goals. They will look at how you currently spend your money, help you organize your finances, and help you with an investment plan. They may even help with an estate plan when the time comes. This is why the financial process can be cumbersome and overwhelming to many people trying to do it themselves. There’s so much involved that it can be less time-intensive to hire a Certified Financial Planner™ Professional, who can help you with small financial decisions and the large ones like retirement saving and investment planning.   Financial Planning Steps – From Start To Finish There are several critical steps to financial planning that need to be taken to achieve financial goals successfully. If any action is overlooked, it could mean postponing your dream retirement or having to rethink your entire financial future and plans. There are seven crucial steps that you and a financial advisor need to take to make the whole process successful.    Step 1. Establish Clear Goals In order to kickstart the financial planning process, the first crucial step is to establish crystal-clear goals. This entails identifying your financial objectives, be it saving for retirement, creating an emergency fund, or eliminating debt. When setting these goals, it’s vital to consider the timeline for achieving them, along with the necessary resources and strategies. By having well-defined goals, you can direct your efforts and make informed decisions. Moreover, setting measurable goals enables you to track progress and stay motivated. By establishing unambiguous goals, you pave the way for taking decisive actions and making significant strides toward your financial aspirations.   Step 2. Gather and Organize Financial Information Moving on to the next crucial step of the financial planning process, we delve into the task of gathering and organizing your financial information. In this phase, it becomes essential to compile all relevant documents, such as bank statements, tax returns, insurance policies, and any other records pertaining to your financial standing. Once you have acquired these materials, the next important undertaking is to arrange them in a logical and easily accessible manner. This involves categorizing your expenses, gaining a comprehensive understanding of your income, and constructing a well-thought-out budget. With everything meticulously organized, you’ll be primed to forge ahead to the subsequent stages of the financial planning process.   Step 3. Analyzing Your Current Financial Situation With your financial information meticulously gathered, it’s time to delve into a comprehensive analysis of your current financial commitments. Scrutinize your income, expenses, assets, debts, investments, and other financial commitments. Assess whether you’re making progress towards your short-term and long-term goals, or if adjustments to your spending and saving habits are necessary. Take a moment to evaluate your risk tolerance and pinpoint any areas where modifications to your financial plan might be warranted. It’s crucial to grasp the implications of each financial decision you make and ensure they align harmoniously with your overarching financial objectives. By conducting this meticulous evaluation, you empower yourself to make informed choices and maintain an unwavering focus on your financial aspirations.    Step 4. Develop a Comprehensive Financial Plan Proceeding forward, the subsequent step in the financial planning process entails crafting a comprehensive financial plan. This plan should encompass a wide spectrum of both short-term and long-term goals and objectives. Moreover, it ought to encompass meticulous strategies that pave the way for achieving these aspirations. A detailed budget and a well-crafted blueprint for managing and investing funds are integral components of this plan. Equally important is the inclusion of a robust strategy for effectively handling debt and securing a comfortable retirement. A truly comprehensive financial plan is one that is custom-tailored to suit the individual’s unique financial circumstances, goals, and objectives. Regular reviews of the plan are imperative to ensure its continued alignment with the individual’s evolving needs and objectives.   Step 5. Put Your Financial Plan into Action With a clear roadmap of the necessary steps to construct your financial plan in hand, it’s time to take decisive action. Begin by establishing a budget and diligently tracking your expenses, providing invaluable insights into the flow of your finances. Armed with this knowledge, you can now embark on setting goals, ensuring that they are both attainable and in line with your short-term and long-term aspirations. As you move forward, it’s vital to maintain motivation and unwavering focus on your financial plan. This entails regular reviews of your financial plan and making adjustments whenever necessary. Remember to celebrate your triumphs along the way, acknowledging your accomplishments and rewarding yourself for achieving milestones. By embracing this proactive approach, you forge a path of financial success and ensure the fulfillment of your goals.   Step 6. Monitor Your Progress and Make Adjustments Sustaining momentum and maintaining a vigilant eye on your financial planning process are pivotal to staying on course. As you journey forward, it remains crucial to regularly scrutinize your budget, diligently track your expenditures, and evaluate the performance of your investments. Continually ask yourself if you’re making strides toward your intended goals. If the answer suggests otherwise, take the requisite measures to enact modifications. You might need to fine-tune your budget, reallocate your investments, or shift your focus. By consistently monitoring your progress, you equip yourself with the ability to remain on track and swiftly adapt whenever necessary, ensuring that you forge a path toward the attainment of your financial objectives.   Step 7. Revise and Update Your Financial Plan Over Time Continually revisiting and refining your financial plan is pivotal in preserving its relevance and efficacy. Ensure that you adapt your plan in response to evolving life circumstances, such as marriage or starting a family. Furthermore, conduct an annual review of your plan or whenever significant changes occur in your financial situation. This practice will enable you to identify any new objectives that warrant inclusion or modifications required to align with existing goals. Additionally, dedicate time to assess your investment allocations and verify their alignment with your objectives. Finally, maintain a vigilant watch over any economic or market fluctuations that might impact your plan. By diligently undertaking these regular reviews, you remain firmly on course so that your plan continues to work seamlessly in your favor.   The financial planning process demands considerable dedication, commitment, and knowledge. It necessitates a comprehensive evaluation of your financial landscape and prudent preparation for what lies ahead. Creating a financial plan can be difficult and overwhelming to many people, so a financial planner is essential to finding and building the right financial path. With access to the appropriate resources and guidance, you can confidently navigate the path toward making sound financial decisions that will shape a prosperous future for you. If you are ready to go through the financial planning process, contact The Retirement Planning Group today. Our team of financial planners can help you with all of your financial planning needs.

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  • working capital finance service

    working capital finance service

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    Our Working Capital Finance Service is designed to help businesses manage day-to-day operational expenses and maintain liquidity. Whether you need funds for inventory, payroll, or other short-term needs, we provide flexible financing solutions with quick approval and minimal documentation. With competitive interest rates and tailored repayment options, we ensure your business remains financially stable and operationally efficient. Our expert team helps you navigate cash flow challenges, offering the right financing to support growth and maintain smooth operations. Trust us to provide reliable working capital solutions that empower your business to thrive and meet immediate financial needs without disruption.

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  • Business Financial Planning Service

    Business Financial Planning Service

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    • Service Location: Pan India

    We render investment advice and financial planning services to individuals and businesses. Our professionals help the client to maximize their net worth by proper asset allocation. Our financial advisers are generalists as well as specialists, specializing in specific areas such as investing, insurance, estate planning, taxes, etc.We have great knowledge in the areas of budgeting, forecasting, taxation, asset allocation and financial tools and products in order to establish realistic goals and the strategy by which to reach them.As a trusted advisor, we work exclusively with discerning clients looking to capitalize on their success and plan their financial futures. By taking on board clients' individual desires and aspirations, our professional team create wealth management plans precisely tailored to meet their needs at any given time.

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  • Financial Services

    Financial Services

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    We stand in the middle of the most reckoned service providers for Financial Services. The Financial Services rendered by us are highly valued in the business world. Our Financial Services are highly efficacious as well as reliable. Why Us? Wide array of Investment opportunities and the options available for your Capital Opening of legal DEMAT Accounts, Share Trading and Stock Markets Finance For various needs right from Housing to Business Expansion Financial Advisory service for Investment and Financial Plans

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  • Financial Services

    Financial Services

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    We are one of the leading Financial Service Providers in Maharashtra, India. We have a team of highly experienced professionals who use all new tactics to provide the best solutions. We arrange funds and finance for you through various reliable mediums such as private banks, NBFCS and other trusted institutions. Our Financial Services requisite all necessary paper work. Our professionals do not compromise with the execution of services. We provide Financial Services at the best rates in the market.What We Provide Anything and everything required by your business as Finance We use All financial assistance tools depending on your need Example : VC, JV, PE, Fund based and non fund based facilities   Negotiable with approval of website owner

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  • Financing Services

    Financing Services

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    Finance : Debt, Equity, Quasi debt/Equity We help clients to raise : Debt : Working capital, Term loan - INR as well as in Foreign currency - Institutional. Equity : We work with your finance team to help create a "distinct", "value added" story, so as to get the attention of the Equity investor. We help in preparing projections, IM's, acclamatising first timers to questions from investors.

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  • business finance consultant services

    business finance consultant services

    10,000 - 100,000 Per kgs

    • Brand: Loan

    Genuine loan offer contact us now Are you in need of an urgent Loan? Have you been denied a loan by the Bank because you have no collateral or with bad credit? Are you tired of Bank stress? Then you are in the right place to contact us now for more details.

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  • Financial Resources Services

    Financial Resources Services

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    We are a budget-friendly service provider of Financial Resources Services based in Mumbai, Maharashtra, India. The Financial Resources services we provide are well known for its reliability and promptness. We ensure confidentiality and maintain our policies whether we work as your office or our own. We have been highly recommended for our quick and customized services.

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  • Financial Services

    Financial Services

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    Get personal loan at the best loan provider company indexia finance in mumbai, india & us. We provide personal loan, credit card, home loan, business loan & working capital through bank with low interest in mumbai, india & us at indexia finance. Apply now!

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  • Project Financing Services

    Project Financing Services

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    Project Financing Project financing helps in managing all your new investments well by best structuring your financial projects through cash flows and assets than seeking additional sponsors help. In present times, project financing is considered as the best technique through, which you get a chance to alleviate the risks associated with your finances, at fairly nominal prices. A well project financing services permit an off balance sheet treatment for fulfilling debt financial hurdles. Along with this, it also helps in eliminating the negative impact of the project for the credit standing of the sponsors.   Financing facilities available for our clients involves : Corporate Finance SME Support Services Techno Economic Feasibility Study Reports DPR/CMA Data Preparation Debt syndication

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  • mahindra finance fd service

    mahindra finance fd service

    50,000 - 20,000,000 Per One

    1 One (MOQ)

    • Brand Name: Mahindra finance FD
    • Material: FD
    • Warranty: By mahindra Finance

    Invest. Earn. Grow. Earn upto 7.75% interest p.a. Book Online today. CRISIL Ratings “CRISIL AAA/Stable”| India Ratings “IND AAA/Stable”| Additional 0.25% interest rate for senior citizens.

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  • Corporate Finance Services

    Corporate Finance Services

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    Corporate Finance Services by us is made available to businesses (of any scale) that want to take the debt route to quickly ramp up their operations. We are a prominent Corporate Finance Services provider in Maharashtra, India. Under our Loan scheme, we take care of leasing equipment, tools, etc to avoid high expenses and to reduce the risks. In order to improve cash and liquidity, we offer working capital finance. Not only this, we also provide Loans against ESOP or IPO financing. Our Corporate Finance Services are obtainable from us at market-leading prices. Corporate Finance can be Sought for :Leasing equipment, tools, machinery or gen set purchase – to avoid high capital expenditure, and reduce risk of technology disuse (In case of IT and other technology-led companies), and asset acquisition at the end of the lease period.Term loans : Short or medium-term tailored to meet specific business requirements, and tide over temporary financial crisis.Working capital finance : To improve cash and liquiditySubscription to NCDs and CPs : That can subsequently be traded in the secondary market to raise capitalLoans against securities, ESOP or IPO financing : These are loans against specific market products.Dealer or vendor finance : To lend strength to the firm's supply chain and improve goods distribution. Other well-known methods of raising short or medium-term corporate loans with the assistance of Creditfina advisers are:Loans against property and other assetsThis is generally available for plant/factory modernization or new asset acquisition. This method of financing does not require any particular formality except that of creating a mortgage on the value of the assets against which the loan is taken.Discounting bills of exchangeThis method is widely used for meeting short-term finance needs. When the goods are sold on credit, bills of exchange are issued by the buyers. Instead of holding on to these bills till the date of maturity, companies can discount them with commercial banks on payment of a fee known as bank discount. The rate of discount is as set by the apex bank and this may change year after year. Bank overdraft This is another mode for meeting short-term capital requirements. Under this mode, a commercial bank may allow money to be drawn as advances for a specific time-bound period. This facility is granted to a company against the security of goods in stock, or promissory notes bearing a second signature, or other marketable instruments like Government bonds.   The Interest Rate : This varies with the mode of finance chosen, the bank, and the company’s size of operations, credit history and market standing. It is also determined by a bank’s base rate for fund-based facility.   The Eligibility : Based on the profit and years of business and cash flow, banks come out with their own eligibility criteria and the amount of loan they might be interested in disbursing to a business. They basically need the assurance that the borrowing business would be able to service the loan through its full tenure. That said, business loans are costly products, with the rate of interest varying between 17% to as high as 28% in case of some non banking financial institutes. The processing fee is between 2% to 3% for most banks and the sanctioned amount can be Rs 75,000 to Rs 40 lakh. Generally the eligibility criteria are : Type of the business, i.e. Proprietorship, Partnership, Pvt. Ltd. or Public Ltd. Turnover Profit Statement Cash flow status Track record & nature of business   How to Apply : Just fill-up all the documentary requirements that may differ from bank to bank, else seek advice from a Creditfina loan advisor.   Equated Monthly Instalment :  This will vary, depending upon the product chosen.   The List of Documents : A proof of Identity (Passport Copy/ Voter ID card/ Driving License/ PAN Card) Address Proof (Ration card/ Telephone Bill/ Electricity Bill/ Rental agreement / Passport copy/ Bank Passbook or Statement/Driving License) Bank Statements (Bank statement / Bank Passbook of last 6 months) Latest Income Tax Returns along with computation of Income, Balance Sheet and Profit & Loss Account of the last 2 years Partnership Deed/ Board Resolution. Proof of number of years in business (Trade license/ Establishment or Sales Tax Certificate/ MOA/ Partnership Deed).   In addition, some banks may require : Cash credit /Overdraft for meeting working capital finance requirement. Letter of credit to facilitate trade. Bank guarantees for meeting performance and financial obligations. Term loans for purchase of commercial assets and business expansion needs. Loan amount- upto Rs 10.0 million for working capital and capital expenditure needs.

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  • Financial Management Services

    Financial Management Services

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    We are offering Orchid is rapidly growing Business House based in India with significant International Operations. "ORCHID GROUP" established in year 2005, is Mumbai’s leading business houses with multiple business activities spreading over in the areas: Finance, Housing Solutions,Insurance, Property Management, Investment, Management Solutions.Our services includes in the domain of Financial and Management consultancy. We dedicate our self in providing services like arranging Home loans, Loan against Property, LRD, Business loans

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  • GET URGENT FINANCIAL LOAN OFFER

    GET URGENT FINANCIAL LOAN OFFER

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    544 4re (MOQ)

    • Name: sairam

    Dear Sir/MadamAre you a business man or woman ? Do you need a loan or funding for any reason such as: Mortgage, our mission is to serve our customers with honesty, integrity and competence. Our goal is to provide home loans to our clients while providing them with the lowest interest rates and closing costs possible. Furthermore, we pledge to help borrowers overcome roadblocks that can arise while securing a loan.1) Personal Loan, Business Expansion, 2) Business Start-up, Education, 3) Debt Consolidation, Home Improvement Loans 4) Hard Money Loans, Investment Loans, We offer loan at low interest rate of 3% and with no credit check

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  • Construction Finance Services

    Construction Finance Services

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    Real estate is india's rapidly developing business segment and multiple financial institutions including banking and non banking are offering loans for new construction i.e., construction finance under project finance loan. Loan sanctioned to construct or develop a new real estate project including both residential as well as commercial is known as construction loan under project finance department. An individual or a firm or company engaged in the business of real estate development or construction (builder) can avail this construction finance under project finance loan department. Project finance construction finance is the long term financing of infrastructure based upon the projected cash flows of the project rather than the balance sheets of the project sponsors. This construction loans finance are most commonly non-recourse loans, which are secured by the project assets and paid entirely from project cash flow. This construction finance is typically secured by all of the project assets, including the revenue-producing contracts. Project finance lenders are given a lien on all of these assets, and are able to assume control of a project if the project company has difficulties complying with the loan terms. Cfpl are specialized in arrangement of project finance to builders & developers through banks and financial institution which cfpl has developed through trust and experience over decades. Customizing our services to your unique requirements, we will develop and execute a financing that will maximize the economic value of your project. Project finance is the long term finance based upon the projected cash flow of the project. Cfpl offers customize service to customers according to their requirements based upon their projects and experience.

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  • financial language translation service

    financial language translation service

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    We are the leading organization dealing in Financial Language Translation Service. Our team of translators which has well versed linguistic experts with a strong financial background help us deliver highly accurate, timely Financial Language Translation Service. We make sure that these translators have ample knowledge about accounting or financial values of the target nation. Consistency is ensured as all the translators have access to database of accepted terminology and translation tools. Range of Financial Subjects Covered Annual ReportsInsurance policy translationContractsFinancial AccountingMergers & acquisitionsInitial public offeringsInsuranceProspectusBank StatementsClaim document translationCorporate relations & affairsShareholder informationFinancial-service marketing translationMacro-economic survey translationInsurance marketing translationEquity research translation

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  • Project Finance Support Service

    Project Finance Support Service

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    We are one of the prominent names engaged in offering superb Project Finance Support Services from Maharashtra, India. We have an extensive team of professionals that evaluates the assigned project in terms of capital requirements, risk associated with the project and other related issues and provide the optimum funding solutions. We are proficient enough in handling all types of projects and offer proper Project Finance Support Services. Rely on us-our services won’t disappoint you!

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  • npa finance loan service

    npa finance loan service

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    fund arrangement for npa and negative cibil customers 

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  • Financial Advisory Services

    Financial Advisory Services

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

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  • diversified financial services

    diversified financial services

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    diversified financial services, IIFL Securities

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  • financial consulting

    financial consulting

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    thestrivik business solutions Financial consulting empowers individuals and organizations to make informed decisions about their investments, loans, and other financial matters. With the help of a financial consultant, you can take control of your finances and achieve your goals with confidence. . . Link: https://strivik.com/ . . #businessforgood #sustainableimpact #communitydevelopment #valuechainexcellence #partnershipforprogress #strivik #strivikbusinesssolution #strivikbusinessstatergy #strivikbusiness

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  • Hospitality Services, Financial Services

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    We provide hospitality services, financial services. the tata group has widespread interests in the hospitality business, as also in insurance, realty and financial and other services.

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  • Taxation consultancy, Financial Consultancy

    Taxation consultancy, Financial Consultancy

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    We provide taxation consultancy, financial consultancy. 1 consultation in relation to income tax, service tax, vat, lbt, companies act, investments etc. 2 income tax return in form itr- 4 for proprietary concern 3 income tax return in form itr-1 and itr- 2 for salaried individual and for individuals having income from other sources 4 income tax return in form itr-3 for individuals who are partner in the firm 5 income tax return in form itr-5 and itr-6 for partnership firm and companies 6 wealth tax return 7 tax audit u/s. 44ab for proprietary concern and partnership firm 8 tds return in form 24q (salary) 9 tds return in form 26q (other than salary) 10 vat tin registration 11 pan card application 12 tan application 13 vat return (monthly/quarterly/half yearly) 14 professional book keeping with quantitative details 15 professional book keeping without quantitative details 16 internal audit 17 digital signature class ii with token 18 digital signature class ii without token 19 vat audit

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  • financial planning service

    financial planning service

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    One needs money to make money. A business firm requires finance to commence its operations, to continue its operations and for its expansion and growth. There must be continuous flow of funds in and out of business. Sound plans, efficient production and marketing are all dependent on smooth flow of finance. Hence, a financial plan needs to be prepared, which indicates the requirements of finance, sources for raising the finance and the application of funds. Financial planning for starting a business begins with estimating the total amount of capital required by the firm for the various needs of the business. The financial plans of an enterprise should be formulated by taking into consideration the below factors: i) The financial objectives of the company ii) Nature and size of the business iii) The image and credit-worthiness of the enterprise iv) Growth and expansion plans After considering the above points, we advise and help our customers in raising the appropriate fund in various ways as follows:

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  • Automobile Financing Services

    Automobile Financing Services

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    Vinmar's strong financial history and decades of experience lets us manage country, credit and currency risks and in turn offer attractive financial terms both to petrochemical producers and users.

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  • Financial Services

    Financial Services

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    Value Consulting Financial Services can provide you cost - effective methods in the following areas: Financial Services Fund Raising - Equity, Debt and Structured Finance Fixing Business issues before funding Business partnering and decision support Lean finance Finance function benchmarking Quality close Working capital enhancement Cost accounting and management Planning budgeting and forecasting Finance transformation Merger and Acqusitions

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  • Financial Services

    Financial Services

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    Our dream of a financially inclusive India has led us to become the country's largest non-banking financial company (NBFC) operating in rural and semi-urban India. With 16,000 employees and 1,000+ offices in 25 states, we have served more than 3 million customers, offering them a suite of financial products ranging from asset financing, fixed deposits, mutual funds, SME financing, rural housing finance, and life and non-life insurance broking services.

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