Finance Services by CA Minakshi Goyal

At CA Minakshi Goyal, we offer a comprehensive suite of finance services tailored to meet the diverse needs of businesses and individuals. Whether you’re seeking financial advice, need assistance with loans, or require help with financial management, our experienced team is here to guide you through every financial aspect of your journey. Our goal is to ensure that your finances are structured optimally for success, growth, and compliance.

Our Finance Services Include:

1. Business Loans and Funding Assistance

• Types of Loans: Working capital loans, term loans, equipment financing, MSME loans, business expansion loans, etc.
• Loan Process Assistance: We assist with preparing loan applications, documents, and proposals to increase the likelihood of approval.
• Government Schemes: We help you access various government schemes like the PMEGP (Prime Minister’s Employment Generation Programme), MUDRA loans, and CGTMSE (Credit Guarantee Fund Trust for Micro and Small Enterprises).

2. Tax Advisory and Planning

• Tax Optimization: Our experts assist in planning taxes to minimize liabilities while ensuring full compliance with tax laws.
• Corporate Tax Advisory: We offer advice on various tax-saving strategies, helping businesses with GST, income tax, and other taxation matters.
• Personal Tax Planning: For individuals, we provide guidance on investment planning, deductions, exemptions, and other tax-saving opportunities.

3. Financial Statements & Reporting

• Balance Sheet Preparation: We prepare accurate balance sheets, ensuring your financial health is easily understood by stakeholders.
• Profit and Loss Statement: We help prepare and analyze profit and loss statements, which provide insight into the profitability of your business.
• Cash Flow Analysis: Understanding your cash flow is crucial for business decisions. We assist in tracking, forecasting, and managing your cash flow.

4. Investment Advice & Portfolio Management

• Investment Planning: We provide personalized investment strategies, including real estate, stocks, mutual funds, fixed deposits, and more.
• Wealth Management: Our team helps you manage and grow your wealth with tailored investment strategies that align with your financial goals.
• Portfolio Diversification: We guide you in diversifying your investments to minimize risks and maximize returns.

5. Budgeting & Financial Forecasting

• Business Budgeting: We help businesses create practical budgets that align with their growth objectives and financial goals.
• Financial Projections: We provide forecasts for business planning, helping you make informed decisions based on future financial expectations.

6. Financial Audit Services

• Internal Audits: We conduct comprehensive internal audits to assess the financial health of your business and ensure compliance with legal standards.
• External Audits: For independent verification of financial statements, we provide external audit services to ensure transparency and accuracy.
• Audit Reports: We provide detailed audit reports that offer insights into your company’s financial operations, identifying areas for improvement.

7. Financial Consultation for Business Expansion

• Capital Structuring: We help businesses determine the optimal capital structure to ensure long-term sustainability and growth.
• Mergers & Acquisitions (M&A): Our team assists with mergers, acquisitions, joint ventures, and restructuring, offering detailed financial analysis and guidance through the transaction process.
• Exit Strategies: We help businesses plan for exit strategies, whether through sales, mergers, or public offerings.

8. Government Subsidy & Schemes

• Eligibility Analysis: We help businesses analyze eligibility for various government subsidies and schemes, such as PMFME, cold storage, and fishery subsidies.
• Subsidy Application Assistance: Our team provides end-to-end assistance in applying for government subsidies and grants, ensuring compliance with all regulations.

9. Debt Management Services

• Debt Restructuring: We offer debt restructuring services to companies facing financial difficulties, allowing businesses to repay outstanding debts without compromising operations.
• Loan Recovery: We provide strategies for loan recovery, including negotiation with creditors and restructuring repayment plans.

10. Insurance Advisory

• Insurance Planning: We offer personalized insurance advisory services to businesses and individuals, helping you select the right policies for health, life, and business needs.
• Corporate Insurance: We help businesses design insurance solutions to cover employees, assets, and liabilities.
• Risk Management: We provide guidance on mitigating financial risks through insurance policies and other protective measures.

Why Choose CA Minakshi Goyal for Finance Services?

1. Expert Guidance: Our experienced team offers in-depth knowledge of finance, ensuring you make informed decisions that benefit your business and personal wealth.
2. Customized Solutions: We tailor our services to meet your unique financial needs, whether you’re an individual or a business owner.
3. Timely Services: We value your time and provide prompt services, ensuring your financial planning, loans, and advisory needs are met in a timely manner.
4. Comprehensive Support: From business loans to tax planning and investment strategies, we provide complete financial support for your growth.
5. Cost-Effective: Our services are designed to be affordable, helping businesses and individuals save money while optimizing their finances.

Start Managing Your Finances with Confidence

Whether you need assistance with business financing, tax planning, audits, or investment management, CA Minakshi Goyal is here to provide the expertise and support you need. Our team offers personalized services that help you achieve your financial goals with efficiency and compliance.

Contact us today to discuss your financial needs and get started with expert guidance!