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Services

Accounting & Auditing​
Income Tax Return
GST Registration & Return
PF, ESIC, PT, IEC Number Registration & Returns
Firm, Trust & Society Registration
Company Registration & ROC
Trademark & MSME
Digital Signature
Loans & CMA data
(Authorized Partners with Banks & Financial Institution)
Property & Corporate Legal Advisor (Advocate High Court) 
Strategic Planning & Business Development
Insurance Advisor (All types of Insurance)
Financial Planning & Investments
Share Trading (SEBI Registered)
IPO & FUND RAISING

Highlights

One-Stop Financial Solution

  • Complete range of financial services under one roof

  • Streamlined approach to manage all your financial needs efficiently

  • Single-window solution for all financial, legal and investment needs

Expertise in Taxation

  • Income Tax Return Filing

  • Tax Planning, Computation & Advisory

  • Handling Notices, Scrutiny, Appeals & other income tax matters

  • GST registration, return filing, compliance & advisory

Financial Accounting & Reporting

  • Bookkeeping & Financial Accounting

  • MIS Report, Ratio Analysis to track business performance

Fund Raising & Capital Advisory

  • Debt & equity fund raising for business expansion & growth

  • CMA reports, project reports & investors pitch decks

  • Investor & Venture capital introductions

IPO & Corporate Finance

  • Pre-IPO readiness & compliance

  • IPO process consulting & coordination

  • Advisory for corporate restructuring, merges & acquisitions

Loan & Credit Solutions

  • All types of loans

  • Documentation, eligibility analysis & bank coordination to ensure Hassle free loans

  • Best rate negotiation through partner networks

Investment Advisory

  • Tailored Investment Planning based on your goals & risk profile

  • Mutual funds, bonds, fixed deposit, PMS & other assets classes for all income levels

  • Retirement & wealth creation strategies

Insurance Advisory

  • All types of Insurance

  • Policy comparison, custom recommendations & claims support

  • Risk analysis & coverage optimization

Legal & Compliance Services

  • Business registration

  • ROC filings, secretarial compliance & due diligence

  • Drafting of legal agreements, contracts & MOUs

  • Intellectual Property (IPR), Trademark & Copyright services

  • All types of legal matters

Trustworthy, Qualified & Transperant

  • Team of Experienced Professionals, Financial Planners, Insurance Advisory, legal experts

  • Transparent pricing & service committed

  • Confidential handling of data with complete integrity

  • Your Financial Partner for Life - All services under one roof

  • Simplifying Finance, Empowering Growth

  • Where Money Meets Shubh Shri Strategy

Management Team

  • Our dedicated team comprises of competent people with technical knowledge & well experience with professional attitude.

  • Our Management & Expertise helps us to Provide services to our client's to their satisfaction

Advisory Services

Indirect Taxes

GST, MVAT, Service Tax

Direct Tax

Income Tax Return Filings

Loans

Commercial, Business - Secured / Unsecured, Personal, Housing Loan Consultation etc...   

Investments

Financial Planning & Investment

Insurance

All types of Insurance (Life & Health Insurance U/S 80C & 80D)

Legal Services

Property, Corporate, Redevelopment, Information Technology Law, Registration etc...

Strategic Planning & Business Development

Business Transformation, SME IPO, Investor Relation & ESG etc.

Shubh Shri
Tax & Financial Consultancy

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