HNI Family Back-Office
All services under one roof
Are you an HNI facing these challenges?
- No time to compile data & account for personal transactions & investments?
- Is recording family Assets & Liabilities, Income & Expenditure a daunting task?
- Unaware of current value of your / family investments when required?
- Need professional & competent advice on foreign & Indian personal taxation?
- Is privacy & security of your personal income & investment data a concern?
- Wandering to find a single but infallible solution to record, account & monitor family wealth?
We provide a single solution to all your personal Accounting, Banking, Tax compliance and Succession planning requirement under one roof
Services we provide
Data Compilation & Accounting
- Systematic compilation & recording of all income, investment & personal transactions
- Timely accounting of family assets & liabilities, income and expenditure
- Assistance for all banking and investment transactions & correspondences
- Periodic bank reconciliation
Foreign & Indian Tax Management & Compliance
- Advisory tax planning, Tax compliance & filing of tax returns
- Advisory on foreign remittances, FEMA compliances, foreign tax and double tax avoidance in India.
- Appearing for assessments, inquiry and scrutiny
- Regular reminders to timely discharge your tax obligations
- Regular updates on Income Tax assessment & refund status
Succession Planning Through Family Private Trusts
- Advisory on setting up, governance and management of family trust
- Taxation Aspects – Advisory & Compliance
Investment Tracking & Reporting
- On demand holding statement for all asset class including immovable property, jewelry, artifacts with current valuation of financial investments like shares, bonds, PMS, mutual funds, LIC, PPF, etc.
- On demand Income statement including long/short term gains
- Before event alert on tax efficiency of proposed transaction
- LTCG Statements compliant with current tax laws including grand fathering for effective tax planning
Banking & Operation Management
- Work is executed based on the in sourcing model.
- Full-time, on-premises services of competent accountant for accounting & banking transactions.
- All correspondences for banking & investment transactions taken care.
- 24 X 7 access to services of experienced & competent professionals for tax consultations.
Data Privacy & Security
- Your data is stored locally to ensure controlled access
- Strong controls over data access & storage restricts access to information on personal transactions & family wealth from company staff
- Investment info. on your mobile app for monitoring on the go!
- Trained & experienced team having over a decade of experience in managing HNI Family back-office
- Unique in – sourcing model ensures on-premises availability of accountant for your convenience
- Consulting services of competent account manager on call
- Direct access to partner who himself directs & monitors Deliverables
- Professional advice & valuable insights on tax related matter
- Stop paying separately for each entity on Accounting, MIS Reporting, return filing& tax advisory
- We offer our services for a fixed fee, based on net worth, irrespective of numbers of entities
- Complete security &privacy of your personal and financial data.
- Highest standards of credibility & Integrity – We are a team of professionals with over three decades of experience in accounting & tax related areas.