Devda Consultancy is a niche professional services firm rendering suite of value added services since 2012 in the City Centre of Vashi (Navi Mumbai).
The seeds of Devda Consultancy were sowed 3 years back when Mr. Bharti Patel, promoter started practice in 2009 as a Tax and Finance Advisor, with the aim of providing a comprehensive range of accounting, financial and legal consulting, knowledge process outsourcing services, tax management, auditing, Wealth management.
Since the year of inception of our practice, we have experience in the fields of Audits, Project Finance, Income Tax and Company Law Matters, System Development, Management Consultancy, etc.
The firm takes a pro-active and hands on approach to ensuring that all of its clients receive a service that is specially tailored to their needs.
It is not how exotic your portfolio is but how well it is structured to meet your objectives and give you regular returns whatever the economic environment.
Devda Consultancy, expertise in the financial markets, is offering comprehensive wealth management solutions for its customers through Money Gyan. Our wealth managers provide direction to a client’s financial decisions, enabling him achieve his financial and life goals. As a wealth manager, we collate the relevant financial information and life goals of the client, assess his risk tolerance level, examine his current financial status, and identify a strategy to fulfill his goals.
Wealth management is an all-encompassing service, providing comprehensive research-based advisory along with convenient and personalized investment execution. Devda Consultancy offers an unmatched product basket, ranging from debt, equity, mutual funds, insurance, derivatives, commodities, structured products, international funds, art funds and real estate. It is a unique service aimed at transforming clients’ dreams into reality.
Devda Consultancy was set up to cater to SMES, keeping in mind that they require a different kind of financial planning and management. Our services include planning and protection of finances, planning of business and retirement needs, and a host of other services, which will help augment their existing as well as future finances and lifestyle. We combine a hard-nosed business approach with a soft touch of personalized attention.