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My-Personal-CFO

My-Personal-CFO. Fiscal Management Solution Exclusively for HNI From relax with tax™ www.relaxwithtax.com June 2012. RwT - History. Founded & managed by seasoned Chartered Accountants. relax with tax™ is India’s first registered personal tax brand – since 2004.

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My-Personal-CFO

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  1. My-Personal-CFO Fiscal Management Solution Exclusively for HNI From relaxwithtax™ www.relaxwithtax.com June 2012

  2. RwT - History • Founded & managed by seasoned Chartered Accountants. • relaxwithtax™ is India’s first registered personal tax brand – since 2004. • Consistent contributor of Personal Tax–related content to various leading print publications & web portals. • Cultivated an array of products to fulfill end-to-end client needs in the areas of Personal Tax (including Transactions, Advisory, Compliance & Accounting). • Clients include HNI, NRI & Salaried individuals. Private & Confidential

  3. HNI – Typical Characteristics • A HNI i.e. High Networth Individual could be: • A Salaried individual; or • A Self-employed person; or • A Professional in practice. • Substantial income levels. • High demand on time by professional commitments. • Low quantum of time for fiscal life management. • Fiscal life – complex; needs high degree of planning & organisation for effective management. • Failure to manage fiscal life could cause erosion in networth & pose serious risks arising out of non-compliance. Private & Confidential

  4. My-Personal-CFO - About • My-Personal-CFO is a solution designed exclusively for you as a HNI profile. • This product has been designed to help you as a HNI to: • Assess your net-worth. • Track the movement of your finances. • Manage your financial records in an orderly & easy-to-retrieve manner. • Assume control over your fiscal life. Private & Confidential

  5. My-Personal-CFO - Credo • To enable you as a HNI to single-mindedly focus your energies on ascending greater peaks of professional accomplishments & enhancement of your wealth. • To help you manage your fiscal life efficiently by overcoming the hurdles of paucity of time / lack of expertise. • To accord you the luxury of managing your fiscal affairs on a remote control basis without the need for continuous, hands-on involvement. Private & Confidential

  6. My-Personal-CFO - Features • KNOWLEDGE – created / managed by experienced Finance & Tax professionals. • COMPREHENSIVE – spans the practical as well as compliance aspects of a client’s needs. • QUALITY – well-defined operational processes to ensure accuracy in processing & timeliness in delivery. • PERSONALISED – responsiveness, customisation, confidentiality. • CONVENIENCE – smooth, hassle-free data collation & reporting processes. Private & Confidential

  7. My-Personal-CFO - Reports Revenue Statements – Including Income & Expenditure A/c & Balance sheet / Net-worth Statement. Cash Flow Statement – Describing detailed head-wise break-down of flow of money – receipts & payments. Asset & Liability Tracker – To understand & track the movements in asset & liabilities. Payment Reminders – To efficiently manage statutory payouts. Compliance Report – To report on status of compliance management. Private & Confidential

  8. My-Personal-CFO – Elements Private & Confidential * These services are available on paid basis

  9. Client Testimonials “Ignorant, clueless & helpless? An apt description of my tax life before I was introduced to RwT five years ago. My life has got transformed magically ever since. My tax awareness has increased, my tax life is better organised & I have developed reasonable tax confidence. I have always been one for tax compliance but now with RwT's support, the quality of my tax actions have only further enhanced. Knowledge, timeliness & completeness are the hallmarks of RwT's service. Thanks, RwT. Am confident that it will help many more like me across the globe to become comfortable with personal taxation." G KRISHNAKUMAR (40), Salaried HNI "Despite being a CA by training, I have chosen to leave management of my personal tax & finance matters to the experts at RwT. B'cos I have found them to be reliable service providers - knowledgeable, committed, who understand my needs & are available when required. This way I can keep doing what I know best without having to worry about tax & its inscrutable ways. With RelaxwithTax around, indeed in matters of tax, I have learnt to relax. My best wishes for your continued success." MATHEN MATHEW (43), Self-employed HNI Private & Confidential 9

  10. Thank You. We hope to have the privilege of serving you. To Reach Us Contact: Ms. Jaya Gopalkrishnan Tel: +91 22 6194 3400 Email: mycfo@relaxwithtax.com Private & Confidential

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