Financial
Services

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Wealthup@cmsheroes.com

Overview

We are a consulting firm with over 29 years of experience in all industries, supporting their financial growth. We also offer expert guidance, unlocking your potential for growth and profitability that helps proof our business investment and ensuring success in our mission as business advisors!
1) Loans & Credit Facilitation

Sometimes the best financial decision is strategic borrowing. Whether it's a home loan to build your dream house, a business loan to fund expansion, or personal loan for immediate needs, we facilitate competitive loans with minimal documentation.

PRODUCTS AVAILABLE:
✔ Personal Loans — For immediate needs
✔ Home Loans — Competitive rates, fast processing
✔ Business Loans — Working capital and expansion
✔ Loan Against Property — Unlock your property's value
✔ Working Capital Finance — For business cash flow
✔ Project Finance — For large business projects

WHY THROUGH MSFPS:
✔ Multiple bank/NBFC tie-ups for best rates
✔ Doorstep documentation service
✔ Quick processing and approvals
✔ Unbiased comparison across lenders
✔ Post-disbursement support
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2) Tax Planning

Effective tax planning isn't about last-minute 80C investments—it's a year-round strategy that legally minimizes your tax liability while building wealth. We help optimize your taxes across income, investments, and business activities.

OUR PROCESS:
1. Income analysis and projection
2. Deduction optimization (80C, 80D, 80E, 80G, etc.)
3. Investment restructuring for tax efficiency
4. HRA, LTA, and salary structure optimization
5. Capital gains planning
6. Business deduction strategy (for entrepreneurs)

TAX-SAVING INSTRUMENTS WE RECOMMEND:
✔ ELSS Mutual Funds (80C with equity returns)
✔ PPF/NPS (Long-term debt investments)
✔ Health Insurance (80D)
✔ Life Insurance (80C)
✔ Tax-free bonds
Key Benifits
We believe that financial goals are more than a number to our clients. It may represent a new home, a small business, a comfortable retirement or a college education. To help our clients go from dreaming to doing, we have our core beliefs that are central to their investing success. We’re here to help with any questions you have on your path to find financial security.
What type of clients do you work with?
Will you work with my accountant and lawyer?
The internet of things move from concept to reality, all business executives worry about change, but all the tech companies must cognizant of the forces driving change.
Is there a fee for an initial meeting with you?
Stats & Charts
Building wealth is a goal that many people aspire to, but it can often seem like an overwhelming task. It takes time, effort, and discipline to be successful with this goal, so don’t be lured by get rich quick schemes and too good to be true opportunities that can send you down a dangerous path.

Our specialist team of consultants understands the importance of maintaining a long lasting business relationships with clients to deliver specific investment solutions for a long term success and empower their business growth.

Helping people make smart financial decisions is the most difficult mission. We are committed to publishing only accurate and actionable advice, personalized tools to help people navigate life’s big personal finance decisions.
We build trust and maintaining a long lasting relations!

Our specialist team understands the importance of a long lasting relationships with clients to deliver specific investment solutions.

Long Term Relationships
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As artificial intelligence and the internet of things move from concept to reality, all business executives worry about change, but tech companies must cognizant of the forces driving change.
Trust and Confidentiality
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As artificial intelligence and the internet of things move from concept to reality, all business executives worry about change, but tech companies must cognizant of the forces driving change.
Comprehensive Understanding
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As artificial intelligence and the internet of things move from concept to reality, all business executives worry about change, but tech companies must cognizant of the forces driving change.
Integrity and Expertise
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As artificial intelligence and the internet of things move from concept to reality, all business executives worry about change, but tech companies must cognizant of the forces driving change.
Client Centricity
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As artificial intelligence and the internet of things move from concept to reality, all business executives worry about change, but tech companies must cognizant of the forces driving change.
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As artificial intelligence and the internet of things move from concept to reality, all business executives worry about change, but tech companies must cognizant of the forces driving change.
Helping in make smart financial decisions.

No matter how big you are and in what industries you do business, we can help you work smarter, provide support and help you achieve all your business goals.

Acknowledge client’s needs
Financial planning is the process of taking a comprehensive look at your financial situation and building a specific financial plan to reach your goals including taxes, savings and more.
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Provide a long term perspective
Financial planning is the process of taking a comprehensive look at your financial situation and building a specific financial plan to reach your goals including taxes, savings and more.
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Discuss opportunities
Financial planning is the process of taking a comprehensive look at your financial situation and building a specific financial plan to reach your goals including taxes, savings and more.
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Speak to one of our advisers over the phone or submit your details and we’ll be in touch!

Our specialist team understands the importance of a long lasting relationships with clients to deliver specific investment solutions for a long term success
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A Visit
Highly qualified consultants at service.
Consulting services tailored to your needs
Strategy designed to solve challenges.
426 Completed cases in last 5 years.

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    Our specialist team understands the importance of maintaining a lasting relationships with clients to deliver specific investment solutions.
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