Sri Ram
Financial Solution

We’re Offering

We are thrilled to present to you our array of offerings, which comprise insurance policies (such as term, medical, life cover, travel, and vehicle), bonds, debentures, pre-owned IPOs, fixed deposits, and mutual funds.

Our Services

We Provide A Professional
Financial Solutions




Pre Owned IPO

Fixed Deposit

Mutual Funds

Recurring Deposit


Auditing Services

Why stress about audits, when you can leave it to the pros? Welcome to Sri Ram Financial Solution, where your auditing needs got covered.

Whether you are a small business, a big corporation or somewhere in between we have got the expertise to handle it all. Our auditing services are not just about ticking boxes; they are about building trust and confidence in your financial operations. We will get insights and provide recommendations to help you improve your financial processes and achieve your business goals. Also, we ensure transparency, accuracy, and compliance every step of the way.

So why settle anything less than the best? Reach out us today and get started.

Company Services

Whether you are starting a new business, expanding an existing one, or facing legal challenges, Sri Ram Financial Solution is here to assist you with expert guidance and comprehensive solutions tailored to your specific needs.

Our services span a wide range of areas including company formation, corporate governance, regulatory compliance, contract drafting and review, mergers and acquisitions, and much more. With our in-depth knowledge and experience, we can help you make informed decisions and mitigate any legal risks that your business may face. We prioritize building strong relationships with our clients based on trust, integrity, and transparency. Your success is our success, and we are committed to providing you with the highest level of service and support every step of the way.

With Sri Ram Financial Solution by your side, you can focus on what you do best – growing your business – while we take care of the legal side of things. Contact us today to learn more about how we can help you achieve your business goals.


We know that insurance can sometimes feel like a troubling subject, but we’re here to make it easy and accessible for you.

At Sri ram financial solution, we believe in providing our clients with the best possible financial solutions to fulfil their needs. That’s why we have a tie up with trustable brands that can protect you and your family in case of unforeseen events. We have a variety of options, including life protection Insurance, health Insurance, Vehicle Insurance and travel Insurance, so you can choose the one that best fits your needs.

So, what are you waiting for? Get in touch with us today to learn more about our insurance services and how we can help you protect your financial future.


Hello everyone, are you looking for a safe and reliable way to invest your money? Look no further than Sriram financial solution and our bond services.

We believe that transparency is key. That’s why we always provide our clients with clear and concise information about their investments.

When it comes to investing, bonds can be a great option for those seeking stability and security. And with Sriram financial solution, you can trust that your investments are in good hands. Contact us today and get your financial journey started.


Are you looking for a reliable and secure investment option that offers you good returns without putting your money at risk? Investing in debentures with Sri ram financial solution is not only safe but also hassle-free.

We understand the importance of a secure investment and we strive to provide our clients with the best possible options. So, why wait? Invest in our debenture services today and secure your financial future! Contact us for more information and we’ll be happy to assist you.

Pre Owned IPO

We understand the importance of making the right investment decisions. That’s why we offer pre-owned IPO services that allow you to invest in companies before getting listed in the stock market.

Our tie-ups with leading brands ensure that you get access to high-quality pre-owned IPOs, with all the necessary documentation and approvals. With Sriram financial solution, you can be sure that you are making a smart investment choice, without the stress of going through the IPO process yourself.

We are committed to providing our clients with the best investment solutions and services, backed by our expert advisor. Whether you are a seasoned investor or just starting out, we are here to help you make the most of your investments. Start your financial journey today by reaching out to us!!

Fixed Deposit

Our FD high-return services are here to cater to your investment needs.
With years of experience in the market, we have established a reputation for providing reliable investment options with attractive returns.

We have tie-ups with some of the leading brands in the market. We ensure to constantly monitor the market trends and strive to provide you with the best investment options that suit your requirements.

So, what are you waiting for? Invest with Sriram financial solution and watch your money grow. Contact us today to know more about our FD high-return services and start investing.

Mutual Funds

Investing in mutual funds has never been easier! Simply sign up with Sriram Financial solution, and we’ll take care of the rest.

When it comes to mutual funds, there are plenty of options available in the market. However, not all mutual funds are created equal. At Sriram financial solution, we work with our partner brands to offer you a diverse portfolio of mutual funds that serve your individual needs and risk appetite. Whether you are looking for long-term investments or short-term gains, we have something for everyone.

We are committed to providing you with exceptional service and advice. We understand that investing in mutual funds can be overwhelming, and that’s why we are here to guide you every step of the way. We take the time to understand your financial goals, risk tolerance, and investment preferences to help you make informed decisions.

Recurring Deposit

Our RD services are designed to help you save and grow your money in a disciplined and structured way. 

We offer a variety of RD plans that satisfy your specific needs and financial goals. We will help you choose the right plan that suits your needs and helps you achieve your goals.


Are you looking to invest in the stock market but don’t know where to start? Or maybe you’re already an experienced investor but want to maximise your returns?

At Sriram financial solution, we offer personalised advisory services that offer you unique investment goals and risk appetite.

We have years of experience in the industry and stay up-to-date with the latest market trends and news.

We use this knowledge to provide you with sound investment advice that can help you make informed decisions.

Make Better Decision With Proper Financial Planning

Start making smarter financial decisions today! Let us help you create a solid financial plan that will guide you towards a brighter future.

Who We Are

We Are Your Financial Partner

In 2020, we began our journey in the financial sector as Sri Ram Stocks Solution, our parent company which offers end to end solutions in the stock market. Subsequently, with the valuable support and encouragement from our clients, we launched our latest venture, Sri Ram Financial Solution.

Sri Ram Financial Solution provides a range of versatile products that assist our clients in developing tailored financial planning strategies to meet their individual obligations, such as wealth management, retirement planning, financing their children’s education, purchasing a home or a car, saving for travel or marriage, and more

How We Work

Move Your Finance To Next Level


We guide you to achieve long-term financial objectives by setting goals, budgeting, tracking spending, and saving strategically.


We assist you in budgeting, investing, tax optimization, and progress monitoring to help you achieve your financial goals.

How We Work

Book Free Consultation


  1. GST Registration
  2. PAN Registration
  3. Partnership Firm Registration
  4. TDS Registration
  5. HUF Registration
  6. DSE Registration
  7. MSME Registration

Accounting Service To

  1. Sole Trader
  2. Partnership Firm
  3. HUF


  1. GST Filing
  2. Income Tax Filing
  3. TDS Filing

Other Document Related Works

  1. Rental Document
  2. B/S for Loan Sanction
  3. Partnership Deed
  4. Other Document related to Sole Proprietor, Partner & HUF

Personal Guidance & Queries Clearance To

  1. Sole Trader Business
  2. Partnership Firm
  3. HUF

[related to procedure legal purpose only]

Services Offered - Company Law

  • Incorporation /Registration of Private and Public Companies and Commencement of Business
  • Preparation and maintenance of Agenda/Minutes for Board Meeting, AGM and EGM.
  • Registration of Charges and providing search reports/status reports for Companies/financial institutions/banks.
  • Preparation, Certification and Filing of various forms under Companies Act 1956
  • Conversion of private limited Company into public limited Company and vice versa.
  • Preparing and Filing petitions /applications /forms /documents with the Company Law Board in various matters like Shifting of Registered Office from one State to another State, Condonation for delay in filing the charges by the Company, compounding of offences etc..
  • Handling all matters of the Companies Act including issue of shares under preferential Basis/Right Basis/Bonus /Employee Stock Option Scheme.
  • Undertaking Due Diligence Secretarial and Legal Audit for various companies and issuing Secretarial Compliance Certificate for various Companies, under the Companies Act, 1956.
  • Procuring Central Government approval under section 297, 314, 269, 309 and other provisions of the Companies Act 1956 for various purposes.
  • Stricking off companies under section 560 of the Companies Act, 1956.
  • Annual Return Certification  
  • Preparation and Filing of Annual Filing of Balance Sheet and Annual Return documents
  • Pre & post meeting work related to board meetings and general meetings including conduct of such meetings.
  • Advising on legal and procedural matters under the Companies Act, 1956 and SEBI regulations.
  • Postal Ballot Assignments

Corporate Restructuring and Winding Up

  • Amalgamation / Mergers / Demerger
  • Arrangement in relation to corporate restructuring
  • Reduction of Share Capital
  • Liquidation / Winding-up of Companies
  • Preparation of Statement of Affairs for submission to Official Liquidators.
  • Liaisoning and coordination with Official Liquidator and High Court.

Other Services

  • Oppression & Mismanagement
  • Drafting of Promoters agreements, shareholders agreements and Commercial & legal agreements.
  • Foreign collaborations, Joint Ventures and setting up of subsidiaries, branch offices & liaison offices  in India and abroad.
  • Management Audit and implementation of Corporate Governance.

Services offered - SEBI Regulations

  • Preferential Issues  /  Private Placements / Right Issues 
  • Legal / Secretarial due diligence process in relation to IPOs
  • Buy back of Securities & ESOP by a Listed Entity
  • Various Compliances under Listing Agreements including Corporate Governance
  • Insider Trading Compliances and Delisting of Securities 
  • Drafting of prospectus / letter of offer / other related document
  • Commercial Borrowings (ECB) and international financial arrangements on turn key basis.

Services offered - NBFCs/ HFCs

  • Registration of company as NBFC with RBI- Documentation & filing of application for registration
  • RBI compliances & reporting for NBFCs

Services offered - EXIM Policy

  • Obtaining IE Code from DGFT
  • Advising on import / export regulations. Issue of various certificates under the import export policy & procedures.
  • Certification jobs as per the prevalent Import Export policy.

Services offered - FEMA

  • Advice on legal and procedural matters falling under FEMA.
  • FDI compliances & reporting
  • FIPB approvals
  • Certification under FEMA and RBI Rules
  • RBI compliances for FDI inflow & outflow

Services offered - Intellectual Property Rights

  • Registration of copyrights & trademarks

Representation before Authorities

  • Registrar of Companies (ROC)  
  • Securities & Exchange Board of India (SEBI)
  • Stock Exchanges (NSE / BSE / RSEs)
  • Director General of Foreign Trade
  • Company Law Board (CLB)  
  • Regional Director (RD)  
  • Official Liquidator (OL)  
  • Reserve Bank of India (RBI)

Drafting of Agreements

  • Drafting of Shareholders Agreement,
  • Software Licence and Services Agreement,
  • Agreement for Software Support Services,
  • Managing Directors Agreement,
  • Confidentiality Agreement,
  • power of attorney,
  • Corporate Guarantees
  • Partnership Agreement
  • Franchisee Agreements