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Tax Planning INR   0 INR  0
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Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars. Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year. With the growing complexity & diversity of available options for tax planning purposes, it is important that we critically examine and bring across to you the new generation options available for investors in the present investment market. There are various provisions in the Income Tax Act to save tax. The saving schemes one should opt. For would depend on the persons income and the tax bracket he / she is in. In other words investing in Equity Linked Savings Scheme may result in greater savings for one person while investing in PPF may result in better tax saving for another person. The Tax saving strategy should be finalised on an individual basis after discussion. For tax saving point view, the suitability of a scheme depends on which income tax slab one is in.

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Wealth Management INR   0 INR  0
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Wealth Management

What is Wealth? Basically wealth is an abundance of variable material resources. The meaning of wealth is not straightforward. Wealth is basically a person’s net worth. Wealth can be explained as assets minus liabilities. What is Management? Management is the art of getting the work accomplished by the efforts of other persons and factors. Management involves Planning, Organizing, Staffing, Controlling, Directing an organization. What is Wealth Management? Wealth Management is a discipline that incorporates financial planning, Investment portfolio management and a number of financial services. It is a professional service it can also encompass all parts of a person’s financial life. Wealth management is done by wealth managers. Wealth managers can be MBAs, CFAs & Certified Financial Planners(CFPCM) or any credentialed professional money manager who works to enhance the growth and income. Investors must have already accumulated a proper amount of wealth for wealth management strategies to be efficient and effective. It can be provided by large company entities, independent financial advisers or multi-licensed portfolio managers. Their services are designed to focus on high-net worth customers. Wealth Managers use their experience in estate planning, risk management and legal specialists, to manage the holdings of high net worth client. Wealth managers must contain a current profile of client holdings. Wealth management is an integrated process for helping clients manage their wealth. It involves huge a wide range of services and the services depend upon each investor but the condition is that services should include investment management, financial planning, retirement, Estate planning, tax planning, debt management and cash flow. Features of Wealth Management: Allows customer to review risk profiles. Track holdings against model portfolios fro returns. Captures Customer’s details and risk profile. On approval by client they execute financial plans. Based on the advanced algorithms they provide tax coverage, education and insurance. Interfaces with banks, portfolios management systems, price vendors and other agencies. Provides dynamic search. Document Management. Dynamic user access control. We handle information for the following segments: Stocks. Stock Options. Bonds. Funds. Insurance. Cash flows. Education Planning. Tax Planning. Estate Planning.

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