Financial Advisory & Wealth Planning
Strategic capital planning, business valuation, project reports for bank financing, working capital optimization, and tax-efficient investment advisory.
What is Included in Our Service
At Bhavik Nathwani & Associates, every assignment is handled directly by experienced Chartered Accountants with strict adherence to statutory timelines and zero-error protocols.
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CMA Data & Bank Project Reports Preparation of Credit Monitoring Arrangement (CMA) reports for CC limits, term loans, and working capital.
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Independent Business Valuation DCF, NAV, and market-multiple valuation reports for fund raising, angel investments, or M&A.
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Working Capital & Cash Flow Modeling Optimization of inventory cycles, receivables, and debt-equity structuring to reduce borrowing costs.
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Estate & Family Trust Advisory Tax-shielded succession planning, private family trusts, and wealth preservation frameworks.
Documents Required Checklist
To ensure quick execution within 3 - 5 Days, please have the following documents ready when initiating your service:
Audited balance sheets, profit & loss statements, and tax audit reports.
Quotations for plant, machinery, civil work, or working capital requirements.
Outstanding debts, interest terms, and collateral mortgage details.
Our 4-Step Workflow
A structured, transparent, and completely paperless execution process designed for maximum client convenience:
Share Documents
Upload your scanned documents via our secure encrypted portal or WhatsApp/Email.
CA Review & Computation
Our Chartered Accountant reviews records, prepares computation, and cross-checks with AIS/26AS.
Draft Approval
We share the draft tax computation or return preview for your review and approval.
Submission & Acknowledgement
Final filing on government portal, followed by instant delivery of formal ITR-V or challan receipt.