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
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Complete range of financial services under one roof
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Streamlined approach to manage all your financial needs efficiently
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Single-window solution for all financial, legal and investment needs
Expertise in Taxation
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Income Tax Return Filing
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Tax Planning, Computation & Advisory
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Handling Notices, Scrutiny, Appeals & other income tax matters
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GST registration, return filing, compliance & advisory
Financial Accounting & Reporting
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Bookkeeping & Financial Accounting
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MIS Report, Ratio Analysis to track business performance
Fund Raising & Capital Advisory
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Debt & equity fund raising for business expansion & growth
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CMA reports, project reports & investors pitch decks
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Investor & Venture capital introductions
IPO & Corporate Finance
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Pre-IPO readiness & compliance
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IPO process consulting & coordination
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Advisory for corporate restructuring, merges & acquisitions
Loan & Credit Solutions
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All types of loans
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Documentation, eligibility analysis & bank coordination to ensure Hassle free loans
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Best rate negotiation through partner networks
Investment Advisory
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Tailored Investment Planning based on your goals & risk profile
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Mutual funds, bonds, fixed deposit, PMS & other assets classes for all income levels
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Retirement & wealth creation strategies
Insurance Advisory
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All types of Insurance
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Policy comparison, custom recommendations & claims support
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Risk analysis & coverage optimization
Legal & Compliance Services
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Business registration
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ROC filings, secretarial compliance & due diligence
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Drafting of legal agreements, contracts & MOUs
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Intellectual Property (IPR), Trademark & Copyright services
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All types of legal matters
Trustworthy, Qualified & Transperant
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Team of Experienced Professionals, Financial Planners, Insurance Advisory, legal experts
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Transparent pricing & service committed
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Confidential handling of data with complete integrity
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Your Financial Partner for Life - All services under one roof
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Simplifying Finance, Empowering Growth
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Where Money Meets Shubh Shri Strategy
Management Team
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Our dedicated team comprises of competent people with technical knowledge & well experience with professional attitude.
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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
