SlideShare ist ein Scribd-Unternehmen logo
www.swiftnlift.in
January 2021 ISSUE
Armstrong Capital &
Financial Services Pvt. Ltd
Top 10 Wealth
Management Advisors
to Look for in 2021
Manju Mastakar
Managing Director
Creating
Creating
customized
customized
solutions in
solutions in
the areas of
the areas of
investments
investments
Handling
finance
affairs during
pandemic
Why Do
we Need a
Financial
Advisor?
L
L
L
L
Swift
Swift ft
ft
Swift the solution, Lift the business!
Swiftnlift Announces wealth management advisors to look for in 2021
https://indivirtus.com/
www.swiftnlift.in
January 2021 ISSUE
Armstrong Capital &
Financial Services Pvt. Ltd
Top 10 Wealth
Management Advisors
to Look for in 2021
Manju Mastakar
Managing Director
Creating
Creating
customized
customized
solutions in
solutions in
the areas of
the areas of
investments
investments
Handling
finance
affairs during
pandemic
Why Do
we Need a
Financial
Advisor?
L
L
L
L
Swift
Swift ft
ft
Swift the solution, Lift the business!
Swiftnlift Media And Tech
SwiftNLift is the Best Business Magazine across the
globe for enterprises
Nilesh Sabe
Chief Editor
- Nilesh Sabe
Iam extremely happy to be able to present you with this publication. The
feedback I’ve got from readers and institutions/companies associated with
our publication have been quite encouraging.
Additional coverage, ads, and still photography are also included in some
print pieces. Regular editorial columns with reflecting essays provide a look
into IT services and their progress.
The journey of our magazine starts with the cover story of a talented and
visionary personality Mrs Manju Mastakar, who is currently the CEO of
the Armstrong Capital & Financial Services Pvt. Ltd. Their advisory
services are predominantly related to equity and debt an avenue which
includes mutual funds, corporate bonds, alternate investments, annuities
and Insurances. Whether you are an individual or institution you want your
investments to be managed by someone you can trust therefore Armstrong
ensures that all the transactions are transparent and fosters a bond of trust
with the clients.
SwiftNLift magazine is no longer merely a print or digital publication;
everything we do stem from its longstanding character, attitude, and quality
even as we continue to produce the print edition with the same zeal.
From the Editor...
SUBSCRIBE
NOW
READ IT FIRST
Yes I would like to subscribe to SwiftNLift Magazine.
Subscription Charges
1 Year . . . . . . . . . (12 Issues) . . . . rs 4200
3 Months . . . . . . . (03 Issues) . . . . rs 1050
6 Months . . . . . . (06 Issues) . . . . rs 2100
1 Month . . . . . . . (01 Issues) . . . . rs 350
Cheque should be drawn in favour of : SWIFTNLIFT MEDIA AND TECH LLP
Name :
Address :
City :
State :
Zip :
Date :
Telephone :
Email :
Country :
Corporate Office
Swiftnlift Media And Tech LLP
Office No.101, Nirmal Building, Near Bhumika
Medical, Ambedkar Square, NDA Road, Warje,
Pune 411058
Phone - +91 7776067659
Email - support@swiftnlift.in
For Subscription - www.swiftnlift.in
Follow us on
Copyright © 2021 Swiftnlift Media and Tech LLP, All right reserved.
Chief Editor
Nilesh Sabe
Managing Editor
Amar Rathod
Executive Editor
Madhuri Gadekar
Business Developement Manager
Aarti Gandlewar
Art & Design Director
Somesh Junavane
Assistant Designer
Kalyani Patil
Advertising & Promotions Manager
Vaishnavi Sabe
JANUARY 2021
For Marketing & Advertising
Reach us at: sales@swiftnlift.in
Marketing Manager
Snehal Bandekar
Sales Executives
Pranav Raundale
SME-SMO Executives
Sagar Pawar
Contributors
Shiva Borse
Digital Marketing
Nisha Bhushinge
Technical Head
Anju Jangid
Technical Specialist
Ankush Katre
Circulation Manager
Satyam Mishra
Technology Consultant
Vishakha Khadse
Marketing and Sales
Technical Team
Graphic Design Team
C O N T E N T S
Cover Story
Articles
Armstrong Capital
& Financial Services
Pvt. Ltd
Why Do We
Need A Financial
Advisor?
Handling Finance
Affairs During
Pandemic
10
22 30
Creating
Customized
Solutions In The
Areas Of
Investments
38
Profiles
Accely INC
16
Line
Accountancy
20
Setindiabiz
Private
Limited
18
Dewan P N
Chopra & Co
24
SBS And
Company LLP
28
ASC
Group
26
Quatrro Business
Support Services
32
Rayvat
Accounting
36
D And K Wealth
Advisors LLP
34
Manju Mastakar
Managing Director
Top 10 Wealth
Management Advisors
to Look for in 2021
“Expect the best.
Prepare for the
worst. Capitalize on
what comes”
Introduction
Armstrong Capital is an investment management firm
providing oversights and strategic management of
every aspect of a person’s financial activity from asset
management to financial planning, risk management
to retirement planning. Armstrong strives to provide
the best suitable solution to clients according to their
risk taking appetite and their long term financial goals.
Their advisory services are predominantly related to
equity and debt avenues which includes mutual funds,
corporate bonds, alternate investments, annuities
and Insurances. Whether you are an individual or
institution you want your investments to be managed
by someone you can trust therefore Armstrong
ensures that all the transactions are transparent and
fosters a bond of trust with the clients.
About the CEO
The very talented and a visionary Mrs Manju
Mastakar, who is currently the CEO of the Armstrong
Capital & Financial Services Pvt. Ltd. She established
the company in the year 2010, whose office is
located at Bangalore. Under the leadership of her,
the company is smoothly running with 25 highly
professional and skilled employees.
Actually, her entrepreneur journey started in 2009,
while she was working in an investment advisory firm
and soon after the subprime crises, the firm had a lay
off in the organisation and the clients that she worked
with were left without any Advisor. This is the instance
where she came up with a belief and vision to start her
own business. The earlier days were completely full of
struggle but yet she managed it with her strong will
power and determination. It was like a one man show
for her. Her motherhood and the entrepreneurship
started at the same time. She set up the office at her
home itself and would make calls and execute market
trades. She actually is an inspiration to many.
But how far these things were going to last in her
life. She wanted to grow and coincidentally in the
year 2010 she met a person with a nobel idea, which
actually turned the table for her. He was an investment
banker, who proposed the idea of funding her so that
she could do the things in more professional manner.
The beam penetrated into the chaos of life and added
a wonderful spectrum for her.
Armstrong Capital &
Financial Services Pvt. Ltd
There were no time restrictions, she didn’t have to
report to a boss, she could take rest from work to look
after her baby. So here everything was in her ground.
Her family also played a major role by supporting her
to fulfil her ambitions.
In spite of having 10 years of experience into the
corporate sector, entrepreneurship was completely
a new challenge for her. The initial years were full
of struggle for her. She started with 1 employee who
would set up calls and handle the back office work.
It was all about- “do it yourself and at the minimum
cost.”
“Where there is a will there is a way” as it is rightly
said. Her hard work and determination paid a price
and finally from 2014 onwards the organisation
grew rapidly, which got a good client base and more
strength of employees to work. After that she never
looked back.
“All the stories of hardship that I went
through summed up into 1 word that’s call
‘struggle’.” – she added.
How do you stay on top of changes in the
industry? What changes are you going to
look more at now?
Our industry has been through a lot of changes,
especially the complete digital transformation that
took place during COVID-19 times. We were always a
forward-looking organisation and adapt to technology
changes very fast. What is more important, is adapting
to the changing mindset of our clients. At every stage
of life, the mindset of the client is different, and we do
a lot of handholding to take them through the wealth-
building journey.
Why choose ARMSTRONG CAPITAL?
We listen to and understand our customers better.
Listening and understanding are two different
processes. Many times customers come across as
very aggressive investors but when we design an
investment strategy, we use our judgement. Generally,
clients choose us over the competition because of our
honest advice, online execution, long term planning
and most importantly, trust. We spend a lot of time
with customers in the initial years, explaining to them
and educating them. Once they believe that we have
the right knowledge and we are working in their best
interest, then the trust factor is built.
How are clients benefitting by doing
business with ARMSTRONG CAPITAL?
We bring in the discipline of saving that was missing
in the clients. We have instances when clients have
raised concerns that ‘I have been investing in market-
linked products over the last two years, but I haven’t
seen any returns. Why should I continue to invest?’
Our reply to them is that no fund manager, portfolio
manager or wealth manager can create returns or
wealth. It is the client who has to build the discipline
of monthly savings and stay invested over five years
patiently to create wealth. Our continuous efforts to
convince the clients with relevant data to prove this,
helps them to be convinced, and over 10+ years is
when clients really thanks us for helping them build a
fortune.
Do clients typically accept your
recommendations? In what way does the
treatment of employees come into play?
Every recommendation is not a winning idea. I tell my
clients to look at the long term. The stock market will
fluctuate and in the short term, every recommendation
we make may feel like a losing proposition. We stick to
our shortlisting process and give a couple of options to
clients. We explain to them the rationales, the various
scenarios that can occur and involve them in the
decision making.
Our employees are the face of our organisation. We
encourage peer-to-peer learning since we deal with
a lot of emotions of customers. By sharing these
experiences employees learn from each other. We
also focus a lot on internships and have a programme
designed for them. We are open to accepting new ideas
from newcomers and often give a chance to students
who join from other professions. I believe that.
“To innovate you should not have learnt
about it before”.
What are your views on today’s industry
scenario? What is your strategy to reach new
industries and new customers?
I feel there is going to be a huge transition in the
industry. I feel the individual practising persons will be
going through a huge turnaround. The old ways of doing
business are shifting gears, and app-based online trading
is evolving. Social media is feeding clients with a lot of
information, so to challenge that a lot of effort needs to
be put onto researching for right fund picking. The blind
faith kind of advice which existed a decade ago is fading
and clients have become more aware and demanding.
With a lot of Fintech companies coming up,
where do you see the industry headed?
Fintech companies and wealth management are both
parts of the same ecosystem. Fintech companies are
focused on more retail and entry-level investors. After
a particular asset size, the investor realises that they
need professional guidance and starts looking for that
professional. The entry-level small investor is not our
target client because to manage wealth we require a
minimum portfolio size, then our expertise comes into
play. With more Fintech companies coming up, it’s
beneficial for wealth management companies as they
create small fish.
What is the best advice you would give to
first-time investors ?
Stock markets will reward you with exponential
returns if you are patient, but it will not give you lateral
returns. If you are going to look at your portfolio every
month and every year, comparing it with fixed deposits
is not going to help. The market will take its own time
to deliver returns over two years. The returns can be
negative but over a longer time period of five years, it
will definitely deliver exponential returns.
For investors who say “I don’t want to lose
any money” what kind of advice would you
give them?
There are no gains without pains. I get a lot of calls
from investors in the first three years of their portfolio
building journey. I tell them that if you’re feeling
nervous, if this thought that you are losing money
wanders into your mind, you need to keep looking at
your portfolio every day and as soon as it comes to
Year of Founding: Dec 2010
Funding Information: 10Lakhs (USD
13k)
Founding Members: 
Manju Mastakar
Office Locations: Bangalore	
Company Strength: 25 employees
Website:
www.armstrong-cap.com
breaking even, then withdraw. These are normal
feelings. Your risk appetite is being built up and the
returns that you get are for going through this pain.
A lot of the new generation of investors like to do it
themselves. What would you tell them?
It’s good to explore, learn and teach yourself. When
you make mistakes and especially mistakes that cost
you money, that is when you look for guidance. Our
experience has been that a lot of such investors place
their bets on past performance and star ratings.
Unfortunately, both of them are not consistent, and
over time, they look for guidance.
Is there a future in wealth management
or will Fintech take over
Human to human communication cannot be
eliminated. Our job as a wealth manager is to
manage our clients’ emotions more than money.
Until, and unless, clients don’t talk to us, they
don’t feel convinced and we also encourage that.
Execution can happen online and we can use
Fintech for that, but our personalised advice is
what they cannot replicate. I feel both models will
continue to co-exist and human advice and swift
online execution are both required for an investor.
Accely is a global technology and innovation firm
that stands for advancement and provides customers
with end-to-end ERP, Mobility Solutions, Ecommerce,
and Business Analytics solutions via the SAP suite of
applications and other leading technologies.
Our unique selling point is our breadth of technical,
project management, and problem-solving expertise,
which enables us to deliver high-value solutions with a
quick return on investment.
Vision
To deliver exceptional results, quality and value to
our clients through unparal-leled service and
break-through technology
Mission
We continually strive to generate deep insight into
what drives value creation and competitive advantage
in our clients’ businesses and the economy as a whole.
We work collaboratively with clients to convert insight
into strategy that will have a substantial positive
impact on performance.
Consistently delivering impact earns the trust that
is the foundation of lasting rela-tionships. These
relationships serve as a platform for still deeper insight
and more significant impact.
Accely seeks to stimulate continuous growth and
success for our clients and, by doing so, to forge
lifelong bonds with them.
Accely is well positioned to provide customers with
appropriate solutions, special-ising in fixed-price,
quick-staff replies and combining strong technology
under-standing with hands-on experience.
Accely is a top SAP authorized Value Added Re-seller
(VAR) Partner when it comes to supplying business
application solutions.
Because our company concentrates on small and
medium businesses, Accely’s success stories have
become well-known not just in the United States, but
also around the world.
Enterprise Application Support, Information
Technology, and Consulting Offerings are among the
primary services.
Consumer goods, retail, wholesale, engineering and
Nilesh Shah
CEO
World-Class SAP Consulting
Services Using Refined
Methodologies And Innovation,
Thus Creating A Synergy Of The
Latest Technology And Vast
Accumulated Experience
Top 10 Wealth
Management Advisors
to Look for in 2021
16 JANUARY 2021 SwiftNLift
construction, life sciences, and manufacturing are just
a few of the industries represented by Accely’s
cus-tomers.
Nilesh Shah,CEO
We believe in working for that extra hour to serve
better.
Accely uses Information Technology in making
processes not just more efficient, but also much more
effective. We look at automation as an opportunity to
allow refined methodologies and innovation to create
a synergy of latest technology and vast accumulated
experience. Once again, our differentiator is in the
depth of technical knowledge, project execution and
problem-solving skills that enable us to provide high-
value solutions, and rapid return on investment.
Accely is distinguished from other organizations
in the industry by the range and depth of its whole
portfolio of research, consulting, solutions, services,
systems, and software.
Accely offers a single point of contact for a variety
of solutions that assist generate the maximum value
for customers, the organization, and all supply chain
partners thanks to its association with industry leaders.
Accely is headquartered in Singapore and has offices
throughout the United States, the United Kingdom,
the Middle East, the Indian subcontinent, Asia, and
Australia.
Website: http://www.accely.com
Industry: Information Technology & Services
Company size: 1,001-5,000 employees
Headquarters: Singapore, Singapore
Type: Privately Held
Founded: 2001
Sources and references: http://www.accely.com
17
JANUARY 2021 SwiftNLift
Setindiabiz
Private
Limited
Bangalore has established itself as one of India’s leading
metro cities, boasting a top-notch talent pool.
On our team, Setindiabiz have some of the best
Certified and Experienced Bookkeepers that are ready
to tackle any Accounting job.
Our Mission
Is to deliver quality and prompt professional services
on time and all the time at economical rates with an
aim to be the first choice amongst the entrepreneurs.
Registration & Licenses.
Shops & Establishment
The purpose of shops and establishment act is to
regulate working hours, safety and conditions of work
and holidays in private sector. The registration is
mandatory all over India and is to be done with local
labour office. Non Compliance is a Criminal Offence.
Trade License
The conduct of trading activity is regulated by the
municipality to safeguard safety to the neighborhood
and nuisance to the public living near the trading
concern. It is mandatory and different fee is collected
by the government based on the activity.
GST Registration
Supply of Goods and Supply is the taxable event for
GST, and any person involved in the same have to levy,
collect and deposit the GST. The taxpayer is further
required to file periodical GST Return and To comply
with the above GST Registration is necessary.
Helps Startup Registration, Manage GST Compliance,
Registration Of ... Start Your Business As A Private
Limited Company Within A Week, All You Need
Sanjeev Kumar, Amrita
Chanchal,Sharwan Kumar Singh
Director
Top 10 Wealth
Management Advisors
to Look for in 2021
18 JANUARY 2021 SwiftNLift
Import Export Code
Import and Export Code is a unique identification
of the person registered with the DGFT, which is
a prerequisite requirement for doing an Import
or Export business in India. IEC is a pan based
registration. Hence only one IEC can be obtained
against one PAN.
Drug License
To trade in the pharmaceutical items, you need to
obtain either a wholesale drug license or a retail
license. Many pharma companies market their
products after getting it manufactured from the third-
party manufacturer and trade under their brand after
obtaining drug license.
PSARA
The business of providing private security guards is
blooming these days. However, the security agency
needs to obtain a License from the competent
authority before starting the business. The license can
be taken for one district or many districts of the state.
KPS Corporate Consultants owns
Setindiabiz.
We specialize in Startup Registration, Licensing,
Accounting, Taxes, Tax Planning & Management,
Legal Services, Payroll Labour Laws, and Intellectual
Property Rights Protection & Enforcement.
What We Are?
With around 2% market share in startup registration,
we help aspiring startups throughout India and in the
USA, Singapore, Hong Kong, UAE etc.; we provide
most of the professional services of CA, CS, CMA and
Lawyers at the most reasonable fee and with complete
transparency.
Concrete Blonde Consulting: Concrete Blonde
success storey that began with life lessons.
Website: https://www.setindiabiz.com
Established: 2005
Employees: 100+ Staff
50,000+ Clientele
Experts: Pan India Service
19
JANUARY 2021 SwiftNLift
Sources and references: https://www.setindiabiz.com
lineaccountancy: Based out of Green City of India
“Bangalore “and servicing Indian taxation locally along
with Bookkeeping and Accounting work for US, UK,
UAE Clients. We have expertise in
■	Bookkeeping
■	Accounting
■	 Indian Taxation
■	 CFO Serving
■	 Data Entry
Our mission is to help our client grow as our Mantra
is “Client growth is our Growth”
Line accounting was formed because of an
overabundance of demand for outsourced finance
back-office functions.
It began operations in 2013 with only three people and
has steadily grown to add more each year.
Its accounting division in the United States and
the United Kingdom has developed to become a
prominent provider of outsourced bookkeeping and
accounting services.
This expansion is the consequence of continuous
improvements and consistent outputs, all of which are
part of the set criteria for Line Accounting.Bangalore
has established itself as one of India’s leading metro
cities, boasting a top-notch talent pool.
On our team, we have some of the best Certified and
Experienced Bookkeepers that are ready to tackle any
Accounting job.
Who are we?
Line Accountancy Is a leading Bookkeeping and
Accounting Services Provider in the US, UK and
Australia
Our Mission
Our mission is to evolve in all aspects of Business that
help our customers to grow further.
What We Do?
We provide outsourced bookkeeping service and make
sure our clients get most out of their Finance.
BOOKKEEPING
■	 Bank Reconciliation
■	 Credit Card Reconciliation
■	 Document Management
■	 Recording Transactions
Risen As One Of The Fastest
Growing Outsourced
Bookkeeping And Accounting
Services Suppliers For The US
And UK From India.
Top 10 Wealth
Management Advisors
to Look for in 2021
Line Accountancy
20 JANUARY 2021 SwiftNLift
■	 Debits credits to respective ledgers
ACCOUNTING
■	 Cash Flow management
■	 Accrual Accounting
■	 Financial Statements
■	 Balance Sheet
■	 Financial Reporting
TAX PREPARATION
■	 Tax Preparation
■	 Tax Planning
■	Audit
■	 Corporate Tax
■	 Personal Tax
PAYROLL
■	 Process payroll
■	 Pay staff
■	 Time sheet Management
■	 After the Fact payroll
■	 Live Payroll
DATA ENTRY
■	 Offline Data Entry
■	 Document Filling
■	 Web based data entry
■	 Excel Data Entry
■	 Software Data Entry
ACCOUNTS PAYABLE
■	 Data entry Supplier invoices
■	 Data entry Supplier payments
■	 Reconcile Accounts Payable
ACCOUNTS RECEIVABLE
■	 Data entry Customer invoices
■	 Data entry Customer payments
■	 Reconcile Accounts Receivable
■	 Chasing overdue invoices
Specialties
Bookkeeping, accounting, payroll, Indian taxation,
CFO services, and US GAAP Accounting.
Website: http://www.lineaccountancy.com
Industry: Accounting
Company size: 2-10 employees
Headquarters: Bangalore, Bangalore
Type: Sole Proprietorship
Founded: 2013
Sources and references:
http://www.lineaccountancy.com
21
JANUARY 2021 SwiftNLift
The Many Roles of a Financial Advisor
A monetary consultant is your monetary arranging
accomplice. Suppose you need to resign in 20 years or
send your kid to a private college in 10 years. To achieve
your objectives, you may require a talented expert
with the right licenses to assist with making these
arrangements a reality; this is the place where monetary
counsel comes in.
Together, you and your consultant will cover numerous
themes, including the measure of cash you should save,
the sorts of records you need, the sorts of protection
you ought to have (counting long haul care, term
life, handicap, and so on), and bequest and expense
arranging.
The monetary counsellor is additionally a teacher. A
piece of the counsellor’s undertaking is to assist you
with understanding what is associated with meeting
your future objectives. The instruction interaction may
incorporate point by point assistance with monetary
subjects. Toward the start of your relationship, those
themes may incorporate planning and saving. As you
advance in your insight, the consultant will help you
in the understanding complex venture, protection, and
expense matters.
The Financial Health Questionnaire
A monetary consultant will work with you to get a total
image of your resources, liabilities, pay, and costs. On
the poll, you will likewise show future benefits and
pay sources, project retirement needs, and depict any
drawn-out monetary commitments. To put it plainly,
you’ll list all current and anticipated ventures, benefits,
endowments, and types of revenue.
The underlying appraisal may likewise incorporate an
assessment of other monetary administration themes,
Why Do We Need A
Financial Advisor?
22 JANUARY 2021 SwiftNLift
for example, protection issues and your expense
circumstance. The consultant should know about your
present home arrangement, just as different experts
in your arranging group, like bookkeepers and legal
counsellors. When you and the guide comprehend
your present monetary position and future projections,
you’re prepared to cooperate on an arrangement to meet
your life and monetary objectives.
Making The Financial Plan
The monetary guide combines the entirety of this
underlying data into a complete monetary arrangement
that will fill in as a guide for your monetary future. It’s
anything but a rundown of the vital discoveries from
your underlying survey and sums up your present
monetarycircumstance,includingtotalassets,resources,
liabilities, and fluid or working capital. The monetary
arrangement additionally recaps the objectives you and
the council examined.
In view of your normal total assets and future pay at
retirement, the arrangement will make recreations
of conceivably best-and most pessimistic scenario
retirement situations, including the frightening chance
of outlasting your cash. For this situation, steps can
be taken to forestall that result. It will take a gander
at sensible withdrawal rates in retirement from your
portfolio resources. After you survey the arrangement
with the counsellor and change it as fundamental,
you’re good to go.
Counsellors Plan Action Steps
A monetary counsellor isn’t simply somebody who
assists with speculations. Their responsibility is to assist
you with each part of your monetary life. Truth be told,
you could work with a monetary counsel without having
them deal with your portfolio or suggest any ventures
whatsoever.
The consultant will set up a resource designation that
fits both your danger resistance and hazard limit.
The resource designation is just a rubric to figure out
which level of your absolute monetary portfolio will be
dispersed across different resource classes.
Monetary Advisors and Investments
It’s significant for you, as the customer, to comprehend
what your organizer suggests and why. You ought not
indiscriminately to follow a counsellor’s suggestions; it’s
your cash, and you ought to see how it’s being conveyed.
Watch out for the charges you are paying—both to your
consultant and for any assets purchased for you.
While considering the association’s venture reasoning,
yourownportfoliowilllikewisemeetyourrequirements.
It ought to be founded on how soon you need the cash,
your venture skyline, and your present and future
objectives.
Customary Financial Monitoring
When your venture plan is set up, you’ll get standard
explanations from your consultant refreshing you on
your portfolio. The counsel will likewise set up normal
gatherings to audit your objectives and progress, and
to address any extra inquiries you may have. Meeting
distantly through telephone or video talk can assist with
getting those contacts going all the more frequently.
Sources and references:
https://www.padisciplinaryboard.org/
23
JANUARY 2021 SwiftNLift
Dewan P N
Chopra & Co
A person who believes that a Chartered
Accountant in India evaluates the debit and credit
of organizations is mistaken.
A CA is responsible for a variety of operations,
the majority of which are related to the country.
The function of CA in the growth of the country
is critical. As one can see by studying the
importance of growth.
Chartered Accountancy not only deals with
account debits and credits, but they also play
a significant role in nation-building. A CA’s
responsibilities include capital budgeting, tax
planning, budget forecasting, bookkeeping,
finance, and other related tasks.
They are in charge of GST
implementation. The steps will be
executed by a team of CA before
initiating GST
Dewan P.N. Chopra & Co. is a well-known
Indian chartered accounting firm that offers
a broad range of services across four major
service verticals: taxation, regulatory, transaction
advisory, and audit & assurance.
The firm has vast expertise providing
a wide range of professional services
to both domestic and foreign clients
Our goal is to provide high-quality, skilled
professional services that are delivered efficiently,
wisely, and with meticulous attention to detail to
Direct Taxation, Goods And Service Tax, Regulatory,
Transaction Advisory, Audit & Assurance And Risk
Advisory Services
Anil Chopra -
Managing Partner
Top 10 Wealth
Management Advisors
to Look for in 2021
24 JANUARY 2021 SwiftNLift
meet the needs of our clients.
We give services with pragmatism,
innovation, and due care and
diligence
The Firm amalgamates the vast experience of
senior management with the passion & zeal of
the young professionals; trust and lineage with
a history of achievements; personal attention
with deep expertise; and as a result is uniquely
positioned to deliver positive solutions for
complex business issues.
The Firm’s rich heritage is apparent in the values
for which we stand – integrity, reliability &
proficiency. At the same time, we recognized the
need to stay ahead of the curve in an increasingly
dynamic economic & business environment and
have continually evolved to meet the changing
needs of our clients.
Website: http://www.dpncindia.com
Industry: Financial Services
Company size: 51-200 employees
Headquarters: New Delhi, India
Type: Partnership
Founded: 1978
Specialties
Taxation, Regulatory (FEMA / FDI), Audit,
Transaction Advisory, Indirect Tax, Direct Tax,
Goods & Services Tax, Representation, Advisory,
Transfer Pricing, Income Tax, International
Tax, Internal Controls, Standard Operating
Procedures, GST Audit, Business Acquisition,
Citizenship & Residency, NRI, Risk Advisory, and
Transaction Advisory.
Sources and references:
http://www.dpncindia.com
25
JANUARY 2021 SwiftNLift
Mr Alok Kumar Agarwal, who is currently the CEO
of the ASC Group and Managing Partner of the
Chartered Accountant Firm, launched the ASC Group
in 1995 with the founding of ‘Alok Sinhal & Co.,’ a
Chartered Accountant firm.
We have grown to be one of the few firms in India that
give comprehensive business services to our clients on
a variety of issues in just 25 years.
The Group has more than 25 years of experience
assisting several Indian business houses and Fortune
500 multinationals operating in India on a wide variety
of issues, including company formation, business
reorganization, cross-border taxation advisory, and
mergers and acquisitions, taxation advisory, foreign
trade policy, foreign direct investment, tax litigation
support, FEMA advisory, GST consultancy, legal
metrology, bureau of Indian standard, internal audit,
transaction support services, custom related services,
insolvency, and bankruptcy advisory and other
regulatory policy matters, across a range of industry
sectors.
Our approach
Consistent value addition to our clients’ business forms
the basis of our approach. At ASC Group, we spend
significant time analyzing the business operations,
industry, functions, and goals of our clients to provide
innovatively and out of box solutions to complex issues
such as new business models, business restructuring,
tax strategies, investment models, to add value to our
client’s business, and at the same time maintaining
clients’ confidentiality.
We are focusing on…
The primary focus is always on how we can bring value
to our clients’ businesses. This approach also aids us
in keeping up with the ever-changing dynamics of
corporate requirements and legislative laws.
To guarantee that clients’ expectations are satisfied, the
Group’s Directors and Senior Professionals oversee the
implementation of all service assignments.
Our Mission
Our strength lies in our dynamic and vibrant team.
Our staff comprises highly skilled professionals whose
core competencies enable us to offer diverse solutions
to our clients. Our in-house skill up-gradation training
programmers keep our staff continuously updated with
changing compliance requirements, market conditions
and business environments.
We aim to provide the most efficient and cost-effective
Financial And Legal Advisory
In Delhi And India. With A View
To Offering All Accounting
And Financial Services For
Individuals And Corporates
Under One Roof
Top 10 Wealth
Management Advisors
to Look for in 2021
ASC Group
Alok Kumar Agarwal
Founder & CEO
26 JANUARY 2021 SwiftNLift
services and offer our entire range of solutions less
than one roof. We have developed a vast network of
branches and rep offices and forged strategic alliances
with partners in collateral areas of expertise in order to
provide holistic solutions for all domains and sectors.
Our Vision
ASC Group is constantly guided by a vision of creating
an India-based firm with world-class service standards.
We are inspired by best practices in our profession and
we never compromise on quality. For us all our clients
are unique and their requirements are specialized. We
turn each assignment into an opportunity and strive to
exceed the expectations of our customers.
We are for you since…
With over two decades of experience, we have evolved
an approach to customize our services to meet the
unique and individual requirements of our clients. We
bring into play our diverse skill sets to strategize for the
clients and guide them through the complex regulatory
compliances. Our primary goal is to maximize available
options for the clients and assist them in choosing the
right action plan. Once a client approaches us with
a query, we set in motion our large repertoire of in-
house and networked experts who bring into play their
deep analytical and professional skills to work out the
most appropriate solution. After the completion of
the advisory stage, we help our clients in all aspects of
implementation from start to finish.
Statutory Audit Services, Business Restructuring,
Legal Metrology ,Bis & Other Registrations, India
Entry Services, International Taxation & Transfer
Pricing, GST (Goods & Services Tax), Risk Advisory,
Customs & Import & Export Incentives, Corporate
Law & Secretarial, vendor management, and Sourcing
Solution
Website: https://www.ascgroup.in
Industries: Financial Services
Company size: 201-500 employees
Headquarters: New Delhi, Delhi
Type: Privately Held
Founded: 1995
Sources and references: https://www.ascgroup.in
27
JANUARY 2021 SwiftNLift
SBS And
Company
LLP
The firm is led by chartered accountants who
practice in a variety of disciplines, complementing
the expertise of the other members of the team.
The idea behind
SBS and Company LLP has a think tank of
professionals in the form of Associates from
various fields, including Company Secretaries,
Cost Accountants, Advocates, and Technocrats,
all of whom have extensive experience in
their fields and contribute significantly to the
organization’s long-term success.
Our Philosophy
We believe in the philosophy of connecting the
dots, the dots being various areas of business
needs namely Audit, Income Tax, Value Added
Tax, Service Tax, Accounting, Corporate
and Business Law Compliances, NBFC, RBI,
FEMA, SEBI, Payroll Processing, Management
Consultancy, Project Financing and Other
Services and the responsibility of connecting such
dots lie with us, thus fulfilling and living up to the
believed philosophy.
CA Suresh Babu Sannareddy
He is the company’s founder. He oversees the
entire company and ensures that it follows
the company’s concept and plan. Born into
an agrarian family, he comes from humble
beginnings.
Chartered Accountant Firm With Team Of Highly
Qualified And Motivated Professionals, Offering
Integrated One-Stop Services.
CA Suresh Babu sannareddy
Founder And Chairman cum
Managing partener
Top 10 Wealth
Management Advisors
to Look for in 2021
28 JANUARY 2021 SwiftNLift
He is well-known for his foresight and
perseverance.
He spends most of his time working with
clients to resolve their challenging technical and
managerial issues.
Chartered Accountant Services
Direct Tax
Preparation and filing of Income-tax and
Wealth-tax returns of resident and non-resident
individuals, domestic and foreign companies and
other entities/clients.
Indirect Taxation - GST
Transaction planning to deal with Service Tax &
VAT Implications. Vetting of Contracts to pass on
the service tax liability.
Project Funding
Corporate/Project Finance and Funding.
Preparation of project and feasibility reports,
applications for funding with financial
institutions.
Valuation of Business
Share and business valuations. DCF valuation as
specified by RBI under FDI/ODI regulations.
Corporate Laws
Formation of Indian and Offshore Companies/
LLP’s, Setting up Liaison Offices, Branch
Offices and Project Offices. Advising on various
matters under the Companies Act, including an
appearance before the Company Law Board.
Foreign Exchange Laws
FEMA & FCRA Related Services. Advice on
Compliance under the Foreign Exchange
Management Act, 1999 (FEMA) in connection
with the inbound investment, outbound
investment, External Commercial Borrowings,
establishing Branch and Liaison offices etc.
Management Consultancy
Director-General of Foreign Trade – Registration
for Imports & Exports Handling STPI, SEZ
related works
Auditing & Assurance
Statutory Audit, Internal Audit, Concurrent
Audit, Stock Audit, Due Diligence Audit &
Investigation Reporting.
Systems & Procedures
Development of MIS for SME segment. Review
and improvement of MIS for medium and large
enterprises.
NBFC Related
Assistance to the company in obtaining
registration as NBFC from RBI (Core Investment
Companies/ ARC/ Finance/ Lease/ Investment
Companies etc.,). Guidance to the company in
compliance with RBI regulations related to NBFC
activities.
Website: https://www.sbsandco.com/
Industry: Accounting
Company size: 51-200 employees
Headquarters: Hyderabad, Telangana,India
Type: Partnership
Founded: 2009
Sources and references:
https://www.sbsandco.com/
29
JANUARY 2021 SwiftNLift
Monetary exercises were discouraged, and financial
backers were hesitant to begin new monetary
speculations while progressing projects additionally
declined because of the worldwide lockdown to control
the sickness. This examination dissects the cash supply
response to the COVID-19 pandemic utilizing a
cross-sectional board of 115 nations. The examination
utilized strong least-square relapse and development
bookkeeping strategies to get sound boundary gauges.
The outcomes show that COVID-19 contaminated
cases are the fundamental contributing element that
discourages monetary exercises and diminishing cash
supply.Conversely,anexpandingnumberofrecuperated
cases and COVID-19 testing abilities gave financial
backers certainty to build stock exchange across nations.
The general figure pattern shows that COVID-19
contaminated cases and recuperated cases pursued the
U-molded direction, while COVID-19 basic cases and
announced passing’s showed a diminishing pattern.
At last, the cash supply and testing limit show a positive
pattern over a period. The examination reasons that
monetary advancement can be extended by expanding
the testing limit and utilitarian labs to distinguish
suspected Covid cases internationally. Signs You May
Need an Advisor
Anybody can work with a monetary consultant at
whatever stage in life and any phase of life. You don’t
just have high total assets; you simply need to discover a
counselor fit your circumstance.
The choice to enroll proficient assistance with your
cash is an exceptionally close to home one, yet any time
you’re feeling overpowered, confounded, worried, or
terrified by your monetary circumstance might be a fun
chance to search for a monetary consultant.
It’s additionally fine to move toward a monetary
Handling Finance
Affairs During Pandemic
30 JANUARY 2021 SwiftNLift
consultant when you’re having a sense of safety yet you
need somebody to guarantee that you’re in good shape.
A council can propose potential enhancements to your
arrangement that may assist you with accomplishing
your objectives all the more adequately.
You Have Investments, yet you’re
consistently losing Money
Indeed, even the best financial backers lose cash when
the market is down or when they settle on a choice
that doesn’t turn out as they’d trusted. In any case, in
general, contributing should expand your total assets
impressively. On the off chance that it’s anything but
doing that, recruiting a monetary consultant can help
you discover what you’re fouling up and right your
course before it’s past the point of no return.
You Don’t Have a Current Estate Plan
A monetary consultant can likewise help you set up a
domain intend to ensure your resources are dealt with
as per your desires after you kick the bucket. Also, if
you’re not appropriately guaranteed (or aren’t sure what
protection you need), a monetary consultant can assist
with that, as well. For sure, a charge just monetary
consultant might have the option to offer a less
one-sided assessment than a protection specialist can.
Assisting you with arriving at Your Goals
Monetary consultants can help you with contributing
and arriving at your drawn-out objectives from various
perspectives.
Ability
Monetary counselors find out about putting away
and overseeing cash than a great many people. They
can direct you to preferred decisions you may make
all alone.
Monetary guides assist with keeping you
on target by talk
At last, on the off chance that you don’t have the
opportunity or interest to deal with your accounts,
that is another valid justification to recruit a monetary
counselor. Those are some broad reasons you may
require a counsel’s proficient assistance. Here are some
more explicit ones. None of Your Savings Is Invested or
You Don’t Know How to Invest
Since we live in a universe of expansion, any cash you
keep in real money or in a low-premium record decrease
in esteem every year. Contributing is the best way to
bring in your cash development, and except if you have
an incredibly top-level salary, contributing is the lone
way a great many people will at any point have sufficient
cash to resign.
Sources and references: https://quizlet.com
31
JANUARY 2021 SwiftNLift
QBSS is a tech-enabled outsourcing firm that’s
changing the way companies thinks about finance,
accounting and technology services. With world-class
teams, highly personalized services, and an online
portal, you Get More to Go On. Most back-office
outsourcing solutions have too many missing elements
– in terms of customer experience, work delivered, and
business reporting, and so on.
What do we do?
QBSS enables clients to see further, scale smarter, and
stand stronger with smarter systems and over 1,100
specialists in various sectors such as finance and IT
support. Our forward-thinking CEO is a Chartered
Accountant and BPO veteran with over 30 years of
experience growing businesses all over the world.
Prior to becoming our route leader, CM ran a small
financial and business advisory firm, advising private
equity firms on how to improve and expand their
portfolio companies all over the world.
For the previous 11 years, CM served as Aegis’ Global
CFO, overseeing strategy, mergers and acquisitions,
finance and accounting, tax, legal, secretarial, and
compliance. CM was the driving force behind the
company’s phenomenal growth, which included both
organic and inorganic wins. It’s time to make a choice.
You’re still unsure of what to do
Why?
You don’t have enough information to make a decision.
Although you have the P&L, it hasn’t been updated.
You have inventory forecasts, but you’re not sure how
accurate they are.
You’re not sure if the most recent A/R report or the
performance statistics from your various sites can be
trusted. To top it off, you don’t have somebody who
can actually assist you comprehend this data, let alone
compare it to other businesses in your industry.
There are simply too many elements lacking. That is
why Quatrrro Business Support Services exists. We
provide you with more information.That is why we
constantly obtain customer satisfaction scores of over
96 per cent.
Leaders today are in a race against time to deliver and
construct not only dependable and scalable businesses
but also the robust infrastructure to support them.
In less than six years, Aegis went from less than $70
Tech Enabled Outsourcing
Firm That’s Changing The
Way Companies Think About
Finance And Accounting, And
Technology Services.
Top 10 Wealth
Management Advisors
to Look for in 2021
Quatrro Business
Support Services
C M Sharma
Chairman & CEO
32 JANUARY 2021 SwiftNLift
million in revenue in 2005 to a thriving US$ 1 billion
firm with 55,000 employees spread across 13 countries.
Technology is frequently the thread that keeps
enterprises running smoothly. With our high-quality,
rapid deployment Technology Services, QBSS is a
channel-friendly partner who helps your business
success and employee productivity.
We proactively monitor, prevent, debug,
and resolve a wide range of technical
problems
Customers can use QBSS’s professional and
comprehensive assistance system to complete
business procedures swiftly and efficiently. We make
use of technology resources to ensure that we meet
the technological needs of our customers.
Eliminate and prevent system outages, allowing you
to enable your customers to earn more money while
providing reliable service. In a five-year period, CM
was also instrumental in the completion of more than
15 successful acquisitions.
He has won multiple important honors for his work
in scaling up firms, turning around businesses,
boosting profits, and re-engineering costs.
IMA India’s CFO of the Year for excellence in Merger
& Acquisition, and The Institute of Chartered
Accountants of India’s CFO of the Year and CA
Global Business Achiever are just a few of them.
A capable leader and caring mentor, he believes in
self-motivation and articulate perspectives.
Website: https://www.quatrrobss.com
Industry: Outsourcing/Off shoring
Headquarters: Marietta, Georgia
Type: Privately Held
Sources and references: https://www.quatrrobss.com
33
JANUARY 2021 SwiftNLift
D And K
Wealth
Advisors
LLP
D and K Wealth Advisors LLP is a diversified financial
advisory organisation with a long history of wealth
development and a well-ingrained philosophy.
We started out as an equity brokerage business in
Ahmedabad in 1991 and have since expanded into a
comprehensive wealth advisory and consultancy firm
that assists customers with their savings and wealth
creation needs.
How Can We Help You?
Get In Touch With Our Wealth Experts
Talk to one of our skilled wealth consultants today if
you want to achieve all of your life goals, maintain and
increase your wealth for the future, and be financially
free.
Our knowledgeable team of advisors will show you
exactly what to do, how to do it, where to invest, and
how much to invest for the best long-term returns and
capital appreciation.
Simply complete the form and we will
contact you as soon as possible.
D And K Wealth Advisors Your Dependable Financial
Growth Partners Since 1991
We started out as an equity brokerage business in
Ahmedabad in 1991 and have since expanded into a
comprehensive wealth advisory and consultancy firm that
assists customers with their savings and wealth creation
needs.
D and K Wealth Advisors, led by Mr Darshit Khetani,
a professionally certified Chartered Accountant, assists
investors in building long-term wealth by delivering
Multifaceted Financial Advisory Firm With
Deeply-Rooted Philosophy And Legacy Of Wealth
Creation Spanning Over More Than Two Decades.
Darshit khetani
Director
Top 10 Wealth
Management Advisors
to Look for in 2021
34 JANUARY 2021 SwiftNLift
excellent financial consulting services. We are motivated
by a desire to assist individuals in the process of wealth
development through effective wealth management, such
as SIPs, mutual funds, stocks, PMS, bonds, corporate FDs,
structured investment products, and so on.
Our Pillars of Strengths
•	 Experience Spanning Over Two Decades
We’ve been actively involved in the financial investing
area since 1991, giving us an unrivalled competitive
advantage over other market participants.
•	 Dedicated Research Desk
Our in-house research desk examines industry data,
reports, trends, and global developments on a regular
basis, providing our wealth advisory services with much-
needed agility and data-backed insights.
•	 Interactive Investment Approach
You’ll never be alone in your investment journey with D
and K Wealth Advisors.
Our regular interaction sessions and portfolio review
meetings ensure that your investments are in sync with
your long-term objectives.
•	 Tailor-Made Plans
We believe in customizing wealth planning and advisory
as every individual is unique in his/her needs are too.
Hence, we draft customized plans based on the purpose
of investment and future financial needs. Whether you are
looking for a comfortable retirement or to f
•	 Customized Investment Approach In Sync with Your
Aspirations
D and K Wealth Advisors are committed to assisting you
in achieving all of your financial objectives.
We’ve established a unique, client-centric investment
methodology that focuses on enhancing portfolios
through the power of compounding over the years.
Our Investment Philosophy Is Curated
Around Your Personal Life Goals
At D and K Wealth Advisors, it’s always about you and
your financial growth. We recommend to our clients
what we take into account his life stage, risk profile,
future aspirations, and life goals. Our investment
philosophy has a potential element of flexibility and
customization that focus on transforming your existing
riches into long-term wealth.
We advise personalized investment plans according to
your return expectations and life goals based on extensive
research with our expertise in the financial market.
We ensure that your portfolio is aligned
with your risk profile, time horizon, and
financial goals by utilising varied asset
classes and products.
D and K Wealth Advisors, led by Mr Darshit Khetani,
a professionally certified Chartered Accountant, assists
investors in building long-term wealth by delivering
excellent financial consulting services.
We are motivated by a desire to assist individuals in the
process of wealth development through effective wealth
management, such as SIPs, mutual funds, stocks, PMS,
bonds, corporate FDs, structured investment products,
and so on.
Date of Incorporation: 10 July 2017
Office Location: Ahmedabad, India
Source & reference: http://dandkwealthadvisors.com/
35
JANUARY 2021 SwiftNLift
Rayvat Accounting is a top accounting outsourcing
agency with an extraordinary capacity to boost
a company’s revenue, wealth, and success. We’ve
unveiled previously unknown resources for
Bookkeeping, Payroll, Accounts Receivable & Payable,
GST, VAT, and Taxation
The beginning
Rayvat was founded in 2006 to address the ever-
increasing lack of quality from accounting and
bookkeeping service providers, as well as the need
for faster turnaround times, cost reduction, and
workplace efficiency.
Rayvat employs the greatest accountants with CA,
ACCA, and CPA qualifications that collaborate
with clients to fully comprehend their operations
and deliver exactly what they require. We all know
how difficult it is to find a decent accountant and
bookkeeper, despite the fact that a great bookkeeper
can do wonders for your business.
Little more about us
Rayvat Accounting is a major accounting outsourcing
firm for businesses, individuals, CPAs, and accounting
firms in the United States, the United Kingdom,
Europe, Canada, and Australia.
We offer a customized set of services in which we sit
down with the client, listen to their needs, and deliver
exactly what they need. We monitor your business with
the most up-to-date technologies, including as Xero,
QuickBooks, and Sage, which streamline and automate
how your data is obtained in the most secure way.
We are a professional accounting outsourcing firm.
We understand that you would feel the need of
keeping your information secret. We have a number
of security measures in place to address this. It is also
our goal to deliver the best, most inexpensive, and
most flexible services possible. -Through our efficient
work methods, we ensure that the processes run
smoothly, with definite technological know-how in
the fields of accounting, engineering, and BPO, among
others, and a highly competent workforce working
around the clock. Whatever the scope of the project,
we are confident in our ability to provide you with the
highest quality, on time, and at a reasonable cost. We
are dedicated to providing high-quality service and
ensuring client happiness.
Rayvat’s core values are ethics and integrity. We have a
number of security measures in place to address this.
Provides End To End Accounting
Services For All Kinds Of Business.
We Ensure That Turnaround Time
For Information Processing Is Not
More Than 24 Hours
Top 10 Wealth
Management Advisors
to Look for in 2021
Rayvat
Accounting
Jinendra Shah
Founder
36 JANUARY 2021 SwiftNLift
It is also our goal to deliver the best, most inexpensive,
and most flexible services possible.
The following features are included in our
tailored solutions:
-Through our efficient work methods, we ensure that
the processes run smoothly, with definite technological
know-how in the fields of accounting, engineering, and
BPO, among others, and a highly competent workforce
working around the clock.
Whatever the scope of the project, we are confident in
our ability to provide you with the highest quality, on
time, and at a reasonable cost.
We are dedicated to providing high-quality service and
ensuring client happiness.
Rayvat’s core values are ethics and integrity.
Jinendra Shah is an Indian businessman.
Master in Commerce
Mr. Jinendra Shah is in charge of running the
company, developing and implementing long-term
strategy, and communicating with clients, workers,
investors, and other stakeholders. He is one of Rayvat’s
founding decision- and policy-makers, establishing the
company’s ideals, ethics, and culture.
Mr. Shah represents Rayvat’s dedication to assisting
clients in achieving peak performance. He is an
experienced leader with extensive experience in
building strong client relationships, a passion for
building exceptional client teams, and a laser-like focus
on operations and execution.
Our Passion
At Rayvat Accounting, we are passionate about
providing the highest level of accounting and advisory
services to help you manage your affairs and grow your
business. We understand that all clients are different
and carefully tailor our accounting services to fit the
unique needs of each individual or business.
Our Values
We aim to engage proactively with clients and evolve
as they do by thinking ahead to anticipate their future
needs. We endeavor to build long-term relationships
with our clients assisting them throughout different
stages of their business and life events.
Innovation and Technology
In this digital age where the environment in
which we operate is constantly changing; and new
technologies are continually emerging, the team at
Rayvat Accounting is committed to staying on top of
new developments expanding our range of skills and
services as the need arises.
Website: http://www.rayvat.com
Industry: Outsourcing/Off shoring
Company size: 201-500 employees
Type: Privately Held
Founded: 2010
Source & reference: http://www.rayvat.com
37
JANUARY 2021 SwiftNLift
Our experience says that executing the arrangement
can be the hardest piece of the excursion. Yet, at
Nicollet Investment Management that need not be
the situation.
We value the redid arrangements we convey to all
of our customers. In any case, we can execute the
venture of your answer that truly separates us.
Numerousorganizationsofferingmonetaryguidance
come up short on the venture aptitude to carry out
your arrangement, so they use outside (outsider)
speculation directors. We don’t accept this is to your
greatest advantage for two or three reasons.
To begin with, it raises your expense; more
significant, an outsider speculation supervisor can’t
deal with your cash with regard to your guide. Their
business is to pool all resources they got and convey
a one-size-fits-all item. You get what every other
person is getting.
Toaddresstheexpenseissue,numerousorganizations
have started supporting uninvolved speculation
methodologies. This methodology will bring down
the expense of your speculation of the executives, yet
that is not the entire picture. You need to realize the
all-out cost of the assistance being given.
We contend with every one of the options accessible
to you today, yet our utilization of individual stocks
and bonds to fabricate your portfolio enables us to
alter your speculations to your guide, placing us in
another group by and large.
Dealing with your ventures begins with the work
we do to comprehend your monetary picture. That
work brings about yearly projections of the sum you
can save while you work, and afterwards what you
will require when you resign.
We bring this income data down to every individual
record you have, surveying whether to utilize IRA
Creating Customized Solutions
In The Areas Of Investments
38 JANUARY 2021 SwiftNLift
withdrawals, after-charge investment funds, or some
mix to support your money needs.
The guide advises us exhaustively how cash is
required from every one of your records. That data
fills the particular speculation designations we make
for you. Barely any organizations are willing, or
capable, to execute plans at this degree of detail.
In distributing your investment funds, we start by
recognizing the sum you should keep in real money.
This is now and then a choice dependent on having
a sense of safety or keeping up with some kind of
adaptability. We accept everybody should save some
measure of money as a hold for “off-financial plan”
spending choices and additionally only true serenity.
With the cash assignment set, we look next at what
you ought to designate to fixed pay protections
(bonds) that give explicit incomes to you. Fixed pay
protections pay the ordinary premium and develop
sooner or later, returning the standard worth of
your speculation.
Fixed pay protections are not dependent upon
a similar value instability you see with normal
stocks. They are ideal for subsidizing anticipated
withdrawals (per your guide) giving truly
unsurprising incomes. We utilize fixed pay
protections to finance your short-to middle term
cash withdrawals. We firmly accept that the more
long periods of expected record withdrawals you
can finance with fixed pay, the better.
When taking a gander at fixed pay protections
for you, we additionally need to choose whether
you should possess charge absolved metropolitan
securities or corporate securities. Once more, the
guide will have outlined which kinds of bonds you
should hold. Yet, to finance your retirement over the
long haul, we frequently find that you will require
your investment funds to develop.
When reasonable assignments are made to cash and
fixed pay, your leftover accessible cash can be put
resources into stocks for long haul appreciation. The
more long stretches of fixed pay you have financing
your costs, the more extended term point of view we
can take on your corporate shares.
That is by and large how to value contributing ought
to be done at any rate! With respect to the particulars
of putting resources into the financial exchange,
Nicollet Investment Management offers two centre
stock methodologies.
Sources and references: www.paytmmoney.com
39
JANUARY 2021 SwiftNLift
Swiftnlift Announces wealth management advisors to look for in 2021
https://www.multibaggershares.com/
https://www.drcomputer.in/

Weitere ähnliche Inhalte

Was ist angesagt?

E Book - 8 Tips for start ups
E Book - 8 Tips for start upsE Book - 8 Tips for start ups
E Book - 8 Tips for start ups
Royston Benjamin CA(SA)
 
Business Review - 2014
Business Review - 2014Business Review - 2014
Business Review - 2014
Diana Siciliano, CRPC
 
DevCv
DevCvDevCv
Business Credibility Packet - JJ Modern Homes
Business Credibility Packet - JJ Modern HomesBusiness Credibility Packet - JJ Modern Homes
Business Credibility Packet - JJ Modern Homes
Jeff Jungers
 
Manish Anil Gupta & Co.
Manish Anil Gupta & Co.Manish Anil Gupta & Co.
JUST THE FACTS - SEPT 2020 ISSUE
JUST THE FACTS - SEPT 2020 ISSUEJUST THE FACTS - SEPT 2020 ISSUE
JUST THE FACTS - SEPT 2020 ISSUE
CHETANJAIN142
 
Just the facts sept 2020
Just the facts sept 2020Just the facts sept 2020
Just the facts sept 2020
CHETANJAIN142
 
bdo-graduate-recruitment-brochure-2015
bdo-graduate-recruitment-brochure-2015bdo-graduate-recruitment-brochure-2015
bdo-graduate-recruitment-brochure-2015
Conor Hand
 
PV March 2015 WEB
PV March 2015 WEBPV March 2015 WEB
PV March 2015 WEB
Em Eato
 
TCU_Annual_Report_2015
TCU_Annual_Report_2015TCU_Annual_Report_2015
TCU_Annual_Report_2015
Kate Duggan
 
E Go Better Message Booklet
E Go Better Message BookletE Go Better Message Booklet
E Go Better Message Booklet
Joe FP
 
E-z Cash Home Buyers Private Money Packet
E-z Cash Home Buyers Private Money PacketE-z Cash Home Buyers Private Money Packet
E-z Cash Home Buyers Private Money Packet
Judy Simmons
 
Freedom Finance Recruitment
Freedom Finance RecruitmentFreedom Finance Recruitment
Freedom Finance Recruitment
Corin Jenion
 
Firm profile MAHA & Co.
Firm profile  MAHA & Co.Firm profile  MAHA & Co.
Firm profile MAHA & Co.
Ahmed Ali
 
standard chartered motivational programs by AARKs
standard chartered motivational programs by AARKsstandard chartered motivational programs by AARKs
standard chartered motivational programs by AARKs
rehmanaar5
 
Building a Strong Business Credit Profile
Building a Strong Business Credit ProfileBuilding a Strong Business Credit Profile
Building a Strong Business Credit Profile
D&B B2B
 
50 admired companies to watch 2020
50 admired companies to watch 202050 admired companies to watch 2020
50 admired companies to watch 2020
TheCEOViews
 
It Is Time For Change
It Is Time For ChangeIt Is Time For Change
It Is Time For Change
Siegfried W Andersen
 
BGP
BGPBGP

Was ist angesagt? (19)

E Book - 8 Tips for start ups
E Book - 8 Tips for start upsE Book - 8 Tips for start ups
E Book - 8 Tips for start ups
 
Business Review - 2014
Business Review - 2014Business Review - 2014
Business Review - 2014
 
DevCv
DevCvDevCv
DevCv
 
Business Credibility Packet - JJ Modern Homes
Business Credibility Packet - JJ Modern HomesBusiness Credibility Packet - JJ Modern Homes
Business Credibility Packet - JJ Modern Homes
 
Manish Anil Gupta & Co.
Manish Anil Gupta & Co.Manish Anil Gupta & Co.
Manish Anil Gupta & Co.
 
JUST THE FACTS - SEPT 2020 ISSUE
JUST THE FACTS - SEPT 2020 ISSUEJUST THE FACTS - SEPT 2020 ISSUE
JUST THE FACTS - SEPT 2020 ISSUE
 
Just the facts sept 2020
Just the facts sept 2020Just the facts sept 2020
Just the facts sept 2020
 
bdo-graduate-recruitment-brochure-2015
bdo-graduate-recruitment-brochure-2015bdo-graduate-recruitment-brochure-2015
bdo-graduate-recruitment-brochure-2015
 
PV March 2015 WEB
PV March 2015 WEBPV March 2015 WEB
PV March 2015 WEB
 
TCU_Annual_Report_2015
TCU_Annual_Report_2015TCU_Annual_Report_2015
TCU_Annual_Report_2015
 
E Go Better Message Booklet
E Go Better Message BookletE Go Better Message Booklet
E Go Better Message Booklet
 
E-z Cash Home Buyers Private Money Packet
E-z Cash Home Buyers Private Money PacketE-z Cash Home Buyers Private Money Packet
E-z Cash Home Buyers Private Money Packet
 
Freedom Finance Recruitment
Freedom Finance RecruitmentFreedom Finance Recruitment
Freedom Finance Recruitment
 
Firm profile MAHA & Co.
Firm profile  MAHA & Co.Firm profile  MAHA & Co.
Firm profile MAHA & Co.
 
standard chartered motivational programs by AARKs
standard chartered motivational programs by AARKsstandard chartered motivational programs by AARKs
standard chartered motivational programs by AARKs
 
Building a Strong Business Credit Profile
Building a Strong Business Credit ProfileBuilding a Strong Business Credit Profile
Building a Strong Business Credit Profile
 
50 admired companies to watch 2020
50 admired companies to watch 202050 admired companies to watch 2020
50 admired companies to watch 2020
 
It Is Time For Change
It Is Time For ChangeIt Is Time For Change
It Is Time For Change
 
BGP
BGPBGP
BGP
 

Ähnlich wie Swiftnlift Announces wealth management advisors to look for in 2021

The 10 most innovative business leaders making a difference in 2021
The 10 most innovative business leaders making a difference in 2021The 10 most innovative business leaders making a difference in 2021
The 10 most innovative business leaders making a difference in 2021
Swiftnlift
 
The 10 most inspiring faces of business industry, 2021
The 10 most inspiring faces of business industry, 2021The 10 most inspiring faces of business industry, 2021
The 10 most inspiring faces of business industry, 2021
Swiftnlift
 
The 10 Best Financial Service Providers - 2021.pdf
The 10 Best Financial Service Providers - 2021.pdfThe 10 Best Financial Service Providers - 2021.pdf
The 10 Best Financial Service Providers - 2021.pdf
Swiftnlift
 
Featured in Yourstory
Featured in YourstoryFeatured in Yourstory
Featured in Yourstory
Abhishek Marwah
 
Rathbones main brochure 2015
Rathbones main brochure 2015Rathbones main brochure 2015
Rathbones main brochure 2015
Stuart Daniel
 
The 10 Most Promising Business Consulting Companies In India - 2021
The 10 Most Promising Business Consulting Companies In India - 2021The 10 Most Promising Business Consulting Companies In India - 2021
The 10 Most Promising Business Consulting Companies In India - 2021
Swiftnlift
 
Bizsquare Management Consultants Pte Ltd
Bizsquare Management Consultants Pte LtdBizsquare Management Consultants Pte Ltd
Bizsquare Management Consultants Pte Ltd
Bizsquare Management Consultants Pte Ltd
 
BI%20Brochure%20Award%20Winning%20Investment%20Management%20Jan%202014
BI%20Brochure%20Award%20Winning%20Investment%20Management%20Jan%202014BI%20Brochure%20Award%20Winning%20Investment%20Management%20Jan%202014
BI%20Brochure%20Award%20Winning%20Investment%20Management%20Jan%202014
James Campion
 
Wealth Management For Entrepreneurs (Client Journey)
Wealth Management For Entrepreneurs (Client Journey)Wealth Management For Entrepreneurs (Client Journey)
Wealth Management For Entrepreneurs (Client Journey)
Robert Wilcocks
 
Ideas To Deals 3 19 09 V2
Ideas To Deals 3 19 09 V2Ideas To Deals 3 19 09 V2
Ideas To Deals 3 19 09 V2
Michael Bowers
 
Most Trusted Wealth Management Companies in India_compressed.pdf
Most Trusted Wealth Management Companies in India_compressed.pdfMost Trusted Wealth Management Companies in India_compressed.pdf
Most Trusted Wealth Management Companies in India_compressed.pdf
insightssuccess2
 
Most Influential Business Leaders to Follow in Canada 2023.pdf
Most Influential Business Leaders to Follow in Canada 2023.pdfMost Influential Business Leaders to Follow in Canada 2023.pdf
Most Influential Business Leaders to Follow in Canada 2023.pdf
InsightsSuccess4
 
l
ll
Top 10 Rising Startups In Chennai -2022.pdf
Top 10 Rising Startups In Chennai -2022.pdfTop 10 Rising Startups In Chennai -2022.pdf
Top 10 Rising Startups In Chennai -2022.pdf
Swiftnlift
 
Fidelity E-News
Fidelity E-NewsFidelity E-News
Fidelity E-News
Geoffrey Ombachi
 
India's Most Reliable Accounting And Tax Consultants - 05 Copies (1).pdf
India's Most Reliable Accounting And Tax Consultants - 05 Copies (1).pdfIndia's Most Reliable Accounting And Tax Consultants - 05 Copies (1).pdf
India's Most Reliable Accounting And Tax Consultants - 05 Copies (1).pdf
insightssuccess2
 
INTOUCH - Redefining Personal Finance
INTOUCH - Redefining Personal FinanceINTOUCH - Redefining Personal Finance
INTOUCH - Redefining Personal Finance
Ashis Kumar Dey
 
Business opportunity for the rest of us
Business opportunity for the rest of usBusiness opportunity for the rest of us
Business opportunity for the rest of us
Eliseu Tavares
 
Top 10 businesswomen's start ups to follow in 2021
Top 10 businesswomen's start ups to follow in 2021Top 10 businesswomen's start ups to follow in 2021
Top 10 businesswomen's start ups to follow in 2021
Swiftnlift
 
Consultant Refresher Program
Consultant Refresher ProgramConsultant Refresher Program
Consultant Refresher Program
Shiraz Khoja
 

Ähnlich wie Swiftnlift Announces wealth management advisors to look for in 2021 (20)

The 10 most innovative business leaders making a difference in 2021
The 10 most innovative business leaders making a difference in 2021The 10 most innovative business leaders making a difference in 2021
The 10 most innovative business leaders making a difference in 2021
 
The 10 most inspiring faces of business industry, 2021
The 10 most inspiring faces of business industry, 2021The 10 most inspiring faces of business industry, 2021
The 10 most inspiring faces of business industry, 2021
 
The 10 Best Financial Service Providers - 2021.pdf
The 10 Best Financial Service Providers - 2021.pdfThe 10 Best Financial Service Providers - 2021.pdf
The 10 Best Financial Service Providers - 2021.pdf
 
Featured in Yourstory
Featured in YourstoryFeatured in Yourstory
Featured in Yourstory
 
Rathbones main brochure 2015
Rathbones main brochure 2015Rathbones main brochure 2015
Rathbones main brochure 2015
 
The 10 Most Promising Business Consulting Companies In India - 2021
The 10 Most Promising Business Consulting Companies In India - 2021The 10 Most Promising Business Consulting Companies In India - 2021
The 10 Most Promising Business Consulting Companies In India - 2021
 
Bizsquare Management Consultants Pte Ltd
Bizsquare Management Consultants Pte LtdBizsquare Management Consultants Pte Ltd
Bizsquare Management Consultants Pte Ltd
 
BI%20Brochure%20Award%20Winning%20Investment%20Management%20Jan%202014
BI%20Brochure%20Award%20Winning%20Investment%20Management%20Jan%202014BI%20Brochure%20Award%20Winning%20Investment%20Management%20Jan%202014
BI%20Brochure%20Award%20Winning%20Investment%20Management%20Jan%202014
 
Wealth Management For Entrepreneurs (Client Journey)
Wealth Management For Entrepreneurs (Client Journey)Wealth Management For Entrepreneurs (Client Journey)
Wealth Management For Entrepreneurs (Client Journey)
 
Ideas To Deals 3 19 09 V2
Ideas To Deals 3 19 09 V2Ideas To Deals 3 19 09 V2
Ideas To Deals 3 19 09 V2
 
Most Trusted Wealth Management Companies in India_compressed.pdf
Most Trusted Wealth Management Companies in India_compressed.pdfMost Trusted Wealth Management Companies in India_compressed.pdf
Most Trusted Wealth Management Companies in India_compressed.pdf
 
Most Influential Business Leaders to Follow in Canada 2023.pdf
Most Influential Business Leaders to Follow in Canada 2023.pdfMost Influential Business Leaders to Follow in Canada 2023.pdf
Most Influential Business Leaders to Follow in Canada 2023.pdf
 
l
ll
l
 
Top 10 Rising Startups In Chennai -2022.pdf
Top 10 Rising Startups In Chennai -2022.pdfTop 10 Rising Startups In Chennai -2022.pdf
Top 10 Rising Startups In Chennai -2022.pdf
 
Fidelity E-News
Fidelity E-NewsFidelity E-News
Fidelity E-News
 
India's Most Reliable Accounting And Tax Consultants - 05 Copies (1).pdf
India's Most Reliable Accounting And Tax Consultants - 05 Copies (1).pdfIndia's Most Reliable Accounting And Tax Consultants - 05 Copies (1).pdf
India's Most Reliable Accounting And Tax Consultants - 05 Copies (1).pdf
 
INTOUCH - Redefining Personal Finance
INTOUCH - Redefining Personal FinanceINTOUCH - Redefining Personal Finance
INTOUCH - Redefining Personal Finance
 
Business opportunity for the rest of us
Business opportunity for the rest of usBusiness opportunity for the rest of us
Business opportunity for the rest of us
 
Top 10 businesswomen's start ups to follow in 2021
Top 10 businesswomen's start ups to follow in 2021Top 10 businesswomen's start ups to follow in 2021
Top 10 businesswomen's start ups to follow in 2021
 
Consultant Refresher Program
Consultant Refresher ProgramConsultant Refresher Program
Consultant Refresher Program
 

Mehr von Swiftnlift

5 Most Influential Women Leaders In Business Oct-2023
5 Most Influential Women Leaders In Business Oct-20235 Most Influential Women Leaders In Business Oct-2023
5 Most Influential Women Leaders In Business Oct-2023
Swiftnlift
 
Top 5 Sharp Business Leaders Making Their Mark In Law Industry 2023
Top 5 Sharp Business Leaders Making Their Mark In Law Industry 2023Top 5 Sharp Business Leaders Making Their Mark In Law Industry 2023
Top 5 Sharp Business Leaders Making Their Mark In Law Industry 2023
Swiftnlift
 
The 5 Most Innovative Ceo's Revamping The Future 2023
The 5 Most Innovative Ceo's Revamping The Future 2023The 5 Most Innovative Ceo's Revamping The Future 2023
The 5 Most Innovative Ceo's Revamping The Future 2023
Swiftnlift
 
Top 5 Sharp Business Leaders Making Their Mak in Law Industry in Aug-2023
Top 5 Sharp Business Leaders Making Their Mak in Law Industry in Aug-2023Top 5 Sharp Business Leaders Making Their Mak in Law Industry in Aug-2023
Top 5 Sharp Business Leaders Making Their Mak in Law Industry in Aug-2023
Swiftnlift
 
Top 05 Most Influential Leaders Business in 2023
Top 05 Most Influential Leaders Business in 2023Top 05 Most Influential Leaders Business in 2023
Top 05 Most Influential Leaders Business in 2023
Swiftnlift
 
Top 5 Pioneering Business Leaders in Aug-2023
Top 5 Pioneering Business Leaders in Aug-2023Top 5 Pioneering Business Leaders in Aug-2023
Top 5 Pioneering Business Leaders in Aug-2023
Swiftnlift
 
Top 5 Photography Trends in July-2023
Top 5 Photography Trends in July-2023Top 5 Photography Trends in July-2023
Top 5 Photography Trends in July-2023
Swiftnlift
 
10 Most Eco-friendly Entrepreneurs To Look For In July-2023
10 Most Eco-friendly Entrepreneurs To Look For In July-202310 Most Eco-friendly Entrepreneurs To Look For In July-2023
10 Most Eco-friendly Entrepreneurs To Look For In July-2023
Swiftnlift
 
Top 5 Innovators In the Culinary World.pdf
Top 5 Innovators In the Culinary World.pdfTop 5 Innovators In the Culinary World.pdf
Top 5 Innovators In the Culinary World.pdf
Swiftnlift
 
Top 5 Sharp Business Leaders, Making Their Mark in Industry.pdf
Top 5 Sharp Business Leaders, Making Their Mark in Industry.pdfTop 5 Sharp Business Leaders, Making Their Mark in Industry.pdf
Top 5 Sharp Business Leaders, Making Their Mark in Industry.pdf
Swiftnlift
 
Top Fenestrartion Influencers.pdf
Top Fenestrartion Influencers.pdfTop Fenestrartion Influencers.pdf
Top Fenestrartion Influencers.pdf
Swiftnlift
 
Top 10 Sharp Business Leaders, Making Thier Mark in Healthcare Industry 2023
Top 10 Sharp Business Leaders, Making Thier Mark in Healthcare Industry 2023Top 10 Sharp Business Leaders, Making Thier Mark in Healthcare Industry 2023
Top 10 Sharp Business Leaders, Making Thier Mark in Healthcare Industry 2023
Swiftnlift
 
The 10 Most Influential Leaders in Education 2023
The 10 Most Influential Leaders in Education 2023The 10 Most Influential Leaders in Education 2023
The 10 Most Influential Leaders in Education 2023
Swiftnlift
 
The 5 Most Successful Lawyers To Watch In 2023
The 5 Most Successful Lawyers To Watch In 2023The 5 Most Successful Lawyers To Watch In 2023
The 5 Most Successful Lawyers To Watch In 2023
Swiftnlift
 
India 10 Best Pets Care & Animals Startup In 2023
India 10 Best Pets Care & Animals Startup In 2023India 10 Best Pets Care & Animals Startup In 2023
India 10 Best Pets Care & Animals Startup In 2023
Swiftnlift
 
The 5 Most Empowering Woman In Business 2023
The 5 Most Empowering Woman In Business 2023The 5 Most Empowering Woman In Business 2023
The 5 Most Empowering Woman In Business 2023
Swiftnlift
 
India's Top 5 Business Leaders, Rulling The Online Gaming Industry-2023
India's Top 5 Business Leaders, Rulling The Online Gaming Industry-2023India's Top 5 Business Leaders, Rulling The Online Gaming Industry-2023
India's Top 5 Business Leaders, Rulling The Online Gaming Industry-2023
Swiftnlift
 
Top 5 Animal Husbandory & Popultry Solution Providers In India -2023
Top 5 Animal Husbandory & Popultry Solution Providers In India -2023Top 5 Animal Husbandory & Popultry Solution Providers In India -2023
Top 5 Animal Husbandory & Popultry Solution Providers In India -2023
Swiftnlift
 
The Most Admired Women Leaders in Business 2023
The Most Admired Women Leaders in Business 2023The Most Admired Women Leaders in Business 2023
The Most Admired Women Leaders in Business 2023
Swiftnlift
 
India’s Top 5 Consultants Ruling The Diet And Nutrition Industry 2023
India’s Top 5 Consultants Ruling The Diet And Nutrition Industry 2023India’s Top 5 Consultants Ruling The Diet And Nutrition Industry 2023
India’s Top 5 Consultants Ruling The Diet And Nutrition Industry 2023
Swiftnlift
 

Mehr von Swiftnlift (20)

5 Most Influential Women Leaders In Business Oct-2023
5 Most Influential Women Leaders In Business Oct-20235 Most Influential Women Leaders In Business Oct-2023
5 Most Influential Women Leaders In Business Oct-2023
 
Top 5 Sharp Business Leaders Making Their Mark In Law Industry 2023
Top 5 Sharp Business Leaders Making Their Mark In Law Industry 2023Top 5 Sharp Business Leaders Making Their Mark In Law Industry 2023
Top 5 Sharp Business Leaders Making Their Mark In Law Industry 2023
 
The 5 Most Innovative Ceo's Revamping The Future 2023
The 5 Most Innovative Ceo's Revamping The Future 2023The 5 Most Innovative Ceo's Revamping The Future 2023
The 5 Most Innovative Ceo's Revamping The Future 2023
 
Top 5 Sharp Business Leaders Making Their Mak in Law Industry in Aug-2023
Top 5 Sharp Business Leaders Making Their Mak in Law Industry in Aug-2023Top 5 Sharp Business Leaders Making Their Mak in Law Industry in Aug-2023
Top 5 Sharp Business Leaders Making Their Mak in Law Industry in Aug-2023
 
Top 05 Most Influential Leaders Business in 2023
Top 05 Most Influential Leaders Business in 2023Top 05 Most Influential Leaders Business in 2023
Top 05 Most Influential Leaders Business in 2023
 
Top 5 Pioneering Business Leaders in Aug-2023
Top 5 Pioneering Business Leaders in Aug-2023Top 5 Pioneering Business Leaders in Aug-2023
Top 5 Pioneering Business Leaders in Aug-2023
 
Top 5 Photography Trends in July-2023
Top 5 Photography Trends in July-2023Top 5 Photography Trends in July-2023
Top 5 Photography Trends in July-2023
 
10 Most Eco-friendly Entrepreneurs To Look For In July-2023
10 Most Eco-friendly Entrepreneurs To Look For In July-202310 Most Eco-friendly Entrepreneurs To Look For In July-2023
10 Most Eco-friendly Entrepreneurs To Look For In July-2023
 
Top 5 Innovators In the Culinary World.pdf
Top 5 Innovators In the Culinary World.pdfTop 5 Innovators In the Culinary World.pdf
Top 5 Innovators In the Culinary World.pdf
 
Top 5 Sharp Business Leaders, Making Their Mark in Industry.pdf
Top 5 Sharp Business Leaders, Making Their Mark in Industry.pdfTop 5 Sharp Business Leaders, Making Their Mark in Industry.pdf
Top 5 Sharp Business Leaders, Making Their Mark in Industry.pdf
 
Top Fenestrartion Influencers.pdf
Top Fenestrartion Influencers.pdfTop Fenestrartion Influencers.pdf
Top Fenestrartion Influencers.pdf
 
Top 10 Sharp Business Leaders, Making Thier Mark in Healthcare Industry 2023
Top 10 Sharp Business Leaders, Making Thier Mark in Healthcare Industry 2023Top 10 Sharp Business Leaders, Making Thier Mark in Healthcare Industry 2023
Top 10 Sharp Business Leaders, Making Thier Mark in Healthcare Industry 2023
 
The 10 Most Influential Leaders in Education 2023
The 10 Most Influential Leaders in Education 2023The 10 Most Influential Leaders in Education 2023
The 10 Most Influential Leaders in Education 2023
 
The 5 Most Successful Lawyers To Watch In 2023
The 5 Most Successful Lawyers To Watch In 2023The 5 Most Successful Lawyers To Watch In 2023
The 5 Most Successful Lawyers To Watch In 2023
 
India 10 Best Pets Care & Animals Startup In 2023
India 10 Best Pets Care & Animals Startup In 2023India 10 Best Pets Care & Animals Startup In 2023
India 10 Best Pets Care & Animals Startup In 2023
 
The 5 Most Empowering Woman In Business 2023
The 5 Most Empowering Woman In Business 2023The 5 Most Empowering Woman In Business 2023
The 5 Most Empowering Woman In Business 2023
 
India's Top 5 Business Leaders, Rulling The Online Gaming Industry-2023
India's Top 5 Business Leaders, Rulling The Online Gaming Industry-2023India's Top 5 Business Leaders, Rulling The Online Gaming Industry-2023
India's Top 5 Business Leaders, Rulling The Online Gaming Industry-2023
 
Top 5 Animal Husbandory & Popultry Solution Providers In India -2023
Top 5 Animal Husbandory & Popultry Solution Providers In India -2023Top 5 Animal Husbandory & Popultry Solution Providers In India -2023
Top 5 Animal Husbandory & Popultry Solution Providers In India -2023
 
The Most Admired Women Leaders in Business 2023
The Most Admired Women Leaders in Business 2023The Most Admired Women Leaders in Business 2023
The Most Admired Women Leaders in Business 2023
 
India’s Top 5 Consultants Ruling The Diet And Nutrition Industry 2023
India’s Top 5 Consultants Ruling The Diet And Nutrition Industry 2023India’s Top 5 Consultants Ruling The Diet And Nutrition Industry 2023
India’s Top 5 Consultants Ruling The Diet And Nutrition Industry 2023
 

Kürzlich hochgeladen

BBA Final SML 501 INTERNATIONAL BUSINESS .pdf
BBA Final SML 501 INTERNATIONAL BUSINESS .pdfBBA Final SML 501 INTERNATIONAL BUSINESS .pdf
BBA Final SML 501 INTERNATIONAL BUSINESS .pdf
mcdopex6
 
Cryptocurrency KYC Policies: Comparing Binance KYC Bypass with Rivals
Cryptocurrency KYC Policies: Comparing Binance KYC Bypass with RivalsCryptocurrency KYC Policies: Comparing Binance KYC Bypass with Rivals
Cryptocurrency KYC Policies: Comparing Binance KYC Bypass with Rivals
Any kyc Account
 
Destor.one - One Pager for Investment Round Dec22.pdf
Destor.one - One Pager for Investment Round Dec22.pdfDestor.one - One Pager for Investment Round Dec22.pdf
Destor.one - One Pager for Investment Round Dec22.pdf
Thales Jacobi
 
TALENT ACQUISITION AND MANAGEMENT LECTURE 2
TALENT ACQUISITION AND MANAGEMENT LECTURE 2TALENT ACQUISITION AND MANAGEMENT LECTURE 2
TALENT ACQUISITION AND MANAGEMENT LECTURE 2
projectseasy
 
High Profile Girls Call Bhubaneswar 🎈🔥000XX00000 🔥💋🎈 Provide Best And Top Gir...
High Profile Girls Call Bhubaneswar 🎈🔥000XX00000 🔥💋🎈 Provide Best And Top Gir...High Profile Girls Call Bhubaneswar 🎈🔥000XX00000 🔥💋🎈 Provide Best And Top Gir...
High Profile Girls Call Bhubaneswar 🎈🔥000XX00000 🔥💋🎈 Provide Best And Top Gir...
dimplekumaridk322
 
Satta matka guessing Kalyan result sattamatka
Satta matka guessing Kalyan result sattamatkaSatta matka guessing Kalyan result sattamatka
Satta matka guessing Kalyan result sattamatka
➑➌➋➑➒➎➑➑➊➍
 
Transforming the Future of Limo Services.pptx
Transforming the Future of Limo Services.pptxTransforming the Future of Limo Services.pptx
Transforming the Future of Limo Services.pptx
limocaptaincom
 
Travel Tech Pitch Deck | ByeByeCity,com - Short Breaks Discovery & Booking Pl...
Travel Tech Pitch Deck | ByeByeCity,com - Short Breaks Discovery & Booking Pl...Travel Tech Pitch Deck | ByeByeCity,com - Short Breaks Discovery & Booking Pl...
Travel Tech Pitch Deck | ByeByeCity,com - Short Breaks Discovery & Booking Pl...
Rajesh Math
 
PAWFESSIONAL ELVA MAX.pdfAAAAAAAAAAAAAAAAAAA
PAWFESSIONAL ELVA MAX.pdfAAAAAAAAAAAAAAAAAAAPAWFESSIONAL ELVA MAX.pdfAAAAAAAAAAAAAAAAAAA
PAWFESSIONAL ELVA MAX.pdfAAAAAAAAAAAAAAAAAAA
lawrenceads01
 
Abortion pills in Kuwait))௵+918133066128௹Get Cytotec Pills IN Kuwait City
Abortion pills in Kuwait))௵+918133066128௹Get Cytotec Pills IN Kuwait CityAbortion pills in Kuwait))௵+918133066128௹Get Cytotec Pills IN Kuwait City
Abortion pills in Kuwait))௵+918133066128௹Get Cytotec Pills IN Kuwait City
maishakhanam230
 
KineMaster Diamond APK v7.3.11.32200 (4K HD, No Watermark)
KineMaster Diamond APK v7.3.11.32200 (4K HD, No Watermark)KineMaster Diamond APK v7.3.11.32200 (4K HD, No Watermark)
KineMaster Diamond APK v7.3.11.32200 (4K HD, No Watermark)
APKs Pure
 
Importance of Quality Transformations in VUCA World
Importance of Quality Transformations in VUCA WorldImportance of Quality Transformations in VUCA World
Importance of Quality Transformations in VUCA World
Ankur860831
 
Corporate Governance for South African Mining Companies
Corporate Governance for South African Mining CompaniesCorporate Governance for South African Mining Companies
Corporate Governance for South African Mining Companies
James AH Campbell
 
DEKISH ELEVATOR INDIA PVT LTD Brochure.pdf
DEKISH ELEVATOR INDIA PVT LTD Brochure.pdfDEKISH ELEVATOR INDIA PVT LTD Brochure.pdf
DEKISH ELEVATOR INDIA PVT LTD Brochure.pdf
unosafeads
 
Innovation Hub_ Spotlight on Toms River's Role as a Beacon for Entrepreneuria...
Innovation Hub_ Spotlight on Toms River's Role as a Beacon for Entrepreneuria...Innovation Hub_ Spotlight on Toms River's Role as a Beacon for Entrepreneuria...
Innovation Hub_ Spotlight on Toms River's Role as a Beacon for Entrepreneuria...
Philip M Caputo
 
Anton Grutzmache- Ominisient: The Data Revolution in Banking: From Scoring Cr...
Anton Grutzmache- Ominisient: The Data Revolution in Banking: From Scoring Cr...Anton Grutzmache- Ominisient: The Data Revolution in Banking: From Scoring Cr...
Anton Grutzmache- Ominisient: The Data Revolution in Banking: From Scoring Cr...
itnewsafrica
 
foodgasm restaurant and Bar pune road.docx
foodgasm restaurant and Bar pune road.docxfoodgasm restaurant and Bar pune road.docx
foodgasm restaurant and Bar pune road.docx
PraghyaBhandari
 
A STUDY OF MUTUAL FUND OF BANK OF INDIA .pdf
A STUDY OF MUTUAL FUND  OF BANK OF INDIA .pdfA STUDY OF MUTUAL FUND  OF BANK OF INDIA .pdf
A STUDY OF MUTUAL FUND OF BANK OF INDIA .pdf
rsonics22
 
PETAVIT MICHAEL TAY.pdfAAAAAAAAAAAAAAAAAAAA
PETAVIT MICHAEL TAY.pdfAAAAAAAAAAAAAAAAAAAAPETAVIT MICHAEL TAY.pdfAAAAAAAAAAAAAAAAAAAA
PETAVIT MICHAEL TAY.pdfAAAAAAAAAAAAAAAAAAAA
lawrenceads01
 
Girls Call Kharghar 9910780858 Provide Best And Top Girl Service And No1 in City
Girls Call Kharghar 9910780858 Provide Best And Top Girl Service And No1 in CityGirls Call Kharghar 9910780858 Provide Best And Top Girl Service And No1 in City
Girls Call Kharghar 9910780858 Provide Best And Top Girl Service And No1 in City
maigasapphire
 

Kürzlich hochgeladen (20)

BBA Final SML 501 INTERNATIONAL BUSINESS .pdf
BBA Final SML 501 INTERNATIONAL BUSINESS .pdfBBA Final SML 501 INTERNATIONAL BUSINESS .pdf
BBA Final SML 501 INTERNATIONAL BUSINESS .pdf
 
Cryptocurrency KYC Policies: Comparing Binance KYC Bypass with Rivals
Cryptocurrency KYC Policies: Comparing Binance KYC Bypass with RivalsCryptocurrency KYC Policies: Comparing Binance KYC Bypass with Rivals
Cryptocurrency KYC Policies: Comparing Binance KYC Bypass with Rivals
 
Destor.one - One Pager for Investment Round Dec22.pdf
Destor.one - One Pager for Investment Round Dec22.pdfDestor.one - One Pager for Investment Round Dec22.pdf
Destor.one - One Pager for Investment Round Dec22.pdf
 
TALENT ACQUISITION AND MANAGEMENT LECTURE 2
TALENT ACQUISITION AND MANAGEMENT LECTURE 2TALENT ACQUISITION AND MANAGEMENT LECTURE 2
TALENT ACQUISITION AND MANAGEMENT LECTURE 2
 
High Profile Girls Call Bhubaneswar 🎈🔥000XX00000 🔥💋🎈 Provide Best And Top Gir...
High Profile Girls Call Bhubaneswar 🎈🔥000XX00000 🔥💋🎈 Provide Best And Top Gir...High Profile Girls Call Bhubaneswar 🎈🔥000XX00000 🔥💋🎈 Provide Best And Top Gir...
High Profile Girls Call Bhubaneswar 🎈🔥000XX00000 🔥💋🎈 Provide Best And Top Gir...
 
Satta matka guessing Kalyan result sattamatka
Satta matka guessing Kalyan result sattamatkaSatta matka guessing Kalyan result sattamatka
Satta matka guessing Kalyan result sattamatka
 
Transforming the Future of Limo Services.pptx
Transforming the Future of Limo Services.pptxTransforming the Future of Limo Services.pptx
Transforming the Future of Limo Services.pptx
 
Travel Tech Pitch Deck | ByeByeCity,com - Short Breaks Discovery & Booking Pl...
Travel Tech Pitch Deck | ByeByeCity,com - Short Breaks Discovery & Booking Pl...Travel Tech Pitch Deck | ByeByeCity,com - Short Breaks Discovery & Booking Pl...
Travel Tech Pitch Deck | ByeByeCity,com - Short Breaks Discovery & Booking Pl...
 
PAWFESSIONAL ELVA MAX.pdfAAAAAAAAAAAAAAAAAAA
PAWFESSIONAL ELVA MAX.pdfAAAAAAAAAAAAAAAAAAAPAWFESSIONAL ELVA MAX.pdfAAAAAAAAAAAAAAAAAAA
PAWFESSIONAL ELVA MAX.pdfAAAAAAAAAAAAAAAAAAA
 
Abortion pills in Kuwait))௵+918133066128௹Get Cytotec Pills IN Kuwait City
Abortion pills in Kuwait))௵+918133066128௹Get Cytotec Pills IN Kuwait CityAbortion pills in Kuwait))௵+918133066128௹Get Cytotec Pills IN Kuwait City
Abortion pills in Kuwait))௵+918133066128௹Get Cytotec Pills IN Kuwait City
 
KineMaster Diamond APK v7.3.11.32200 (4K HD, No Watermark)
KineMaster Diamond APK v7.3.11.32200 (4K HD, No Watermark)KineMaster Diamond APK v7.3.11.32200 (4K HD, No Watermark)
KineMaster Diamond APK v7.3.11.32200 (4K HD, No Watermark)
 
Importance of Quality Transformations in VUCA World
Importance of Quality Transformations in VUCA WorldImportance of Quality Transformations in VUCA World
Importance of Quality Transformations in VUCA World
 
Corporate Governance for South African Mining Companies
Corporate Governance for South African Mining CompaniesCorporate Governance for South African Mining Companies
Corporate Governance for South African Mining Companies
 
DEKISH ELEVATOR INDIA PVT LTD Brochure.pdf
DEKISH ELEVATOR INDIA PVT LTD Brochure.pdfDEKISH ELEVATOR INDIA PVT LTD Brochure.pdf
DEKISH ELEVATOR INDIA PVT LTD Brochure.pdf
 
Innovation Hub_ Spotlight on Toms River's Role as a Beacon for Entrepreneuria...
Innovation Hub_ Spotlight on Toms River's Role as a Beacon for Entrepreneuria...Innovation Hub_ Spotlight on Toms River's Role as a Beacon for Entrepreneuria...
Innovation Hub_ Spotlight on Toms River's Role as a Beacon for Entrepreneuria...
 
Anton Grutzmache- Ominisient: The Data Revolution in Banking: From Scoring Cr...
Anton Grutzmache- Ominisient: The Data Revolution in Banking: From Scoring Cr...Anton Grutzmache- Ominisient: The Data Revolution in Banking: From Scoring Cr...
Anton Grutzmache- Ominisient: The Data Revolution in Banking: From Scoring Cr...
 
foodgasm restaurant and Bar pune road.docx
foodgasm restaurant and Bar pune road.docxfoodgasm restaurant and Bar pune road.docx
foodgasm restaurant and Bar pune road.docx
 
A STUDY OF MUTUAL FUND OF BANK OF INDIA .pdf
A STUDY OF MUTUAL FUND  OF BANK OF INDIA .pdfA STUDY OF MUTUAL FUND  OF BANK OF INDIA .pdf
A STUDY OF MUTUAL FUND OF BANK OF INDIA .pdf
 
PETAVIT MICHAEL TAY.pdfAAAAAAAAAAAAAAAAAAAA
PETAVIT MICHAEL TAY.pdfAAAAAAAAAAAAAAAAAAAAPETAVIT MICHAEL TAY.pdfAAAAAAAAAAAAAAAAAAAA
PETAVIT MICHAEL TAY.pdfAAAAAAAAAAAAAAAAAAAA
 
Girls Call Kharghar 9910780858 Provide Best And Top Girl Service And No1 in City
Girls Call Kharghar 9910780858 Provide Best And Top Girl Service And No1 in CityGirls Call Kharghar 9910780858 Provide Best And Top Girl Service And No1 in City
Girls Call Kharghar 9910780858 Provide Best And Top Girl Service And No1 in City
 

Swiftnlift Announces wealth management advisors to look for in 2021

  • 1. www.swiftnlift.in January 2021 ISSUE Armstrong Capital & Financial Services Pvt. Ltd Top 10 Wealth Management Advisors to Look for in 2021 Manju Mastakar Managing Director Creating Creating customized customized solutions in solutions in the areas of the areas of investments investments Handling finance affairs during pandemic Why Do we Need a Financial Advisor? L L L L Swift Swift ft ft Swift the solution, Lift the business!
  • 4. www.swiftnlift.in January 2021 ISSUE Armstrong Capital & Financial Services Pvt. Ltd Top 10 Wealth Management Advisors to Look for in 2021 Manju Mastakar Managing Director Creating Creating customized customized solutions in solutions in the areas of the areas of investments investments Handling finance affairs during pandemic Why Do we Need a Financial Advisor? L L L L Swift Swift ft ft Swift the solution, Lift the business! Swiftnlift Media And Tech SwiftNLift is the Best Business Magazine across the globe for enterprises
  • 5. Nilesh Sabe Chief Editor - Nilesh Sabe Iam extremely happy to be able to present you with this publication. The feedback I’ve got from readers and institutions/companies associated with our publication have been quite encouraging. Additional coverage, ads, and still photography are also included in some print pieces. Regular editorial columns with reflecting essays provide a look into IT services and their progress. The journey of our magazine starts with the cover story of a talented and visionary personality Mrs Manju Mastakar, who is currently the CEO of the Armstrong Capital & Financial Services Pvt. Ltd. Their advisory services are predominantly related to equity and debt an avenue which includes mutual funds, corporate bonds, alternate investments, annuities and Insurances. Whether you are an individual or institution you want your investments to be managed by someone you can trust therefore Armstrong ensures that all the transactions are transparent and fosters a bond of trust with the clients. SwiftNLift magazine is no longer merely a print or digital publication; everything we do stem from its longstanding character, attitude, and quality even as we continue to produce the print edition with the same zeal. From the Editor...
  • 6. SUBSCRIBE NOW READ IT FIRST Yes I would like to subscribe to SwiftNLift Magazine. Subscription Charges 1 Year . . . . . . . . . (12 Issues) . . . . rs 4200 3 Months . . . . . . . (03 Issues) . . . . rs 1050 6 Months . . . . . . (06 Issues) . . . . rs 2100 1 Month . . . . . . . (01 Issues) . . . . rs 350 Cheque should be drawn in favour of : SWIFTNLIFT MEDIA AND TECH LLP Name : Address : City : State : Zip : Date : Telephone : Email : Country : Corporate Office Swiftnlift Media And Tech LLP Office No.101, Nirmal Building, Near Bhumika Medical, Ambedkar Square, NDA Road, Warje, Pune 411058 Phone - +91 7776067659 Email - support@swiftnlift.in For Subscription - www.swiftnlift.in
  • 7. Follow us on Copyright © 2021 Swiftnlift Media and Tech LLP, All right reserved. Chief Editor Nilesh Sabe Managing Editor Amar Rathod Executive Editor Madhuri Gadekar Business Developement Manager Aarti Gandlewar Art & Design Director Somesh Junavane Assistant Designer Kalyani Patil Advertising & Promotions Manager Vaishnavi Sabe JANUARY 2021 For Marketing & Advertising Reach us at: sales@swiftnlift.in Marketing Manager Snehal Bandekar Sales Executives Pranav Raundale SME-SMO Executives Sagar Pawar Contributors Shiva Borse Digital Marketing Nisha Bhushinge Technical Head Anju Jangid Technical Specialist Ankush Katre Circulation Manager Satyam Mishra Technology Consultant Vishakha Khadse Marketing and Sales Technical Team Graphic Design Team
  • 8. C O N T E N T S Cover Story Articles Armstrong Capital & Financial Services Pvt. Ltd Why Do We Need A Financial Advisor? Handling Finance Affairs During Pandemic 10 22 30 Creating Customized Solutions In The Areas Of Investments 38
  • 9. Profiles Accely INC 16 Line Accountancy 20 Setindiabiz Private Limited 18 Dewan P N Chopra & Co 24 SBS And Company LLP 28 ASC Group 26 Quatrro Business Support Services 32 Rayvat Accounting 36 D And K Wealth Advisors LLP 34
  • 11. Top 10 Wealth Management Advisors to Look for in 2021 “Expect the best. Prepare for the worst. Capitalize on what comes”
  • 12. Introduction Armstrong Capital is an investment management firm providing oversights and strategic management of every aspect of a person’s financial activity from asset management to financial planning, risk management to retirement planning. Armstrong strives to provide the best suitable solution to clients according to their risk taking appetite and their long term financial goals. Their advisory services are predominantly related to equity and debt avenues which includes mutual funds, corporate bonds, alternate investments, annuities and Insurances. Whether you are an individual or institution you want your investments to be managed by someone you can trust therefore Armstrong ensures that all the transactions are transparent and fosters a bond of trust with the clients. About the CEO The very talented and a visionary Mrs Manju Mastakar, who is currently the CEO of the Armstrong Capital & Financial Services Pvt. Ltd. She established the company in the year 2010, whose office is located at Bangalore. Under the leadership of her, the company is smoothly running with 25 highly professional and skilled employees. Actually, her entrepreneur journey started in 2009, while she was working in an investment advisory firm and soon after the subprime crises, the firm had a lay off in the organisation and the clients that she worked with were left without any Advisor. This is the instance where she came up with a belief and vision to start her own business. The earlier days were completely full of struggle but yet she managed it with her strong will power and determination. It was like a one man show for her. Her motherhood and the entrepreneurship started at the same time. She set up the office at her home itself and would make calls and execute market trades. She actually is an inspiration to many. But how far these things were going to last in her life. She wanted to grow and coincidentally in the year 2010 she met a person with a nobel idea, which actually turned the table for her. He was an investment banker, who proposed the idea of funding her so that she could do the things in more professional manner. The beam penetrated into the chaos of life and added a wonderful spectrum for her. Armstrong Capital & Financial Services Pvt. Ltd
  • 13. There were no time restrictions, she didn’t have to report to a boss, she could take rest from work to look after her baby. So here everything was in her ground. Her family also played a major role by supporting her to fulfil her ambitions. In spite of having 10 years of experience into the corporate sector, entrepreneurship was completely a new challenge for her. The initial years were full of struggle for her. She started with 1 employee who would set up calls and handle the back office work. It was all about- “do it yourself and at the minimum cost.” “Where there is a will there is a way” as it is rightly said. Her hard work and determination paid a price and finally from 2014 onwards the organisation grew rapidly, which got a good client base and more strength of employees to work. After that she never looked back. “All the stories of hardship that I went through summed up into 1 word that’s call ‘struggle’.” – she added. How do you stay on top of changes in the industry? What changes are you going to look more at now? Our industry has been through a lot of changes, especially the complete digital transformation that took place during COVID-19 times. We were always a forward-looking organisation and adapt to technology changes very fast. What is more important, is adapting to the changing mindset of our clients. At every stage of life, the mindset of the client is different, and we do a lot of handholding to take them through the wealth- building journey. Why choose ARMSTRONG CAPITAL? We listen to and understand our customers better. Listening and understanding are two different processes. Many times customers come across as very aggressive investors but when we design an investment strategy, we use our judgement. Generally, clients choose us over the competition because of our honest advice, online execution, long term planning and most importantly, trust. We spend a lot of time with customers in the initial years, explaining to them and educating them. Once they believe that we have the right knowledge and we are working in their best interest, then the trust factor is built. How are clients benefitting by doing business with ARMSTRONG CAPITAL? We bring in the discipline of saving that was missing in the clients. We have instances when clients have raised concerns that ‘I have been investing in market- linked products over the last two years, but I haven’t seen any returns. Why should I continue to invest?’ Our reply to them is that no fund manager, portfolio manager or wealth manager can create returns or wealth. It is the client who has to build the discipline of monthly savings and stay invested over five years patiently to create wealth. Our continuous efforts to convince the clients with relevant data to prove this, helps them to be convinced, and over 10+ years is when clients really thanks us for helping them build a fortune.
  • 14. Do clients typically accept your recommendations? In what way does the treatment of employees come into play? Every recommendation is not a winning idea. I tell my clients to look at the long term. The stock market will fluctuate and in the short term, every recommendation we make may feel like a losing proposition. We stick to our shortlisting process and give a couple of options to clients. We explain to them the rationales, the various scenarios that can occur and involve them in the decision making. Our employees are the face of our organisation. We encourage peer-to-peer learning since we deal with a lot of emotions of customers. By sharing these experiences employees learn from each other. We also focus a lot on internships and have a programme designed for them. We are open to accepting new ideas from newcomers and often give a chance to students who join from other professions. I believe that. “To innovate you should not have learnt about it before”. What are your views on today’s industry scenario? What is your strategy to reach new industries and new customers? I feel there is going to be a huge transition in the industry. I feel the individual practising persons will be going through a huge turnaround. The old ways of doing business are shifting gears, and app-based online trading is evolving. Social media is feeding clients with a lot of information, so to challenge that a lot of effort needs to be put onto researching for right fund picking. The blind faith kind of advice which existed a decade ago is fading and clients have become more aware and demanding. With a lot of Fintech companies coming up, where do you see the industry headed? Fintech companies and wealth management are both parts of the same ecosystem. Fintech companies are focused on more retail and entry-level investors. After a particular asset size, the investor realises that they need professional guidance and starts looking for that professional. The entry-level small investor is not our target client because to manage wealth we require a minimum portfolio size, then our expertise comes into play. With more Fintech companies coming up, it’s beneficial for wealth management companies as they create small fish. What is the best advice you would give to first-time investors ? Stock markets will reward you with exponential returns if you are patient, but it will not give you lateral returns. If you are going to look at your portfolio every month and every year, comparing it with fixed deposits is not going to help. The market will take its own time to deliver returns over two years. The returns can be negative but over a longer time period of five years, it will definitely deliver exponential returns. For investors who say “I don’t want to lose any money” what kind of advice would you give them? There are no gains without pains. I get a lot of calls from investors in the first three years of their portfolio building journey. I tell them that if you’re feeling nervous, if this thought that you are losing money wanders into your mind, you need to keep looking at your portfolio every day and as soon as it comes to
  • 15. Year of Founding: Dec 2010 Funding Information: 10Lakhs (USD 13k) Founding Members:  Manju Mastakar Office Locations: Bangalore Company Strength: 25 employees Website: www.armstrong-cap.com breaking even, then withdraw. These are normal feelings. Your risk appetite is being built up and the returns that you get are for going through this pain. A lot of the new generation of investors like to do it themselves. What would you tell them? It’s good to explore, learn and teach yourself. When you make mistakes and especially mistakes that cost you money, that is when you look for guidance. Our experience has been that a lot of such investors place their bets on past performance and star ratings. Unfortunately, both of them are not consistent, and over time, they look for guidance. Is there a future in wealth management or will Fintech take over Human to human communication cannot be eliminated. Our job as a wealth manager is to manage our clients’ emotions more than money. Until, and unless, clients don’t talk to us, they don’t feel convinced and we also encourage that. Execution can happen online and we can use Fintech for that, but our personalised advice is what they cannot replicate. I feel both models will continue to co-exist and human advice and swift online execution are both required for an investor.
  • 16. Accely is a global technology and innovation firm that stands for advancement and provides customers with end-to-end ERP, Mobility Solutions, Ecommerce, and Business Analytics solutions via the SAP suite of applications and other leading technologies. Our unique selling point is our breadth of technical, project management, and problem-solving expertise, which enables us to deliver high-value solutions with a quick return on investment. Vision To deliver exceptional results, quality and value to our clients through unparal-leled service and break-through technology Mission We continually strive to generate deep insight into what drives value creation and competitive advantage in our clients’ businesses and the economy as a whole. We work collaboratively with clients to convert insight into strategy that will have a substantial positive impact on performance. Consistently delivering impact earns the trust that is the foundation of lasting rela-tionships. These relationships serve as a platform for still deeper insight and more significant impact. Accely seeks to stimulate continuous growth and success for our clients and, by doing so, to forge lifelong bonds with them. Accely is well positioned to provide customers with appropriate solutions, special-ising in fixed-price, quick-staff replies and combining strong technology under-standing with hands-on experience. Accely is a top SAP authorized Value Added Re-seller (VAR) Partner when it comes to supplying business application solutions. Because our company concentrates on small and medium businesses, Accely’s success stories have become well-known not just in the United States, but also around the world. Enterprise Application Support, Information Technology, and Consulting Offerings are among the primary services. Consumer goods, retail, wholesale, engineering and Nilesh Shah CEO World-Class SAP Consulting Services Using Refined Methodologies And Innovation, Thus Creating A Synergy Of The Latest Technology And Vast Accumulated Experience Top 10 Wealth Management Advisors to Look for in 2021 16 JANUARY 2021 SwiftNLift
  • 17. construction, life sciences, and manufacturing are just a few of the industries represented by Accely’s cus-tomers. Nilesh Shah,CEO We believe in working for that extra hour to serve better. Accely uses Information Technology in making processes not just more efficient, but also much more effective. We look at automation as an opportunity to allow refined methodologies and innovation to create a synergy of latest technology and vast accumulated experience. Once again, our differentiator is in the depth of technical knowledge, project execution and problem-solving skills that enable us to provide high- value solutions, and rapid return on investment. Accely is distinguished from other organizations in the industry by the range and depth of its whole portfolio of research, consulting, solutions, services, systems, and software. Accely offers a single point of contact for a variety of solutions that assist generate the maximum value for customers, the organization, and all supply chain partners thanks to its association with industry leaders. Accely is headquartered in Singapore and has offices throughout the United States, the United Kingdom, the Middle East, the Indian subcontinent, Asia, and Australia. Website: http://www.accely.com Industry: Information Technology & Services Company size: 1,001-5,000 employees Headquarters: Singapore, Singapore Type: Privately Held Founded: 2001 Sources and references: http://www.accely.com 17 JANUARY 2021 SwiftNLift
  • 18. Setindiabiz Private Limited Bangalore has established itself as one of India’s leading metro cities, boasting a top-notch talent pool. On our team, Setindiabiz have some of the best Certified and Experienced Bookkeepers that are ready to tackle any Accounting job. Our Mission Is to deliver quality and prompt professional services on time and all the time at economical rates with an aim to be the first choice amongst the entrepreneurs. Registration & Licenses. Shops & Establishment The purpose of shops and establishment act is to regulate working hours, safety and conditions of work and holidays in private sector. The registration is mandatory all over India and is to be done with local labour office. Non Compliance is a Criminal Offence. Trade License The conduct of trading activity is regulated by the municipality to safeguard safety to the neighborhood and nuisance to the public living near the trading concern. It is mandatory and different fee is collected by the government based on the activity. GST Registration Supply of Goods and Supply is the taxable event for GST, and any person involved in the same have to levy, collect and deposit the GST. The taxpayer is further required to file periodical GST Return and To comply with the above GST Registration is necessary. Helps Startup Registration, Manage GST Compliance, Registration Of ... Start Your Business As A Private Limited Company Within A Week, All You Need Sanjeev Kumar, Amrita Chanchal,Sharwan Kumar Singh Director Top 10 Wealth Management Advisors to Look for in 2021 18 JANUARY 2021 SwiftNLift
  • 19. Import Export Code Import and Export Code is a unique identification of the person registered with the DGFT, which is a prerequisite requirement for doing an Import or Export business in India. IEC is a pan based registration. Hence only one IEC can be obtained against one PAN. Drug License To trade in the pharmaceutical items, you need to obtain either a wholesale drug license or a retail license. Many pharma companies market their products after getting it manufactured from the third- party manufacturer and trade under their brand after obtaining drug license. PSARA The business of providing private security guards is blooming these days. However, the security agency needs to obtain a License from the competent authority before starting the business. The license can be taken for one district or many districts of the state. KPS Corporate Consultants owns Setindiabiz. We specialize in Startup Registration, Licensing, Accounting, Taxes, Tax Planning & Management, Legal Services, Payroll Labour Laws, and Intellectual Property Rights Protection & Enforcement. What We Are? With around 2% market share in startup registration, we help aspiring startups throughout India and in the USA, Singapore, Hong Kong, UAE etc.; we provide most of the professional services of CA, CS, CMA and Lawyers at the most reasonable fee and with complete transparency. Concrete Blonde Consulting: Concrete Blonde success storey that began with life lessons. Website: https://www.setindiabiz.com Established: 2005 Employees: 100+ Staff 50,000+ Clientele Experts: Pan India Service 19 JANUARY 2021 SwiftNLift Sources and references: https://www.setindiabiz.com
  • 20. lineaccountancy: Based out of Green City of India “Bangalore “and servicing Indian taxation locally along with Bookkeeping and Accounting work for US, UK, UAE Clients. We have expertise in ■ Bookkeeping ■ Accounting ■ Indian Taxation ■ CFO Serving ■ Data Entry Our mission is to help our client grow as our Mantra is “Client growth is our Growth” Line accounting was formed because of an overabundance of demand for outsourced finance back-office functions. It began operations in 2013 with only three people and has steadily grown to add more each year. Its accounting division in the United States and the United Kingdom has developed to become a prominent provider of outsourced bookkeeping and accounting services. This expansion is the consequence of continuous improvements and consistent outputs, all of which are part of the set criteria for Line Accounting.Bangalore has established itself as one of India’s leading metro cities, boasting a top-notch talent pool. On our team, we have some of the best Certified and Experienced Bookkeepers that are ready to tackle any Accounting job. Who are we? Line Accountancy Is a leading Bookkeeping and Accounting Services Provider in the US, UK and Australia Our Mission Our mission is to evolve in all aspects of Business that help our customers to grow further. What We Do? We provide outsourced bookkeeping service and make sure our clients get most out of their Finance. BOOKKEEPING ■ Bank Reconciliation ■ Credit Card Reconciliation ■ Document Management ■ Recording Transactions Risen As One Of The Fastest Growing Outsourced Bookkeeping And Accounting Services Suppliers For The US And UK From India. Top 10 Wealth Management Advisors to Look for in 2021 Line Accountancy 20 JANUARY 2021 SwiftNLift
  • 21. ■ Debits credits to respective ledgers ACCOUNTING ■ Cash Flow management ■ Accrual Accounting ■ Financial Statements ■ Balance Sheet ■ Financial Reporting TAX PREPARATION ■ Tax Preparation ■ Tax Planning ■ Audit ■ Corporate Tax ■ Personal Tax PAYROLL ■ Process payroll ■ Pay staff ■ Time sheet Management ■ After the Fact payroll ■ Live Payroll DATA ENTRY ■ Offline Data Entry ■ Document Filling ■ Web based data entry ■ Excel Data Entry ■ Software Data Entry ACCOUNTS PAYABLE ■ Data entry Supplier invoices ■ Data entry Supplier payments ■ Reconcile Accounts Payable ACCOUNTS RECEIVABLE ■ Data entry Customer invoices ■ Data entry Customer payments ■ Reconcile Accounts Receivable ■ Chasing overdue invoices Specialties Bookkeeping, accounting, payroll, Indian taxation, CFO services, and US GAAP Accounting. Website: http://www.lineaccountancy.com Industry: Accounting Company size: 2-10 employees Headquarters: Bangalore, Bangalore Type: Sole Proprietorship Founded: 2013 Sources and references: http://www.lineaccountancy.com 21 JANUARY 2021 SwiftNLift
  • 22. The Many Roles of a Financial Advisor A monetary consultant is your monetary arranging accomplice. Suppose you need to resign in 20 years or send your kid to a private college in 10 years. To achieve your objectives, you may require a talented expert with the right licenses to assist with making these arrangements a reality; this is the place where monetary counsel comes in. Together, you and your consultant will cover numerous themes, including the measure of cash you should save, the sorts of records you need, the sorts of protection you ought to have (counting long haul care, term life, handicap, and so on), and bequest and expense arranging. The monetary counsellor is additionally a teacher. A piece of the counsellor’s undertaking is to assist you with understanding what is associated with meeting your future objectives. The instruction interaction may incorporate point by point assistance with monetary subjects. Toward the start of your relationship, those themes may incorporate planning and saving. As you advance in your insight, the consultant will help you in the understanding complex venture, protection, and expense matters. The Financial Health Questionnaire A monetary consultant will work with you to get a total image of your resources, liabilities, pay, and costs. On the poll, you will likewise show future benefits and pay sources, project retirement needs, and depict any drawn-out monetary commitments. To put it plainly, you’ll list all current and anticipated ventures, benefits, endowments, and types of revenue. The underlying appraisal may likewise incorporate an assessment of other monetary administration themes, Why Do We Need A Financial Advisor? 22 JANUARY 2021 SwiftNLift
  • 23. for example, protection issues and your expense circumstance. The consultant should know about your present home arrangement, just as different experts in your arranging group, like bookkeepers and legal counsellors. When you and the guide comprehend your present monetary position and future projections, you’re prepared to cooperate on an arrangement to meet your life and monetary objectives. Making The Financial Plan The monetary guide combines the entirety of this underlying data into a complete monetary arrangement that will fill in as a guide for your monetary future. It’s anything but a rundown of the vital discoveries from your underlying survey and sums up your present monetarycircumstance,includingtotalassets,resources, liabilities, and fluid or working capital. The monetary arrangement additionally recaps the objectives you and the council examined. In view of your normal total assets and future pay at retirement, the arrangement will make recreations of conceivably best-and most pessimistic scenario retirement situations, including the frightening chance of outlasting your cash. For this situation, steps can be taken to forestall that result. It will take a gander at sensible withdrawal rates in retirement from your portfolio resources. After you survey the arrangement with the counsellor and change it as fundamental, you’re good to go. Counsellors Plan Action Steps A monetary counsellor isn’t simply somebody who assists with speculations. Their responsibility is to assist you with each part of your monetary life. Truth be told, you could work with a monetary counsel without having them deal with your portfolio or suggest any ventures whatsoever. The consultant will set up a resource designation that fits both your danger resistance and hazard limit. The resource designation is just a rubric to figure out which level of your absolute monetary portfolio will be dispersed across different resource classes. Monetary Advisors and Investments It’s significant for you, as the customer, to comprehend what your organizer suggests and why. You ought not indiscriminately to follow a counsellor’s suggestions; it’s your cash, and you ought to see how it’s being conveyed. Watch out for the charges you are paying—both to your consultant and for any assets purchased for you. While considering the association’s venture reasoning, yourownportfoliowilllikewisemeetyourrequirements. It ought to be founded on how soon you need the cash, your venture skyline, and your present and future objectives. Customary Financial Monitoring When your venture plan is set up, you’ll get standard explanations from your consultant refreshing you on your portfolio. The counsel will likewise set up normal gatherings to audit your objectives and progress, and to address any extra inquiries you may have. Meeting distantly through telephone or video talk can assist with getting those contacts going all the more frequently. Sources and references: https://www.padisciplinaryboard.org/ 23 JANUARY 2021 SwiftNLift
  • 24. Dewan P N Chopra & Co A person who believes that a Chartered Accountant in India evaluates the debit and credit of organizations is mistaken. A CA is responsible for a variety of operations, the majority of which are related to the country. The function of CA in the growth of the country is critical. As one can see by studying the importance of growth. Chartered Accountancy not only deals with account debits and credits, but they also play a significant role in nation-building. A CA’s responsibilities include capital budgeting, tax planning, budget forecasting, bookkeeping, finance, and other related tasks. They are in charge of GST implementation. The steps will be executed by a team of CA before initiating GST Dewan P.N. Chopra & Co. is a well-known Indian chartered accounting firm that offers a broad range of services across four major service verticals: taxation, regulatory, transaction advisory, and audit & assurance. The firm has vast expertise providing a wide range of professional services to both domestic and foreign clients Our goal is to provide high-quality, skilled professional services that are delivered efficiently, wisely, and with meticulous attention to detail to Direct Taxation, Goods And Service Tax, Regulatory, Transaction Advisory, Audit & Assurance And Risk Advisory Services Anil Chopra - Managing Partner Top 10 Wealth Management Advisors to Look for in 2021 24 JANUARY 2021 SwiftNLift
  • 25. meet the needs of our clients. We give services with pragmatism, innovation, and due care and diligence The Firm amalgamates the vast experience of senior management with the passion & zeal of the young professionals; trust and lineage with a history of achievements; personal attention with deep expertise; and as a result is uniquely positioned to deliver positive solutions for complex business issues. The Firm’s rich heritage is apparent in the values for which we stand – integrity, reliability & proficiency. At the same time, we recognized the need to stay ahead of the curve in an increasingly dynamic economic & business environment and have continually evolved to meet the changing needs of our clients. Website: http://www.dpncindia.com Industry: Financial Services Company size: 51-200 employees Headquarters: New Delhi, India Type: Partnership Founded: 1978 Specialties Taxation, Regulatory (FEMA / FDI), Audit, Transaction Advisory, Indirect Tax, Direct Tax, Goods & Services Tax, Representation, Advisory, Transfer Pricing, Income Tax, International Tax, Internal Controls, Standard Operating Procedures, GST Audit, Business Acquisition, Citizenship & Residency, NRI, Risk Advisory, and Transaction Advisory. Sources and references: http://www.dpncindia.com 25 JANUARY 2021 SwiftNLift
  • 26. Mr Alok Kumar Agarwal, who is currently the CEO of the ASC Group and Managing Partner of the Chartered Accountant Firm, launched the ASC Group in 1995 with the founding of ‘Alok Sinhal & Co.,’ a Chartered Accountant firm. We have grown to be one of the few firms in India that give comprehensive business services to our clients on a variety of issues in just 25 years. The Group has more than 25 years of experience assisting several Indian business houses and Fortune 500 multinationals operating in India on a wide variety of issues, including company formation, business reorganization, cross-border taxation advisory, and mergers and acquisitions, taxation advisory, foreign trade policy, foreign direct investment, tax litigation support, FEMA advisory, GST consultancy, legal metrology, bureau of Indian standard, internal audit, transaction support services, custom related services, insolvency, and bankruptcy advisory and other regulatory policy matters, across a range of industry sectors. Our approach Consistent value addition to our clients’ business forms the basis of our approach. At ASC Group, we spend significant time analyzing the business operations, industry, functions, and goals of our clients to provide innovatively and out of box solutions to complex issues such as new business models, business restructuring, tax strategies, investment models, to add value to our client’s business, and at the same time maintaining clients’ confidentiality. We are focusing on… The primary focus is always on how we can bring value to our clients’ businesses. This approach also aids us in keeping up with the ever-changing dynamics of corporate requirements and legislative laws. To guarantee that clients’ expectations are satisfied, the Group’s Directors and Senior Professionals oversee the implementation of all service assignments. Our Mission Our strength lies in our dynamic and vibrant team. Our staff comprises highly skilled professionals whose core competencies enable us to offer diverse solutions to our clients. Our in-house skill up-gradation training programmers keep our staff continuously updated with changing compliance requirements, market conditions and business environments. We aim to provide the most efficient and cost-effective Financial And Legal Advisory In Delhi And India. With A View To Offering All Accounting And Financial Services For Individuals And Corporates Under One Roof Top 10 Wealth Management Advisors to Look for in 2021 ASC Group Alok Kumar Agarwal Founder & CEO 26 JANUARY 2021 SwiftNLift
  • 27. services and offer our entire range of solutions less than one roof. We have developed a vast network of branches and rep offices and forged strategic alliances with partners in collateral areas of expertise in order to provide holistic solutions for all domains and sectors. Our Vision ASC Group is constantly guided by a vision of creating an India-based firm with world-class service standards. We are inspired by best practices in our profession and we never compromise on quality. For us all our clients are unique and their requirements are specialized. We turn each assignment into an opportunity and strive to exceed the expectations of our customers. We are for you since… With over two decades of experience, we have evolved an approach to customize our services to meet the unique and individual requirements of our clients. We bring into play our diverse skill sets to strategize for the clients and guide them through the complex regulatory compliances. Our primary goal is to maximize available options for the clients and assist them in choosing the right action plan. Once a client approaches us with a query, we set in motion our large repertoire of in- house and networked experts who bring into play their deep analytical and professional skills to work out the most appropriate solution. After the completion of the advisory stage, we help our clients in all aspects of implementation from start to finish. Statutory Audit Services, Business Restructuring, Legal Metrology ,Bis & Other Registrations, India Entry Services, International Taxation & Transfer Pricing, GST (Goods & Services Tax), Risk Advisory, Customs & Import & Export Incentives, Corporate Law & Secretarial, vendor management, and Sourcing Solution Website: https://www.ascgroup.in Industries: Financial Services Company size: 201-500 employees Headquarters: New Delhi, Delhi Type: Privately Held Founded: 1995 Sources and references: https://www.ascgroup.in 27 JANUARY 2021 SwiftNLift
  • 28. SBS And Company LLP The firm is led by chartered accountants who practice in a variety of disciplines, complementing the expertise of the other members of the team. The idea behind SBS and Company LLP has a think tank of professionals in the form of Associates from various fields, including Company Secretaries, Cost Accountants, Advocates, and Technocrats, all of whom have extensive experience in their fields and contribute significantly to the organization’s long-term success. Our Philosophy We believe in the philosophy of connecting the dots, the dots being various areas of business needs namely Audit, Income Tax, Value Added Tax, Service Tax, Accounting, Corporate and Business Law Compliances, NBFC, RBI, FEMA, SEBI, Payroll Processing, Management Consultancy, Project Financing and Other Services and the responsibility of connecting such dots lie with us, thus fulfilling and living up to the believed philosophy. CA Suresh Babu Sannareddy He is the company’s founder. He oversees the entire company and ensures that it follows the company’s concept and plan. Born into an agrarian family, he comes from humble beginnings. Chartered Accountant Firm With Team Of Highly Qualified And Motivated Professionals, Offering Integrated One-Stop Services. CA Suresh Babu sannareddy Founder And Chairman cum Managing partener Top 10 Wealth Management Advisors to Look for in 2021 28 JANUARY 2021 SwiftNLift
  • 29. He is well-known for his foresight and perseverance. He spends most of his time working with clients to resolve their challenging technical and managerial issues. Chartered Accountant Services Direct Tax Preparation and filing of Income-tax and Wealth-tax returns of resident and non-resident individuals, domestic and foreign companies and other entities/clients. Indirect Taxation - GST Transaction planning to deal with Service Tax & VAT Implications. Vetting of Contracts to pass on the service tax liability. Project Funding Corporate/Project Finance and Funding. Preparation of project and feasibility reports, applications for funding with financial institutions. Valuation of Business Share and business valuations. DCF valuation as specified by RBI under FDI/ODI regulations. Corporate Laws Formation of Indian and Offshore Companies/ LLP’s, Setting up Liaison Offices, Branch Offices and Project Offices. Advising on various matters under the Companies Act, including an appearance before the Company Law Board. Foreign Exchange Laws FEMA & FCRA Related Services. Advice on Compliance under the Foreign Exchange Management Act, 1999 (FEMA) in connection with the inbound investment, outbound investment, External Commercial Borrowings, establishing Branch and Liaison offices etc. Management Consultancy Director-General of Foreign Trade – Registration for Imports & Exports Handling STPI, SEZ related works Auditing & Assurance Statutory Audit, Internal Audit, Concurrent Audit, Stock Audit, Due Diligence Audit & Investigation Reporting. Systems & Procedures Development of MIS for SME segment. Review and improvement of MIS for medium and large enterprises. NBFC Related Assistance to the company in obtaining registration as NBFC from RBI (Core Investment Companies/ ARC/ Finance/ Lease/ Investment Companies etc.,). Guidance to the company in compliance with RBI regulations related to NBFC activities. Website: https://www.sbsandco.com/ Industry: Accounting Company size: 51-200 employees Headquarters: Hyderabad, Telangana,India Type: Partnership Founded: 2009 Sources and references: https://www.sbsandco.com/ 29 JANUARY 2021 SwiftNLift
  • 30. Monetary exercises were discouraged, and financial backers were hesitant to begin new monetary speculations while progressing projects additionally declined because of the worldwide lockdown to control the sickness. This examination dissects the cash supply response to the COVID-19 pandemic utilizing a cross-sectional board of 115 nations. The examination utilized strong least-square relapse and development bookkeeping strategies to get sound boundary gauges. The outcomes show that COVID-19 contaminated cases are the fundamental contributing element that discourages monetary exercises and diminishing cash supply.Conversely,anexpandingnumberofrecuperated cases and COVID-19 testing abilities gave financial backers certainty to build stock exchange across nations. The general figure pattern shows that COVID-19 contaminated cases and recuperated cases pursued the U-molded direction, while COVID-19 basic cases and announced passing’s showed a diminishing pattern. At last, the cash supply and testing limit show a positive pattern over a period. The examination reasons that monetary advancement can be extended by expanding the testing limit and utilitarian labs to distinguish suspected Covid cases internationally. Signs You May Need an Advisor Anybody can work with a monetary consultant at whatever stage in life and any phase of life. You don’t just have high total assets; you simply need to discover a counselor fit your circumstance. The choice to enroll proficient assistance with your cash is an exceptionally close to home one, yet any time you’re feeling overpowered, confounded, worried, or terrified by your monetary circumstance might be a fun chance to search for a monetary consultant. It’s additionally fine to move toward a monetary Handling Finance Affairs During Pandemic 30 JANUARY 2021 SwiftNLift
  • 31. consultant when you’re having a sense of safety yet you need somebody to guarantee that you’re in good shape. A council can propose potential enhancements to your arrangement that may assist you with accomplishing your objectives all the more adequately. You Have Investments, yet you’re consistently losing Money Indeed, even the best financial backers lose cash when the market is down or when they settle on a choice that doesn’t turn out as they’d trusted. In any case, in general, contributing should expand your total assets impressively. On the off chance that it’s anything but doing that, recruiting a monetary consultant can help you discover what you’re fouling up and right your course before it’s past the point of no return. You Don’t Have a Current Estate Plan A monetary consultant can likewise help you set up a domain intend to ensure your resources are dealt with as per your desires after you kick the bucket. Also, if you’re not appropriately guaranteed (or aren’t sure what protection you need), a monetary consultant can assist with that, as well. For sure, a charge just monetary consultant might have the option to offer a less one-sided assessment than a protection specialist can. Assisting you with arriving at Your Goals Monetary consultants can help you with contributing and arriving at your drawn-out objectives from various perspectives. Ability Monetary counselors find out about putting away and overseeing cash than a great many people. They can direct you to preferred decisions you may make all alone. Monetary guides assist with keeping you on target by talk At last, on the off chance that you don’t have the opportunity or interest to deal with your accounts, that is another valid justification to recruit a monetary counselor. Those are some broad reasons you may require a counsel’s proficient assistance. Here are some more explicit ones. None of Your Savings Is Invested or You Don’t Know How to Invest Since we live in a universe of expansion, any cash you keep in real money or in a low-premium record decrease in esteem every year. Contributing is the best way to bring in your cash development, and except if you have an incredibly top-level salary, contributing is the lone way a great many people will at any point have sufficient cash to resign. Sources and references: https://quizlet.com 31 JANUARY 2021 SwiftNLift
  • 32. QBSS is a tech-enabled outsourcing firm that’s changing the way companies thinks about finance, accounting and technology services. With world-class teams, highly personalized services, and an online portal, you Get More to Go On. Most back-office outsourcing solutions have too many missing elements – in terms of customer experience, work delivered, and business reporting, and so on. What do we do? QBSS enables clients to see further, scale smarter, and stand stronger with smarter systems and over 1,100 specialists in various sectors such as finance and IT support. Our forward-thinking CEO is a Chartered Accountant and BPO veteran with over 30 years of experience growing businesses all over the world. Prior to becoming our route leader, CM ran a small financial and business advisory firm, advising private equity firms on how to improve and expand their portfolio companies all over the world. For the previous 11 years, CM served as Aegis’ Global CFO, overseeing strategy, mergers and acquisitions, finance and accounting, tax, legal, secretarial, and compliance. CM was the driving force behind the company’s phenomenal growth, which included both organic and inorganic wins. It’s time to make a choice. You’re still unsure of what to do Why? You don’t have enough information to make a decision. Although you have the P&L, it hasn’t been updated. You have inventory forecasts, but you’re not sure how accurate they are. You’re not sure if the most recent A/R report or the performance statistics from your various sites can be trusted. To top it off, you don’t have somebody who can actually assist you comprehend this data, let alone compare it to other businesses in your industry. There are simply too many elements lacking. That is why Quatrrro Business Support Services exists. We provide you with more information.That is why we constantly obtain customer satisfaction scores of over 96 per cent. Leaders today are in a race against time to deliver and construct not only dependable and scalable businesses but also the robust infrastructure to support them. In less than six years, Aegis went from less than $70 Tech Enabled Outsourcing Firm That’s Changing The Way Companies Think About Finance And Accounting, And Technology Services. Top 10 Wealth Management Advisors to Look for in 2021 Quatrro Business Support Services C M Sharma Chairman & CEO 32 JANUARY 2021 SwiftNLift
  • 33. million in revenue in 2005 to a thriving US$ 1 billion firm with 55,000 employees spread across 13 countries. Technology is frequently the thread that keeps enterprises running smoothly. With our high-quality, rapid deployment Technology Services, QBSS is a channel-friendly partner who helps your business success and employee productivity. We proactively monitor, prevent, debug, and resolve a wide range of technical problems Customers can use QBSS’s professional and comprehensive assistance system to complete business procedures swiftly and efficiently. We make use of technology resources to ensure that we meet the technological needs of our customers. Eliminate and prevent system outages, allowing you to enable your customers to earn more money while providing reliable service. In a five-year period, CM was also instrumental in the completion of more than 15 successful acquisitions. He has won multiple important honors for his work in scaling up firms, turning around businesses, boosting profits, and re-engineering costs. IMA India’s CFO of the Year for excellence in Merger & Acquisition, and The Institute of Chartered Accountants of India’s CFO of the Year and CA Global Business Achiever are just a few of them. A capable leader and caring mentor, he believes in self-motivation and articulate perspectives. Website: https://www.quatrrobss.com Industry: Outsourcing/Off shoring Headquarters: Marietta, Georgia Type: Privately Held Sources and references: https://www.quatrrobss.com 33 JANUARY 2021 SwiftNLift
  • 34. D And K Wealth Advisors LLP D and K Wealth Advisors LLP is a diversified financial advisory organisation with a long history of wealth development and a well-ingrained philosophy. We started out as an equity brokerage business in Ahmedabad in 1991 and have since expanded into a comprehensive wealth advisory and consultancy firm that assists customers with their savings and wealth creation needs. How Can We Help You? Get In Touch With Our Wealth Experts Talk to one of our skilled wealth consultants today if you want to achieve all of your life goals, maintain and increase your wealth for the future, and be financially free. Our knowledgeable team of advisors will show you exactly what to do, how to do it, where to invest, and how much to invest for the best long-term returns and capital appreciation. Simply complete the form and we will contact you as soon as possible. D And K Wealth Advisors Your Dependable Financial Growth Partners Since 1991 We started out as an equity brokerage business in Ahmedabad in 1991 and have since expanded into a comprehensive wealth advisory and consultancy firm that assists customers with their savings and wealth creation needs. D and K Wealth Advisors, led by Mr Darshit Khetani, a professionally certified Chartered Accountant, assists investors in building long-term wealth by delivering Multifaceted Financial Advisory Firm With Deeply-Rooted Philosophy And Legacy Of Wealth Creation Spanning Over More Than Two Decades. Darshit khetani Director Top 10 Wealth Management Advisors to Look for in 2021 34 JANUARY 2021 SwiftNLift
  • 35. excellent financial consulting services. We are motivated by a desire to assist individuals in the process of wealth development through effective wealth management, such as SIPs, mutual funds, stocks, PMS, bonds, corporate FDs, structured investment products, and so on. Our Pillars of Strengths • Experience Spanning Over Two Decades We’ve been actively involved in the financial investing area since 1991, giving us an unrivalled competitive advantage over other market participants. • Dedicated Research Desk Our in-house research desk examines industry data, reports, trends, and global developments on a regular basis, providing our wealth advisory services with much- needed agility and data-backed insights. • Interactive Investment Approach You’ll never be alone in your investment journey with D and K Wealth Advisors. Our regular interaction sessions and portfolio review meetings ensure that your investments are in sync with your long-term objectives. • Tailor-Made Plans We believe in customizing wealth planning and advisory as every individual is unique in his/her needs are too. Hence, we draft customized plans based on the purpose of investment and future financial needs. Whether you are looking for a comfortable retirement or to f • Customized Investment Approach In Sync with Your Aspirations D and K Wealth Advisors are committed to assisting you in achieving all of your financial objectives. We’ve established a unique, client-centric investment methodology that focuses on enhancing portfolios through the power of compounding over the years. Our Investment Philosophy Is Curated Around Your Personal Life Goals At D and K Wealth Advisors, it’s always about you and your financial growth. We recommend to our clients what we take into account his life stage, risk profile, future aspirations, and life goals. Our investment philosophy has a potential element of flexibility and customization that focus on transforming your existing riches into long-term wealth. We advise personalized investment plans according to your return expectations and life goals based on extensive research with our expertise in the financial market. We ensure that your portfolio is aligned with your risk profile, time horizon, and financial goals by utilising varied asset classes and products. D and K Wealth Advisors, led by Mr Darshit Khetani, a professionally certified Chartered Accountant, assists investors in building long-term wealth by delivering excellent financial consulting services. We are motivated by a desire to assist individuals in the process of wealth development through effective wealth management, such as SIPs, mutual funds, stocks, PMS, bonds, corporate FDs, structured investment products, and so on. Date of Incorporation: 10 July 2017 Office Location: Ahmedabad, India Source & reference: http://dandkwealthadvisors.com/ 35 JANUARY 2021 SwiftNLift
  • 36. Rayvat Accounting is a top accounting outsourcing agency with an extraordinary capacity to boost a company’s revenue, wealth, and success. We’ve unveiled previously unknown resources for Bookkeeping, Payroll, Accounts Receivable & Payable, GST, VAT, and Taxation The beginning Rayvat was founded in 2006 to address the ever- increasing lack of quality from accounting and bookkeeping service providers, as well as the need for faster turnaround times, cost reduction, and workplace efficiency. Rayvat employs the greatest accountants with CA, ACCA, and CPA qualifications that collaborate with clients to fully comprehend their operations and deliver exactly what they require. We all know how difficult it is to find a decent accountant and bookkeeper, despite the fact that a great bookkeeper can do wonders for your business. Little more about us Rayvat Accounting is a major accounting outsourcing firm for businesses, individuals, CPAs, and accounting firms in the United States, the United Kingdom, Europe, Canada, and Australia. We offer a customized set of services in which we sit down with the client, listen to their needs, and deliver exactly what they need. We monitor your business with the most up-to-date technologies, including as Xero, QuickBooks, and Sage, which streamline and automate how your data is obtained in the most secure way. We are a professional accounting outsourcing firm. We understand that you would feel the need of keeping your information secret. We have a number of security measures in place to address this. It is also our goal to deliver the best, most inexpensive, and most flexible services possible. -Through our efficient work methods, we ensure that the processes run smoothly, with definite technological know-how in the fields of accounting, engineering, and BPO, among others, and a highly competent workforce working around the clock. Whatever the scope of the project, we are confident in our ability to provide you with the highest quality, on time, and at a reasonable cost. We are dedicated to providing high-quality service and ensuring client happiness. Rayvat’s core values are ethics and integrity. We have a number of security measures in place to address this. Provides End To End Accounting Services For All Kinds Of Business. We Ensure That Turnaround Time For Information Processing Is Not More Than 24 Hours Top 10 Wealth Management Advisors to Look for in 2021 Rayvat Accounting Jinendra Shah Founder 36 JANUARY 2021 SwiftNLift
  • 37. It is also our goal to deliver the best, most inexpensive, and most flexible services possible. The following features are included in our tailored solutions: -Through our efficient work methods, we ensure that the processes run smoothly, with definite technological know-how in the fields of accounting, engineering, and BPO, among others, and a highly competent workforce working around the clock. Whatever the scope of the project, we are confident in our ability to provide you with the highest quality, on time, and at a reasonable cost. We are dedicated to providing high-quality service and ensuring client happiness. Rayvat’s core values are ethics and integrity. Jinendra Shah is an Indian businessman. Master in Commerce Mr. Jinendra Shah is in charge of running the company, developing and implementing long-term strategy, and communicating with clients, workers, investors, and other stakeholders. He is one of Rayvat’s founding decision- and policy-makers, establishing the company’s ideals, ethics, and culture. Mr. Shah represents Rayvat’s dedication to assisting clients in achieving peak performance. He is an experienced leader with extensive experience in building strong client relationships, a passion for building exceptional client teams, and a laser-like focus on operations and execution. Our Passion At Rayvat Accounting, we are passionate about providing the highest level of accounting and advisory services to help you manage your affairs and grow your business. We understand that all clients are different and carefully tailor our accounting services to fit the unique needs of each individual or business. Our Values We aim to engage proactively with clients and evolve as they do by thinking ahead to anticipate their future needs. We endeavor to build long-term relationships with our clients assisting them throughout different stages of their business and life events. Innovation and Technology In this digital age where the environment in which we operate is constantly changing; and new technologies are continually emerging, the team at Rayvat Accounting is committed to staying on top of new developments expanding our range of skills and services as the need arises. Website: http://www.rayvat.com Industry: Outsourcing/Off shoring Company size: 201-500 employees Type: Privately Held Founded: 2010 Source & reference: http://www.rayvat.com 37 JANUARY 2021 SwiftNLift
  • 38. Our experience says that executing the arrangement can be the hardest piece of the excursion. Yet, at Nicollet Investment Management that need not be the situation. We value the redid arrangements we convey to all of our customers. In any case, we can execute the venture of your answer that truly separates us. Numerousorganizationsofferingmonetaryguidance come up short on the venture aptitude to carry out your arrangement, so they use outside (outsider) speculation directors. We don’t accept this is to your greatest advantage for two or three reasons. To begin with, it raises your expense; more significant, an outsider speculation supervisor can’t deal with your cash with regard to your guide. Their business is to pool all resources they got and convey a one-size-fits-all item. You get what every other person is getting. Toaddresstheexpenseissue,numerousorganizations have started supporting uninvolved speculation methodologies. This methodology will bring down the expense of your speculation of the executives, yet that is not the entire picture. You need to realize the all-out cost of the assistance being given. We contend with every one of the options accessible to you today, yet our utilization of individual stocks and bonds to fabricate your portfolio enables us to alter your speculations to your guide, placing us in another group by and large. Dealing with your ventures begins with the work we do to comprehend your monetary picture. That work brings about yearly projections of the sum you can save while you work, and afterwards what you will require when you resign. We bring this income data down to every individual record you have, surveying whether to utilize IRA Creating Customized Solutions In The Areas Of Investments 38 JANUARY 2021 SwiftNLift
  • 39. withdrawals, after-charge investment funds, or some mix to support your money needs. The guide advises us exhaustively how cash is required from every one of your records. That data fills the particular speculation designations we make for you. Barely any organizations are willing, or capable, to execute plans at this degree of detail. In distributing your investment funds, we start by recognizing the sum you should keep in real money. This is now and then a choice dependent on having a sense of safety or keeping up with some kind of adaptability. We accept everybody should save some measure of money as a hold for “off-financial plan” spending choices and additionally only true serenity. With the cash assignment set, we look next at what you ought to designate to fixed pay protections (bonds) that give explicit incomes to you. Fixed pay protections pay the ordinary premium and develop sooner or later, returning the standard worth of your speculation. Fixed pay protections are not dependent upon a similar value instability you see with normal stocks. They are ideal for subsidizing anticipated withdrawals (per your guide) giving truly unsurprising incomes. We utilize fixed pay protections to finance your short-to middle term cash withdrawals. We firmly accept that the more long periods of expected record withdrawals you can finance with fixed pay, the better. When taking a gander at fixed pay protections for you, we additionally need to choose whether you should possess charge absolved metropolitan securities or corporate securities. Once more, the guide will have outlined which kinds of bonds you should hold. Yet, to finance your retirement over the long haul, we frequently find that you will require your investment funds to develop. When reasonable assignments are made to cash and fixed pay, your leftover accessible cash can be put resources into stocks for long haul appreciation. The more long stretches of fixed pay you have financing your costs, the more extended term point of view we can take on your corporate shares. That is by and large how to value contributing ought to be done at any rate! With respect to the particulars of putting resources into the financial exchange, Nicollet Investment Management offers two centre stock methodologies. Sources and references: www.paytmmoney.com 39 JANUARY 2021 SwiftNLift