Advisory & Finance · Per task
Project reports and CMA data
Projected financials and CMA data for term loans and working capital limits.
₹19,999onwards + GST
Next due: AOC-4 financial statements — 30 Oct (4 days)
Mon–Sat · 10:00–19:00 ISTinfo@caworks.in
Advisory & Finance
Business structuring
Choosing between proprietorship, firm, LLP and company, and restructuring as you grow.
Overview
Typical time1–3 weeks
Documents3 to upload
DeliveredOnline · client portal
Reviewed bySenior expert
Choosing between proprietorship, firm, LLP and company, and restructuring as you grow.
What's included
- Choice of entity: proprietorship, LLP or company
- Group restructuring and holding structures
- Tax-efficient profit extraction
- Succession planning for family businesses
Information we need
You fill this in at checkout after signing in. Fields marked * are mandatory. Ordering for a client of yours? Enter their details – the invoice can go to you or directly to them.
Entity KYC
- Type of entity *
- Legal name (or proposed name) *
- Trade / brand name optional
- PAN of the entity optional
- GSTIN optional
- CIN / LLPIN / registration no. optional
- Date of incorporation / birth optional
- Registered / business address optional
- City optional
- State *
- PIN code optional
- Email *
- Mobile *
For Business structuring
- Current structure and what you want to achieve optional
- Group turnover (₹) optional
Documents usually needed
Upload these in the client portal after ordering – scans or clear phone photos are fine.
- Current business and ownership details
- Financial statements
- Future plans and funding needs
As per law
Law and sections
- Companies Act, 2013, LLP Act, 2008 and the Income-tax Act (including tax-neutral conversions)
Who must comply
- Founders and family businesses choosing or changing the form of business
Time limits
- Best decided before starting, raising funds or bringing in new partners
If it is missed
- A poor structure can lead to higher tax, personal liability and difficult exits
General information based on the law as at October 2026. Rules and due dates change, so we confirm the current position before starting your work.
How it works
- Add to cartAdd this and any other services you need.
- Sign in or create your accountContinue with Google, or register with email – mobile and email are verified once.
- Entity KYC & service detailsFor your business or a client of yours. Choose who gets the GST invoice.
- Pay securelyBank transfer or UPI – the invoice is emailed instantly.
- Upload documents & trackUpload the checklist in the client portal; an expert starts and you see every step.
Advisory & Finance
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