Welcome: We are a firm providing Investment Planning, Business Strategy, Income Tax, GST, Accounting.
Remuneration: We will charge predetermined FEES and COMMISSION where available for our services.
Start with current investments review
Our firm offers Unique blend of Indian, UK and EU wisdom in Financial Planning. Lets first see what your current situation shows, your investments, your main income, your family and support system.
We believe in some some Indian and EU golden rules - Treating Customers Fairly - Advice is Fair, Clear and not misleading. Adequate Suitability of investments. Hence there will be no push and pull for targets. There will be absolute confidentiality in dealings.
Securing Future
We strongly believe Mutual Funds is new way forward for creating and managing wealth.
We believe in Social development as means to financial Security for you and your family. Hence we advise on Pensions, Housing Loans and Loans for Higher Education.
We do Income Tax Returns and Tax Planning.
(Mutual Fund investments are subject to market risk. Investments Supported by KJMC Finserv LTD, Mumbai)
Strategy and Accounting Services
We are good at Business Strategy Reviews and Transformations, Training and Skill Development, Financial Analysis, Retailing and Negotiations.
We take Accounting activities and GST on outsourced basis.