Sarathi Finserv LLP

Services

Explore our areas of expertise and how Sarathi can support your business and personal financial needs.

Corporate & Individual Taxation

Expert Tax Solutions for Individuals and Businesses Managing taxes can be complex, especially with changing regulations, compliance requirements, and filing deadlines. Whether you are an individual taxpayer, salaried professional, business owner, partnership f...

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Comprehensive Investment Advisory for all legal entities

Strategic Investment Solutions for Sustainable Growth Every organization has unique financial goals, risk considerations, and growth plans. Making the right investment decisions requires careful analysis, market understanding, and a long-term strategy. Whether...

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Risk Management & Advisory

Protecting Your Business, Assets, and Financial Future Every business and individual faces financial, operational, regulatory, and market-related risks that can impact long-term growth and stability. Effective risk management is not just about identifying pote...

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Business Process Analysis & Re-engineering Services

Transforming Business Processes for Greater Efficiency and Growth In today’s competitive business environment, organizations must continuously improve their operations to remain efficient, profitable, and customer-focused. Inefficient processes can lead to inc...

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Routine Accounting & Reconciliation Support Services

Accurate Financial Records for Better Business Decisions Maintaining accurate financial records is essential for the smooth functioning and long-term success of any business. Regular accounting and reconciliation not only ensure compliance but also provide val...

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Secretarial Audit & Legal Due Diligence

Secretarial Audit in terms of provisions of section 204 of the Companies Act, 2013 and providing reportthereon on quarterly as well as on Annual basis. Audit of legal compliances, non-financial functions, compliances relating to sustainability, which willinclu...

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Contract Management

Our team is providing services relating to Drafting of Commercial Contract and Contract Management which inter-alia includes following: Shareholders and Share Purchase Agreement. Business Purchase Agreement. Joint Venture Agreement. Technology Transfer Agreeme...

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Company Secretarial Services

We are providing all kind of secretarial support services to our clients which inter-alia includes: Assistance in holding and conducting Board and General Meetings. Maintenance of Statutory Records and Registers. Issuing Secretarial Compliance Certificates, An...

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Certification

Import – Export Code (IEC). Udyam Registration (MSME). Start-up Registration. Employee provident fund Registration (EPF). National Small Industries Corporation (NSIC) Registration. Employee’s state insurance corporation (ESIC).

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Loan Advisory

Home Loans - A Dream which every individual have is to own a self-house. We help in getting the loan seamlessly and at good rates. Business Loans - A business due to its legitimate needs may require a loan to fulfill its business commitments. We help them in t...

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All Insurance Services

Sarathi Finserv LLP offers end-to-end insurance advisory for individuals, families, and businesses—helping you choose the right coverage, manage renewals, and align protection with your financial goals. Life & health insurance Term life and whole life plans fo...

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Clientele

  • Forvis Mazars
  • Merino Laminates
  • Cossette Pharma
  • Global Medwayss
  • Great India Place Mall
  • Sparrows At Home Cafe
  • Amritsari Express