Your Fiduciary in Intelligent
Financial Planning and Investments.
Today, money management needs to be clear, guided and disciplined. We are Talk to Iyers, and we assist individuals and families to make confident financial advisory by advising them on structured financial planning and goal-based investments. We do not need complicated explanations, all we do is get to know you, strategise a unique plan, and steer you throughout the long-term financial path.
Why Choose Talk to Iyers?
Clients prefer Talk to Iyers due to candid advice, custom attention, and the serious planning program. We also serve as your financial ally (long-term), and we ensure that you remain focused, informed and confident in the financial process.
Want to hear about the money you can save by doing something? Start with Talk to Iyers today and weaken your future.
OUR SERVICES
What we offer
Part Time/ Fractional CFO
Get CFO-level expertise without the full-time cost—strategic planning, cash flow, budgeting, and financial clarity tailored for growing businesses.
Corporate Services
Our panel of experts provide tailor-made services that cover all that is required to setting up a company and running it successfully.
Taxation
We offer an entire gamut of specialised tax services to support enterprises function efficiently, effectively and with complete accountability.
Management Consultancy
Our spectrum of consultancy services aims at improving organizational efficiency through better strategies, enhanced performance and seamless processes.
Due Diligence
We help enterprises protect their investments through comprehensive evaluation of assets, markets and third parties and also ensuring compliance respective statutory requirements.
Enterprise Valuation
Our team of business valuation experts help enterprises measure, analyse and make reports through extensive strategical and technical processes.
Accounting Outsourcing
We help you redefine the business processes through better management of your financial processes, thus saving your time and resources.
Legal Vetting
Our legal experts make sure that every single point on a contract or agreement is crafted and examined carefully to ensure that there are no unforeseen consequences.
Compensation & ESOP
ESOP is a complex compensation plan that demands experience in a wide spectrum of legalities. Our expert panel guides you through the equity based compensation plans.
Board Appointment
It is imperative for a successful enterprise to have a balanced and unbiased Board of Directors. We have the experience, expertise and right kinds of contacts to help you have the right people at the helm of affairs.
Audit
Our bespoke auditing services ensure transparency and value through systematic processes, thereby instilling confidence in shareholders, investors and other stakeholders.
OUR SERVICES
Full Service Financial Advice Designed to Your Needs.
Our services at Talk to Iyers are chalked out to add order, clarity and confidence to your financial life. Our end-to-end financial advisory services encompass all the key areas of personal finances and make sure that your money is working towards achieving your long-term ambitions.
Planning of Finances that bring Direction.
We are based on financial planning. The steps we take start with the knowledge of your present financial status and future goals. On this, we develop a goal-driven financial plan which includes savings, investments, risk management and future milestones. This is a systematic way to get informed and remain on track despite the changes in the market.
Strategic Investment Advisory
Our investment advisory is aimed at developing long-term prosperity with disciplined investments. We do not chase the fads but we assist you to choose investments that fit your risk profile, time horizon, and financial goals. We will regularly review and rebalance your portfolio to keep it within your objectives as your life changes.
Effective Tax Planning Solutions.
Tax planning is very important in wealth preservation. We help you to organize your finances in a tax efficient way and conform to the relevant regulations. We can ensure that your tax planning is an integral part of your whole financial plan by making sure you will reduce unnecessary tax payments, and increase your long-term returns
Saving Retirement Planning to a Secure Future
Retirement planning must be a long term strategy. Our retirement planning service aims at creating a reliable flow of income that will sustain your preferred lifestyle during retirement. We are able to assist you in estimating the future needs, suitable investment options and achieve financial independence in your life after work
A Client-Centered, Holistic Strategy
The combination of our services is what makes them effective. Talk to Iyers is the company that will help you keep your financial plan together and goal-oriented by providing integrated financial planning, investment advisory services, tax planning and retirement services.
Collaborate with Talk to Iyers and find a clear, confident, and stable life financially through professional consultation
Life stage Financial Planning.
Two financial journeys cannot be the same. Our financial planning services will fit your life objectives whether you are embarking on your career, education of your child, purchase of a house or you are on the retirement stage. We consider all of your earnings, spending, assets, liabilities and future goals to develop a realistic and attainable financial plan.
We do not only think about short term profits but we have a long-term and sustainable financial future. Through rigorous planning, we keep you ready to achieve the milestones that are supposed and the ones that are not.
Professional Investment Consultancy You can rely on.
Strategic investing can bring about uncertainty and opportunity loss. Being a reliable advisory on investment, Talk to Iyers offers advice on investment with the help of research, market comprehension, and risk evaluation. We assist you in making the correct combination of investments that is in line with your objectives, time frame, and riskiness level.
Our advisory model focuses on long term wealth creation and not speculation. Investing in well-informed choices and consistency is what we consider the keys to achieving success.
Intelligent Tax and Retirement Planning Solutions
To save your hard-earned money, it is necessary to plan well in terms of taxes. We advise you on the arrangements of investments and funds in a tax-efficient way yet in compliance with the regulations. Together with this, our retirement planning service is aimed at creating a reliable flow of income that will sustain your lifestyle post-retirement.
OUR CLIENTS
Some of our customers
