India's very own Personal Tax Brand
Making our knowledge work for you.
Thursday, July 25, 2024
Telephone No.  +91 - 89286 24002


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.


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