My-Personal-CFO
My-Personal-CFO is a solution designed exclusively for High Networth Individuals (HNIs). HNI profiles includes Salaried Individuals, Self Employed persons & Professionals in practice.
We have adequate experience in expertly & efficiently managing the needs of
scores of HNI clients over many years now. We have observed that HNI profiles
are characterized by the following elements:
- Substantial levels of income.
- High demand on their time by their professional commitments.
- Low quantum of time available for fiscal life management.
- Fiscal life is complex and needs high level of organization & planning in order to be effectively managed.
- Failure to properly manage fiscal life could cause erosion in networth & pose serious risks arising out of non-compliance.
My-Personal-CFO aims at fulfilling HNI needs in the following areas:
- Accounting & Networth Assessment.
- Records Management.
- Reporting.
- Compliance.
- Transaction Advisory.
My-Personal-CFO allows our HNI clients to single-mindedly focus their energies on ascending greater peaks of professional accomplishments & enhancement of their wealth. My-Personal-CFO accords our HNI clients the luxury of managing their fiscal affairs on a remote control basis without the need for continuous, hands-on involvement.
My-Personal-CFO is characterized by the following features:
- Knowledge.
- Experience.
- Personalised approach.
- Convenience.
- Solutions approach.
We would consider it a privilege if you could give us an opportunity to be of service to you. We would be glad to interact with you & offer more insight into our services. Kindly intimate us about your interest by submitting the form below.