Trust Annual Filing & AMC

7–20 Days100% Online Process

Overview

Ensure timely compliance of your Trust with annual filings, record maintenance, and dedicated compliance management support.

Pre-Requisites

  • Trust Registration Certificate
  • Trust Deed
  • PAN Card of the Trust
  • Details of Trustees
  • Financial Statements and Books of Accounts
  • Bank Statements
  • Income and Expenditure Records
  • Audit Report (if applicable)
  • Details of Donations and Grants Received
  • Previous Compliance Records (if available)
  • Valid email ID
  • Valid mobile number

Deliverables

  • Annual Compliance Review
  • Preparation of Compliance Documents
  • Annual Filing Assistance
  • Maintenance of Trust Records
  • Trustee Resolution Drafting Support
  • Compliance Status Monitoring
  • Regulatory Compliance Advisory
  • Annual Filing Acknowledgements
  • Compliance Calendar and Reminder Support
  • Dedicated AMC Support Throughout the Year
  • Documentation and Record Management Assistance

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₹999

Deliverables

  • Annual Compliance Review
  • Preparation of Compliance Documents
  • Annual Filing Assistance
  • Maintenance of Trust Records
  • Trustee Resolution Drafting Support
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