Financial Planning & Advisory
We provide goal-oriented financial planning to help you make informed decisions about investments, savings, insurance, and retirement.
Service Includes:
Personal Financial Planning
Retirement & Education Planning
Risk Assessment
Budgeting & Savings Strategy
Tax Planning & Compliance
Stay compliant and reduce your tax burden legally and efficiently with our expert assistance.
Service Includes:
Income Tax Filing for Individuals & Corporates
GST Registration & Filing
Tax Deduction & Exemption Planning
Tax Audit & Representation Support
Accounting & Bookkeeping
Accurate and timely bookkeeping is critical to your business. We provide comprehensive accounting services so you can focus on growth.
Service Includes:
Monthly Bookkeeping
Tally & QuickBooks Setup
Financial Statement Preparation
MIS Reports & Analysis
Virtual CFO Services
For growing companies without a full-time finance head, our Virtual CFO services offer strategic insights and financial leadership.
Service Includes:
Cash Flow & Working Capital Management
Budgeting & Forecasting
Financial Performance Monitoring
Investor Reporting & Funding Support
Investment Advisory
Maximize your wealth with smart, diversified investment strategies tailored to your risk profile.
Service Includes:
Mutual Funds & SIP Planning
Portfolio Reviews
Bonds, Equity, and Alternative Investment Guidance
Goal-Based Wealth Management
Loan Advisory
Get the right loan product with better terms through expert guidance and end-to-end support.
Service Includes:
Personal, Home & Business Loan Consultation
Loan Documentation Assistance
Balance Transfer & Top-Up Planning
Debt Management Strategy
Insurance Advisory
Secure your life, assets, and business with suitable insurance coverage at competitive premiums.
Service Includes:
Life & Term Insurance
Health Insurance
General & Business Insurance
Claims Assistance & Advisory
Audit & Assurance Services
Ensure transparency and build stakeholder trust with comprehensive audit and assurance services.
Key Offerings:
Statutory Audits: Comply with legal requirements through thorough examination of financial statements.
Internal Audits: Evaluate and improve internal controls and governance processes.
Compliance Audits: Assess adherence to regulatory standards and internal policies.
Special Purpose Audits: Conduct audits tailored to specific objectives or transactions.
Financial Reporting & Analysis
Deliver accurate and timely financial reports to support strategic decision-making.
Key Offerings:
Statutory Audits: Comply with legal requirements through thorough examination of financial statements.
Internal Audits: Evaluate and improve internal controls and governance processes.
Compliance Audits: Assess adherence to regulatory standards and internal policies.
Special Purpose Audits: Conduct audits tailored to specific objectives or transactions.
Management Information Systems (MIS) Reporting
Overview:
Deliver accurate and timely financial reports to support strategic decision-making.
Key Offerings:
Budgeting & Forecasting: Develop financial plans aligned with business goals.
Performance Metrics: Track key indicators to assess operational efficiency.
Segment Reporting: Analyze performance across different business units or products.
Trend Analysis: Identify patterns to inform strategic planning.
Financial Modelling & Valuation
Overview:
Support investment and strategic decisions with robust financial models and valuations.
Key Offerings:
3-Statement Models: Integrate income statement, balance sheet, and cash flow projections.
Business Valuation: Determine enterprise value using various methodologies.
Scenario Analysis: Assess financial outcomes under different business scenarios.
Investment Appraisal: Evaluate potential returns on proposed projects or acquisitions.
Receivables & Payables Management
Overview:
Optimize cash flow by efficiently managing accounts receivable and payable processes.
Key Offerings:
Invoicing & Collections: Streamline billing and follow-up to expedite payments.
Vendor Payments: Manage payment schedules to maintain good supplier relationships.
Reconciliation Services: Ensure accuracy between financial records and bank statements.
Aging Analysis: Monitor outstanding receivables and payables to mitigate risks.
HR & Payroll Advisory
Overview:
Navigate complex employment regulations and ensure accurate payroll processing.
Key Offerings:
Payroll Management: Handle salary calculations, deductions, and disbursements.
Compliance Reporting: Prepare and submit statutory returns related to employment.
Employee Benefits Advisory: Design and manage compensation and benefits structures.
HR Policy Development: Establish guidelines to govern workplace practices.
Digital Accounting & Cloud Solutions
Overview:
Leverage technology to enhance financial operations and accessibility.
Key Offerings:
Cloud Accounting Setup: Implement platforms like Xero or QuickBooks for real-time access.
System Integration: Connect accounting software with other business systems for seamless data flow.
Training & Support: Educate staff on utilizing digital tools effectively.
Data Migration: Transition financial data to cloud platforms securely.
By incorporating these services, Autira Financial Services can offer a comprehensive suite of solutions to meet diverse client needs. If you require assistance in drafting detailed content for these services or integrating them into your website, feel free to ask!