VCFO
Virtual CFO - Personal
Plan better
INDUSTRY EXPERTS
JSS Pro’s expert strategists become your single point of contact to guide you through your legal, regulatory, taxation, and compliance needs. Through our Virtual CFO services, we provide comprehensive advice to ensure smooth and efficient personal finance management. Personalized, tailor-made financial goals are set up and proactively reviewed to enhance efficiency at all levels, maximizing rewards over time. Risks are also closely monitored for mitigation.
In essence, we become our clients’ Corporate Virtual Counsel, managing their financial health through Outsourced Financial Management. We reduce stress and increase gains by adopting best practices – because money saved is money earned! Our Remote Financial Advisory ensures you receive top-notch guidance regardless of your location.
Our team begins with a thorough assessment of active & passive income flow, assets & liabilities, compliances, litigation risks, and disputes. Leveraging our expertise in Virtual CFO services and corporate virtual counsel, we offer comprehensive outsourced financial management. As your personal CFO, we will develop a custom-made, targeted plan tailored to your needs. This plan is followed by periodic reviews and remote financial advisory sessions, with dashboards accessible online at all times through our proprietary tools.
APPROACH
COMPONENTS
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Income structures – passive and active
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Return on investment reviews
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Tax exemptions, deductions & structuring
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Global tax planning
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Succession planning
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Legal risk management
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Asset protection
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Insurance reviews
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Global investment models
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Overall financial discipline and management
GENERAL COMPLIANCE
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Tax returns
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FEMA, RBI & other compliances
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Legal agreement compliances
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Assist in litigation & disputes
