• The Legal Bank provides a series of services that are tailored to the needs of SMEs, in order to meet the needs of our clients, to provide financial and investment advisory to help you succeed in your business development and build a close relationship with SMEs.

  • We support company executives in the optimization of their assets projects by helping them to manage their taxation and savings and by advising them on their investments and in terms of asset restructure or arbitrage. The Legal Bankcan assist in wealth auditing which allows you to obtain a global vision of your situation, analyzing your situation in order to define an asset strategy and implementation of any financial actions or paperwork.

  • We advise SMEs in respect of all stages of the transmission of their business, in financing and external growth operations.

  • 1. Financial and sectors strategy

  • Assistance in developing Financial diagnosis, Financial policy and Assistance during the transmission of your company and during financing and external growth transactions

  • 2. Assistance in capital raising and capital development

  • 3. Advice for strategic financial operations

  • Mergers, Divestitures, Acquisitions

Financial and Corporate Planning

  • Changing business competitive landscape and macro-economic dimensions, requires not just the operational efficiency but financial excellence as well. Defining financial goals, wealth maximization, cost control, man-power management and organisation planning, corporate structuring and tax planning are the needs of the time. The Legal Bankprovides a one stop solution for all your business restructuring needs.

  • Our offerings include:

  • A. Financial Planning

  • 1. Direct and In-Direct Tax Planning

  • 2. Valuation Services

  • 3. Forex Advisory and Hedging services

  • 4. Wealth Management

  • 5. Costing Analysis and Management

  • 6.Budgeting & MIS

  • B. Corporate Planning

  • 1. Corporate Structuring

  • 2. Legal and secretarial compliance services

  • 3. Organization structuring and Manpower management

  • 4. Corporate Governance

  • 5. Corporate Social Responsibility

Corporate Debt Funding

  • We provide a one-stop advice and syndication service for the debt funding needs of our clients. We help our clients to raise debt through financial institutions like banks, NBFC and other financial institutions. We use our expertise in crafting the deal based on a thorough understanding of our client needs and arranging most suitable option for our clients.

  • Our services include:

  • 1. Preparing Detailed Project Report (DPR) and Techno Economic Viability (TEV) Report

  • 2. Carrying out feasibility studies for projects

  • 3. Finalising the product and structuring the funding solution

  • 4. Liasoning with Banking and other financial institution

  • 5. Legal Advice and Compliance services

Corporate Treasury Management

Treasury management focuses on managing an enterprise’s holdings, with the ultimate goal of managing the liquidity and mitigating various risks such as Operational, Financial and Reputational. It also focuses the firm’s collections, disbursements, concentration, investment and funding activities. For a larger firm, it may also include trading in instruments such as Bonds, Currencies, Financial Derivatives and the associated financial risk management.

At Indian Wealth Management, we have a devoted treasury management team supporting our clients needs. We have a stronghold on the provision of treasury management products and services. We are focused on increasingly launching and/or expanding our treasury management functions and offerings aimed at capitalizing market opportunities.

Corporate Insurance

  • The Legal Bankunderstands the needs of Corporates and SMEs related to their business operations and industry sectors. We offer a set of customized solutions encompassing Asset and Business Operations, Liabilities (both statutory and business specific) and Employee Benefits. Some of the broad solutions that we offer are as below

  • A. Assets and Business Operations

  • 1. Office Package Policy

  • Provides comprehensive protection for office premises due to fire, burglary, insurance breakdown of critical machinery, third party liability etc.

  • 2. Project Insurance

  • Provides coverage to contractors involved in major engineering projects.

  • 3. Marine Insurance

  • Provides coverage against loss or damage of cargo, during transit.

  • 4. Trade Credit

  • Provides coverage to businesses from losses due to credit risks from their customers from events such as protracted default, insolvency or bankruptcy.

  • B. Employee Benefits

  • Employee benefits are generally employer sponsored insurance plans for employees and their dependents. As there is sizeable number of insured members, the cost for coverage of an individual is relatively cheaper compared to cost of an individual plan. These plans provide advantages such as waiver from medical tests, coverage of pre-existing illness etc. to mention a few.

  • C. Liability

  • This is a class of insurance policies that protects your business from the risk that they may be sued and held legally liable for malpractice, injury or negligence of firm’s employees or similar. Liability insurance policies cover legal costs and any legal pay-outs for which the insured would be responsible if found legally liable.

  • You can become our partner for excellent results in SME & Corporate services . Thelegalank is working in Jaipur, Dehli, Mumbai, Bangaluru, India, France, Asia Pacific and all over the world.


Get In Touch Now

आपकी मदद करने में हमें खुशी होगी