ASHUTOSH FINANCIAL SERVICES PVT. LTD.

Transcription

1 ASHUTOSH FINANCIAL SERVICES PVT. LTD. A COMPLETE FINANCIAL SOLUTIONS ENTERPRISE R We are an ISO 9001:2008 certified company

2 R We are an ISO 9001:2008 certified company ASHUTOSH FINANCIAL SERVICES PVT. LTD. A COMPLETE FINANCIAL SOLUTIONS ENTERPRISE OUR DIVISONS & SERVICES Ashutosh Investment Advisory Connecting People with Investment Opportunities Fixed Income Equity Real Estate relationship@ashutoshfinserv.com Mobile: Mutual Funds Insurance + Pension Plans Bonds, Fixed Deposits Equities, Commodities, Currencies Portfolio Management Services Initial Public Offer (New Issue of Shares) Investment in Precious Metals Channel Partner : Godrej Garden City & Adani Shantigram - Ahmedabad Real Estate Portfolio Management Services (RE-PMS) Investment in REITs (Real Estate Investment Trusts) & InvITs (Infrastructure Investment Trust) Ashutosh Capital Advisors Arranging Finance for all your needs capital@ashutoshfinserv.com Mobile: Project Finance Business and Personal Loans Financial Restructuring Business Advisory Services Private Equity Funding Mergers and Acquisitions Kothari & Co. Income Tax & Allied Law Consultants lawserve@ashutoshfinserv.com Mobile: Income Tax Companies Act FEMA Trust Laws Inheritance Laws Ashutosh NRI Services One Stop Destination for all Financial & Taxation matters for NRI nris1@ashutoshfinserv.com Mobile:

3 R ABOUT US Ashutosh Financial Services Pvt. Ltd. is a professionally managed company established in the year The company was established as an extension of M/s. Kothari & Co, presently the Tax and Allied Laws Division of the company. Our Company is engaged in offering a wide range of services such as - Investment Advisory, Capital Advisory, NRI Services, Taxation and Allied Laws Advisory and Real Estate Advisory, which makes the company a Complete Financial Service Enterprise. The company is part of Ashutosh Group which is also actively involved in the manufacturing of Rubber Products since 1987, the flagship company in the Rubber Products business being Ashutosh Rubber Pvt. Ltd. ( Our company has a rich experience of more than 15 years in Financial Services and more than 50 years in the Taxation & Allied Laws field. The experience is backed by strong research, keeping in mind the regulatory framework and volatility in the finance and taxation environment. We have built our advisory practice on the foundation of trust, integrity and responsibility and hence we are always committed to exceeding the expectations of the clients. Client Loyalty is extremely important to us. We endeavour working with our clients over multiple years rather than focusing on one-off transaction. Irrespective of which service the client avails from us, we are committed to provide quality service over the long term and as a result of this, several of our client relationships are as old as a couple of generations. The company updates its clients and even non-clients, by issuing the publication under the name "Dhanvyavastha" on monthly basis. The company also arranges seminars and lectures on various topics of finance and taxation for the benefit of its' clients and public at large. One such event being the public lecture on the Union Budget every year organised by the company is addressed by the MD & CEO of the company. The leadership, vision, clarity of thought, dynamism, sound & pious intellect and a unique ability of building relationship has had a strong impact on the growth and fortunes of what is today "ASHUTOSH GROUP". The sharp business acumen of Mr. Rajesh D. Kothari and Mr. Daxesh D. Kothari has created a strong foundation for a long term growth and all this without any compromise on integrity, discipline, ethics, quality and moral values. Over the past 25 years the group has registered a rapid growth both in business and profitability. The goodwill and track record generated will itself propel further development of the company. It is a matter of pride and satisfaction that our high quality systems and processes in the operation of our company have been certified as ISO 9001:2008 compliant by the accredition agency TUV SUD South Asia. Our top management is composed of people of integrity, experience and dedication who are well qualified and capable of attending to the Investments, Tax and Financial Services needed in the present environment in our country and globally, in the best interests of the clients, as per the realities of the situation. VISION To be one of the best and most professional, one stop financial services shop by 2020, having presence in the entire Gujarati speaking region. MISSION Delivering qualitative and unbiased consultancy in all the spheres of financial services, so that the future peace and prosperity of the client is ensured. QUALITY POLICY We at Ashutosh Financial Services Pvt. Ltd. are committed to consistently provide Financial Services which satisfy our customer's requirement in respect of service quality and delivery by continuous improvement in methods, resources, employee's knowledge & skill and work environment. 3

4 MANAGEMENT TEAM 1. Late Dinesh B. Kothari - Founder and Mentor of the company The founder of the Group and Tax & Allied Laws Advisory Services firm M/s. Kothari & Co, was a leading professional in the field. He studied M.Com from M.S. University of Baroda and had been an active member of Lions Club International. 2. Mr. Daxesh D. Kothari - Managing Director & CEO He has studied B.Com, LL.B and specializes in the field of Income & Inheritance Tax, Companies Act, FEMA, Trust Laws and Estate Planning. He has deep knowledge & understanding about Investments and Financial Services. He is involved with a number of professional organizations. He possesses wide knowledge & experience on technical, legal & operational aspect of Real Estate as well. He has attended number of seminars & conferences on this subject and has enriched and sharpened his knowledge. He regularly addresses different professional bodies and groups on subjects relating to Investments, Direct Taxes and Financial Services. He also addresses public meetings and seminars on Macro Economic issues including the Union Budget. He is a Trustee to Charitable Trusts and has been involved with a number of service projects of Rotary Club. He is a Rotary Paul Harris Fellow of Rotary International. He is the Editor of an informative newsletter Dhanvyavastha published by our company every month. This informative newsletter aims at making the society not just financially literate but financially savvy. He has represented a Mutual Fund as an Industry Expert in a programme on ET Now TV Channel named SWATANTRA, which is the biggest investor education initiative of our country. We all know that ET Now is the most watched Business News Television Channel in India. He has interacted with Gujarati Society of Central Florida Orlando & Bhartiya Samaj of Central Florida, USA on the subjects of Taxation & Compliance for US based NRI's in respect of their Indian incomes and complete solution on investment in all asset classes in India. 3. Mr. Rajesh D. Kothari - Director He is an Industrialist having studied B.E. Mechanical, M.E. Production Technology in M.S. University of Baroda and is a Diploma in Rubber Technology conducted by IIT Khadagpur. He is leading Rubber Technologist and has attended number of Seminars and Conferences on the subject. He is a Trustee to Charitable Trusts and is the Past President of Rotary & Past Assistant District Governor of Rotary International District He is a Rotary Paul Harris Fellow of Rotary International and the past president Gujarat Rubber Manufacturers Association. 4. Mrs. Bindi D. Kothari - Head of Department - Research & Analysis She is a Commerce Graduate who looks after the Research & Analysis part of the organization and keeps the organisation updated on the emerging investment trends. She has a very rich experience and expertise in analysis of Investment products. INFRASTRUCTURE We have state of the art infrastructure office in the middle of the Rajkot city spread across 4000 sq. ft. area consisting of separate offices for our various divisions, Meeting Rooms, Conference Room, Library Room, Pantry, Record Room and area for general support services departments like Research and Analysis, Finance, Integrated Management System, Human Resources Department, Technology, General Administration, Electronic Surveillance and Business Development & Publicity. The Company has started regional office in emerging metropolitan city of Ahmedabad to reach out our clients. All of our divisions operate on dedicated softwares suitable for their line of activity. Different divisions of the company are connected with Local Area Network (LAN) for seamless exchange of data and information. Our office is under round the clock Electronic Surveillance System which is regularly monitored 4

5 R Our company maintains a rich library of books and is a subscriber to latest journals in hard copy and based newsletter on Finance and Taxation keeping the personnel in the company updated about the latest developments in the world of Finance and Taxation. Our company website and Mobile Application (App.) Ashutosh Finserv gives an overview of the happening in the world of finance and also client user interface. Our in house I.T. system efficiently manages data centralization/integration, backing up data and securing confidential data of clients through domain control environment and monitoring website & usage of reports on day to day basis. MD & CEO CHAMBER - RAJKOT OFFICE LIBRARY - RAJKOT OFFICE CONFERENCE ROOM - RAJKOT OFFICE MEETING ROOM - RAJKOT OFFICE RECEPTION - AHMEDABAD OFFICE 5 BACK OFFICE - RAJKOT OFFICE BACK OFFICE - RAJKOT OFFICE 5

6 OUR CLIENTS We are serving a large client base of more than 1500 clients including more than 100 Non Resident Indians (NRIs). The entities and people we serve include Pharmaceutical Companies, Construction Companies, Medical Practitioners, even to others in Financial Advisory business, Marine Engineers, Realtors, Foundry Businesses, Software Engineers, Media Professionals, Foreign Government Servants, Jewellers, Royal families of erstwhile Princely states an endless list. Our clients are from places across the country and also beyond the Geographical boundries of the country including countries like Australia, Africa, Canada, New Zealand, Portugal, Sri Lanka, Switzerland, Nepal, U.S.A., U.K., U.A.E., etc. OUR WEBSITE AND MOBILE APPLICATION 1. General Facilities: 4Financial updates on Equity, IPO, Mutual Fund 4Global Financial updates 4Forex Rates 4National & International Stock Indicies 4NAV of Mutual Funds 4All required forms for Investment and Taxation, including Forms for NRI laws 4Facility to check PAN status and KYC status directly from our site 2. Knowledge centre for: 4NRI's 4Insurance 4Mutual Fund 4"Dhanvyavastha" - Our Company Monthly News Letter 4Articles 4Company Presentations 3. Online investment in Indian Mutual Funds through our Website 4. Financial calculators for: 4EMIs 4SIPs 4Retirement 5. Detailed report 4Viewing personal portfolio 4Portfolio asset allocation & diversification 4SIP status 4Account Statement 4Goal status 6. Through Information on Taxation: 4Tax Slab Rates 4Tax Calculator 4Tax Calendar 4PAN Application Form 4PAN / TAN Application Status 4TAN Application Form 4TDS / TCS Rates 4Cost Inflation Index 4Historical Gold / Silver Rates 4Investment returns 4Other financial goals 4Analysis reports w Absolute return w CAGR w Benchmark comparision w Networth w Holding 4Challan Correction Mechanism 4Income Tax Department 4e-Payment 4Union Budget 4Circulars 4Notification 4Income Tax Acts Income Tax Act 4Income Tax Rules AWARDS & ACCOLADES 6

7 LARGE SCALE CLIENT EDUCATION INITIATIVE Presentation on Current Financial Topics Presentation for NRIs at Ahmedabad Daxesh Kothari - MD & CEO with Senator Mr. Bill Nelson during interactions with NRI's in USA Daxesh Kothari - MD & CEO on National T.V. Channel `E T NOW' advising about Investment Funda during program `SWATANTRA'.

8 RAJKOT OFFICE AHMEDABAD OFFICE RAJKOT OFFICE ASHUTOSH FINANCIAL SERVICES PVT. LTD. A COMPLETE FINANCIAL SOLUTIONS ENTERPRISE Corporate & Correspondence Office : Sterling Apts., Near Jubilee Baug Chowk, Jawahar Road, RAJKOT GUJARAT, INDIA. Phone: , info@ashutoshfinserv.com Ahmedabad Office: 903-B, Synergy Tower, Corporate Road, Behind YMCA Club, Prahladnagar, AHMEDABAD GUJARAT, INDIA. Phone: info.abad@ashutoshfinserv.com ashutoshfinserv ashutoshfinserv