Phone: +91 98206 12806     Email: business@wealthcafe.biz

Financial Advisory

Management and Financial Consultants


QUICKBOOKS ONLINE
Are you tired of the inefficiencies of your old accounting software/accountant and looking for a ProAdvisor to help you maintain your Accounts in Quickbooks Online?
SME FOCUS
Are you a Small and Medium Enterprise (SME) looking to improve the Management of your Accounts and Finance and need strong systems to move to the next stage of growth?
TRUSTED ADVISOR
Are you looking for a Trusted Advisor for your business who can guide through the ever changing business environment and works with you like your business Partner?

Budgeting – Well set Budgets are the lifeline for businesses. A well set Budget gives the business a goal post to work towards.

Even more important is keeping a track of Actual Performance of the company versus the set Budgets so that corrective action can be taken well in time.

Our real time Budget Versus Actual tracker helps businesses stay on top of their finances and be proactive in decision making.

Treasury Management – Through proper management of inflows and outflows, a business can realize tangible gains.

We manage your short-to-medium term surplus funds through investments in appropriate instruments which directly adds to the bottom lines.

Use of Mutual Funds as a part of Treasury Management of a business can offer superior returns compared to Fixed Deposits. Additionally, Mutual Funds continue to be tax efficient as they don’t attract TDS provisions and can qualify for Long Term Capital Gains.

Business Plan – Doing business without a target is like embarking on a journey without knowing the destination. A Business Plan helps you cystalise all your plans, thoughts, ideas and put numbers to them. Having a business plan made before you embark on your entrepreneurial journey heals you take corrective action well in advance.

And when a business is started with funds raised from Banks or from Investors, a Business Plan is indispensable.

Over time, we have become Business Plan specialists. We do not believe in template based Business Plans and make plans which are business and entrepreneur specific.