All Industries

Financial Services

Audit & Tax Solutions for Financial Institutions

Banks, NBFCs, insurance companies, and fintech firms operate under strict regulatory frameworks. CNS Advisors provides specialized audit, tax, and compliance services for the financial services sector.

Industry Challenges

Common Financial Services Financial Challenges

These are the issues we see financial services businesses struggle with most — and exactly what we solve.

RBI & SEBI Regulatory Compliance

Frequent regulatory changes, prudential norms, NPA classification, and capital adequacy requirements demand constant vigilance.

NPA Provisioning & Asset Classification

Accurate NPA identification, provisioning as per RBI norms, and the impact on tax deductions require specialized expertise.

GST on Financial Services

Interest income exemptions, GST on processing fees, ITC reversal for exempt supplies, and place of supply rules for financial services.

Complex TDS Requirements

TDS on interest payments (194A), commission (194H), and professional fees (194J) with varying thresholds and rates.

How We Help

Our Financial Services Services

Comprehensive audit, tax, and compliance services tailored for financial services businesses.

01

Statutory & Concurrent Audit

RBI-mandated statutory audit, concurrent audit for branches, and revenue audit for NBFCs and banks.

02

NBFC Registration & Compliance

NBFC registration with RBI, ongoing compliance filings, NPA provisioning, and capital adequacy reporting.

03

GST for Financial Services

GST on interest vs processing fees, ITC reversal computation (Rule 42/43), and place of supply advisory.

04

Income Tax & Provisioning Advisory

Tax planning with NPA provisioning deductions, bad debt write-off strategy, and advance tax computation.

05

Risk Management & Internal Audit

Risk-based internal audit framework, fraud detection controls, and operational risk assessment.

06

Regulatory Reporting & Filings

RBI returns, CRILC reporting, ALM statements, and other regulatory filings for NBFCs and banks.

Compliance Checklist

Key Financial Services Compliances

Stay on top of every filing and deadline. We handle all of these for you.

  • RBI statutory audit and compliance
  • Monthly/Quarterly regulatory returns to RBI
  • GST returns with exempt supply segregation
  • Income Tax return with provisioning adjustments
  • TDS returns — 194A, 194H, 194J
  • NBFC annual compliance and capital adequacy
  • CRILC and ALM reporting
  • SEBI compliance (if applicable)

Why CNS Advisors for Financial Services?

  • Team with NBFC and banking audit experience
  • Up-to-date knowledge of RBI regulatory changes
  • Specialized GST advisory for financial services
  • Support from NBFC registration to ongoing compliance

Ready to simplify your financial services finances?

Book a Free Consultation

Let's Talk About Your Financial Services Business

Schedule a free consultation and get a tailored compliance and tax plan for your business.

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