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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 India To 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
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@example.com firstname.lastname@example.org email@example.com firstname.lastname@example.org 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
Strategic Focus SERVICESCLIENTS Domestic Investors International Investors Corporates Institutions Individuals – Mid Market & HNI Corporate Advisory Private Wealth Management & Financial Planning Property Solutions Chartered Accountants (SLC & Co.)
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
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
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
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
Our Services Private Wealth Management Private Wealth Management Corporate Advisory Tax Advisory E-Trading NRI Services Investment Banking Management Consultancy Management Consultancy CROWN Property Solutions T 91 22 40690701 F 91 22 40690777 crownsec.com © 2009. Crown Consultants Pvt Ltd Treasury Management Compliance Audit Corporate Finance
Crown Network l Branch presence in 3 Locations l Franchisee presence in 100 Locations l 50+ Professionals Branch Franchisee T 91 22 40690701 F 91 22 40690777 crownsec.com © 2009. Crown Consultants Pvt Ltd
Client Relationships Crown’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
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 - 400 012 Phone : 22-4069 0701 email: email@example.com Mumbai (Regd. Office): 158/164, Kalbadevi Road, Laxmi Bhavan, 5th Floor, Mumbai - 400 002. Phone : 22-22400701 email: firstname.lastname@example.org Pune (Branch Office) : Prestige Point Complex, No. 3, Behind Bajirao Tel. Exchg, 283, Shukrawar Peth, Pune - 411 002 Phone : 20-2446 0071 email: email@example.com Bangalore (Branch Office) : G2, Vishal Towers, 18/8, 1st Main, (Off Mission Road), S.R.Nagar, Near Wipro, Bangalore - 560 027 Phone : 80-3240 2626 email: firstname.lastname@example.org
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