Financial and Business Consultancy

My Advisers: India’s Premier Financial and Business Consultancy – Your Path to Success


Welcome to My Advisers – Unleashing Powerful Growth Through Expert Financial & Business Consultancy

At My Advisers, we pride ourselves on being the best financial and business consultants in India — a one-stop powerhouse for entrepreneurs, professionals, and families alike. Whether you’re looking for expert support in personal finance, insurance planning, credit card optimization, loan assistance, or steering your business across crucial stages like registration, compliance, or digital marketing — we’re here to help.

Business and Financial Consultancy
Business and Financial Consultancy

With our integrated platform and nationwide reach, backed by expert consultants and seamless technology, we help you simplify complex decisions, secure success faster, and build a future you’re proud of. Explore how we can transform your financial and business ambitions into reality.


🌟 What Makes My Advisers India’s #1 Choice

  • Expertise You Can Trust: Years of excellence in finance, technology, and entrepreneurship — led by specialists in each domain.
  • Pan-India Coverage: Advisors ready to assist in your city or remotely, bringing expert guidance to every corner of India.
  • Great Value, No Extra Cost: Transparent, no-hidden-fee service. We believe knowledge and guidance should be accessible to all.
  • Personalized Support: Tailored strategies that align with your unique financial profile, cycle, and goals.
  • All-In-One Platform: One place, multiple solutions — from loans to insurance, compliance to ads — saved via a unified dashboard.
  • Digital Yet Human-Centered: The convenience of technology with the empathy of a personal advisor. Timely updates through SMS, email, calls, and video consultations.

📈 In-Depth Financial Services

Harness a future of smart financial decisions and resilience with our trusted support across:

1. Loan Consultancy

  • Personal Loans: Compare and pick from top banks and NBFCs at competitive interest rates.
  • Home Loans: Benefit from fixed/floating rates, longer tenures, and first-time buyer maximization.
  • Business & MSME Loans: Grow your enterprise with working capital, expansion funds, or equipment financing.
  • Education Loans: Designed for scholars and professionals wanting global or domestic courses.
  • Vehicle & Gold Loans: Hassle-free financing without impacting bank relationships.
  • Balance Transfers, Top-Ups & EMI Recalibration: Reduce interest payouts and improve credit discipline.

How we help

  • Free initial eligibility assessment
  • Documentation aid (ID, income proofs)
  • Multiple lender applications
  • Quick follow-up, real-time updates
  • Support up to disbursal and beyond

2. Insurance Planning & Advisory

Safeguard your loved ones and assets while optimizing wealth creation with:

  • Life Insurance – Term, ULIP, endowment plans tailored to income and dependents.
  • Health Insurance – Individual, family floater, senior citizen, critical illness policies.
  • Motor & Vehicle Insurance – Third party to comprehensive cover, including add-ons.
  • Travel Insurance – Coverages suitable for business, leisure, and international travel.
  • Home & Property Insurance – Protection against fire, theft, natural disasters.

Key Benefits

  • Personalized risk mappings
  • Plan comparisons on ROI, premiums, network hospitals/lenders
  • Claim support and reminders to prevent lapse

3. Credit Card Advisory

Forge smarter credit and lifestyle management:

  • Strategic card selection (rewards, cashback, travel miles, business needs)
  • Level-headed comparisons on annual fees, interest, benefits
  • Aid with approval, documentation, and activation
  • Tips on healthy utilization, bill payment, reward optimization

4. Comprehensive Financial Review & Planning

Beyond individual financial instruments, we offer:

  • Wealth Check-ups: Income, expenditure, investments – all under our microscope
  • Tax Planning & Filing: Maximize deductions, avoid penalties, simplify compliance
  • Investment Advisory: Mutual funds, bonds, SIPs, ELSS, and future planning
  • Retirement & Legacy Planning: SIP driven pension, health coverage, succession planning
  • Credit Management: Build/repair credit score, reduce liabilities, plan large costs

🚀 Business Advisory Services

Power your venture’s momentum with strategic, actionable, and results-driven services:

1. Business Formation & Registration

Kickstart your dream with ease and accuracy:

  • Sole Proprietorship – Simple, flexible startup format
  • Private Limited & Public Limited – Scalable, investor-ready structure
  • LLP – Hybrid model combining flexibility & credibility
  • Partnership & Trade Licenses – Ideal for local shops, service providers
  • GST & Udyog Aadhaar – Instant enablement for legal operations and subsidies

We file applications, follow-up with authorities, and explain post-registration responsibilities.

2. Annual Compliance, Filings & Advisory

Stay on top of legal requirements without the tediousness:

  • ROC Filings – MGT 7, AOC 4, annual returns
  • GST Returns – GSTR 1, 3B, annual returns, reconciliations
  • TDS & Income Tax Returns – Corporate, partnership, personal returns
  • MSME, ISO Certification Support
  • Audit Coordination – Internal, statutory, and tax audits

3. Bookkeeping, Payroll & Accounting Setup

Simplify financial management with seamless infrastructure:

  • Chart of accounts, ledger, ecommerce integration
  • Invoicing, inventory, expense tracking
  • Payroll setup: UAN, PF, ESI, TDS
  • Choose from category-specific software (TallyPrime, Zoho Books, QuickBooks)

4. Tax Planning & Advisory

Legal & optimized tax posture with proactive solutions:

  • Corporate and personal tax planning
  • Audit, repayment, and assessment support
  • Optimization for salary structure, deductions, depreciation
  • SAMADHAN, DRP & return corrections support

5. Marketing & Online Advertising Solutions

Get discovered, increase scale, and build authority:

  • SEO & Content Marketing – Blogs, local SEO, Google My Business
  • PPC & Paid Campaigns – Google Ads, Facebook/Instagram Ads, LinkedIn Ads
  • Email & Influencer Campaigns – CRM integration and conversion-driven outreach
  • Social Media Strategy – Content calendars, community management
  • Website Design & Performance – Fast, responsive, SEO-friendly design
  • Branding & Positioning – Logos, value proposition, corporate identity

6. Business Growth & Finance Strategy Consulting

Navigate scaling and long-term sustainability:

  • Business plan creation for investors/loans
  • Market research and competitor analysis
  • Cash flow, working capital and unit economics modeling
  • Funding via equity, debt, crowd-funding
  • Margin enhancement and process optimization

🧩 Why My Advisers is the Ultimate Partner for You

Core AdvantageWhat It Means for You
End-to-End ExpertiseFrom first idea to scale-up — we cover every step in your entrepreneurial journey
Cross-Disciplinary SynergyFinancial, legal, marketing, tech solutions all under one roof
Technology + Personal TouchReal-time digital convenience with ongoing human support
Industry SpecializationAdvisors trained across verticals—healthcare, manufacturing, IT, retail, etc.
Ethical & TransparentNo hidden fees. Clear hourly/pricing. Focused on value
Pan-India PresenceConnect with seasoned advisors local or remote
Scalable & FlexibleSuitable for solopreneurs, MSMEs, SMBs, mid-enterprises

📌 How the Consultation Process Works

  1. Book a Free 30-Min Audit
    Complete our online form stating your needs (like startup help, insurance guidance, or loan). We match you with an ideal advisor.
  2. In-Depth 60–90 Min Analysis
    We conduct structured discussions, gather documents, and share preliminary recommendations.
  3. Customized Proposal
    Get a step-by-step plan, price estimate, and timeline structured for implementation.
  4. Implementation & Support
    We execute, coordinate with stakeholders, handle filings, and monitor progress.
  5. Ongoing Availability & Refinement
    As your goals evolve, we adjust strategies and provide continued support.

🤝 Hear from Our Satisfied Clients

“My Advisers helped us register as PSU supplier-certified, file 5 years of GST returns, set up payroll, and launch our website—all within 30 days. Now we’re winning contracts!” – Maya S., Thane

“Excellent loan advisory team helped me get best, zero-fee personal loan. They analyzed lenders and completed disbursal in 48 hours. Their unbiased support was refreshing.” – Rahul K., Bangalore

“Insurance planning expert helped me manage term plus critical illness policy to subordinate my parents’ financial security—while saving ₹12k annually.” – Nisha T., Pune

“They restructured my working capital and got two online campaigns running in the first month. Business grew 30% in under 6 months!” – Amit R., Lucknow


🎯 Who we Serve

  • Startups & New Ventures – Planning, registration, digital launch, fundraising
  • Small & Medium Businesses – Strategy, finance, tax, marketing, HR
  • Professionals & Freelancers – Credit, insurance, investment management
  • Family Households – Budgeting, loans, tax, insurance protection
  • Investors & Trusts – Corporate planning, restructuring, wealth distribution

💡 Thought Leadership & Free Resources

We power your financial literacy future — no strings attached:

  • Blog – Topics: “Step-by-step GST filing,” “Best personal loan strategies,” “SEO for MSMEs.”
  • E-books – Downloadable guides on taxes, credit management, business formation.
  • Webinars & Workshops – Free and premium sessions with finance and business experts.
  • Toolkits – Checklists, calculators, and planners for budgeting, compliance, and growth.

🛠 Tools and Tech We Use

To provide best-in-class service, we employ:

  • CRM Portals – For seamless client collaboration and tracking
  • Secure Document Management – 256-bit encryption, e-signature compliance
  • Digital Payment Gateways – Spotlighted for ease and audit trails
  • Analytics Dashboards – Track all loan, insurance, tax, marketing metrics together
  • Chatbots & Ticketing – Round-the-clock quick responses with escalation options

🚀 Ready to Elevate Your Finances and Business?

Your success journey begins with a free consultation:

  • Schedule Online – Pick a slot with our advisor matching your needs
  • Talk on Call/Zoom – Review plans, ask questions, get clarity
  • Receive Personalized Roadmap – With price estimate and timeline
  • Launch into Action – Let us assist in implementation from day one

Contact Us:


Final Thoughts

As India’s leading and only truly integrated financial and business consultancy, My Advisers empowers individuals, startups, MSMEs, and enterprises to thrive confidently.

With expert guidance in loans, insurance, credit management, business formation, compliance, marketing — and unwavering support beyond — we’re not just consultants; we’re your allies in success.

Book your free consultation today and experience how we’ve become the benchmark for financial excellence and business impact across India.