Shweta
This Query has 1 replies

This Query has 1 replies

Mr X and Mrs X wants to set up Wealth Solutions LLP. Description of services of LLP include
a) Investment Advisory (Financial Planning, Portfolio Management)
b) Mutual Fund Distribution (Mutual Fund Selection and Advice)

Mr X is non-CA and Mrs X is CA "not holding COP".

a) Can Mrs X, CA not holding "certificate of practice" become a partner in Wealth Solutions LLP where the other partner is non - CA

b) Can Mrs X chartered accountant not holding "Certificate of Practice" provide Investment / Wealth Advisory Services to the clients or Mr X can provide it.

c) Whether code of conduct of ICAI allows it or not

d) Whether any permission should be obtained by Mrs X from ICAI for becoming an Certified Investment Advisor


Shweta
This Query has 4 replies

This Query has 4 replies

a) Can a chartered accountant not holding "Certificate of Practice" become a certified distributor for mutual funds.
b)Whether code of conduct of ICAI allows it or not
c)whether any permission should be obtained from ICAI for becoming a mutual fund distributor.
d) Can CA not holding "certificate of practice" become a partner in Mutual fund distributor LLP in India


Mohammed Ahmed
This Query has 3 replies

This Query has 3 replies

29 November 2023 at 13:03

Auditor not resigning

I am running a private limited company and the statutory auditor appointed 3 years back with whom I am not satisfied requested him to resign in the month of August 2023.
He immediately raised a bill for Rs.17000.00 as audit fees for the AY 2023-24 though he had not audited for the current year and sent me. I assured him that the payment would be settled once he shared the SRN number but he not only refused but also demanded the same amount for the current AY 2024-25. What should I do? Is there any guideline with the ICAI that the compliance should not be completed till payment is made? Can I move legally against the auditor and claim the MCA penalty from him?
Please guide


YU Mahesh
This Query has 2 replies

This Query has 2 replies

14 October 2023 at 19:49

Directors-Pvt Ltd company

We have a private limited company.The promoters are already designated as Directors and are on the board.
Question-Can we allocate the designation "Director" to other senior colleagues who are not on board.However they are responsible for their departments day to day activities


taxrkaa 201516
This Query has 1 replies

This Query has 1 replies

Kindly share sample project report for loan application


Sameer Joshi
This Query has 1 replies

This Query has 1 replies

15 August 2023 at 10:33

ICAI KYM and COP Surrender

I have COP. However I wish to surrender it. My KYM is also pending. Whether I should first surrender my COP and then proceed with my KYM as a member only and is this possible.


Bhasker
This Query has 1 replies

This Query has 1 replies

12 August 2023 at 10:54

Format of Financial statements

Hello,

Please share Format of Financial statements for Non Corporate entities issued by ICAI.

Thanks


sundara rajan subbiah
This Query has 1 replies

This Query has 1 replies

13 July 2023 at 11:44

Finance and income tax

As a real wisdom expert I wish to be a faculty in your forum how I will register


Bansal
This Query has 9 replies

This Query has 9 replies

I am partner is a CA firm book, now want to leave as partner and want to start my own practice. Other partner and incharger partners if not give consent.
How can I complaint with concerned regional office.


Accoun tant
This Query has 1 replies

This Query has 1 replies

Dear Experts,

We are Looking for a CA preferably in and around Chennai or Tamil Nadu to Sign on our Client's Balance sheets ( 90 % Non Tax Audit Cases simply filed under section 44AD of Income Tax Act basis the Presumptive Taxation)

Kindly send a Personal Message or answer through this query please.





CCI Pro
Meet our CAclubindia PRO Members


Follow us



Answer Query