We guide you in the Planning & managing your finances and achieving your financial goals. Basic planning starts with Tax planning as good tax planning can increase the take home salary. These investments can also cater to a few of your needs if this is well planned.Tax planning is not restricted only to tax savings investments(Section 80C). There are several other components E.g HRA, Home Loans, LTA, Re-imbursements, etc to reduce the taxable income.

Our Financial Planning services includes following-

Understanding your salary stack

Past investment + PF and other statutory investment done by you or employer like medical insurance, VPF etc

How to avail different options to optimize the salary e.g LTA, HRA vs Home loan Vs Company lease accommodation, Home loan for couple, Company lease car etc

Understand and assisting you in your IT declaration

Understanding your risk and needs and giving an investment plan to address your needs as each and every one is unique Financial planning takes care of one time and investments to help you achieve your needs or on regular basis “How to achieve your financial goals” approach.

     ::  Financial Needs

     ::  Retirement Planning

     ::  Children’s future planning

     ::  Children’s Education

     ::  Children’s Marriage

     ::  House /Asset

     ::  Vehicle

     ::  Vacations

Our advice

By careful planning, one can reduce your tax liability substantially

Declaring at the start of the FY is most important

Don’t wait for last minute Start in April and use monthly investments to reduce risk. It will be easier on your pocket as well.

Try and achieve tax planning and also planning for your needs simultaneously

Use tax efficient investment avenues. You should not be paying too much tax on their returns

Synchronize your investments with your priorities.