How we support financial services
With the advent of the digital era, the Financial Services sector has seen a boom in internet banking. Banking on this opportunity, numerous Fintech companies are disrupting the Financial sector market. The Government of India has laid out a set of rules and taxes that the financial sectors should follow. Both Traditional Financial sectors and FinTech have to abide by these laws and pay taxes accordingly.
- Advice on Tax Structuring
- Assist in Applying for a Banking Licence
- Internal Audit
- Advice on Financial Instruments
Praveen Lakshmi & Co Chartered Accountants has a portfolio of clients from the Banking sector, Fintech, Asset management companies, Insurance companies, Simple Chit Funds, Business Chit Funds, and other financial services. Our well-informed team assists our clients with compliance, risk management, governance laws, Business Valuation, Transaction Services, Mergers & Acquisitions, Regulatory Services, Corporate restructuring, M&A, and other custom solutions. Our services are tailor-made for both Traditional Financial institutions and FinTechs.
Praveen Lakshmi & Co Chartered Accountants Financial Services advisory assists clients and financial investors in building and realising their goals for domestic and international markets. We have extensive knowledge of this vertical, which makes us the "Go-To" CA firm for solutions and prompt advice.
Services for financial services
A focused set of tax, compliance, and advisory services built around the specific needs of your sector.
Advice on Tax Structuring
Assist in Applying for a Banking Licence
Internal Audit
Advice on Financial Instruments
Financial Investment Valuation
A clear path from first call to ongoing support
Engagements follow a simple, transparent process — you always know what happens next.
Consultation
We understand your business, obligations, and goals in a confidential first conversation.
Onboarding
We collect documents securely, verify details, and map a clear compliance plan.
Execution
Filings, registrations, and advisory delivered accurately and on schedule.
Ongoing support
A dedicated advisor stays with you year-round for queries, deadlines, and growth.
Handled by experienced professionals
Expert handling, a clean process, a dedicated advisor, fast turnaround, and year-round support.
Expert-led, every time
Engagements are led by a Certified Tax Professional with 7+ years across GST, direct tax, and corporate compliance.
Confidential & secure
Your financial data is handled with strict confidentiality and care — privacy is never an afterthought.
On time, every deadline
Proactive reminders and a tracked compliance calendar mean filings are never late and penalties are avoided.
Ready to work with a specialist in financial services?
Handled by experienced Certified Tax Professionals. 100% compliance. Secure. Confidential.
Confidential · expert-led · no obligation