FinWizard Financial Services

Our services

A complete service catalogue

Eleven categories of financial, taxation, compliance and business advisory services, with practical guidance and documentation support.

01

Income Tax & Tax Advisory

Practical support for income tax filings, planning and related compliance requirements.

  • 01

    Individual and Business ITR Filing

    Income tax return preparation and filing support for individuals and businesses.

  • 02

    Income Tax Planning and Advisory

    Practical guidance, documentation and applicable compliance support for income Tax Planning and Advisory.

  • 03

    Capital Gains Tax Computation

    Computation support for gains on property, shares and other assets.

  • 04

    Advance Tax Planning

    Practical guidance, documentation and applicable compliance support for advance Tax Planning.

  • 05

    TDS Return Filing and Compliance

    Practical guidance, documentation and applicable compliance support for tDS Return Filing and Compliance.

  • 06

    Tax Notice Assistance and Reply Drafting

    Practical guidance, documentation and applicable compliance support for tax Notice Assistance and Reply Drafting.

  • 07

    Tax Assessment Assistance

    Practical guidance, documentation and applicable compliance support for tax Assessment Assistance.

  • 08

    Form 10E Filing

    Documentation and filing assistance for salary arrears relief claims.

  • 09

    Taxation Consultancy

    Practical guidance, documentation and applicable compliance support for taxation Consultancy.

02

GST Services

GST registration, returns, reconciliation and documentation support for your business.

  • 10

    GST Registration and Amendments

    Practical guidance, documentation and applicable compliance support for gST Registration and Amendments.

  • 11

    GST Return Filing

    Practical guidance, documentation and applicable compliance support for gST Return Filing.

  • 12

    GST Annual Return Preparation

    Practical guidance, documentation and applicable compliance support for gST Annual Return Preparation.

  • 13

    Input Tax Credit Reconciliation

    Review and reconciliation support for GST input tax credit records.

  • 14

    GST Refund Assistance

    Practical guidance, documentation and applicable compliance support for gST Refund Assistance.

  • 15

    GST Notice Assistance

    Practical guidance, documentation and applicable compliance support for gST Notice Assistance.

  • 16

    GST Advisory and Consultancy

    Practical guidance, documentation and applicable compliance support for gST Advisory and Consultancy.

  • 17

    E-Invoicing and E-Way Bill Advisory

    Practical guidance, documentation and applicable compliance support for e-Invoicing and E-Way Bill Advisory.

  • 18

    GST Registration Cancellation

    Practical guidance, documentation and applicable compliance support for gST Registration Cancellation.

03

Accounting & Bookkeeping

Organised accounts and clear financial information for day-to-day business decisions.

  • 19

    Accounting and Bookkeeping

    Practical guidance, documentation and applicable compliance support for accounting and Bookkeeping.

  • 20

    Monthly and Annual Accounts Maintenance

    Practical guidance, documentation and applicable compliance support for monthly and Annual Accounts Maintenance.

  • 21

    Financial Statement Preparation

    Practical guidance, documentation and applicable compliance support for financial Statement Preparation.

  • 22

    Accounts Finalisation Assistance

    Practical guidance, documentation and applicable compliance support for accounts Finalisation Assistance.

  • 23

    Bank Reconciliation

    Practical guidance, documentation and applicable compliance support for bank Reconciliation.

  • 24

    Payroll Accounting

    Practical guidance, documentation and applicable compliance support for payroll Accounting.

  • 25

    MIS Reporting

    Practical guidance, documentation and applicable compliance support for mIS Reporting.

  • 26

    Tally and Accounting Software Support

    Practical guidance, documentation and applicable compliance support for tally and Accounting Software Support.

  • 27

    Outsourced Accounting Services

    Practical guidance, documentation and applicable compliance support for outsourced Accounting Services.

04

Business Registration & Incorporation

Guidance and documentation support for starting and registering your business.

  • 28

    Private Limited Company Registration

    Practical guidance, documentation and applicable compliance support for private Limited Company Registration.

  • 29

    LLP Registration

    Practical guidance, documentation and applicable compliance support for lLP Registration.

  • 30

    Partnership Firm Registration

    Practical guidance, documentation and applicable compliance support for partnership Firm Registration.

  • 31

    Proprietorship Setup Assistance

    Practical guidance, documentation and applicable compliance support for proprietorship Setup Assistance.

  • 32

    MSME / Udyam Registration

    Practical guidance, documentation and applicable compliance support for mSME / Udyam Registration.

  • 33

    Shop Act Registration

    Practical guidance, documentation and applicable compliance support for shop Act Registration.

  • 34

    PTEC & PTRC Registration

    Practical guidance, documentation and applicable compliance support for pTEC & PTRC Registration.

  • 35

    Startup India Registration Assistance

    Practical guidance, documentation and applicable compliance support for startup India Registration Assistance.

  • 36

    IEC Assistance

    Practical guidance, documentation and applicable compliance support for iEC Assistance.

  • 37

    Trademark Registration Assistance

    Practical guidance, documentation and applicable compliance support for trademark Registration Assistance.

05

Corporate & ROC Compliance

Corporate documentation and filing assistance for companies and LLPs.

  • 38

    Annual ROC Compliance

    Practical guidance, documentation and applicable compliance support for annual ROC Compliance.

  • 39

    Company and LLP Annual Filings

    Practical guidance, documentation and applicable compliance support for company and LLP Annual Filings.

  • 40

    Director KYC Assistance

    Practical guidance, documentation and applicable compliance support for director KYC Assistance.

  • 41

    Company Incorporation Compliance

    Practical guidance, documentation and applicable compliance support for company Incorporation Compliance.

  • 42

    Board Resolutions and Corporate Documentation

    Practical guidance, documentation and applicable compliance support for board Resolutions and Corporate Documentation.

  • 43

    Changes in Directors and Shareholding

    Practical guidance, documentation and applicable compliance support for changes in Directors and Shareholding.

  • 44

    Company and LLP Closure Assistance

    Practical guidance, documentation and applicable compliance support for company and LLP Closure Assistance.

06

Project Reports & Business Finance Advisory

Financial reports and financing documentation for business planning and lender discussions.

  • 45

    Detailed Project Reports

    Practical guidance, documentation and applicable compliance support for detailed Project Reports.

  • 46

    CMA Data Preparation

    Preparation of Credit Monitoring Arrangement data for bank submissions.

  • 47

    Financial Projections

    Forward-looking financial statements to support planning and financing discussions.

  • 48

    Business Loan Consultancy

    Practical guidance, documentation and applicable compliance support for business Loan Consultancy.

  • 49

    Working Capital Finance Assistance

    Practical guidance, documentation and applicable compliance support for working Capital Finance Assistance.

  • 50

    Term Loan Documentation

    Practical guidance, documentation and applicable compliance support for term Loan Documentation.

  • 51

    Feasibility Studies

    Practical guidance, documentation and applicable compliance support for feasibility Studies.

  • 52

    Government Subsidy and Scheme Advisory

    Practical guidance, documentation and applicable compliance support for government Subsidy and Scheme Advisory.

  • 53

    Startup Funding Documentation

    Practical guidance, documentation and applicable compliance support for startup Funding Documentation.

07

Trust, NGO & Non-Profit Advisory

Registration, taxation and compliance support for trusts and non-profit organisations.

  • 54

    Trust and Society Registration Assistance

    Practical guidance, documentation and applicable compliance support for trust and Society Registration Assistance.

  • 55

    Section 8 Company Incorporation Assistance

    Practical guidance, documentation and applicable compliance support for section 8 Company Incorporation Assistance.

  • 56

    12AB and 80G Registration Assistance

    Practical guidance, documentation and applicable compliance support for 12AB and 80G Registration Assistance.

  • 57

    Form 10AB / 10AC Assistance

    Practical guidance, documentation and applicable compliance support for form 10AB / 10AC Assistance.

  • 58

    Form 10BD and 10BE Assistance

    Practical guidance, documentation and applicable compliance support for form 10BD and 10BE Assistance.

  • 59

    CSR-1 Registration Assistance

    Practical guidance, documentation and applicable compliance support for cSR-1 Registration Assistance.

  • 60

    FCRA Compliance Advisory

    Practical guidance, documentation and applicable compliance support for fCRA Compliance Advisory.

  • 61

    NGO Accounting and Compliance

    Practical guidance, documentation and applicable compliance support for nGO Accounting and Compliance.

  • 62

    NGO Taxation Advisory

    Practical guidance, documentation and applicable compliance support for nGO Taxation Advisory.

08

ISO & Business Certification Advisory

ISO consultancy, documentation assistance and certification process coordination; certificates are issued by authorised certification bodies, not FinWizard.

  • 63

    ISO 9001 Consultancy

    Consultancy and process guidance for ISO 9001 requirements; certification is handled by authorised certification bodies.

  • 64

    ISO 14001 Consultancy

    Consultancy and process guidance for ISO 14001 requirements; certification is handled by authorised certification bodies.

  • 65

    ISO 45001 Consultancy

    Consultancy and process guidance for ISO 45001 requirements; certification is handled by authorised certification bodies.

  • 66

    ISO Documentation Assistance

    Assistance preparing management-system documentation for the certification process.

  • 67

    Certification Process Coordination

    Coordination with certification bodies; FinWizard does not issue ISO certificates.

09

Labour Law & Employee Compliance

Employee-related registration, payroll and compliance documentation support.

  • 68

    PF Registration and Compliance Assistance

    Practical guidance, documentation and applicable compliance support for pF Registration and Compliance Assistance.

  • 69

    ESIC Registration and Compliance Assistance

    Practical guidance, documentation and applicable compliance support for eSIC Registration and Compliance Assistance.

  • 70

    Professional Tax Compliance

    Practical guidance, documentation and applicable compliance support for professional Tax Compliance.

  • 71

    Payroll Processing

    Practical guidance, documentation and applicable compliance support for payroll Processing.

  • 72

    Salary TDS Compliance

    Practical guidance, documentation and applicable compliance support for salary TDS Compliance.

  • 73

    Labour Law Advisory

    Practical guidance, documentation and applicable compliance support for labour Law Advisory.

10

Investment & Wealth Advisory

Investment planning and financial guidance only; no direct portfolio management or investment distribution.

  • 74

    Investment Planning and Financial Guidance

    Personalised advisory and guidance on investment Planning and Financial Guidance, aligned with your needs; no direct distribution services.

  • 75

    Mutual Fund and Investment Product Advisory

    Guidance on investment options, objectives and risk preferences; advisory only.

  • 76

    Portfolio and Wealth Management Guidance

    Guidance on portfolio considerations and wealth planning, not direct portfolio management.

  • 77

    Financial Goal Planning

    Personalised advisory and guidance on financial Goal Planning, aligned with your needs; no direct distribution services.

  • 78

    Real Estate Investment Advisory

    Personalised advisory and guidance on real Estate Investment Advisory, aligned with your needs; no direct distribution services.

  • 79

    Personal Financial Planning

    Personalised advisory and guidance on personal Financial Planning, aligned with your needs; no direct distribution services.

11

Insurance Advisory

Insurance planning and risk guidance only; no direct insurance distribution.

  • 80

    Life and Health Insurance Advisory

    Guidance on life and health protection needs and coverage considerations.

  • 81

    Business and Group Insurance Advisory

    Personalised advisory and guidance on business and Group Insurance Advisory, aligned with your needs; no direct distribution services.

  • 82

    Asset and Property Insurance Advisory

    Personalised advisory and guidance on asset and Property Insurance Advisory, aligned with your needs; no direct distribution services.

  • 83

    Insurance Planning

    Personalised advisory and guidance on insurance Planning, aligned with your needs; no direct distribution services.

  • 84

    Risk Assessment and Protection Planning

    Personalised advisory and guidance on risk Assessment and Protection Planning, aligned with your needs; no direct distribution services.

Industries & clients we serve

Advisory for every kind of client

Individual & Business Clients

  • Individuals
  • Startups and Entrepreneurs
  • Small and Medium Enterprises (SMEs)
  • Large Businesses and Corporate Organizations
  • Growing Enterprises

E-commerce & Online Marketplace Sellers

  • Amazon Sellers
  • Meesho Sellers
  • Flipkart Sellers
  • Other E-commerce and Online Marketplace Businesses

Institutional & Professional Clients

  • Bankers and Banking Professionals
  • Banks and Financial Institutions
  • Government Offices
  • Government-Related Institutions
  • Corporate Organizations
  • Trusts, NGOs & Non-Profit Organisations

Marketplace names are listed for reference only; FinWizard is not affiliated with or endorsed by Amazon, Meesho, Flipkart or any other platform.

Our professional expert network

A Strong Network of Trusted Financial & Legal Experts

“FinWizard has associated with financial experts who are the best in what they do.”

FinWizard has established professional associations with multiple experienced Chartered Accountants (CAs), Company Secretaries (CSs), Lawyers and Valuers, bringing together specialized expertise to serve diverse financial, legal and business requirements.

  • Multiple Chartered Accountants (CAs)
  • Company Secretaries (CSs)
  • Experienced Lawyers
  • Professional Valuers
  • SEBI-Registered Investment Advisors
  • Experienced Fund Managers
  • Other Financial and Industry Experts

These professionals are independent associates of FinWizard, not all employees. Regulated work is handled by the appropriately registered professional.

Our global service reach

Serving Clients Across All Continents Worldwide – Except Antarctica.

Clients in Asia, Europe, North America, South America, Africa and Australia / Oceania are served through remote consultations over phone, WhatsApp and video.

Physical offices

  • SolapurMaharashtra
  • PuneMaharashtra
  • NandedMaharashtra

Remote service coverage

  • Asia
  • Europe
  • North America
  • South America
  • Africa
  • Australia / Oceania
SOLAPUR

Service Scope Disclaimer. FinWizard Financial Services provides advisory, consultancy, documentation, filing, compliance support and facilitation services, as applicable. Statutory audits, regulated certifications, portfolio management, investment distribution and insurance distribution are not represented as direct services of FinWizard. Where regulated activities are required, they are subject to applicable registrations, authorisations and engagement with appropriately authorised professionals or entities.