Deal, Due Diligence & Transaction Advisory

Managing Personal Finances

Life stage planning:

  • One of most common situation is we are busy in routine time bounded schedules.
  • Generally it is observed that during routine work, an Individual focuses too much on short term goals, depending on his age and neglects/not able to visualize long-term goals till an Individual’s life expectancy.
  • The need of hour is that an Individual needs to pause for a moment and realise professional, personal family goals like Self-development, Promotions, Buying car, Buying house, Planning for Kid1 and or Kid 2, then there is spiral commitment for kids education, kids marriage and MOST IMPORTANTLY an Individual’s RETIREMENT planning and creating wealth.
  • As age progresses, my earnings will grow along with increase in commitments, expenses and risk of health.
  • To put above situations in perspective

Wealth Management

Successful Wealth management is an ever changing ideal. It demands an in-depth consultative process that delivers customized solutions across the broad array of financial needs as well as asset classes. We believe that every client is different and view their situation as unique before embarking on the journey to create a roadmap in order to achieve the predefined goals.. Its not just about timing your investments, its also about how much time you give them.

Critical steps involved in the process of wealth management

  • Client Profiling and Segmentation.
  • Deeper Understanding of asset classes.
  • Complete prospective thoughts with Demand & Supply of Asset Classes.
  • Insurance & Tax Advisory.
  • Retirement Planning.

Tax Advisory

We provide corporate tax advisory services to multinational businesses ranging from tax transaction support to best practice process implementation and structuring. Dev Mantra provides client-centric tax advisory services focused on mitigating tax risk and minimizing cost. Our senior management team members are leaders in their field, qualified in accounting, tax, law and surveying. Our team also includes valuations and technology experts and economists. Our specialists deploy effective structuring strategies and commercially focused tax diligence to maximize value opportunities and minimize risk.
Our offerings cover from individuals to large scale multinational businesses.

More specifically the following categories –

  • Tax Planning, Compliance and Advisory services
  • Providing Updates on significant changes in law
  • Providing clarifications and opinions on issues
  • Verification of returns prior to filing
  • Representation before Authorities
  • Appellate / Legal Services
  • Advise on Maintenance of records
  • Internal Audit for tax compliance
  • Registration under service tax
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