Financial Services in Bangalore

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Financial Services Offered in India www.annapooranaapt.co m CONTACT US : 6361154717
10 Types of
www.annapooranaapt.co m • Banking • Professional Advisory • Wealth Management • Mutual Funds • Insurance • Stock Market • Treasury/Debt Instruments • Tax/Audit Consulting • Capital Restructuring • Portfolio Management Types of Financial Services: CONTACT US : 6361154717

Banking

India's banking sector, with various public, private, and cooperative banks, provides individual and business banking services, loans, and is overseen by the RBI for financial stability.

www.annapooranaapt.co m CONTACT US : 6361154717

Profession al Advisory

India's financial advisory sector is robust, offering services like investment analysis, M&A guidance, valuation, and consulting on real estate, risk, and taxation by diverse providers ranging from local consultants to multinational firms.

www.annapooranaapt.co m CONTACT US : 6361154717

Wealth management in India helps clients invest across stocks, bonds, insurance, derivatives, and more, tailored to their goals, risk tolerance, and investment timeline.

Wealth Management

MUTUAL FUNDS

India's mutual fund industry offers professional investment in diverse asset classes with lower buy-ins thanstocksordebt. Theirpopularitystemsfromreduced risk, tax benefits, stable returns, and diversification, leadingtoimpressivegrowth.

www.annapooranaapt.co m
CONTACT US : 6361154717

Insurance

Financial services offerings in this segment are primarily offered across two categories:

• General Insurance (automotive, home, medical, fire, travel, etc.)

• Life Insurance (term-life, money-back, unitlinked, pension plans, etc.)

m CONTACT US : 6361154717
www.annapooranaapt.co

STOCK MATRKET Treasury/DebtInstruments

India's stock markets (NSE and BSE) offer equity investments with returns based on company growth

EXPLORE US

Indian bond markets let investors buy government & corporate bonds for fixed interest & principal repayment.

www.annapooranaapt.co m CONTACT US : 6361154717

CONCEPPORTFOLIO MANAGEMENT IN BUSINESS

Portfolio management offers customized investment strategies across diverse assets (debt, equity, insurance, etc.) for high-net-worth individuals (HNIs), with discretionary or nondiscretionary options.

Tax/Audit Consulting

• Tax – Individual (determining tax liability, filing tax-returns, taxsavings advisory, etc.)

• Tax – Business (determining tax liability, transfer pricing analysis and structuring, GST registrations, tax compliance advisory, etc.)

www.annapooranaapt.co m CONTACT US : 6361154717

CAPITAL RESTRUCTURING

Financial restructuring helps businesses navigate crises by altering their debt and equity mix, potentially involving negotiations, M&A, and raising new capital.

www.annapooranaapt.co m CONTACT US : 6361154717
www.annapooranaapt.co m CONTACT US : 6361154717
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Financial Services in Bangalore by Hema Guru - Issuu