Customised Solutions

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Tailored to You. Built to Fit.

Tailored to where you are and where you’re going.

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At Veridion Finserv, we understand that no two financial journeys are the same.
We work with individuals, start-ups, and businesses-whether family-owned, VC-backed, or scaling enterprises-to provide clear, strategic direction that’s aligned with their unique goals.

From structured services to fully customized solutions, we help clients navigate compliance, growth, and planning with precision. Because in finance, one size never fits all-and we never treat it that way.

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Customised Solutions

Flexible. Personalised. Built Around You.

Systematic Wealth Planning

Plan. Grow. Protect.

Diversified strategies tailored to life stages, risk appetite, and legacy goals

Stock Broking Services

Market Access with Intelligence.

Transparent, expert-backed investing across asset classes

Estate Planning

Built to Last. Designed to Transfer.

Secure your Legacy with foresight and structure. Plan Smart. Pass On Wisely.

Non Core Outsourcing

You Grow. We Manage.

Get structured financial systems with flexible tailored support

Strategic Compliance

Stay Ahead. Stay Aligned.

Align compliance systems with business milestones and growth plans

Strategic Financial Services

Insightful numbers. Confident decisions.

Use finance as a tool to scale, not just report

CFO Services

Your financial compass. Without the full-time cost.

Add leadership to your finance function

Strategy Studio

From idea to impact - with clarity.

Convert your vision into a clear, scalable business model

Investor Readiness

Statutory Compliance Readiness

Be ready when opportunity knocks with facts and finesse

Operational Structuring clarity

Structure that scales.

Streamlining operations for a stronger business foundation.

Business Process
Setup

Systems that streamline.

Reduce dependency, improve consistency, and scale smoothly"

  • Income Tax Return
  • GSTR9 Annual Filing
  • Any Backlog accounting work prior to the commencement date of this engagement
  • ROC Compliances
  • Registration for various taxes, certificates and levies eg. Shops & Establishment registration and renewal
  • Any PF, ESIC deductions, calculation and payments or return filings
  • Payroll Activities
  • Debtors Collection
  • Budgeting and Forecasting Reports
  • Debtors & creditors follow-up and coordination
  • Handling Cash & Bank visits
  • Any audit related documents including but not limited to Preparation of Schedule VI, 3CA, 3CD.
  • FEMA activities and Income tax assistance and/or appearance

Why Choose us?

The Veridion Edge

Enterprise-Grade Expertise

Decades of experience from Fortune 100 companies, now accessible to SMEs and individuals.

End-to-End Financial Solutions

One-stop support for tax, compliance, investments, risk, and wealth planning.

Customised for Growth

Scalable systems tailored to stage start-up, business, established enterprise, or family office.

Clarity-Driven Approach

We simplify complexity and help you make confident, informed, and strategic financial decisions.

Certified Leadership

Led by Chartered Accountants, NISM-certified analysts, IIM-trained strategists, and seasoned advisors.

Outsourcing Excellence

Proven BPO and CFO service models that reduce cost and boost performance.

Personal Business Advisory

Integrated guidance for founders, professionals, families, and enterprises.

Data-Backed, Human-Centric

Insightful reports with actionable advice- delivered with empathy and precision.

Transparent & Trustworthy

No jargon, no hidden fees- just dependable support you can count on.

Freedom Through Structure

We don’t just manage numbers- we build systems that unlock your potential.

Project-Based Collaboration

If you wish to team up for Client Success with our Expertise

Lets Talk
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