The rapid changes taking place in the financial markets have forced the financial companies to search for professional financial services in order to keep on to their growth and profitability. Along with this, the recession in the global economy has taken a toll on the economy of India and pressurised the margins on the one hand and the sustainability of the financial companies on the other. Therefore the financial companies need to maintain strong business models to ensure the quality of management. The finance sector is presently at the point of intonation that undergoes several regulatory and reporting changes. One of the significant challenges is moving to new solutions and services and adoption of regulations based on leverage and liquidity. At SPD Consulting Pvt Ltd, we make your financial journey free from hassles and focus on the following.
- We offer financial services to clients ranging across different industry verticals due to our extensive experience as financial advisor in the capital market and robust investor institutional relationships.
- The advices we offer allow the clients to reach their business growth and objectives seamlessly.
- We have extensive experience of facilitating the business of our clients by assisting them in managing mid-sized and large transactions.
- Our aim is to focus on client relationships and improve our technical, business and management knowledge to make the financial services more reliable in the long run.
Check the wide range of financial services we provide to our esteemed clients.
- Risk profiling & Asset Allocation
- Goal based investment plans
- Dedicated Service and support
- Paperless trade
- Tax saving investment advice
- Fund selection based on algorithm
- Customised financial planning report
- Dedicated Financial Planning Manager
- Periodic portfolio review and rebalancing
Our financial advisory services include the following
Decision on insurance
Every organisation should understand the significance of insurance, especially those handling the hazardous tasks and aim for the best insurance solutions that allow them to stay safe and our experts will help you with the advice you require for choosing the right insurance solutions.
Tax
For every company, managing the tax issues cause is stressful, but we help you with the right planning of taxes to resolve the activities and operations of the organisation.
Bonds and stocks
Organisations fail to take decisions regarding management of bonds and stocks but we help them decide about bonds and stocks.
With us, you can get personalised advice regarding investments, expenses, taxes, and insurance.