Ishwar Balu Patil
MBA-Finance | NISM Research Analyst | IRDA Certified
AMFI Registered (MFD)
APMI Registered (PMS)
IRDA Certified (Life & Health)
NISM V-A, VIII, XXI-A, XV Certified
Book a Consultation
Wealth & Protection
- Mutual Fund Distribution (AMFI)
- PMS (Portfolio Management Services)
- Life & Health Insurance (IRDA)
- Financial Goal Planning
Compliance & Tax
- ITR Filing (Individual & Business)
- GST Registration & Returns
- Accounting & Bookkeeping
- Tax Planning & Advisory
Business Setup
- Shop Act / MSME (Udyam)
- PVT Ltd & Partnership Registration
- Trademark & FSSAI License
- Digital Signature (DSC)
Accounting Service Packages
Small Business
₹2,999/mo
Turnover: Up to ₹20 Lacs
- GST Return Filing
- Basic Accounting
- Sales & Purchase Recording
- Monthly Financial Summary
- Dedicated WhatsApp Support
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MOST POPULAR
Growth Plan
₹4,999/mo
Turnover: ₹20 Lacs - ₹1 Cr
- Complete Bookkeeping
- GST Filing & Reconciliation
- Monthly Profit & Loss Reports
- Bank Reconciliation
- E-Way Bill Support
- Basic Tax Advisory
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Corporate Plan
₹9,999/mo
Turnover: ₹1 Cr - ₹2 Cr
- End-to-End GST Management
- Advanced Accounting System
- Bank & Cash Reconciliation
- Compliance Monitoring+
- Quarterly Financial Review
- Tax Planning Support
- Priority Assistance
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Statutory Disclaimers:
• Mutual Funds: Investments are subject to market risks. Read all scheme related documents carefully before investing.
• PMS: Investment in Portfolio Management Services involve risks. No guaranteed/assured returns are offered.
• Insurance: Insurance is a subject matter of solicitation. Performance is subject to policy terms.
