Financial Management
Preetham Shetty & Co
Bangalore
116
Financial Management
Personalized financial planning aligned with your goals
Smart investment strategies including SIP planning
Effective cash flow management for business growth
About
We provide comprehensive financial management solutions focused on three core areas:
What We Offer
- Personalized financial planning aligned with your goals
- Investment advisory, including SIP strategies
- Cash flow management optimization
Our Unique Approach
- One-stop solution integrating planning, investments, and cash management
- Regular monitoring and proactive adjustments
- Focus on sustainable business growth
Ideal For
- Businesses seeking professional cash flow optimization
- Individuals looking for structured financial planning
- Those wanting expert guidance on investment strategies
Additional Benefits
- Integration with tax planning for optimized returns
- Strategic approach to wealth building
- Regular performance monitoring and updates
Startup Services
End-to-end company incorporation for LLPs and Private Limited firms
Strategic business planning to set your venture up for success
Ongoing compliance support to keep your startup legally protected
About
We provide end-to-end support for entrepreneurs looking to establish their business entities. Our services include company incorporation (LLP, Private Limited, One Man Company), comprehensive business planning, and ongoing compliance management.
Our Unique Approach
- Complete startup lifecycle support from registration to growth
- Strategic advisory on business structuring and funding
- Typical registration completion within 7-12 days
Ideal For
Entrepreneurs and founders who need expert guidance to navigate the complexities of business setup and compliance requirements in India.
Additional Features
- Regular compliance updates and reminders
- Business growth strategy support
- Personalized startup advisory services through multiple communication channels
Audit Services
Comprehensive tax audits for high-turnover businesses
Detailed financial health assessment through thorough audits
Compliance verification to prevent future issues
About
We provide comprehensive audit services including tax audits and financial audits for businesses. Our expertise covers thorough examination of financial records, ensuring compliance with tax laws, and assessing overall financial health.
Our Unique Approach
- Adherence to statutory timelines
- Detailed compliance verification
- Systematic documentation process
Ideal For
- Businesses with significant turnover requiring mandatory tax audits
- Companies seeking financial health assessment
- Organizations needing compliance verification
Additional Features
- Regular updates during audit process
- Clear reporting and recommendations
- Support in implementing audit findings
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Regulatory Compliance
Expert handling of Insolvency and Bankruptcy Code cases
DIR-3 KYC filing assistance for company directors
Quick resolution of tax notices and compliance issues
About
We provide comprehensive regulatory compliance support focusing on:
- Insolvency and Bankruptcy Code (IBC) advisory
- Benami Transactions Prohibition Act compliance
- DIR-3 KYC filing assistance
- Tax compliance management
Our Unique Approach
We handle complex regulatory requirements with personalized attention, ensuring timely compliance through proactive reminders and updates about changing regulations.
Ideal For
- Companies dealing with insolvency proceedings
- Directors requiring KYC compliance
- Businesses needing guidance on Benami transaction regulations
- Organizations seeking ongoing compliance management
Additional Features
We maintain digital documentation and provide regular compliance health checks to prevent regulatory issues before they arise.
Taxation Services
Complete income tax filing and compliance management for peace of mind
Expert GST registration, filing and ongoing support to stay compliant
Smart tax-saving investment advice to reduce your tax burden
About
We provide comprehensive tax management solutions including:
- Income tax filing and advisory
- GST registration, filing, and compliance
- Tax-saving investment guidance
- PAN-Aadhaar linking assistance
- Advance tax planning
- Tax notice handling
Our Unique Approach
We focus on proactive tax planning with regular deadline reminders and updates on regulatory changes. Our expertise in handling complex tax matters and personalized support ensures hassle-free compliance.
Ideal For
- Individuals seeking tax planning and filing assistance
- Businesses requiring GST and income tax compliance
- Those dealing with tax notices or advance tax requirements
- Anyone looking for tax-saving investment guidance
Additional Features
We offer multi-channel support and maintain ongoing engagement to ensure timely compliance and optimal tax management.
Meet your Expert
Preetham Shetty & Co
1 connects in last 3 months
Our roots - Started in Rajajinagar, Bangalore, we've grown to add another branch to serve more clients better.
Why we do this - We believe in making financial management less intimidating for startups and established businesses alike.
What drives us - Helping entrepreneurs focus on their dreams while we handle the complex world of numbers.
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