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INSIGHTS

Trust & Financial Safeguarding

THE BIG PICTURE

INDUSTRY EXPERTS

Srisai Keerthana - JSS Pro - Leadership Team

Srisai Keerthana

Senior Manager, Direct Tax at JSS Pro

Srisai Keerthana - JSS Pro - Leadership Team

8+ years of experience I Chartered Accountant I Ex EY

With a distinguished career in taxation, Keerthana is currently serving as Senior Manager in Direct Tax at JSS Pro. Previously, she held pivotal roles as Tax Manager at Coromandel International Limited, managing direct taxation, audits and transfer pricing with a focus on compliances and assessments. Her experience also includes tenure as a Tax Manager at P Murali & Company, where she handled Direct taxes and International taxation, including appeals before ITAT, DRP and CIT(A) . Prior to that, she had worked as Transfer Pricing consultant at EY.

Srisai Keerthana

Senior Manager, Direct Tax at JSS Pro

Trust & Financial Safeguarding | JSS Exclusive | White Abstract Background | JSS Pro

Managing the growth of your business and providing support that encompasses business continuity, governance, and succession – JSS Pro’s Trust & Family Business services help structure your legacy. Keeping your goals in sight, we advise on the best strategies to invest, manage and transfer your assets so that you can reap the maximum benefits from your arrangement.

JSS Pro becomes the client’s family office and takes care of everything related to their personal finances. Our certified financial planners take time to understand your goals, enabling us to be very selective about the bets we pick. In essence, we become your personal CFOs.

APPROACH

Trust & Financial Safeguarding | JSS Exclusive | Abstract Background | JSS Pro
Trust & Financial Safeguarding | JSS Exclusive | Abstract Background | JSS Pro

COMPONENTS

  • Capital sourcing and budgeting

  • Investment portfolio & budgeting

  • Retirement planning

  • Succession & related party planning

  • Operating cycle & cash flow plan

  • Insurance planning

  • Formation of private family trust

  • Assessment of financial, legal & other risks

Trust & Financial Safeguarding | JSS Exclusive | Abstract Background | JSS Pro
JSS EXCLUSIVE

Trust & Financial Safeguarding

Planning for your legacy

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