Financial Advisory

Use money wisely is a phrase every businessperson, entrepreneur or professional has heard several times. Yet, sometimes improper use of finance is a major cause of failure or slowdown. If you are looking for sound financial advice, help to get loans from financial institutions or set up long-term investment strategies, then CSR & A has just the team for you.

Loan from Financial Institutions

Are you looking for small loans for working capital needs or plan on getting funds from venture capitalists? We at CS Rathi & Associates work with you to ensure you have the required documentation and business plans in place before you approach financial institutions for funds.

Mutual Fund advisory

Not sure if a systematic investment plan or lump sum investment is the right fit for your financial goals? Have you planned for the short term, long term, and working capital needs yet? Our experts recommend and help your team set up goals, plan to ensure that finances are secure and available when required. The team also helps you work on future cash projections.

Insurance Advisory

Not sure if you must insure your business? Haven’t decided if getting insured is in your best interests? We at CSR & A analyze your business, its needs, and then recommend insurance for the liabilities, for any future losses, for expansion and commercial activities abroad, etc. Get your business analyzed today.