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My-Personal-CFO

My-Personal-CFO is a comprehensive solution designed exclusively for High Networth Individuals (HNI) to efficiently manage their fiscal life. It enables them to assess their net worth, track finances, manage financial records, and assume control over their fiscal life.

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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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