Exclusive Corporate Offer

Confidential - 2010

Tax Assist – Your welfare consultant

360 Degree Tax Consultancy

24/7 Helpline (365 Days a Year)

Multi-city Branches

100% professional

Qualified multi-disciplinary consultants

Web enabled

One stop financial consultant

360 Degree Tax Assistance

PAN card assistance Accounting services

Tax refund assistance Income Tax return filing

Authority representation Archive management

Valuation / FOREX Loan assistance

Investment assistance Equity/Commodity trading

Many more services ….

Express Filing

EXPRESS IT Return Filing

in 3 easy steps

1. Submission

2. Confirmation

3. Acknowledgement

Submit documents physically or on the website or through e-mail. Whichever way you please.

Rs 350

Services for Senior Management

Exclusive premium package for senior management.

1. 360 Degree tax assistance

2. Accounting services

3. Priority processing

4. Professional consultancy

5. Archive management

6. Door-step service

7. Family tax consultant

8. Many others ……

Rs 1000 to Rs 20000

Service Desks & Help-line

Service Desk at your premises as per your requirement. Absolutely no charges.

May to July – for Income Tax returns

September to March – Tax saving investment

Dedicated Help-line for Tax related &

financial queries, all through the year.

Absolutely free.

Training programme

A crisp 1 hr training programme on personal taxation & personal finance, largely for junior & middle level employees.

Minimum 25 employees per session.

Rs 250

Archive management & Updates

Archive management for tax related documents. Physical & online.

Rs 40

Regular updates on tax law changes & their implications.

NIL charges.

Investment Services @ Preferential rates

Equity / Commodity / Currency / Derivative Trading

Insurance (Life/Vehicle/Medical) – All Companies

Infrastructure Bonds (for tax benefit)

Corporate/Company Deposits (PSU’s & Private Companies)

Mutual Funds

PPF / MIS / NSC / KVP & Others

Loans & Other Services – Preferential rates

Loans – Vehicle / Housing / Property / Commercial & Others

FOREX (Foreign Exchange)

Valuation (Jewelry / Real Estate)

Financial Planning

Certifications (Power of Attorney / Gift Deed / Tax Clearance / Etc)

CORPORATE PROPOSAL DETAILS

Proposed services for employees

Employee IT Return filing

1. Collection & assimilation of documents

2. Computation of tax & return filing

3. Acknowledgement

Service desk for returns (May to July)

Service desk for tax saving investments (September to March)

Principles of Taxation – 1hr training on personal tax & finance

Archive management for tax related documents

Dedicated help-line for tax & financial queries

Value added premium services for senior management

Updates on changing laws & their implication

PAN Card application assistance for new employees

Exclusive offer for employees for 2010-11

Employee IT Return Rs 350/-

Service desk for returns Free

(between May to July)

Service desk for tax saving investments Free

(between September to March)

Principles of Taxation Rs 250/-

(1hr training on personal tax & finance)

Archive management Rs 40/-

Exclusive offer for employees for 2010-11

Dedicated help-line Free

Value added premium services Rs 1000/- to

(for senior management) Rs 20000

Updates on changing laws Free

& their implication (for senior management)

PAN Card application Rs 250/-

(assistance for new employees)

Exclusive offer for employees for 2010-11

Loans Exclusive preferential rates

FOREX Exclusive preferential rates

Valuation Exclusive preferential rates

Wealth management Exclusive preferential rates

Gold, Private placement, bonds, Exclusive preferential rates

Corporate relations manager Dedicated

PPF, PO Saving schemes, monthly

income schemes, NSC, KVP, LIC, etc

Important salient features of the offer

This offer is absolutely exclusive for your employees.

For the convenience of your employees, they can submit documents on the website, on email or submit physically to our representatives at your premises or our offices.

Keeping in mind the mobility of employees, all your employees will have access to all our branches & representatives across the country.

Service desks at your premises at pre-specified mutually agreed on dates for specific periods, will be provided for resolving tax & financial queries on an one-to-one basis for your employees assisting them to take better financial decisions.

The training programme is a crisp 1 hour training on the basics of personal taxation & finance for your employees which will be conducted at your premises with your permission.

Important salient features of the offer

Archive management will be done for tax related documents submitted to us for employees who opt for it, hence providing the option to employees for availing the facility.

The dedicated help-line will assist your employees resolve tax & financial queries from independent un-biased professionals providing the right solution to suit your employees specific requirements.

We will provide the priority package for the senior management, with exclusive priority & personalized services which will include 360 degree tax planning including accounting.

We will provide regular updates on tax laws & personal finance for senior management, affecting individuals with an analysis of their implications to assist employees take more informed decisions for their financial security.

We will collect the PAN card applications for new employees from your office itself hence not wasting the important time of your new employees.

Important salient features of the offer

Exclusive preferential loan & loan processing rates will be provided to your employees through the tie-ups that we have with various banks & financial organizations providing your employees good service at low costs.

Best preferential rates will be provided for FOREX & a door step service will be provided either at your office or as per employees requirements.

The online wealth management solution will include mutual funds tracking, equity/derivative/commodity trading through NSE, BSE, etc hence your employees will be able to track their investments effectively & wealth for AUM will include debt & equity through FinPro our sister concern.

We will provide absolutely structured exclusive wealth options for your employees from time to time in terms of products or services at one of the best rates in the industry.

A one-point contact Corporate Relations Manager will look after all your requirements on a day-to-day basis.

Requirements for corporate offer

This offer is valid for year financial year 2010-11.

This offer is ONLY for your employees.

IT Returns filing prices is for a minimum commitment for a number of employees.

Training is for minimum 30 employees per batch at your premises.

Archive management prices is for a minimum commitment for a number of employees.

Wealth management service charges are for a minimum corpus and above. Lower corpuses will be charged depending on services.

All prices are for individuals on an individual basis for income other than business income.

Few services are city specific & may change as per the organizations requirements.

Others.

Thank you.