Welcome to Royal Financial Services
At Royal Financial Services, we bring a wealth of expertise to manage your financial needs. Whether you are seeking top-tier CA services or looking to invest wisely with our stock brokerage, we are here to guide you every step of the way. At Royal Financial Services, we provide expert guidance to help you navigate your financial journey with confidence. Whether you need comprehensive CA services, strategic investment advice, or personalized financial planning, we are here to support you every step of the way. Our team of professionals is dedicated to offering tailored solutions for individuals and businesses, ensuring your financial decisions are smart, informed, and aligned with your goals. Discover a partner in your financial growth with Royal Financial Services.
About Us
At Royal Financial Services, we pride ourselves on being a trusted partner in your financial journey. With years of experience in the industry, we have honed our expertise to offer comprehensive solutions tailored to meet the diverse needs of our clients.
At Royal Financial Services, our clients are at the heart of everything we do. Our team of experts is committed to delivering exceptional service, backed by deep industry knowledge and a passion for excellence.
We are dedicated to helping you achieve financial success. With a team of experienced professionals, we offer a wide range of services, including Chartered Accountant services, stock brokerage, portfolio management, and financial planning.
OVERVIEW
Royal Financial Services is incorporated under the (Mention Law). It was incorporated on (Date). RFS started its operations in the year (Year) immediately after incorporation. The Securities and Exchange Board of India (“SEBI”) issued a Certificate of Incorporation. The Registration Number and National Tax Number of the Company are (Registration Number) and (Tax Number), respectively.
The Company is a License Holder of the Bombay Stock Exchange and a licensed Securities Broker registered with the SEBI. The Company is engaged in Equity, Unlisted Shares (IPOs), NPS, Equity Stock SIP, AIF, Wealth Desk, Insurance, PMS, Mutual Funds, Global Investment, Sovereign Gold Bond, IPA, Loan against shares/loan Product, Bond Secondary Market debt/NCD/FD and is well-positioned to respond the dynamic business environment. The Company has established its office at Mumbai.
VISION
MISSION
RESEARCH
Our Team
Abdullah Noor
Abdullah Noor is the Managing Director at Royal Financial Services, with over 10 years of experience in accounting, finance, and corporate advisory. As a Certified Public Accountant (CPA), Abdullah has consistently provided high-level financial strategies and solutions to businesses across multiple sectors. His expertise includes corporate finance, financial planning, audit, and risk management, making him a trusted advisor for businesses aiming to optimize financial performance and ensure regulatory compliance. He specializes in corporate finance and strategy, leading capital restructuring, mergers and acquisitions, and investment projects that drive business growth. His work in financial planning and analysis involves developing financial models and strategies that enhance profitability and operational efficiency. Abdullah also has a strong background in risk management and compliance, ensuring that businesses adhere to regulatory standards while minimizing financial and operational risks. His audit and financial reporting expertise ensures that companies maintain compliance with international standards such as IFRS, while his business consultancy services focus on improving financial controls, streamlining operations, and driving growth. Abdullah holds a CPA qualification and a bachelor’s degree in accounting and finance. He is committed to delivering tailored, results-driven solutions for clients, combining his technical expertise with a passion for sustainable business growth. His professional philosophy revolves around building long-term client partnerships based on trust, integrity, and transparency. At Royal Financial Services, Abdullah leads the firm’s strategic initiatives, working closely with clients to provide solutions that empower them to make informed financial decisions, navigate regulatory complexities, and achieve long-term success.
Ayesha Abdul Sattar
Ayesha Abdul Sattar is a seasoned finance professional with an MBA in Finance and a Chartered Accountant (CA) qualification, bringing over 10 years of experience in capital markets. Throughout her career, Ayesha has developed deep expertise in financial analysis, investment management, and market strategy. Her extensive experience in capital markets enables her to provide strategic insights into market trends, investment opportunities, and risk management for businesses looking to optimize their financial portfolios. Ayesha’s core strengths lie in portfolio management, where she has successfully managed large-scale investments and developed strategies to enhance returns while mitigating risks. Her background in financial analysis allows her to assess market conditions, identify growth opportunities, and provide data-driven recommendations that align with her clients’ financial goals. Additionally, she has a strong understanding of regulatory frameworks and compliance standards, ensuring that her clients operate within legal parameters while maximizing financial performance. With an MBA in Finance and the prestigious CA qualification, Ayesha combines advanced financial knowledge with practical market experience, making her a trusted advisor in the capital markets. She is committed to helping businesses navigate the complexities of financial markets, providing tailored advice that drives sustainable growth and long-term success. Ayesha’s approach to capital markets is rooted in a deep understanding of market dynamics and a commitment to delivering high-quality, results-oriented financial strategies. Her ability to build long-term client relationships based on transparency, trust, and integrity sets her apart in the industry.
Aasma Abdul Sattar
Aasma Abdul Sattar is an experienced sales and marketing professional with an MBA and over 10 years of experience in driving business growth through strategic marketing initiatives and sales leadership. Her expertise lies in developing and executing marketing campaigns, managing sales teams, and fostering client relationships that contribute to long-term business success. Aasma has a proven track record of developing innovative marketing strategies that align with business objectives and target audience needs. She has worked across various industries, implementing campaigns that enhance brand visibility, generate leads, and drive revenue growth. Her experience in sales management has enabled her to lead high-performing teams, ensuring they meet and exceed targets through effective leadership, motivation, and training. In addition to her marketing acumen, Aasma is skilled in analyzing market trends and customer behavior to create tailored marketing solutions that drive engagement and brand loyalty. Her MBA qualification further enhances her ability to develop strategic insights, making her an invaluable asset to businesses looking to expand their market presence and grow their customer base. Aasma’s approach to sales and marketing is centered on building strong client relationships, delivering results through creativity and innovation, and continuously adapting to market changes. Her dedication to client success, combined with her strategic vision, makes her a trusted leader in the sales and marketing field.
Sarfaraz Abdul Sattar
Sarfaraz Abdul Sattar is a dedicated finance professional with a B.Sc. and 3 years of experience in capital markets. His expertise lies in market analysis, investment strategies, and financial instruments. Sarfaraz has developed a strong foundation in understanding market trends and providing actionable insights that assist clients in making informed investment decisions. Throughout his career in capital markets, Sarfaraz has gained hands-on experience with various financial products, including equities, bonds, and derivatives. His ability to analyze market data and identify key opportunities has allowed him to contribute to portfolio management strategies and deliver value to clients seeking to optimize their investments. He is also proficient in risk assessment, helping clients mitigate exposure to market volatility while aiming for steady returns. With his B.Sc. qualification, Sarfaraz combines academic knowledge with practical experience, making him well-versed in both the technical and strategic aspects of capital markets. His strong analytical skills and attention to detail ensure that he delivers high-quality insights, helping businesses and investors navigate the complexities of financial markets. Sarfaraz is passionate about staying updated with the latest market developments and is committed to continuous learning, ensuring that his clients receive the most up-to-date and relevant advice. His focus on delivering client-centric solutions, coupled with a deep understanding of capital markets, positions him as a valuable asset in the industry.
Our Key Services
At Royal Financial Services, we offer a wide range of financial services to cater to both individuals and businesses. Our team of experienced professionals is dedicated to providing customized solutions that meet your unique financial needs and goals.
Chartered Accountant Services
Our seasoned CA professionals are equipped to handle everything from GST return filing to comprehensive financial accountancy and auditing. We ensure your financial records are accurate, compliant, and optimized for your success.
Stock Broker Services
Invest with confidence through our expert stock brokerage services. We offer a wide range of investment options, including equities, mutual funds, insurance, and even gold. Our portfolio management services are tailored to help you achieve your financial goals with precision.
Stock Broker Services
Equity
Equity in the share market represents ownership in a company, typically through stocks. Shareholders gain voting rights and potential returns via capital appreciation and dividends. Equities are traded on exchanges like BSE and NSE, with SEBI regulating market practices to protect investors and ensure transparency.
Unlisted Shares
Unlisted shares in India are stocks of companies not traded on public exchanges like BSE or NSE. These shares are typically bought privately by investors in startups or pre-IPO companies. They carry higher risk due to limited liquidity but offer potential high returns if the company later goes public.
NPS
The National Pension System (NPS) in India is a government-backed retirement savings scheme. It allows individuals to invest regularly in a pension account during their working years, accumulating a retirement corpus. At retirement, a portion can be withdrawn as a lump sum, while the rest provides regular pension income.
Equity stock SIP
Equity Stock SIP (Systematic Investment Plan) in India allows investors to invest a fixed amount regularly in equity stocks. It helps in averaging purchase costs and mitigating market volatility over time. This disciplined approach suits long-term wealth creation, offering potential capital appreciation through regular stock market investments.
AIF
Equity Stock AIF (Alternative Investment Fund) in India pools investments from high-net-worth individuals to invest in equities, startups, or private companies. Managed by professional fund managers, AIFs offer exposure to alternative assets not typically available in mutual funds, aiming for higher returns but carrying greater risk and regulatory oversight.
Wealth Desk
WealthDesk is a platform offering curated portfolios called WealthBaskets, designed by SEBI-registered professionals. It enables investors to invest in a diversified range of stocks and ETFs based on specific financial goals and risk tolerance, simplifying long-term wealth creation through personalized, professionally-managed investment strategies.
Small Case
Smallcase is a platform that offers curated portfolios of stocks or ETFs, designed around specific themes, strategies, or sectors. Investors can buy these portfolios as a whole, simplifying diversified investment in the stock market. It’s ideal for goal-based investing, with portfolios created by financial experts.
Insurance
Insurance provides financial protection against risks such as health issues, accidents, and loss of property. It includes various products like life, health, and general insurance. Regulated by the IRDAI, it helps individuals and businesses manage financial risks and ensure security through premium payments and policy coverage.
PMS
Portfolio Management Services (PMS) offer personalized investment solutions for high-net-worth individuals. Professional managers create and manage custom portfolios tailored to specific financial goals and risk appetites. PMS provides direct equity investments, professional advice, and active management, aiming for higher returns through strategic asset allocation and stock selection.
Mutual Funds
Mutual funds pool investments from multiple investors to create diversified portfolios managed by professional fund managers. They offer various schemes, including equity, debt, and hybrid funds, catering to different risk appetites and financial goals. Regulated by SEBI, mutual funds provide accessible, professional investment solutions for wealth growth.
Global Investment
Global investmentinvolves investing in international markets or assets from India. It includes options like foreign equities, global mutual funds, or international ETFs. These investments offer diversification, access to global growth opportunities, and risk mitigation, while benefiting from India’s regulatory frameworks and financial institutions facilitating such investments.
Sovereign Gold Bond
Sovereign Gold Bonds (SGBs) in India are government-backed securities that offer returns linked to the price of gold. Investors purchase bonds instead of physical gold, receiving periodic interest and a maturity amount based on gold prices. SGBs provide a secure, non-physical gold investment with tax benefits and capital appreciation potential.
IPA/Loan against Shares/ loan Product
Loan Against Shares (LAS) allows individuals to borrow funds by pledging their shares as collateral. Offered by banks and financial institutions, this product provides liquidity while retaining share ownership. Interest rates are generally lower compared to unsecured loans, with repayment terms based on the value of the pledged shares.
Bond Secondary market debt/ NCD/ FD.
Bonds in the secondary market, Non-Convertible Debentures (NCDs), and Fixed Deposits (FDs) are popular debt investment options. Bonds and NCDs offer fixed returns and are traded on exchanges, while FDs provide guaranteed interest over a set term. These instruments cater to conservative investors seeking stable, predictable returns.
CA Services
Taxation Services
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Income Tax Return Filing
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TDS Return Filing
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Tax Audit
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Statutory Audit
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GST Registration
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GST Return Filing
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Tax Advisory
ROC Filing
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Company Incorporation
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LLP Incorporation
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Annual filing with ROC
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Director/Partner Addition Removal
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Other form filing with ROC
Accounting
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We are offering accounting service to company on following basis;
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Accounting Review
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Accounting Outsourcing
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Accounting Implementation
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Online Book Keeping
Register Maintenance
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Income Tax Return Filing
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Board Meeting Register
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Minutes of Board Meeting
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Other statutory registers required to be maintained by the company
Other Laws
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Professional Tax (PT)
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Registration & Return filing
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Provident Fund & ESIC Registration
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Shop & Establishment License
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Other Labour Law
Other Services
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Project Report Preparation
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Financial statement Preparation
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Legal Document Drafting
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Process Development
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SOP Development
Compliance & AML Services
Regulatory Compliance
Adhering to laws, regulations, and guidelines set by authorities to ensure legal and ethical conduct in business operations. It involves implementing policies, procedures, and controls to prevent legal violations and financial penalties.
Correspondence with Regulators
Communicating with regulatory bodies to provide required information, address inquiries, and comply with regulations. This involves submitting reports, responding to requests, and ensuring transparency in business practices.
FATCA Reporting
The Foreign Account Tax Compliance Act mandates U.S. citizens and foreign financial institutions report foreign assets and income to the IRS. Compliance involves collecting, verifying, and reporting relevant financial information to prevent tax evasion.
Know Your Customer (KYC)
The process of verifying the identity of clients to prevent fraud and money laundering. It involves collecting personal information, validating identities, and assessing potential risks associated with the customer.
Customer Due Diligence (CDD)
The process of evaluating a customer’s background and financial activities to assess risk and ensure they are not involved in illegal activities. CDD includes identity verification and risk assessment.
Enhanced Due Diligence (EDD)
A more thorough investigation of higher-risk customers to prevent money laundering and financial crimes. EDD involves detailed scrutiny of customer information, transactions, and business relationships.
Suspicious Activity Reporting (SAR)
The process of reporting unusual or suspicious transactions to authorities that might indicate illegal activity, such as money laundering or fraud. SARs help regulators investigate potential financial crimes.
Sanction Screening
The process of checking transactions and customers against lists of individuals or entities subject to sanctions. This helps prevent transactions with sanctioned parties and ensures compliance with international sanctions laws.
Transaction Monitoring
The ongoing review of financial transactions to detect suspicious or unusual activity. This process helps identify potential money laundering, fraud, or other illegal activities by analyzing transaction patterns and behaviors.
Politically Exposed Persons (PEPs)
Individuals who hold or have held prominent public positions and are considered higher risk for money laundering or corruption. Financial institutions must conduct enhanced scrutiny of transactions involving PEPs to prevent financial crimes.
IT Services
Logo Design
Visiting Card Design
Letterhead Design
Web Development
International Region Services
Company Formation
Assisting clients with establishing new companies, handling all required legal and regulatory processes.
Licensing
Helping businesses obtain the necessary permits and licenses to operate legally in their chosen industry.
Offshore Services
Setting up offshore companies in foreign jurisdictions for tax optimization, asset protection, and business expansion opportunities.