Directors Personal Accounts Management
Maintain and manage the personal financial records of Directors.
Track personal investments, expenses, bank accounts, and liabilities.
Prepare monthly statements and financial summaries for Directors.
Trust Accounts Handling
Maintain books of accounts for Trusts managed by the Directors.
Record all receipts, payments, donations, and expenses.
Ensure proper documentation and compliance with Trust regulations.
Balance Sheet Preparation
Prepare annual and periodic Balance Sheets and financial statements.
Maintain accurate ledgers, journals, and supporting documentation.
Coordinate with auditors for finalization of financial statements.
Taxation & Compliance
Handle Income Tax filing for Directors and Trusts.
Ensure timely payment of advance tax and other statutory taxes.
Maintain tax records and assist in responding to notices or assessments.
Banking & Reconciliation
Monitor bank transactions and perform bank reconciliations.
Coordinate with banks for account-related matters.
Investment & Asset Tracking
Maintain records of personal investments, fixed assets, and property details.
Track returns, dividends, and interest income.
Various Land agreements related documents to be check, follow up with concern person
Working of lands like square mtr, bigha, Calculation of Interest, Long Term Capital Gains, Cost.
Audit Support
Provide necessary documents and reports during internal and statutory audits.