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Swiftnlift Announces wealth management advisors to look for in 2021

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www.swiftnlift.in
January 2021 ISSUE
Armstrong Capital &
Financial Services Pvt. Ltd
Top 10 Wealth
Management Advisors
to ...
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www.swiftnlift.in
January 2021 ISSUE
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Top 10 Wealth
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to ...
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Swiftnlift Announces wealth management advisors to look for in 2021

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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.

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.

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Swiftnlift Announces wealth management advisors to look for in 2021

  1. 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!
  2. 2. https://indivirtus.com/
  3. 3. 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
  4. 4. 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...
  5. 5. 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
  6. 6. 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
  7. 7. 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
  8. 8. 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
  9. 9. Manju Mastakar Managing Director
  10. 10. Top 10 Wealth Management Advisors to Look for in 2021 “Expect the best. Prepare for the worst. Capitalize on what comes”
  11. 11. 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
  12. 12. 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.
  13. 13. 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
  14. 14. 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.
  15. 15. 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
  16. 16. 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
  17. 17. 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
  18. 18. 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
  19. 19. 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
  20. 20. ■ 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
  21. 21. 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
  22. 22. 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
  23. 23. 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
  24. 24. 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
  25. 25. 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
  26. 26. 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
  27. 27. 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
  28. 28. 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
  29. 29. 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
  30. 30. 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
  31. 31. 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 $70 Tech Enabled Outsourcing Firm That’s Changing The Way Companies Think About Finance And Accounting, And Technology Services. Top 10 Wealth Management Advisors to Look for in 2021 Quatrro Business Support Services C M Sharma Chairman & CEO 32 JANUARY 2021 SwiftNLift
  32. 32. million in revenue in 2005 to a thriving US$ 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
  33. 33. 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
  34. 34. 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
  35. 35. 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
  36. 36. 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
  37. 37. 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
  38. 38. 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
  39. 39. https://www.multibaggershares.com/
  40. 40. https://www.drcomputer.in/

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