Services

We provide a wide range of Services​

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How can we help you?​

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Business Setup & Corporate Services

End-to-end support for company formation, registrations, corporate compliance and legal documentation — so you start and operate with confidence.


We guide you through entity selection (Pvt Ltd / LLP / OPC / Partnership), MCA filings, PAN/TAN, bank account setup and initial compliance.

🧭 Steps / Process
  1. Entity selection: Discuss ownership, liability & tax implications → recommend structure.
  2. Apply DSC & DIN: Secure digital signatures & director IDs.
  3. Name reservation: MCA name approval (SRN).
  4. File incorporation: SPICe+ forms, MOA/AOA, declarations.
  5. Post-incorporation: PAN, TAN, opening bank account, GST onboarding (if applicable).
📄 Required Documents
  • PAN & Aadhaar of directors/partners.
  • Registered office proof (rent agreement + utility bill) & NOC from owner.
  • Passport-size photos of directors.
  • DSC (we can arrange if needed).
🌟 Benefits
  • Legally registered entity and compliance-ready from day one.
  • Smooth bank account and vendor onboarding.
  • Documented process to support future fundraising.
⚙️ Prerequisites & Deliverables
  • Prerequisites: Minimum director count/partner details, unique name availability.
  • Deliverables: Incorporation Certificate, PAN/TAN, basic compliance checklist & handover note.
Related case study: Automated MIS & Reporting: Services

Get your Limited Liability Partnership registered with minimal paperwork — combining the benefits of limited liability with operational flexibility.

🧭 Steps / Process
  1. Identify partners and contribution ratio.
  2. Reserve name via RUN-LLP.
  3. Draft LLP Agreement and file FiLLiP form.
  4. Register with ROC and obtain LLPIN.
  5. Apply for PAN, TAN, and open bank account.
📄 Required Documents
  • PAN/Aadhaar of partners.
  • Address proof and NOC for office.
  • Capital contribution proof.
  • Photographs and contact details.
🌟 Benefits
  • Combines corporate and partnership advantages.
  • Simple compliance & flexible structure.
  • Limited liability for partners.
  • Ideal for professionals and consultants.
⚙️ Prerequisites & Deliverables
  • Prerequisites:
    • At least two partners, agreed capital structure.
  • Deliverables:
    • LLPIN, Agreement copy, Certificate of Incorporation.
More on business setup: Services

We help you draft, notarize, and register your partnership deed, ensuring your firm gains legal recognition and smooth compliance.

🧭 Steps / Process
  1. Draft partnership deed and get notarized.
  2. Register with Registrar of Firms.
  3. Obtain PAN and open current account.
  4. Apply for GST if required.
  5. Maintain firm documentation.
📄 Required Documents
  • Deed copy, PAN/Aadhaar of partners.
  • Proof of business address.
  • Passport photos of partners.
🌟 Benefits
  • Quick and cost-effective setup.
  • Shared responsibility and decision-making.
  • Easier access to finance.
  • Legal protection for firm name.
⚙️ Prerequisites & Deliverables
  • Prerequisites:
    • Two partners minimum, partnership deed.
  • Deliverables:
    • Registered Deed, PAN, acknowledgment certificate.
More on business setup: Services

Ideal for solo entrepreneurs — we handle all local registrations so you can legally operate as a single-owner business.

🧭 Steps / Process
  1. Choose trade name and business category.
  2. Obtain GST, Shop Act, and MSME registration as applicable.
  3. Apply for bank account and business PAN.
  4. Set up invoicing & record-keeping systems.
  5. Enable e-filings and compliance alerts.
📄 Required Documents
  • PAN & Aadhaar of proprietor.
  • Proof of address of business.
  • Passport photo and contact details.
🌟 Benefits
  • Simple and inexpensive formation.
  • Complete control and flexibility.
  • Easy compliance with local laws.
  • Suitable for freelancers and retailers.
⚙️ Prerequisites & Deliverables
  • Prerequisites:
    • KYC and address proof.
  • Deliverables:
    • KYC and address proof.
More on business setup: Services

We assist charitable organizations in getting legally recognized, managing 80G/12A registration, and ensuring long-term compliance.

🧭 Steps / Process
  1. Identify objectives and trustees.
  2. Draft Trust Deed / MoA.
  3. Register with Charity Commissioner / Registrar.
  4. Apply for PAN, 12A, and 80G.
  5. Complete bank account and compliance setup.
📄 Required Documents
  • ID & address proof of trustees/members.
  • Office address proof & NOC.
  • Deed and objectives.
  • Property ownership/lease proof.
🌟 Benefits
  • Legal identity for NGO/trust.
  • Tax exemptions and credibility.
  • Transparency in operations.
  • Attracts grants and CSR funds.
⚙️ Prerequisites & Deliverables
  • Prerequisites:
    • 2–3 trustees or members, deed draft.
  • Deliverables:
    • Registration Certificate, PAN, 80G/12A approval letters.
More on business setup: Services

Registrations & Licensing

Planovia360 ensures your business stays compliant and legally recognized through all essential registrations — from GST and MSME to Import-Export, FSSAI, and sector-specific licenses. We handle every application, verification, and renewal, saving you from bureaucratic hassles while keeping your operations future-proof.


Complete support for GST registration, periodic filings, and reconciliation — ensuring timely compliance, input-tax accuracy, and peace of mind.

🧭 Steps / Process
  1. Eligibility check: Assess turnover and supply nature.
  2. Document prep: Collect business proof, owner KYC, bank details.
  3. Online filing: Submit REG-01 and verification via Aadhaar-based e-KYC.
  4. Certificate issue: Receive GSTIN and login credentials.
  5. Periodic returns: File GSTR-1, 3B, and annual reconciliation.
📄 Required Documents
  • PAN, Aadhaar, photo of proprietor/partners/directors.
  • Proof of business address (rent agreement + utility bill + NOC).
  • Bank statement/cancelled cheque.
  • Incorporation certificate (for companies).
🌟 Benefits
  • Legal eligibility for interstate sales and B2B transactions.
  • Seamless input-tax credit flow.
  • Builds vendor and customer trust.
  • Avoids penalties and compliance backlogs.
⚙️ Prerequisites & Deliverables
  • Prerequisites: Business turnover > ₹20 L or interstate supplies.
  • Deliverables: Business turnover > ₹20 L or interstate supplies.
Related case study: Tax Optimization: Services

Register your business under Udyam to unlock government benefits, subsidies, and priority funding support for micro, small, and medium enterprises.

🧭 Steps / Process
  1. Fill Udyam Registration Form online using PAN & Aadhaar.
  2. Validate OTP and auto-fetch business details from Income Tax and GST databases.
  3. Verify information and submit application.
  4. Receive digital Udyam Certificate instantly.
📄 Required Documents
  • PAN & Aadhaar of owner/partners/directors.
  • Business address proof & bank details.
  • Mobile number & email for OTP verification.
🌟 Benefits
  • Easier bank loans and credit guarantee schemes.
  • Subsidies and concessions in tenders & electricity bills.
  • Delayed-payment protection under MSME Act.
  • Government promotion and support eligibility.
⚙️ Prerequisites & Deliverables
  • Prerequisites: PAN & Aadhaar linked, basic business data.
  • Deliverables: Udyam Certificate (valid for lifetime).
Related case study: Tax Optimization: Services

We help businesses obtain their Import-Export Code (IEC) from DGFT, a mandatory requirement for global trade and customs clearance.

🧭 Steps / Process
  1. Prepare PAN and business documents.
  2. Register on DGFT portal with email & mobile.
  3. Upload documents and pay government fee.
  4. Obtain IEC instantly via email (PDF format).
📄 Required Documents
  • PAN of firm/company.
  • Address proof of business premises.
  • Bank statement/cancelled cheque.
  • Owner’s photo and digital signature.
🌟 Benefits
  • Mandatory for import/export transactions.
  • Required by banks & customs.
  • Enables global market expansion.
  • One-time registration, no renewal needed.
⚙️ Prerequisites & Deliverables
  • Prerequisites: PAN, bank account, email & mobile for OTP.
  • Deliverables: IEC Certificate (10-digit code).
Related case study: Tax Optimization: Services

Get your FSSAI (food license) registration done for restaurants, manufacturers, and food suppliers — ensuring trust and legal compliance.

🧭 Steps / Process
  1. Determine type of license (Basic/State/Central).
  2. Collect KYC and premises documents.
  3. File Form B online with authority.
  4. Attend inspection (if required).
  5. Receive digital license certificate.
📄 Required Documents
  • Proof of food business premises.
  • Layout plan and list of equipment.
  • Owner/partner photo & ID.
  • NOC from local municipality (if applicable).
🌟 Benefits
  • Mandatory for food production & sale.
  • Builds consumer and supplier confidence.
  • Avoids heavy penalties.
  • Adds legitimacy to your brand.
⚙️ Prerequisites & Deliverables
  • Prerequisites: Valid address proof, business entity proof.
  • Deliverables: FSSAI License (valid 1–5 years).
Related case study: Tax Optimization: Services

Mandatory for businesses operating within municipal limits — we assist in obtaining Shop Act registration and renewals.

🧭 Steps / Process
  1. Verify municipal jurisdiction and rules.
  2. File Shop Act application online.
  3. Upload identity proof and premises documents.
  4. Pay prescribed fee.
  5. Obtain license copy for display.
📄 Required Documents
  • PAN, Aadhaar of owner.
  • Business address proof.
  • Rent agreement/NOC.
  • Photograph of signboard & shop front.
🌟 Benefits
  • Legal operation within municipality.
  • Required for bank account and tenders.
  • Protects business under local law.
  • Ensures labour law compliance.
⚙️ Prerequisites & Deliverables
  • Prerequisites: Local business address, ownership proof.
    Deliverables: Trade License Certificate (valid 1–3 years).
Related case study: Tax Optimization: Services

We help register your business for professional tax and set up monthly deductions for employees as per state laws.

🧭 Steps / Process
  1. Identify applicable state rules.
  2. File PT Registration Form online.
  3. Obtain Employer & Employee codes.
  4. Configure monthly deductions & returns.
📄 Required Documents
  • PAN, Aadhaar, business proof.
  • Employee list with salary details.
  • Address proof of business.
🌟 Benefits
  • Avoids penalties for non-deduction.
  • Demonstrates salary compliance.
  • Improves corporate credibility.
⚙️ Prerequisites & Deliverables
  • Prerequisites: Staff payroll details ready.
    Deliverables: PT Registration & login credentials.
Related case study: Tax Optimization: Services

Taxation & Compliance

We manage your complete tax lifecycle — from GST filings to income-tax returns and TDS compliances — ensuring accurate, timely submissions and proactive tax planning for individuals and businesses alike.


Monthly, quarterly, and annual GST returns with expert input on reconciliations, ITC claims, and notices.

🧭 Steps / Process
  1. Data Collection: Collect sales, purchase, and expense invoices.
  2. Reconciliation: Match GSTR-2A/2B with books of accounts.
  3. Drafting Returns: Prepare GSTR-1 and GSTR-3B based on reconciled data.
  4. Review & Filing: Validate tax liability, ITC, and upload to GSTN portal.
  5. Acknowledgment & Follow-Up: Generate acknowledgment and handle any portal errors or notices.
📄 Required Documents
  • GST login credentials.
  • Sales and purchase registers.
  • Expense vouchers (if applicable).
  • Previous month return copy (for carry-forward data).
🌟 Benefits
  • Ensures timely and accurate compliance.
  • Minimizes notice risk through reconciliations.
  • Improved input-tax credit utilization.
  • Professional tax guidance for ongoing months.
⚙️ Prerequisites & Deliverables
  • Prerequisites:Valid GST registration, updated ledgers, invoice records.
  • Deliverables: Filed GSTR-1, GSTR-3B, and reconciliation report with filing acknowledgment.
Related case study: Tax Optimization: Services

We handle individual, firm, and corporate ITR preparation and e-filing, ensuring maximum legal deductions and accuracy.

🧭 Steps / Process
  1. Information Gathering: Collect Form 16, 26AS, AIS/TIS, and investment proofs.
  2. Computation: Calculate total income, deductions, and taxes payable.
  3. Validation: Review with client for correctness and claim opportunities.
  4. E-Filing: Submit ITR 1–7 on Income-Tax e-Portal.
  5. Acknowledgment: Download ITR-V and assist in e-verification.
📄 Required Documents
  • PAN, Aadhaar.
  • Form 16 / Salary Slips / Books of Accounts.
  • Investment Proofs (80C, 80D etc.).
  • Bank Statements.
🌟 Benefits
  • Optimized tax liability with accurate planning.
  • Avoids penalties through timely filing.
  • E-filing with e-verification assistance.
  • Comprehensive tax summary and documentation.
⚙️ Prerequisites & Deliverables
  • Prerequisites:PAN linked with Aadhaar, access to e-filing portal.
  • Deliverables: Filed ITR acknowledgment (ITR-V), tax summary, and refund status support.
Related case study: Tax Optimization: Services

End-to-end TDS computation, challan payments, quarterly return filing, and Form 16 / 16A generation.

🧭 Steps / Process
  1. Data Compilation: Collect salary / vendor payment records.
  2. TDS Calculation: Verify rates & threshold applicability.
  3. Challan Payment: Generate CIN and deposit TDS via TRACES portal.
  4. Return Filing: Prepare and file Form 24Q / 26Q / 27Q.
  5. Form 16 Issuance: Generate and distribute certificates to deductees.
📄 Required Documents
  • TAN number and TRACES login.
  • Salary register / vendor payment records.
  • Challan details (if paid earlier).
  • PAN details of deductees.
🌟 Benefits
  • Error-free TDS returns & timely certificate issuance.
  • Avoid late-fee penalties.
  • Compliance tracking for corporate deductors.
  • Automated Form 16 generation.
⚙️ Prerequisites & Deliverables
  • Prerequisites:Valid TAN & active TRACES account.
  • Deliverables: Filed TDS return, acknowledgment number, and Form 16/16A.
Related case study: Tax Optimization: Services

Audit under Section 44AB and consultation for tax optimization, including drafting of Form 3CD and audit reports.

🧭 Steps / Process
  1. Book Review: Verify ledgers and trial balance.
  2. Audit Testing: Analyze compliance with IT Act.
  3. Form Preparation: Draft Form 3CD & audit observations.
  4. Filing: Submit reports electronically via CA portal.
  5. Post-Audit Consultation: Suggest improvements & tax-saving strategies.
📄 Required Documents
  • Books of Accounts & Trial Balance.
  • Ledger reports for FY.
  • PAN, TAN, GST details.
  • Prior year audit report (if any).
🌟 Benefits
  • Legal tax compliance and audit certification.
  • Reduced risk of scrutiny and penalties.
  • Insightful advice for business planning.
  • Structured documentation for future years.
⚙️ Prerequisites & Deliverables
  • Prerequisites:Updated books of accounts and financial records.
  • Deliverables: Signed Tax Audit Report (Form 3CB / 3CD) and management summary.
Related case study: Tax Optimization: Services

Accounting & Bookkeeping

We provide complete bookkeeping and accounting solutions tailored for startups, SMEs, and professionals. From daily transaction recording to financial reporting, we ensure accurate books and actionable financial insights.


We set up accounting systems like Tally, Zoho Books, or QuickBooks — customized to your business structure and compliance needs.

🧭 Steps / Process
  1. Business Assessment: Understand operations, chart of accounts, and reporting needs.
  2. Software Selection: Choose best-fit software (Tally / Zoho / QuickBooks).
  3. Customization: Set up chart of accounts, GST, and invoice templates.
  4. Data Migration: Import existing records, balances, and ledgers.
  5. Training: Walk through usage, dashboard reports, and integrations.
📄 Required Documents
  • Business profile & GST details.
  • Past financial data (if migrating).
  • Bank statements.
  • Invoice samples (sales/purchase).
🌟 Benefits
  • Cloud-enabled, real-time financial tracking.
  • Simplified compliance reporting.
  • Reduced manual errors.
  • Easy access for accountants and management.
⚙️ Prerequisites & Deliverables
  • Prerequisites: Clear business structure & chart of accounts.
  • Deliverables: Configured cloud accounting system + usage manual.
Related case study: Tax Optimization: Services

We handle all your bookkeeping operations — entries, reconciliations, ledgers, and management reports on a monthly basis.

🧭 Steps / Process
  1. Collect Documents: Receipts, invoices, statements, and payroll data.
  2. Transaction Entry: Record all income, expenses, assets, and liabilities.
  3. Bank Reconciliation: Match with bank and credit card statements.
  4. Review: Verify trial balance & monthly ledgers.
  5. Reports: Generate P&L, Balance Sheet, and Cash Flow statements.
📄 Required Documents
  • Monthly sales/purchase invoices.
  • Bank statements.
  • Expense vouchers.
  • Payroll summary (if applicable).
🌟 Benefits
  • Up-to-date financial health tracking.
  • Reduces year-end accounting stress.
  • Enables better tax and cost planning.
  • Custom monthly reports.
⚙️ Prerequisites & Deliverables
  • Prerequisites: Regular sharing of financial documents.
  • Deliverables: Updated books, reconciled ledgers, and management reports.
Related case study: Tax Optimization: Services

We manage end-to-end payroll — from attendance tracking to salary processing and statutory compliance (PF, ESIC, PT).

🧭 Steps / Process
  1. Employee Master Setup: Collect and verify employee KYC details.
  2. Attendance & Leave: Process timesheets and leave data.
  3. Salary Computation: Calculate gross/net pay, deductions, and bonuses.
  4. Compliance Filing: Handle PF, ESIC, PT, and TDS returns.
  5. Payslip Distribution: Generate and email salary slips securely.
📄 Required Documents
  • Employee master data.
  • Attendance records.
  • Company PF/ESIC registration.
  • Salary structure.
🌟 Benefits
  • Accurate and on-time payroll.
  • Full compliance with labour laws.
  • Reduced manual effort.
  • Confidential & secure processing.
⚙️ Prerequisites & Deliverables
  • Prerequisites: Company PF/ESIC registration and employee data.
  • Deliverables: Salary reports, payslips, and compliance challans.
Related case study: Tax Optimization: Services

We provide tailored management information systems (MIS) and periodic financial reports for decision-making and strategy.

🧭 Steps / Process
  1. Define KPIs: Identify business metrics (sales, margin, cash flow).
  2. Data Aggregation: Pull from accounting & operational systems.
  3. Dashboard Creation: Develop visual reports in Excel or Power BI.
  4. Variance Analysis: Compare against budgets & previous periods.
  5. Insights & Recommendations: Provide monthly management brief.
📄 Required Documents
  • Accounting data and reports.
  • Budget or previous year benchmarks.
  • Business targets.
🌟 Benefits
  • Better business visibility & control.
  • Informed decision-making.
  • Helps in investor and board reporting.
  • Professional presentation for audits.
⚙️ Prerequisites & Deliverables
  • Prerequisites: Updated books and access to accounting data.
  • Deliverables: MIS dashboard, financial summary, and variance report.
Related case study: Tax Optimization: Services

Regulatory & Secretarial Compliance

We handle company law, compliance, and regulatory requirements end-to-end. From ROC filings and director management to legal drafting and meeting compliances — Planovia 360 ensures your business stays fully compliant year-round.


We prepare and file all annual returns and financial statements with the Ministry of Corporate Affairs (MCA).

🧭 Steps / Process
  1. Document Collection: Collect audited financial statements and board reports.
  2. Preparation: Draft MGT-7, AOC-4, and other required forms.
  3. Director Validation: Verify DIN status and shareholding details.
  4. Filing: Submit ROC filings and obtain SRNs.
  5. Acknowledgement: Deliver confirmation copies and compliance report.
📄 Required Documents
  • Audited financial statements.
  • Board & AGM minutes.
  • Director DIN/PAN details.
  • Shareholding summary.
🌟 Benefits
  • Avoids MCA penalties and disqualification.
  • Builds legal credibility for funding and contracts.
  • Keeps directors’ records up to date.
  • Ensures compliance continuity.
⚙️ Prerequisites & Deliverables
  • Prerequisites: Company audit completed.
  • Deliverables: Filed AOC-4, MGT-7, and ROC acknowledgment reports.
Related case study: Tax Optimization: Services

We assist with appointments, resignations, share transfers, and changes in authorized capital or address.

🧭 Steps / Process
  1. Collect Resolutions: Draft and approve board/EGM resolutions.
  2. Prepare Forms: DIR-12, PAS-3, MGT-14 as applicable.
  3. ROC Filings: File approved forms with DSC signatures.
  4. Share Register Update: Reflect changes in company records.
  5. Final Compliance Report: Provide acknowledgment and documentation set.
📄 Required Documents
  • Resolutions and minutes.
  • PAN/Aadhaar of new directors.
  • Proof of registered office (if changed).
  • Share transfer forms.
🌟 Benefits
  • Smooth and legal director or ownership changes.
  • Maintains transparent corporate records.
  • Simplifies future due diligence.
⚙️ Prerequisites & Deliverables
  • Prerequisites: Valid DSC and board approval.
  • Deliverables: Updated ROC master data, share register & filings.
Related case study: Tax Optimization: Services

Covers specific compliance triggered by business events — like share allotment, capital increase, or change of registered address.

🧭 Steps / Process
  1. Event Review: Identify applicable forms and due dates.
  2. Document Drafting: Prepare resolutions, notices, and filings.
  3. Filing with MCA: Complete DIR, PAS, or MGT submissions.
  4. Post-Filing Update: Maintain records and proof.
  5. Compliance Summary: Provide checklist for internal tracking.
📄 Required Documents
  • Event resolutions and approvals.
  • Updated MOA/AOA (if applicable).
  • Supporting documents like valuation or contracts.
🌟 Benefits
  • Timely filings prevent heavy penalties.
  • Builds a compliant track record.
  • Simplifies future audits or due diligence.
⚙️ Prerequisites & Deliverables
  • Prerequisites: Event approval documents and digital signatures.
  • Deliverables: Filed forms, acknowledgment receipts, and updated registers.
Related case study: Tax Optimization: Services

Our Customers​

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“Amazing Designs and Quality Work!”​

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Testimonial

John Doe​

CEO, ACME INC.​

Would you like to start a project with us?​

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