Management Services

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Overview

Advent of technology has brought about multi-faceted changes in the way businesses operate. Today, when business complexities are mounting, our consultants do that handholding to facilitate decision making for you. With an advisory on the most critical business issues, we believe that our management consultation will be more than just a service to you.

Includes

Internal audits are essential for identifying risks, improving operational efficiency, and ensuring compliance with regulations. Our internal audit services provide an in-depth review of your business processes, financial controls, and risk management frameworks. We deliver actionable recommendations to enhance governance and operational performance.

Management Information System (MIS) reporting provides businesses with critical insights for decision-making. We design customized MIS reports that highlight key performance indicators, financial trends, and operational metrics. Our reports are tailored to your business needs, enabling strategic planning and informed decisions.

Due diligence is a crucial process for mergers, acquisitions, and investments. Our team conducts comprehensive financial, legal, and operational due diligence to assess risks and uncover opportunities. We provide clear and reliable insights to help you make informed decisions and safeguard your interests.

Understanding customer profitability helps businesses optimize pricing, marketing, and resource allocation. Our analysis identifies high-value customers, evaluates profitability across segments, and suggests strategies to improve customer-centric profitability. This enables your business to maximize returns and strengthen customer relationships.

Transaction advisory services assist businesses in navigating complex financial transactions such as mergers, acquisitions, divestitures, and restructuring. We offer strategic advice, financial modeling, valuation, and negotiation support to ensure successful transactions. Our expertise ensures value creation and risk mitigation.

A well-prepared project report is essential for securing bank finance and evaluating project feasibility. We create detailed project reports, including financial projections, risk assessments, and funding requirements, to help you secure the necessary financing. Our services support your growth and expansion plans.

Effective wealth management ensures financial security and growth. We provide personalized wealth management services, including investment planning, portfolio diversification, tax-efficient strategies, and retirement planning. Our approach aligns your financial goals with long-term wealth creation.

Succession planning ensures the smooth transfer of leadership and business continuity. We help businesses design and implement comprehensive succession plans that address ownership transitions, talent development, and contingency planning. Our services ensure a seamless transition while safeguarding your business legacy.

A Virtual CFO provides strategic financial guidance without the need for a full-time CFO. Our Virtual CFO services include financial planning, cash flow management, budgeting, and compliance oversight. We act as your trusted financial advisor, enabling cost-effective and efficient financial management.

Includes

Internal Audit Services

Internal audits are essential for identifying risks, improving operational efficiency, and ensuring compliance with regulations. Our internal audit services provide an in-depth review of your business processes, financial controls, and risk management frameworks. We deliver actionable recommendations to enhance governance and operational performance.

MIS Reporting

Management Information System (MIS) reporting provides businesses with critical insights for decision-making. We design customized MIS reports that highlight key performance indicators, financial trends, and operational metrics. Our reports are tailored to your business needs, enabling strategic planning and informed decisions.

Due Diligence

Due diligence is a crucial process for mergers, acquisitions, and investments. Our team conducts comprehensive financial, legal, and operational due diligence to assess risks and uncover opportunities. We provide clear and reliable insights to help you make informed decisions and safeguard your interests.

Customer Profitability Analysis

Understanding customer profitability helps businesses optimize pricing, marketing, and resource allocation. Our analysis identifies high-value customers, evaluates profitability across segments, and suggests strategies to improve customer-centric profitability. This enables your business to maximize returns and strengthen customer relationships.

Transaction Advisory Services

Transaction advisory services assist businesses in navigating complex financial transactions such as mergers, acquisitions, divestitures, and restructuring. We offer strategic advice, financial modeling, valuation, and negotiation support to ensure successful transactions. Our expertise ensures value creation and risk mitigation.

Project Report & Bank Finance

A well-prepared project report is essential for securing bank finance and evaluating project feasibility. We create detailed project reports, including financial projections, risk assessments, and funding requirements, to help you secure the necessary financing. Our services support your growth and expansion plans.

Wealth Management

Effective wealth management ensures financial security and growth. We provide personalized wealth management services, including investment planning, portfolio diversification, tax-efficient strategies, and retirement planning. Our approach aligns your financial goals with long-term wealth creation.

Succession Planning

Succession planning ensures the smooth transfer of leadership and business continuity. We help businesses design and implement comprehensive succession plans that address ownership transitions, talent development, and contingency planning. Our services ensure a seamless transition while safeguarding your business legacy.

Virtual CFO

A Virtual CFO provides strategic financial guidance without the need for a full-time CFO. Our Virtual CFO services include financial planning, cash flow management, budgeting, and compliance oversight. We act as your trusted financial advisor, enabling cost-effective and efficient financial management.

Includes

01

Internal Audit Services

Conducting internal audits to improve operational efficiency and control.


02

MIS Reporting

Generating insightful Management Information System reports for decision-making.

03

Due Diligence

Comprehensive due diligence for mergers, acquisitions, and investments.

04

Customer Profitability Analysis

Analyzing customer data to maximize profitability.

05

Transaction Advisory Services

Expert guidance on business transactions, restructuring, and deal negotiations.

Overview

Business entities are the vehicle to transform your exciting business ideas into reality. Our expert consultants are at your assistance to help you with the right choice of entity type.

May it be a company, LLP, strategic partnership, association or nonprofit organization, we at Khare Deshmukh & Co. serve best to make the entire incorporation process hassle-free and seamless.

Listening to your business needs

You tell us where you want to improve, the goals you want to reach and the results you’re looking to achieve and we deliver quality IT services for your enterprise.

Solutions tailored to your needs

You can propel your business forward: we deliver enterprise IT services through leadership, technology and solutions across business applications, data insights, cloud advancement and Cybersecurity.

Align tactics with objectives

We develop a technology roadmap that is aligned with your objectives. As your IT partner, we consult with your enterprise to align our technology services with your business needs.

Deliver measurable results

We raise the bar on IT consulting service by always measuring, reporting and improving along the way. With our technology consulting service, your business can focus its operational efforts on its critical business goals.

Other Services

We Offer to Our Clients

Audit is one of our core services. The reverse green tick on your accounting records is to give you reasonable assurance that your financial statements are free from material misstatement. 

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Accounting is synonymous to postmortem, they say. Yes, it is, in the world of business, as all financial transactions are recorded after their completion. 

Businesses often face challenges with frequent reforms of taxation systems. Our taxation consultants provide thorough guidance and effective solutions, adding value to your planning of direct and indirect taxes.

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Advent of technology has brought about multi-faceted changes in the way businesses operate. Today, when business complexities are mounting, our consultants do that handholding to facilitate decision making for you.

Will

Advisory on drafting wills for efficient estate planning.

Valuation

Valuation services for businesses, assets, and financial instruments.

 
Our Services

Services we offer to our clients

As independent wealth planners, we can work with you in a clear, transparent partnership, and offer you objective, comprehensive advice.

No matter how complex your finances or personal situation, we have the expertise and market-leading tools at our disposal to provide you with sophisticated and forward-thinking advice, tailored precisely to your needs.

Your personal wealth adviser will consider your finances as a whole to ensure your plans, savings and investments are working hard, and harmoniously together, to achieve your objectives.

Why is this service important?

Investment management

Our expert Investment Managers can run a personalised investment portfolio on your behalf or support you in making your own investment decisions.

Personal wealth planning:

Our independent Wealth Planners can help manage all aspects of your finances and investments meet your financial goals now and in later life.

Protect yourself from fraud:

We are aware that fraudsters are using the Canaccord Genuity name,some of the measures you can take to protect you and your money from fraud.

As independent wealth planners, we can work with you in a clear, transparent partnership, and offer you objective, comprehensive advice.

No matter how complex your finances or personal situation, we have the expertise and market-leading tools at our disposal to provide you with sophisticated and forward-thinking advice, tailored precisely to your needs.

Your personal wealth adviser will consider your finances as a whole to ensure your plans, savings and investments are working hard, and harmoniously together, to achieve your objectives.

Why is this service important?

Investment management

Our expert Investment Managers can run a personalised investment portfolio on your behalf or support you in making your own investment decisions.

Personal wealth planning:

Our independent Wealth Planners can help manage all aspects of your finances and investments meet your financial goals now and in later life.

Protect yourself from fraud:

We are aware that fraudsters are using the Canaccord Genuity name,some of the measures you can take to protect you and your money from fraud.

As independent wealth planners, we can work with you in a clear, transparent partnership, and offer you objective, comprehensive advice.

No matter how complex your finances or personal situation, we have the expertise and market-leading tools at our disposal to provide you with sophisticated and forward-thinking advice, tailored precisely to your needs.

Your personal wealth adviser will consider your finances as a whole to ensure your plans, savings and investments are working hard, and harmoniously together, to achieve your objectives.

Why is this service important?

Investment management

Our expert Investment Managers can run a personalised investment portfolio on your behalf or support you in making your own investment decisions.

Personal wealth planning:

Our independent Wealth Planners can help manage all aspects of your finances and investments meet your financial goals now and in later life.

Protect yourself from fraud:

We are aware that fraudsters are using the Canaccord Genuity name,some of the measures you can take to protect you and your money from fraud.

As independent wealth planners, we can work with you in a clear, transparent partnership, and offer you objective, comprehensive advice.

No matter how complex your finances or personal situation, we have the expertise and market-leading tools at our disposal to provide you with sophisticated and forward-thinking advice, tailored precisely to your needs.

Your personal wealth adviser will consider your finances as a whole to ensure your plans, savings and investments are working hard, and harmoniously together, to achieve your objectives.

Why is this service important?

Investment management

Our expert Investment Managers can run a personalised investment portfolio on your behalf or support you in making your own investment decisions.

Personal wealth planning:

Our independent Wealth Planners can help manage all aspects of your finances and investments meet your financial goals now and in later life.

Protect yourself from fraud:

We are aware that fraudsters are using the Canaccord Genuity name,some of the measures you can take to protect you and your money from fraud.
Our Process

Grow your amazing business using our solutions

1

Analysis

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2

Strategy

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3

Performance

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4

Improvements

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Your Questions, Our Solutions!