Finance & Investment Department
(Including Accounting, Auditing & Taxation Services)
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Department Overview
The Finance & Investment Department of Fidimark India is dedicated to providing comprehensive financial management, advisory, and funding support solutions for individuals, startups, MSMEs, and large corporates.
This department ensures every financial process — from accounting to strategic investment — aligns with Fidimark India’s vision of “Building Bonds Beyond Business” , empowering sustainable financial growth for all our partners and clients.
1. Accounting, Auditing & Taxation – Core Financial Services
At Fidimark India, Accounting, Auditing, and Taxation form the foundation of all financial operations. These functions ensure financial accuracy, transparency, and compliance — supporting every other division within the organization.
A. Accounting Services
( Providing accurate, efficient, and transparent accounting support to maintain business integrity and performance. )
Financial Accounting & Bookkeeping
Accounts Payable and Receivable Management
Payroll Processing and MIS Reporting
Financial Statements and Reconciliations
Budgeting, Forecasting & Cash Flow Management
B. Auditing & Assurance
( Ensuring accountability and compliance through detailed, risk-based audits and independent reviews. )
Statutory & Internal Audits
Process & Compliance Audits
Risk-based Audits and Control Evaluations
Financial Due Diligence
Audit Reporting & Recommendations
C. Taxation & Compliance
( Strategic tax planning and management for individuals and organizations to remain compliant while optimizing savings. )
Direct & Indirect Tax Advisory
GST Registration, Filing & Audit
Income Tax Return Filing & Assessment
Tax Compliance and Representation
Corporate Tax Structuring & Advisory
Departmental Integration
The Accounting, Auditing & Taxation division supports and strengthens the Finance & Investment Department by ensuring every financial plan, advisory decision, or funding operation is backed by verified data, accurate reporting, and complete compliance.
2. Financial Planning Division
( Comprehensive planning solutions for individuals and enterprises to secure financial stability and achieve long-term goals. )
Personal & Corporate Financial Planning
Budgeting and Expense Management
Goal-based Investment Planning
Retirement & Pension Planning
Tax-efficient Wealth Planning
Insurance & Risk Management
Estate & Succession Planning
3. Financial Advisory & Consulting Division
( Expert guidance for making smart, data-driven financial and business investment decisions. )
Investment Advisory & Wealth Management
Corporate Finance Consulting
Business Valuation & Due Diligence
Strategic Financial Planning
Tax & Regulatory Advisory
Financial Modeling, Forecasting & Analytics
Market Research & Financial Intelligence
4. Business Funding & Capital Solutions Division
( Helping businesses access the right funding sources and capital strategies for growth and expansion. )
Funding Readiness & Financial Health Assessment
Equity & Debt Funding Assistance
Bank Loan & Venture Capital Support
Working Capital & Project Financing
Capital Restructuring & Refinancing
Mergers, Acquisitions & Investment Support
Government & Institutional Project Financing
Post-Funding Compliance & Monitoring
5. Risk Management & Insurance Services Division
( Protecting clients from financial uncertainties through structured risk management frameworks. )
Business & Financial Risk Assessment
Insurance Planning (Life, Health, Property, Business)
Business Continuity & Contingency Planning
Market & Credit Risk Analysis
Market & Credit Risk Analysis
6. Specialized Financial Solutions Division
( Tailor-made services to address unique financial challenges and create scalable success models. )
CFO & Virtual Finance Office Services
Start-up Financial Setup & Structuring
Financial Software & Automation Implementation
Financial Health Optimization
Financial Literacy & Training Programs
Mentorship & Coaching for Entrepreneurs
7. Monitoring, Reporting & Review Division
( Continuous support to ensure performance, compliance, and financial transparency. )
Periodic Financial Reviews
Portfolio & Investment Performance Tracking
Internal Audit & MIS Reporting
Investor and Lender Reporting
Strategic Review & Financial Advisory Meetings
Departmental Purpose & Vision
The Finance & Investment Department of Fidimark India aims to provide 360° financial solutions — integrating accounting accuracy, audit reliability, taxation efficiency, and investment intelligence.
Our purpose is to empower clients with smart, sustainable, and compliant financial systems that drive measurable growth, profitability, and long-term financial success under the Fidimark India Group .
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