NPO Services - Annveshan

Assessments

Explore our quick assessments.

My CREDO
Where Purpose Becomes Permission — Your Gateway to Recognition

My CREDO

Where Purpose Becomes Permission —
Your Gateway to Recognition

My CREDO helps NPOs secure the essential registrations that validate their identity and unlock funding — 12A, 80G,
CSR-1, FCRA, and SSE readiness. We streamline the entire process through documentation reviews, deed updates,
regulatory filings, and compliance alignment across authorities. Whether you are a newly formed trust or an established
NPO needing revalidation, My CREDO ensures seamless approvals and long-term recognition. With our structured
approach, you stay compliant, credible, and future-ready — ensuring your cause never loses momentum due to
administrative delays or overlooked renewals.

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My SHIELD
Protecting Your Purpose — Because Every Rupee Should Stay Charitable

My SHIELD

Protecting Your Purpose — Because Every Rupee
Should Stay Charitable

My SHIELD safeguards your exemption under Sections 11 & 12 by ensuring disciplined income segregation, 80:20 GPU
compliance, and transparent fund application. We analyse income streams, review 13(3) related-party exposures, track
11(5) investment compliance, and prepare documentation for scrutiny or appeals. Whether you are facing assessments,
expanding activities, or managing complex receipts, My SHIELD preserves exemption continuity and reduces risk. Our
proactive monitoring and legal-technical expertise ensure that your organization remains compliant year-round —
protected from inadvertent violations and positioned for long-term sustainability.

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My ALIGN
Applying Income with Intention — Making Every Rupee Work for Purpose

My ALIGN

Applying Income with Intention — Making Every
Rupee Work for Purpose

My ALIGN ensures your fund-application strategy supports both compliance and mission delivery. We help track the 85%
rule, segregate corpus/restricted/general funds, design utilization dashboards, and plan 11(2) accumulations with
documentation that withstands audit scrutiny. Ideal for NPOs handling multi-donor or multi-project activities, My ALIGN
brings discipline, clarity, and structure to financial flows. From donor-wise tracking to utilization certificates and Form
10B/10BB readiness, we turn fund management into a system — not a scramble — enabling organizations to apply
income transparently and purposefully.

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My VERITAS
Turning Compliance into Confidence — Where Numbers Tell Your Story Right

My VERITAS

Turning Compliance into Confidence — Where Numbers Tell Your Story Right

My VERITAS delivers NPO-focused audit and assurance designed to strengthen trust and transparency. We verify fund
utilization, examine 11(5) investments, review 13(3) related-party transactions, test corpus utilization under Explanation
3A, and ensure compliance with ICAI’s Technical Guide for NPOs. Our integrated audit approach aligns disclosures
across Income Tax, CSR, FCRA, and SSE frameworks. From statutory audits to internal reviews, My VERITAS ensures
your financial story is accurate, defensible, and impact-aligned — producing clean audit outcomes that enhance credibility
with donors, regulators, and your governing board.

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My GLOBE
Global Funds, Local Trust — Keeping Compliance Without Compromise

My GLOBE

Global Funds, Local Trust — Keeping Compliance
Without Compromise

My GLOBE manages the full lifecycle of foreign contribution compliance under FCRA. From registration and renewals
to SBI-NDMB banking setup, FC-4 filings, internal audit, and donor-wise fund tracking — we build complete
transparency and regulatory readiness. Designed for NPOs receiving international grants or entering global
partnerships, My GLOBE ensures every rupee from abroad is traceable, compliant, and responsibly utilized. Our
systems safeguard you from account freezes, scrutiny, and operational disruption, empowering your organization to
cultivate long-term international donor confidence.

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My RISE
From Compliance to Capital — Empowering Purpose Through the SSE

My RISE

From Compliance to Capital — Empowering
Purpose
Through the SSE

My RISE prepares both NPOs and eligible social enterprises for the Social Stock Exchange (SSE). We validate thematic
alignment, assess the 67% eligibility criteria, design governance and disclosure systems, and conduct Social Impact
Assessments through registered assessors. Whether seeking listing or readiness, My RISE builds institutional capability
to meet SEBI’s rigorous standards. From documentation to post-listing disclosures, our support transforms your impact
into investment-ready evidence — enabling access to newer, credible, and diversified sources of social finance.

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My CIRCLE
Where Corporate Purpose Meets Social Passion

My CIRCL

Where Corporate Purpose Meets Social Passion

My CIRCLE helps NPOs become CSR-ready and partnership-worthy. We manage CSR-1 registration, Schedule VII
mapping, proposal development, budgeting, MoU drafting, and donor-specific reporting. Our frameworks ensure
transparency in fund utilization, timely certifications, and measurable project outcomes. Whether you are engaging
corporates for the first time or expanding partnerships, My CIRCLE elevates your credibility through compliance,
governance, and impact storytelling — making your organization a trusted partner for long-term CSR funding.

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My TRACE
Measure What Matters — Turning Effort into Evidence

My TRACE

Measure What Matters — Turning Effort into
Evidence

My TRACE builds robust, verifiable impact-measurement systems for NPOs and social enterprises. We design Theories
of Change, create KPIs, conduct baseline-midline-endline studies, and perform Social Impact Assessments aligned with
SSE and CSR norms. Our methodology blends data, storytelling, and compliance — converting your work into quantified
outcomes that inspire donors and investors. With My TRACE, your impact becomes transparent, comparable, and
investment-ready — strengthening credibility and enabling evidence-based decision-making.

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My GUARD
Your Shield in the Courtroom of Compliance

My GUARD

Your Shield in the Courtroom of Compliance

My GUARD represents NPOs during scrutiny, reassessment, appeals, and regulatory disputes. We draft submissions,
compile evidence, address issues under 11/12/13, defend 11(5) investments, and resolve accumulation or corpus-related
objections. Whether dealing with NFAC, CIT(E), CIT(A), ITAT, MHA, or SEBI, My GUARD provides strategic, factual, and
legally sound representation. Our goal is to protect exemption, prevent coercive action, and eliminate recurring
compliance gaps — ensuring your organization stands secure, respected, and understood.

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My TRUST
Assurance That Inspires Confidence — Because Trust Deserves Proof

My TRUST

Assurance That Inspires Confidence —
Because Trust Deserves Proof

My TRUST strengthens internal governance through year-round assurance reviews, compliance testing, and control
validation. We examine fund segregation, investment compliance, utilization logic, documentation completeness, and
multi-law alignment across Tax, CSR, FCRA, and SSE. With dashboards, internal audit cycles, and periodic assurance
reports, My TRUST helps boards discharge oversight responsibilities confidently. This service ensures that your
organization stays “audit-ready” every day — not just at year-end — reinforcing transparency, discipline, and donor confidence.

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