Integrated Financial, Insurance & Legal Advisory · Ahmedabad

One Firm.
Every Solution
Your Business Needs.

SRM Professional Services delivers strategic financial, insurance, legal, industrial and compliance solutions tailored for MSMEs, entrepreneurs and corporates — under one integrated advisory ecosystem.

45+

Years of Professional Experience

500+

Clients Served Across Gujarat

6

Professional Service Verticals

₹100Cr+

Finance Facilitated for Clients

Manufacturing
Textile & Apparel
Pharma & Chemical
Agro & Food Processing
Real Estate & Construction
Trading & Distribution
Logistics & Transport
Startups & MSMEs
ABOUT SRM

A Multi-Disciplinary Advisory Group Built For Modern Businesses

SRM Professional Services is a professionally managed advisory group providing end-to-end solutions across finance, insurance, legal strategy, industrial facilitation, compliance and ERP systems.

Founded and led by qualified CA, MBA and legal professionals, we bring together deep domain expertise under one roof — so your business never has to juggle multiple advisors for different problems.

Based in Ahmedabad, we bring over 45 years of combined professional experience — comprising 25+ years of CA practice (Mahendra Bhansali), 10+ years of insurance advisory (Vividha Jain), and 10+ years of legal expertise (Venus Legal) — serving MSMEs, entrepreneurs, startups and corporates across Gujarat.

"Our mission is to simplify complexity — delivering integrated professional solutions that empower businesses to grow with confidence, clarity and compliance."

🏛️ CA-Led Advisory 📋 MSME Specialists 🤝 Gujarat-Based ⚖️ Legal & Finance 🛡️ Insurance Experts

SRM Professional Services

D-604, Titanium Business Park, Prahladnagar, Ahmedabad

45+ Years Experience
500+ Happy Clients
6 Service Verticals
100% Client Focused
OUR SERVICES

Comprehensive Professional Solutions

Integrated advisory tailored to support growth, risk management and operational efficiency for businesses of all sizes.

Financial & Credit Solutions

  • Project & Working Capital Finance
  • Term Loans & Mortgage Loans
  • CGTMSE & MSME Loans
  • Retail & Personal Loans
  • Loan Advisory & Documentation

Insurance & Risk Advisory

  • Fire & Project Insurance
  • Marine & Property Insurance
  • Health & Life Insurance
  • Fleet & Commercial Vehicle Insurance
  • Cyber & Liability Insurance

Legal Advisory

  • Corporate & Commercial Advisory
  • Contract Drafting & Negotiation
  • Banking & Finance Documentation
  • Dispute Resolution & Litigation
  • Property & Real Estate Advisory

Industrial Facilitation

  • Industrial Land Assistance
  • GPCB & Factory License
  • MSME Registration
  • Industrial Compliance Support
  • Project Setup Assistance

Subsidy & Incentive Advisory

  • Interest & GST Subsidy
  • Capital Subsidy
  • Government Scheme Assistance
  • Loan Facilitation
  • State & Central Scheme Navigation

ERP & Software Solutions

  • Business ERP Implementation
  • Payroll & Asset Management
  • Tally Integration
  • Custom Software Development
  • Digital Transformation Advisory
HOW WE WORK

Our Simple 4-Step Process

From your first call to ongoing support — here's what working with SRM looks like.

Consult

Free initial consultation to understand your business goals, challenges and current situation.

Assess

Detailed assessment across finance, legal, insurance and compliance requirements.

Recommend

A clear, integrated action plan with specific solutions and expected outcomes.

Execute & Support

End-to-end implementation with ongoing monitoring and long-term advisory support.

OUR TEAM

Meet Your Advisory Professionals

Qualified, experienced professionals committed to your business success.

Mahendra Bhansali CA · FCA

Founder & Lead Advisor · CA

Chartered Accountant with 25+ years of expertise in financial advisory, credit facilitation and business structuring. Specialises in MSME finance, working capital solutions and regulatory compliance.

📞 +91 98254 13478

Vividha Jain MBA (Finance)

Insurance & Risk Advisor · MBA

MBA professional with 10+ years specialising in insurance advisory, risk management and client relationship management. Brings a business-first approach to designing personalised risk and coverage solutions.

📞 +91 89478 91957

Venus Legal Legal Partners

Legal Advisory Partner

Our trusted legal advisory partner providing expert counsel on corporate law, contract drafting, banking documentation, dispute resolution and industrial compliance for SRM clients across Gujarat.

🌐 venuslegal.in
WHY CHOOSE SRM

Strategic Expertise With Integrated Execution

What sets SRM Professional Services apart from other advisory firms.

Integrated Advisory

Finance, insurance, legal and compliance solutions under one ecosystem — no more juggling multiple advisors.

Professional Team

Managed by experienced CA, MBA and legal professionals with proven domain expertise.

Business-Focused

Solutions tailored specifically for MSMEs, corporates and industrial businesses — not generic advice.

Long-Term Support

Strategic partnerships focused on sustainable business growth — we stay with you for the journey.

Local Gujarat Expertise

Deep knowledge of Gujarat's regulatory environment, GPCB norms, GIDC processes and state government schemes.

Fast & Transparent

Clear timelines, honest communication and no hidden charges — advisory you can trust completely.

WHO WE SERVE

Industries & Sectors We Work With

From factories to startups, our advisory is tailored to the realities of your specific sector.

Manufacturing

MSME loans, factory compliance, GPCB licensing, capex finance and subsidy advisory for units across Gujarat.

Textile & Apparel

Working capital, insurance for inventory and machinery, trade finance and export documentation support.

Pharma & Chemical

Project finance, GPCB & PCB compliance, product liability insurance and legal contract advisory.

Agro & Food Processing

NABARD-linked financing, cold chain insurance, APMC compliance and state subsidy claims.

Real Estate & Construction

Project finance, RERA advisory, contractor insurance, legal documentation and title due diligence.

Trading & Distribution

CC/OD facilities, marine insurance, GST compliance, and trade loan structuring for wholesale businesses.

Logistics & Transport

Fleet insurance, vehicle loans, goods-in-transit cover and MSME registration for transport operators.

Startups & New Ventures

Company incorporation, seed finance, DPIIT registration, compliance setup and ERP implementation from day one.

FREQUENTLY ASKED

Common Questions Answered

Everything you need to know before your first consultation with SRM.

CLIENT FEEDBACK

What Our Clients Say

Real experiences from businesses we've had the privilege to serve.

★★★★★ 4.9 / 5 — Rated by 50+ clients across Gujarat
★★★★★

Mahendra bhai helped us secure a ₹1.8 Cr working capital loan within four weeks. Their documentation support and relationships with PSU banks made the entire process completely smooth. For any MSME in Gujarat needing finance, SRM is the only call you need to make.

Nilesh Mehta
MD, Mehta Auto Components, Ahmedabad
★★★★★

Our business insurance was scattered across five different policies with overlapping coverage and gaps. SRM reviewed everything, restructured our portfolio, reduced our annual premium by nearly 18%, and when we had a partial fire claim, Vividha handled the entire settlement process herself. Outstanding service.

Priya Shah
Director, Shah Fabrics Pvt. Ltd., Surat
★★★★★

Setting up our new manufacturing unit involved GPCB licensing, factory registration, GIDC land formalities and capital subsidy applications — all at the same time. SRM coordinated everything seamlessly. Their knowledge of Gujarat's regulatory environment is genuinely unmatched. Highly recommended.

Haresh Patel
Founder, Patel Agrochem Industries, Vadodara

Your Business Deserves
Strategic Professional Support

Connect with SRM Professional Services for integrated advisory across finance, insurance, legal and industrial domains. First consultation is always free.

Get Started — It's Free → 📅 Book a Call via WhatsApp
CONTACT US

Let's Build Growth Together

Reach out for a free, no-obligation consultation. We respond within 24 business hours.

Office Address

D-604, Titanium Business Park,
Prahladnagar Corporate Road,
Ahmedabad – 380051, Gujarat

Call / WhatsApp

+91 98254 13478 +91 97257 13478

Working Hours

Monday – Saturday: 9:30 AM – 9:30 PM
Sunday: By Appointment Only

By submitting, you agree to be contacted by SRM Professional Services. We respect your privacy and do not share your information with third parties. See our Privacy Policy.