Financial Services: three services, three distinct needs.
Consulting for businesses and investors, advisory for individuals and families, and practical accounting support for SMEs — each with its own purpose.
Financial Consulting
Research-driven financial consulting covering valuation, financial statements, modelling, investment research and business/investment assessment.
Valuation & Statements
Understand what a business is worth and how it performs.
- Company & business valuation
- Financial statement analysis
- Financial modelling
Investment & Opportunity
Research and assess investment and business cases.
- Equity & investment research
- Investment assessment
- Financial feasibility analysis
Transactions & Risk
Stress-test assumptions and support deal work.
- Financial due diligence support
- Scenario & sensitivity analysis
Financial Consulting provides analysis and research support. It is not a recommendation to buy, sell or hold any security. Business/market feasibility is covered under Strategy Consulting.
Financial Advisory
Protection and goal-oriented financial planning for individuals and families.
Protection Planning
Safeguarding the family’s financial position.
- Financial protection planning
- Life insurance planning
- Insurance needs assessment
Goal-based Planning
Planning ahead for the goals that matter.
- Child education planning
- Goal-based financial planning
- Long-term financial planning
Financial advisory and insurance-related planning services are provided through the applicable Tata AIA affiliation and are subject to applicable regulations, licensing requirements, product suitability, terms and conditions. USR is not an insurer, policy issuer, bank or financial institution, and no investment returns are promised or implied.
Accounting & Compliance Services
Practical accounting, bookkeeping and finance back-office support.
Practical back-office support.
Structured accounting support for day-to-day finance operations, with clear separation from advisory and consulting work.
Accounting & Bookkeeping
Accurate, up-to-date books.
- Accounting services
- Bookkeeping
- Ledger maintenance
- Basic MIS & financial reporting
Tally & Finance Operations
Day-to-day finance processing.
- Tally-based accounting support
- Accounts / financial data entry
- Invoice & expense recording
- Accounts receivable & payable (AP/AR)
- Bank reconciliation support
Tax & Compliance Support
Documentation and preparation assistance.
- GST-related accounting & documentation support
- ITR preparation support
Provided as accounting, documentation and preparation support. USR does not present itself as a CA firm, statutory auditor or licensed tax practitioner.
Not sure which service applies to you?
Tell us who you are and what you need. We will point you to the right category.
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