Reference & Guide

1. Accounts
   • Books of Record [Ledgers, Vouchers, etc]
   • Profit & Loss Tabulation
   • Balance Sheet Tabulation
   • Reconciliation Statement
2. Audits
   • Statutory Compliance
   • Planning and Risk-Assessment
   • Internal controls testing
   • Substantive procedures
   • Finalization & Advisory
3. Insurance
• Life Insurance
• Claim Settlements
• New Policies
  • Term Plans - Protection Only
  • Simple Term Plan
  • Special Term Plan
  • Credit Guardian Plan
  • Special Credit Guardian Plan
  • Saving & Investment Plans
  • Smart Maturity Benefit Plan
  • Simple Endowment Plan
  • Super Endowment Plan
  • Guaranteed Money Back Plan
  • Money Multiplier Plan
  • Cash Flow Plan
  • Super Five Plus
  • Whole Life plan
  • Connect 2 Life plan
  • Unit Linked Plans
  • Guaranteed Maturity Insurance Plan
  • Classic Plan - II
  • Classic Plan – Limited Premium
  • Pay Five Plan
  • Classic Plan
  • Child Plan
  • Health Plans
  • Care for You Plan
  • Easy Care Fixed Benefit Plan
  • Care For You Advantage Plan
  • Retirement Plans
  • Smart Pension Plan
  • Immediate Annuity Plan
  • Employers Liability Solutions
  • Traditional Group Superannuation Plan
  • Group Leave Encashment Plus Plan
  • Traditional Group Assure Employee Benefits Plan
  • Group Gratuity Plus Plan
  • Employee Protection Plans
  • Group Term Assurance Plan
  • Group Term Assurance Plan - EDLI
• Value Additions
  • Accidental Death - Benefit Rider
  • Total Permanent Disability Rider
  • Critical Illness Rider
4. Investments
   Why, how much, into what, and exactly where? *[find the answers, here]
   

   • Liquid Assets *What are Liquid Assets?
     • Equity [Volatile] Market
     • Financial Planning for Future
     • Easy & Fool-proof Retirement Solutions
   • Fixed Assets *What are Fixed Assets?
     • Real-Estate - Your Living Space on Earth!
     • Gold - Women's best friend!? Facts exposed!
     • Easy Retirement Solutions
5. Taxation
   • Commercial Tax [Sales/Trading]
     • Karnataka ValueAddedTax [KVAT]
       • Office Liasioning
       • New Registrations
       • Returns Filing
       • Record Maintenance
     • Central Sales Tax
       • Office Liasioning
       • New Registrations
       • Returns Filing
       • Record Maintenance
   • Income Tax
     • Returns Filing
       • Choose your ITR Form
       • ITR1 - for Individuals or HUFs - Income from Salary + Other Sources, but not from Lottery or Horse-Race or Business or Profession.
       • ITR2 - for Individuals or HUFs - Income as all in ITR1 + also from Lottery or Horse-Race, but NOT from Partnership or Proprietorship or Business or Profession.
       • ITR3 - for Individuals or HUFs - Income as all in ITR2 + Partnership, but NOT from Proprietorship.
       • ITR4 - for Individuals or HUFs - Income as all in ITR3 + from Proprietorship.
       • Refer: Why four different ITR forms for Individual or HUF?
       • ITR5 - Firm or AOP or BOI or LLP
       • ITR6 - For Companies
       • ITR7 - For persons including Companies who are applicable filing Income under,
       • Sec.139(4A) -- Trust, or/and
       • Sec 139(4B) -- Political parties, or/and
       • Sec.139(4C) -- Scientific Research, or/and
       • Sec.139(4D) -- University and Educational Institutions
       • Standard Deductions
     • Balance Sheet
     • Income & Expenditure
     • Profit & Loss Statement
     • Computation of Income
     • Records Maintenance
   • Other Direct Tax
   • Expenditure Tax
   • Gift Tax
   • Interest Tax
   • Wealth Tax
   • Service Tax
   • Office Liasioning
   • New Registrations
   • Filing Returns
   • Record Maintenance