Insurance and Investment Consultants
 



Welcome to our site !
Welcome and thank you for visiting the Website of Unnati Solutions .

In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavour to continue to provide the highest quality professional service and guidance. As you browse through our Website, you will see that we have highlighted background information on our firm and the services we provide.

We have also provided links to external Websites that we think would be of interest to our clients and visitors (in our Use full Links section).   For Details...
What is New...
Services Offered
Our Endeavour is to help clients...
...To see beyond the numbers."
We provide services in a time bound, efficient and innovative manner through a professional team that clearly enjoys working together to exceed their clients' needs. Where ever certification is required it is done by the Partners and Associates. The spectrum of services being offered is grouped hereunder:-
Corporate Advisory/Services
  • Due Diligence
  • Corporate Laws: Advisory Services
  • Corporate Restructuring
  • Merger, Amalgamation, Acquisition, Spin off etc
  • Foreign Collaboration and Joint Ventures Abroad
  • FEMA MRTP Act/Consumer Protection Act
  • IPR and WTO
  • Arbitration and Conciliation
  • Review & Compilation
  • Personnel and other Matters.
  • Outsourcing Services
  • Financial Management
Audit and Tax Advisory/Services
  • Stock Audit
  • Revenue, Expenditure Audit.
  • Internal/Concurrent Audit
  • Services related to Income Tax
  • Vat/sales Tax
  • Service Tax
Business Advisory/Solutions.
  • Business Start up Services
  • Project Planning & Management
  • Outsourcing Services
  • NGO (non government organizations)/Societies and Trust Services.
  • Limited Liability Partnership Services
Resource Mobilisation Advisory / Loan Syndication Services.
  • Project formulation, Appraisal and Loan syndication.
  • Advisory & Coordination for Raising Equity.
  • Raising Funds through Public Deposits/Private Placement of Bonds/NCDs
  • Arranging Funds for Sick Industrial Companies/Units
  • Liaison work for incentives/concessions/compliance of statutory Issues/norms
  • Liaison for / arranging Domestic / Foreign Factoring.
Services to SME Sector.
  • Project Identification.
  • Preparation of Project Report.
  • Feasibility Study Report.
  • Market Survey for the Product selected.
  • Technologic Collaboration/Tie up.
  • Procurement of Machinery and other inputs.
  • Obtaining various permissions and assisting in their compliance.
  • Resource Mobilisation / Loan Syndication / Equity placement / Arranging Seed Capital/ working capital / Term Loan / Company Deposits.
  • Getting approvals for various concessions/exemptions.
  • Marketing Tie up with Large Industry.
  • Complete accounting services, finalization of accounts and Tax planning.
  • Balance sheet Restructuring.
  • Debt Restructuring.
  • Merger &Acquisition, Joint Venture/Strategic partnership/participation.
  • Advisory services for:
    • Compliance of various Laws i.e. Labor Laws, Companies Act, Factory Act, Income Tax Act, Shop& Establishment Act,
    • Tax planning and Filling of various returns.
    • Forex; Import & Export.
    • Domestic & Overseas Factoring.
    • Upgrade from Small to Medium.
    • Consolidation/Bifurcation of units, Firms.
    • Equity through Private Equity or IPO.

Namaskar,

Thanks for Investing & Keeping Faith on Me & LIC.

With the grace of God, love & support of clients like you, Protecting & Servicing 500+ families since 11 years. It gives us immense pleasure and pride in introducing to you,


An Online Insurance Portfolio Management System
Your insurance portfolio is now in your hands!!!

Use our exclusive mobile app on your Android Smartphone or iPhone and stay updated about your investments anytime, anywhere.

Here are some of the many features of our web based and Mobile app

  • Digital Wallet for all Insurance Need
  • Maintain all LIC, Private, Health, Motor & General Insurance Policies, Also FD, RD, Postal Savings etc.
  • Can Add/Maintain policies bought from other agents also
  • Can maintain all Family Insurance Policies
  • Your Life insurance, Health and General insurance portfolio at a glance
    • Family Policies
    • Premium Calendar
    • Insurance Cash Flow
    • Life Cover
    • Projected Returns
    • Family Returns
  • Your Premiums & Renewals due in the next 30 days or outstanding beyond due date
  • Pay Premiums online
  • Get a summary view of the insurance cover of all members in your family
  • Month-wise Premium Calendar of your Life, Health as well as General insurance premiums
  • Cash Flow view to give you indication of when you will be receiving money on your Insurance Policies
  • Analyze the gap in your optimum insurance level, Get robo-advise on the right insurance product for your needs
  • Compare & Buy Health Insurance
    Get information on various insurance products with illustrative benefits Compare premium and benefits of various health insurance products
  • Know Health Insurance Premium for Family
  • Claim Intimation to TPA (24X7) - Instantly to the insurance company / TPA upon hospitalization
  • Locate all Cashless Hospitals available on your health insurance policy
  • Can understand LIC plans & Investment Solutions
  • Family Protection Calculators
  • To know the updates on Insurance & Investment Options
  • Get notified on the important events related to your insurance portfolio
  • Vehicle / Motor Policy Document
    (Don't need to carry or Remember Physical copy RC Book, Insurance Policy, PUC etc.)
  • My Documents - Secured way to store Digital Copy of all KYC, Insurance Policies & important documents using our digital locker
  • Directly chat with Advisor on Whatsapp
  • 24X7 Virtual Support - Raise a service request to us and we will be happy to attend to you


We invite you to experience our new portal and be in top control of your wealth.
Search for keyword "Unnati Solutions App" on Google Play Store
Open the app it will ask for Mobile no. Please enter Advisor Mobile No.: --- Click Submit to proceed.

To get Login Details:
Kindly Whatsapp/call back on Mobile No:
9868245292/9289798892/9289798893

Useful Finance Tool
A. EMI Calculator
B. Interest Calculator
Our Vision
“To be a highly respected professional firm, where excellence is the Passion and client’s satisfaction is our motto.”
Our Mission
“To provide Institutional, Corporate and SME Clients highest quality Services related to Corporate Law, Company Matters, accounting, Auditing and Business Advisory delivered in a timely, efficient and innovative manner by a team of Professionals that clearly enjoys working together to achieve the targeted level of client’s expectations.”
 
 
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