2. Introducing TakeCARE
• TakeCARE is promoted by:
K Sridhar
•A qualified Cost Accountant, Co. Secretary & Financial Planner with over 20 years
of experience in Financial service arena
•Worked in creating one of the largest network of branches and franchisee in
financial services and in managing the same
•Expert in Business Strategy & Data Analysis
K Ramakrishnan
•Management Graduate with over 25 years in Business Advisory.
•Early entrant in to the Channel Management Services
•A relationship focused person with experience in varied industries
•Expert in various channel management services activities since the 90s
V Vijaya Bhaskar
•Technology Professional
•Over 10 years of experience in business planning
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TakeCARE
3. Services from TakeCARE
• TakeCARE is a ‘Family Office’ which provides comprehensive
suite of services to various families
• Services for family businesses include:
•Business Advisory
•CFO Advisory
•Funding Advisory
•Statutory Compliance Advisory
• Services for individuals & families Include:
•PropertyCARE
•InvestCARE
•SuccessionCARE
•Other Services
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TakeCARE
4. Property – An Important Asset Class
• Investment in property has always been one of the important
and major investments of Individuals & families
• Key requirements to benefit from property investments are:
•Ensuring productivity (through renting out)
•Quality Maintenance (In order not to dilute the value of property)
•Regulatory compliance (By adhering to various requirements of tax and
other charges)
•Continuous ‘monitoring’ & Periodic Review
• However, owing to ‘professional compulsions’ these are not
easily possible
•Staying in a location different from the property’s location
•Remote managing property
•Not giving priority for the same
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TakeCARE
5. How to manage effectively?
• Take the support of ‘Professionals’ for property management
•Who are in the location of the property
•Are dependable and trust worthy
•Understand the market
• What services should you expect from Property Services
•Day to day Management of property requirements
•Getting a ‘tenant’ and managing the relationship with the tenant
•Timely payment of all taxes and charges
•Periodic visit to the property and inspecting the maintenance
•Continuous update on property status to the owner
•Support for another property for subsequent investments
•Reducing your head ache of managing
•Professional service at reasonable charges
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TakeCARE
6. PropertyCARE
• A focused service from TakeCARE for:
•Property investment in and around Chennai, Hyderabad & Bangalore
•Handling the complete Property requirements
•Specifically for those who have invested in multiple properties and high
value properties
•Service also suitable for ‘Aged’ customers who are unable to manage the
requirements of property administration
• Professional approach
•Partners get personally involved in the property care providing necessary
comfort
•Tie up with the best in class partners for legal / valuation etc. so as to ensure
top quality service
• Have on going relationship with business community and top
professionals who have property service requirements both for sale
/ purchase as well as for rental
• Both residential and commercial space, with focus on residential
side
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TakeCARE
7. Services from PropertyCARE
• Managing existing properties
•Tenant identification & relationship including collection of rent
•Periodic visit and inspection of the property
•Payment of taxes and other charges in time
•Participation in ‘Society Discussions’ when necessary (specifically when
capital amount needs to be put in for maintenance)
• Identifying new investment opportunities
•Depending on the needs of the client
•Update the client with various upcoming opportunities in the city of
choice
•Getting attractive deals on Properties & Housing Loans
•Co-ordination with builder / developer and tracking the development of
the property subsequent to investment
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TakeCARE
8. Value added services
• Legal support
•Review of all property related documents and identifying gaps, if any
•Review of properties shortlisted for purchase
•Lease / Rental agreements
•Creating ‘Will’ and other documents necessary for ease of transfer of
property
•Obtaining Encumbrance certificate from local authority
• Valuation support
•For purchase or sale of property
•When necessary for raising loan / estate valuation etc.
• Loan Account review
•Periodic review of ‘Housing Loan’
•Getting Interest & Principal outstanding certificate etc.
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TakeCARE
9. Fees & Charges*
• Basic Property Care
•Rs. 20,000 per property per annum or one month rent which ever is
higher
•Actual expenses incurred on various services & maintenance including
legal / valuation will be on payable on actual
•Identifying tenant
•1 Month rental as the tenant identification charges
• Identifying Buyer
•1% of property value
•Identifying new property for purchase
• 1% of property value
• Other service
• As mutually discussed & agreed upon
* inclusive of taxes
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TakeCARE
