Ensure accurate portfolio records and audit readiness with expert accounting and compliance support.
Multi-asset portfolios, equities, mutual funds, bonds, PMS mandates, and increasingly crypto, generate more transactions than most people realistically track themselves. Audit-ready books depend on getting that tracking right through the year, not reconstructing it in March. This service is built for high-net-worth individuals holding assets across multiple brokers and asset classes, family offices managing pooled investments across several family members or entities, and anyone with a Portfolio Management Service mandate who wants independent NAV verification rather than relying solely on the manager’s own reporting.
Our Strength Lies in Providing Real-World Practical Solutions
We plan every statutory audit around your AGM and ROC deadlines, so Form AOC-4 and MGT-7 are always filed on time. Our team works to a clear schedule and keeps you updated at each stage, so you never miss a statutory due date.
You get a thorough, Standards-compliant audit at transparent, competitive fees with no surprises. Because we deliver statutory audit, tax audit and ROC filing together, you save on duplicated effort and overall cost.
Our experienced team of Chartered Accountants, Company Secretaries and consultants handles the full compliance chain under one roof — statutory audit, tax audit, GST audit, internal financial controls and annual ROC filings — so everything stays coordinated and consistent.
AVS & Associates is a peer-reviewed CA firm founded by CA Vishnu Agrawal, with 25+ years of experience and five partners. We maintain the highest ethical and professional standards on every engagement, with complete client confidentiality.