Advisory
One-to-one guidance from finance, tax and growth specialists to help you make confident business decisions.
Our advisors work with you on the decisions that move your business forward — choosing the right business structure, tax planning across the old and new regimes, cash-flow and working-capital strategy, pricing, funding readiness and long-term wealth building.
You can engage us for a one-off consultation or an ongoing coaching relationship where an advisor reviews your numbers each month and keeps you on track.
Compliance services handle the work that must be filed and submitted — GST returns, ROC filings, income-tax returns and registrations.
Advisory is the thinking layer above that: what structure to adopt, how to reduce your tax legally, when to raise funds, and how to reinvest profit. Most clients use both — compliance keeps you safe, advisory helps you grow.
Both. You can book a single paid consultation to get a specific question answered, or subscribe to a coaching plan with a fixed number of sessions per month. There's no lock-in beyond your current billing cycle.
Yes. Advisory engagements are led by qualified Chartered Accountants, Company Secretaries and experienced business consultants. Where a matter needs a specialist — for example a SEBI-registered investment adviser or an insurance professional — we route you to the right licensed person.
SEBI · ICAI · ICSIMarketplace
A curated network of vetted providers — logistics, warehousing, packaging, marketing, funding, investment and advisory — that you can discover, compare and engage in one place.
It's a single place to find and engage trusted service providers your business needs to grow — logistics and warehousing partners, packaging suppliers, digital-marketing agencies, funding partners, and investment & insurance providers.
Each provider is verified before listing, so you spend less time vetting and more time getting work done.
No. You can apply or raise an enquiry without logging in. Once you submit, we verify your number with a quick OTP and create your account, so your enquiry, quotes and conversation all stay in one place.
- Browse providers and shortlist
- Apply without login
- Verify by OTP & complete registration
- Receive quotes and pick a provider
Browsing, comparing and raising enquiries is free for businesses. You pay the provider for the service you choose. Saving Mantra may earn a referral or facilitation fee from the provider — it doesn't add to your cost.
Yes. Investment products carry standard SEBI market-risk disclaimers and insurance products carry IRDAI disclosures. Mutual-fund investments are subject to market risks; please read all scheme-related documents carefully. We only connect you with appropriately licensed distributors and advisers.
SEBI · IRDAIAbsolutely. Providers onboard through a short step-by-step form covering your company details, service categories, coverage area and documents. Once verified, you start receiving matched enquiries. Reach us at support@savingmantra.com to begin.
Software
A connected suite of 12+ modules — accounting, web stores, web bookings, import-export, digital marketing, multi-channel sales and more — adopt one at a time or as a full platform.
Our suite includes, among others:
- Accounting & billing — invoicing, ledgers, GST-ready books
- Web store — build and run an online storefront
- Web bookings — appointments and reservations
- Import-Export — documentation and trade workflow
- Digital marketing — campaigns, leads and outreach
- Multi-channel sales — sell across marketplaces from one dashboard
You can start with a single module and add others as you grow.
They share one login and one data layer. For example, a sale made on your web store can flow into accounting, and a multi-channel order updates your stock automatically. Adopt a single module now and the rest connect cleanly when you're ready.
Yes. Billing and accounting are built around Indian requirements — GST-format invoices, HSN/SAC handling, and return-ready summaries — so your books map directly to what you file. We also offer a compliance layer that exposes GST and compliance tools for integration.
The platform is web-based and fully mobile-responsive, so you can run your store, check accounts or approve bookings from a phone or desktop without installing anything.
Yes. Our onboarding team helps import your existing customers, products, ledgers and invoices so you don't start from a blank slate. Talk to us about your current tool and we'll map the migration.
Services
End-to-end compliance, legal and registration services — done for you by professionals, with clear timelines and a single point of contact.
We cover the full lifecycle of running a compliant business in India:
- Registrations — Company / LLP / Proprietorship, GST, MSME (Udyam), IEC, FSSAI, trademarks and more
- Compliance — GST returns, TDS, ROC/MCA filings, income-tax returns
- Legal — agreements, notices, and ongoing secretarial support
Timelines depend on the registration and on government processing, but you'll get an expected timeline up front for each service, plus status updates in your client portal. GST and MSME registrations are typically among the quickest; company incorporation and trademarks take longer.
Everything happens in your client portal at accounts.savingmantra.com — upload documents securely, see what's pending, and track each service from start to completion. We'll prompt you whenever an action or document is needed from your side.
Yes — you get a dedicated point of contact who knows your business, rather than starting over with someone new each time. For specialist matters they coordinate the right professional behind the scenes.
No. We're based in Shivajinagar, Pune, but our services are delivered online and we work with MSMEs, SMEs and NRI clients across India. Distance is no barrier to getting your compliance done.
Opportunity
Build a business with us — become a partner or associate, earn on the services you bring in, and use our tools and brand to grow your own practice.
It lets professionals, consultants and entrepreneurs offer Saving Mantra's full catalogue of services and software to their own clients and earn commission. You get a partner portal with a service discovery hub, proposal cart, a commission calculator and an AI pitch generator to win and close work.
CAs, CSs, tax practitioners, financial advisors, agency owners, freelancers and anyone with a client base who wants to add compliance, software or growth services without building delivery in-house. There's also a dedicated NRI Partner Program for those serving non-resident clients.
You earn commission on every service or subscription your clients take. The commission calculator in your portal shows expected earnings per service before you pitch, and your dashboard tracks confirmed earnings and payouts.
No. Saving Mantra's team delivers the compliance, legal and software work. You focus on the relationship and the sale — we handle execution and keep you updated so you can keep your client informed.
Reach out and we'll walk you through current partnership tiers and any onboarding requirements. Get started at info@savingmantra.com or call +91 93590 56818.
Outsourcing
Hand off finance, accounting and back-office work to our team — including dedicated support for NRI clients managing business and investments in India from abroad.
Day-to-day work you'd rather not run in-house — bookkeeping and accounting, GST and TDS compliance, payroll, invoicing, reconciliations and reporting. You get the output of a finance team without the cost and management of hiring one.
Yes. We run a dedicated NRI practice covering company and compliance management, taxation, repatriation guidance and investment planning, plus a cross-border merchant export flow for NRI-owned businesses. Everything is handled online with regular reporting, so you stay in control from anywhere.
NRI ServicesDocuments and data are exchanged through your secure client portal rather than scattered email threads, with access controlled per user. Sensitive financial records stay within your account and are shared only with the team members working on your engagement.
Outsourcing is usually a monthly retainer scoped to your transaction volume and the functions you hand over. We'll assess your needs and give you a fixed monthly figure, so there are no surprises.
Yes. Start with a single function — say, monthly GST filing or payroll — and expand the scope later as you get comfortable. You're never required to hand over everything at once.
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