What is the product about?
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This product has been designed to help you track the movement of your finances on the basis of analysis of your income & expenditure. |
This product offers you the following features-
- Knowledge – provided by our team of specialists.
- Informative – get an insight into the manner in which your funds flow hither & thither.
- Convenience – use your personalized inbox for easy storage & retrieval of our analytical rep
- Versatility – relevant to all kinds of user profiles including salaried, investors, senior citizens, Self-Employed & Entrepreneurs.
- Confidentiality – your data will be treated with the utmost discretion.
- Reliability – trust us to serve you in a timely & satisfactory manner.
- Affordability – value-for-your-money proposition.
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How is this product to be used?
You will need to do the following
- Collate your bank & credit card statements for the quarter.
- Insert comments against income / expense items to enhance the accuracy & efficacy of our analysis.
- Send these documents to us by courier or in person for onward processing.
We will do the following
- Scrutiny of your documents.
- Analysis of your funds flow & generation of related reports.
- Deliver the reports for your review & response via e-mail (for each quarter) / in printed form (at the end of the year).
- Based on your response, deliver revised reports, if required.
What is the price of this product?
| For a Quarter (3 months) |
Begins at Rs. 1,750 per account. |
| For a Half-Year (6 months) |
Begins at Rs. 3,500 per account. |
| For a Year (12 months) |
Begins at Rs. 6,000 per account. |
How do you stand to benefit from this product?
- You can now actually know how various items of your income & expenses flow.
- You can use our analytical reports to prepare more meaningful personal budgets for the future.
- You can use our reports to compare actuals v/s budgeted for every item of income & expenditure.
- You can rationalize your expenses & get optimum results out of your savings & investments.
- You can get more out of your finances without having to increase your income level.
- You can be prepared for any tax scrutiny with our pre-audit analysis of your financial statements.
