Crown Group A Profile Your trusted financial partner in wealth creation.

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Crown Group A Profile Your trusted financial partner in wealth creation

Transcript of Crown Group A Profile Your trusted financial partner in wealth creation.

Page 1: Crown Group A Profile Your trusted financial partner in wealth creation.

Crown Group

A Profile

Your trusted financial partner in wealth

creation

Page 2: Crown Group A Profile Your trusted financial partner in wealth creation.

An Introduction

An independent, full service private wealth management

organization

Pioneered fee based mid market wealth management in

India, with 5,000+ clients and an AUM of over US$ 200 m

Building value as a trusted advisor to major corporates,

high net-worth individuals entrepreneurs and

professionals

Team of 50+ professionals present in 3 locations across

IndiaTo be an independent and trusted financial and business advisor to our

clients T 91 22 40690701 F 91 22 40690777 crownsec.com © 2009. Crown Consultants Pvt Ltd

Page 3: Crown Group A Profile Your trusted financial partner in wealth creation.

Board of Directors Chairman 35+ years of experience in every facet of the accounting profession, both in India and Overseas in

various fields such as taxation laws, audit, accounting, company law matters and financial services, service tax, sales tax , FEMA, foreign investment consultancy to name a few.

He is a fellow Chartered Accountant and is currently a active member of the Bombay Chartered Accountants Society.

Mr. Chandaliya has served on the governing board of the Association of NSE Members of India (ANMI) as a director. He has served as Chairman of the Western India Regional Council of the ANMI.

Vice Chairman 30+ years of experience in Individual Taxation and Investment Planning. Registered Income Tax Practitioner and has been associated with the firm since 1977. An IRDA Qualified MDRT Insurance Consultant.

Shantilal Chandaliya

M.Com, F.C.A, L.L.B, B.C.S.

Pramod Chandaliya

B.Com (Hons), L.L.B

Sandeep Chandaliya

C.A., L.L.B, PG Sec. Law

Director 15+ years of experience in consultancy assignments, internal and Management Information System

Auditing of corporate, preparation of office systems / accounts manual and statutory audit of corporate.

He is a practicing Chartered Accountant and holds post graduate degree in Law and Cost and Management accounting.

He is qualified as an Information System Auditor and has qualified as a Business Consultant from JBIMS.

He has earlier worked with Arthur Andersen and has wide experience in International Taxation and Foreign Investment structuring.

Manoj Chandaliya

F.C.A, AICWA, L.L.B, B.C.S, DISA

[email protected]

[email protected]

[email protected]

[email protected]

Director 16+ years of experience in corporate advisory services and Compliance audits for Capital Market intermediaries. Has wide knowledge in Securities Laws of the country. Practicing Attorney in the field of Intellectual Property Rights (IPR) He is a practicing Chartered Accountant and holds post graduate degree in Law

T 91 22 40690701 F 91 22 40690777 crownsec.com © 2009. Crown Consultants Pvt Ltd

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Strategic Focus

SERVICES CLIENTS

Domestic Investors International Investors Corporates Institutions Individuals – Mid

Market & HNI

Corporate Advisory Private Wealth

Management & Financial Planning

Property Solutions Chartered

Accountants (SLC & Co.)

Page 5: Crown Group A Profile Your trusted financial partner in wealth creation.

Corporate Advisory

Corporate Investment Advisory Group provides Treasury Management Services to corporate treasuries through a team of dedicated investment advisors.

We conduct a series of corporative seminars and setup help desks which would focus pre-dominantly on helping employees in their Tax Planning and Investments.

We provide transaction support by advising clients on Strategic Mergers & Acquisitions, Funding, Joint Ventures etc.

Raising funds through equity & debt instruments. T 91 22 40690701 F 91 22 40690777 crownsec.com © 2009. Crown Consultants Pvt Ltd

Page 6: Crown Group A Profile Your trusted financial partner in wealth creation.

Private Wealth Management & Financial Planning

Pioneered fee based wealth management services in India.

Unique independent advisory platform spanning the entire gamut of financial products from investments to loans.

Relationships with numerous financial product manufacturers.

Advising over 5,000+ clients and managing ~ US $ 200 m of wealth by Crown Wealth Managers across India.

T 91 22 40690701 F 91 22 40690777 crownsec.com © 2009. Crown Consultants Pvt Ltd

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Property Solutions

We will help you in buying, selling and renting of residential and commercial properties.

We offer apartments, villas and plots in gated layouts both for investments and end users.

Our in house research team helps you in invest in the right properties, taking into consideration your reasons to invest, may it be for tax saving, asset addition, rental returns or for residential purposes.

T 91 22 40690701 F 91 22 40690777 crownsec.com © 2009. Crown Consultants Pvt Ltd

Page 8: Crown Group A Profile Your trusted financial partner in wealth creation.

Chartered Accountants(SLC & CO.)

Domestic & International Tax Planning. Assistance in Statutory Compliances including Tax

Filing. Audit & Assurance services. Business & Management Consultancy. Assisting in New Business Setup & designing of

Control & MIS report.

T 91 22 40690701 F 91 22 40690777 crownsec.com © 2009. Crown Consultants Pvt Ltd

Page 9: Crown Group A Profile Your trusted financial partner in wealth creation.

Our Services

Private Wealth ManagementPrivate Wealth Management

Corporate AdvisoryCorporate Advisory

Tax AdvisoryTax Advisory

E-TradingE-Trading

NRI ServicesNRI Services

Investment BankingInvestment Banking

Management ConsultancyManagement Consultancy

CROWNCROWN

Property SolutionsProperty Solutions

T 91 22 40690701 F 91 22 40690777 crownsec.com © 2009. Crown Consultants Pvt Ltd

Treasury ManagementTreasury Management

ComplianceCompliance

AuditAudit Corporate FinanceCorporate Finance

Page 10: Crown Group A Profile Your trusted financial partner in wealth creation.

Crown Network

Branch presence in 3 Locations Franchisee presence in 100

Locations 50+ Professionals

Branch

Franchisee

T 91 22 40690701 F 91 22 40690777 crownsec.com © 2009. Crown Consultants Pvt Ltd

Page 11: Crown Group A Profile Your trusted financial partner in wealth creation.

Client RelationshipsCrown’s has clients in a wide spectrum of corporates including

T 91 22 40690701 F 91 22 40690777 crownsec.com © 2009. Crown Consultants Pvt Ltd

Page 12: Crown Group A Profile Your trusted financial partner in wealth creation.

Your trusted financial partner in wealth

creation

Mumbai

(Corporate Office):G-6/7, Amit Industrial Premises, Dr. S. S. Rao Road, Near Citi Tower, Parel, Mumbai - 400 012Phone : 22-4069 0701 email: [email protected]

Mumbai

(Regd. Office):158/164, Kalbadevi Road, Laxmi Bhavan, 5th Floor, Mumbai - 400 002. Phone : 22-22400701 email: [email protected]

Pune

(Branch Office) :Prestige Point Complex, No. 3, Behind Bajirao Tel. Exchg, 283, Shukrawar Peth, Pune - 411 002Phone : 20-2446 0071 email: [email protected]

Bangalore

(Branch Office) :

G2, Vishal Towers, 18/8, 1st Main, (Off Mission Road), S.R.Nagar, Near Wipro, Bangalore - 560 027Phone : 80-3240 2626 email: [email protected]