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Investment Support Services

Brief Overview

Once the trust is made then the contribution received form Company is invested in chosen funds of insurance companies.

SCOPE OF WORK

  • Advising between different debt and equity products offered by insurance companies
  • Helping in choosing the right product based on the client requirement
  • Connecting with the insurance companies
  • Supporting client in understanding the scheme related details

DOCUMENTS REQUIRED

  • Latest audited financial statements
  • Actuarial valuation report
  • Trust master data

WHY EASY ACCOUNTING

  • Approximately 42,000 employees in the trust advised by us
  • Trusted by more than 100 trusts across India
  • Faster turnaround time for income tax approval
  • One stop solution for the entire process
  • Hassel free experience in the complex process
  • 5+ Years of group gratuity centric experience

TIMELINES

  • Within 10-15 days of receipt of required data

KEY CLIENTELE

  • An American multinational shipping & receiving and supply chain management company
  • Listed Aerospace and defense company
  • Listed subsidiary of the Indian conglomerate providing Satellite Communication Service Provider
  • Listed Multinational Multi-technology automotive components supplier
  • Leading Trade Credit Insurance Adviser
  • One of the biggest listed Rural non-banking financial Company
  • Manufacturer of high-quality reactive dyes
  • Leading logistics service provider
  • Leading American Multi-national construction company with presence in 20 countries
  • World’s leading synthetic rubber company
  • India’s most recognized stationery brand

FAQs

No, investment can be made with private insurer as well

Yes, many insurance companies are offering debt plus equity schemes in which investment can be made