360 Degree Tax Services ! Let US do your TAX, While You RELAX !!!

1. Exclusive Corporate Offer
Confidential - 2010

2. 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

3. 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 ….

4. 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

5. 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

6. 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.

7. 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

8. Archive management & Updates
Archive management for tax
related documents. Physical &
online.
Rs 40
Regular updates on tax law
changes & their implications.
NIL charges.

9. 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

10. 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)

11. CORPORATE PROPOSAL
DETAILS

12. 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

13. 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/-

14. 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)

15. 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

16. 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.

17. 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.

18. 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.

19. 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.