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Comprehensive legal, tax, and compliance services managed entirely online by our elite team of certified CAs and CSs.
Financial consultancy is a systematic professional service that begins with analyzing your current financial situation and understanding your goals, then developing and implementing customized strategies to achieve them. It empowers individuals and businesses with expert knowledge and tools for informed financial decision-making.
This comprehensive approach covers investment planning, wealth management, risk assessment, and regulatory compliance—all aimed at achieving greater economic security and business success in India's dynamic market.
Individuals: Retirement, wealth, education, estate planning
Startups: Funding, structuring, growth strategies
SMBs: Cash flow, expansion, risk management
Corporations: Restructuring, M&A, project consulting
All: Financial clarity & optimization seekers
Businesses: Compliance & strategic guidance
Comprehensive review of income, expenses, assets, liabilities, and overall financial health to establish a clear baseline.
Helping define clear short-term and long-term financial objectives aligned with personal or business aspirations.
Creating customized plans for investments, savings, debt management, and wealth accumulation based on individual needs.
Regular progress reviews with necessary adjustments to strategies based on changing circumstances and market conditions.
Providing advice on market trends, tax implications, regulatory changes, and emerging financial opportunities.
Financial planning expertise
Investment strategy knowledge
Risk assessment skills
Regulatory compliance understanding
Tax optimization strategies
Market analysis proficiency
Access specialized knowledge and proven strategies from experienced financial professionals who understand Indian market dynamics.
Free up valuable time by delegating complex financial planning, compliance, and management tasks to professionals.
Receive unbiased recommendations tailored to your best interests, free from product sales pressure or conflicts of interest.
Identify potential financial risks early and implement strategies to protect your assets and business interests.
Structured plans with consistent monitoring help reach financial objectives faster through disciplined execution.
Gain better understanding of financial concepts, strategies, and market mechanisms through expert guidance.
Ensure adherence to financial regulations, tax laws, and corporate compliance requirements with expert support.
Maximize returns, minimize tax liabilities, and optimize financial performance through strategic planning.
Private Limited, LLP, OPC registration with MCA
Firm formation & agreement drafting
MSME, Shop Act, Professional Tax setup
Registration, filings (GSTR-1, 3B, 9), compliance
PAN/TAN, TDS/TCS, returns, advance tax
Companies Act adherence, ROC filings
Ind AS/AS compliant bookkeeping
Systematic financial records
Salary, PF, ESI, compliance
Strategic decision insights
Financial statement preparation
Control systems & efficiency
Income tax audit documentation
Strategic roadmaps & projections
Working capital optimization
Proactive financial management
Pitch decks & investor readiness
| Business Type | Key Services Provided |
|---|---|
| Startups | Business plans, financial projections, fundraising strategy, valuation, cap table structuring, compliance setup |
| Sole Proprietorships | Tax planning, cash flow management, bookkeeping setup, working capital management, personal finance separation |
| Partnership Firms | Profit-sharing models, partnership agreements, tax computation, internal controls, exit strategies |
| Private Limited Companies | Financial reporting, budgeting, debt/equity structuring, ROC compliance, audit support, ESOP advisory |
| Public Limited Companies | IPO readiness, investor relations, SEBI compliance, M&A advisory, financial modeling |
| LLPs | Capital account structuring, profit allocation, MCA filings, GST & tax advisory |
| NGOs/Trusts/Societies | Grant accounting, FCRA/CSR compliance, budget audits, 80G/12A registration |
| Manufacturing | Cost accounting, inventory valuation, CAPEX financing, break-even analysis, GST optimization |
| Service Businesses | Pricing optimization, revenue recognition, GST compliance, outsourced CFO services |
| E-commerce | Marketplace reconciliation, payment tracking, return modeling, inter-state GST |
| Export/Import | Forex risk advisory, LC planning, FEMA/RBI compliance, custom duty optimization |
| Real Estate | Project cost control, RERA compliance, escrow planning, debt structuring |
| Healthcare | Insurance reimbursement, equipment financing, revenue management, NABH compliance |
| Tech Companies | Subscription model advisory, ARR/MRR tracking, R&D planning, global tax compliance |
Chart of Accounts: Customized accounting system design
Daily Transactions: Sales, purchases, payments, receipts
Software Implementation: Tally, QuickBooks, Zoho setup
Documentation: Invoice, voucher management
Bank Reconciliation: Match books with statements
GST Reconciliation: Input/output tax matching
Debtors/Creditors: Account balance verification
Regular Cycles: Monthly/quarterly reconciliation
Salary Calculation: Monthly payroll processing
Statutory Deductions: PF, ESI, PT, TDS computation
Form Generation: Form 16, salary slips
Compliance: Monthly & annual filings
Preparation: Financial statement readiness
Documentation: Audit trail preparation
Compliance: Companies Act requirements
Coordination: Auditor liaison & support
Outcome: Smooth audit completion
Control Systems: Internal control establishment
Process Review: Operational efficiency assessment
Risk Identification: Fraud & error prevention
Compliance Check: Policy adherence verification
Recommendations: Improvement suggestions
Documentation: Tax audit requirement fulfillment
Compliance: Income Tax Act Section 44AB
Threshold: Turnover above prescribed limits
Submission: Form 3CD & 3CB preparation
Representation: Tax authority coordination
Legal requirement fulfillment
Financial statement reliability
Stakeholder confidence building
Fraud detection & prevention
Data-driven business choices
Structured expansion strategies
Proactive financial management
| Fee Type | Description | Typical Range (₹) | Notes |
|---|---|---|---|
| AUM (Assets Under Management) | Annual % of investment portfolio managed | 1.00% (₹0-8.3Cr) 0.50-0.75% (₹8.3-41.5Cr) 0.25% (above ₹41.5Cr) |
Wealth managers & Portfolio Management Services |
| Hourly Fee | Per hour for advice, planning, reviews | ₹12,000 – ₹41,500/hour | Certified Financial Planners (CFPs) & SEBI RIAs |
| Flat Fee (One-time) | Complete financial plan creation | ₹83,000 – ₹4.15 lakh | Includes investment, retirement, tax, insurance planning |
| Annual Retainer | Fixed yearly fee for ongoing services | ₹1.66 lakh – ₹8.3 lakh/year | Regular reviews, updates, advisor access |
| Commission-based | Earned through product sales | 3-6% of product value | Not transparent; prefer SEBI "fee-only" advisors |
| Subscription-based | Monthly fee for regular guidance | ₹8,300 – ₹41,500/month | Digital fintech platforms & young professionals |
| Project-based | Fixed fee for defined tasks | ₹41,500 – ₹4.15 lakh/project | Tax planning, NRI services, estate setup |
| Performance-based | % of profits above benchmark | 10-20% of gains | PMS, hedge funds, HNI services (less common) |
₹1.2 – ₹2 lakh
₹10,000 – ₹25,000
₹15,000 – ₹25,000/hour
₹2 – ₹5 lakh/year
Prefer SEBI-registered Investment Advisors (RIA) for transparent, fee-only advice
Always ask for Form A (SEBI) and signed agreement before paying fees
Compare value vs. cost—don't just choose the cheapest option
Ensure fee structure clarity during initial consultation
Certifications: CFP, CA, SEBI RIA registration
Track Record: Proven success with similar clients
Experience: Years in industry & market knowledge
Specialization: Area-specific expertise
Clarity: Explains complex concepts simply
Frequency: Regular updates & availability
Transparency: Open about fees & conflicts
Responsiveness: Timely replies to queries
Testimonials: Previous client feedback
Success Stories: Case studies & results
References: Willing to provide references
Reputation: Industry standing & recognition
Transparency: Clear fee disclosure upfront
Value: Services justify costs
Structure: Hourly, retainer, or project-based
Comparison: Competitive market rates
Customization: Tailored solutions, not generic
Understanding: Takes time to know your needs
Flexibility: Adapts to changing circumstances
Goal Alignment: Focuses on your objectives
Registration: SEBI RIA or other valid licenses
Compliance: Adheres to financial regulations
Ethics: Follows professional code of conduct
Documentation: Proper agreements & disclosures
Certified professionals with extensive experience
End-to-end financial & compliance solutions
100% regulatory adherence & risk management
Business planning aligned with long-term goals
Proven track record with diverse clients
Connect with Compliance 360 and let our experts handle the legal hassle while you grow your business.
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Our experienced consultants provide practical financial advice to help you plan, manage, and grow your business with confidence.
We create tailored financial strategies based on your income, business model, and future goals — not one-size-fits-all plans.
Our approach keeps tax, regulatory, and financial risks in mind to ensure your decisions remain safe and compliant.
We explain financial concepts and recommendations in simple language so you can take informed decisions easily.
From budgeting and projections to tax efficiency and structuring, we support you at every financial stage.
Our team stays available for regular reviews, updates, and financial queries whenever your business needs support.
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