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 Entry Date Select Client Name Client Mobile No Representative name Rep Mobile No. Staff Wanted Our Phone No. Work Type Reference Entry by Workflow Assigned to Call Status Staff ResponseWorkflow Detail Link Regarding (Work Type)
September 21, 2021Call Received from ClientShree Shivdham CHS. Ltd.8692005213Sushil Mishra8692005213Pooja Parmani9702011179

please provide draft balance sheet urgently

Sonali ChoudharyPooja Parmani

please provide draft balance sheet urgently
February 27, 2024Call made to client - but unsuccessfulSUSHIL PREMCHAND WAKDE9920311472SUSHIL PREMCHAND WAKDE9920311472Sonu Roy022-48900450

Please share NPS contribution statement 01.04.2022 to 31.03.2023

Sonu RoySonu Roy

Please share NPS contribution statement 01.04.2022 to 31.03.2023
August 19, 2019Call Received from ClientSushil Wakde9920311472Sushil wakdeArvind V Estibeiro9819540930

asking regarding investment in 2bhk flat by selling 1bhk flat

Jagravi gharat

asking regarding investment in 2bhk flat by selling 1bhk flat
December 9, 2019Call Received from ClientSushil Wakde9920311472Sushil wakde9920311472Sonu Roy022-28090939

Asking about MF investment

manoranjitha SoundraSonu Roy

Asking about MF investment
December 9, 2019Call Received from ClientSushil Wakde9920311472Sushil wakde9920311472Sonu Roy022-28090939

Asking about MF investment

manoranjitha SoundraSonu RoyResolution Pending

We have drop Mutual fund investment form today and sign form and inform to us .we will collect mutual fund investment form

Asking about MF investment
March 15, 2021Call Received from ClientSushil Wakde9920311472Sushil Wakde9920311472Pooja Parmani9702011179

Consultancy about new property purchase talk to pooja parmani

Sonali ChoudharyPooja Parmani

Consultancy about new property purchase talk to pooja parmani
March 16, 2021Call Received from ClientSushil Wakde9920311472Sushil Wakde9920311472Sonu Roy9702011179

Mutual Fund Investment

Prathamesh TervankarSonu Roy

Mutual Fund Investment
April 5, 2021Call Received from ClientSushil Wakde9920311472Sushil Wakde9920311472Sonu Roy9702011179

Mutual Fund Investment

Prathamesh TervankarSonu Roy

Mutual Fund Investment
June 19, 2021Call Received from ClientSushil Wakde9920311472Sushil Wakde9920311472Sonu Roy9702011179

which document required for angel broking account opening please let me know.

Sonali ChoudharySonu Roy

which document required for angel broking account opening please let me know.
August 2, 2019Call made to client - but unsuccessfulSusmitaa Bhattacharya9833855059SusmitaaFedora Fernandes9819540930

Kindly confirm the ITR draft computation which was mailed on 31st July.

Fedora Fernandes

Kindly confirm the ITR draft computation which was mailed on 31st July.
July 27, 2020Call made to client - but unsuccessfulSusmitaa Bhattacharya9833855059Susmitaa Bhattacharya.9833855059Sonu Roy9819540930

Advance payment

Sonu RoySonu Roy

Advance payment
June 12, 2019Call Received from Clientsuvarna Malpekar9833936103suvarnaTeena Jhinjhoter9819540939

ITR AY 19-20

ITR AY 19-20
September 25, 2020Call made to client - but unsuccessfulSuvarna Dalawayi8500380785Suvarna Dalawayi8500380785Sonali Choudhary9702011179

Payment and review reply For ITR AY 20-21

Sonali ChoudharySonali Choudhary

Payment and review reply For ITR AY 20-21
August 27, 2020Visitor in Officesuvarna Malpekar9833936103Suvarna Malpekar9833936103Sonali Choudhary

ITR AY 20-21

Sonali ChoudharySonali Choudhary

ITR AY 20-21
August 29, 2020Call Received from Clientsuvarna Malpekar9833936103Suvarna Malpekar9833936103Sonu Roy9819540939

Outstanding Demand

Aysha khanSonu Roy

Outstanding Demand
October 22, 2020Call Received from Clientsuvarna Malpekar9833936103Suvarna Malpekar9833936103Sonu Roy9819540930

Outstanding demand

Sonali ChoudharySonu Roy

Outstanding demand
August 18, 2021Call made to client - but unsuccessfulsuvarna Malpekar9833936103suvarna Malpekar9833936103Sonali Choudhary9819540930

Advance payment for ITR AY 21-22

Prathamesh TervankarSonali Choudhary

Advance payment for ITR AY 21-22
January 9, 2020Call Received from ClientSwapna9819180552Pooja Parmani9819540930

TDS Lowest Deduction

Jeeva ManiPooja ParmaniResolution Pending

Aware you need the certificate before year end. Do let me know after your telecon. Will be taken up accordingly by concerned.

TDS Lowest Deduction
July 30, 2019Call made to client - but unsuccessfuldr. Swapna8108152228Swapna MunagekarSonu Roy9702121414

income tax return AY 2019-20

Sonu Roy

income tax return AY 2019-20
March 11, 2020Call Received from ClientSwapna Nair9819180552Pooja Parmani9702121414

LLP Formation&TDS Work

Jebas NadarPooja ParmaniResolution Pending

Application submitted. Await approval of Officer. Will update once receive a revert from Dept.

LLP Formation&TDS Work
January 8, 2021Visitor in Officedr. Swapna8104487331Swapna Tavare8104487331Sonali Choudhary

ITR AY 20-21

Sonali ChoudharySonali Choudhary

ITR AY 20-21
July 13, 2020Call Received from Clientprof.swapneel Tavare9322298390Swapneel Tavare9322298390Sonali Choudhary9819540930

ITR AY 2020-21

Sonali ChoudharySonali Choudhary

ITR AY 2020-21
June 20, 2020Visitor in OfficeSwapnil Prakash Shinde9819868032Teena Jhinjhoter

CA Certificate From Rohan Viadya

Sonali ChoudharyTeena Jhinjhoter

CA Certificate From Rohan Viadya
July 10, 2020Call Received from ClientSwapn Gupta7042167666swapri gupta7042167666Sonu Roy9702121414

income name user password

Rahul JhinjhoterSonu Roy

income name user password
December 2, 2019Call Received from ClientSwati Chandel8800535792swati chandel7559426240Sonu Roy9819540930

ITR PASSWORD &LOGIN ID

manoranjitha SoundraSonu Roy

ITR PASSWORD &LOGIN ID
 Entry Date Select Client Name Client Mobile No Representative name Rep Mobile No. Staff Wanted Our Phone No. Work Type Reference Entry by Workflow Assigned to Call Status Staff ResponseWorkflow Detail Link Regarding (Work Type)
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