Individuals falling in the high income group often miss out on some of the lesser known tax planning strategies which could substantially reduce their tax liability. (1) Gift or Loan to Major Children – Avoid investing the amount in your own name as it will attract tax, rather gift the surplus to your major children. […]
financial planner chennai
How to e-file your tax returns
How to e-file your tax returns If you have a taxable income of Rs 5 lakh and above, it is mandatory for you to e-file your tax return. An average taxpayer should take roughly 30-40 minutes to key in all the information and upload his return. Here’s how to go about it. 1) Log on to the […]
Why should you have a Financial Plan?
Achievement of any goal needs a well thought out plan. Similarly, achievement of your financial goals needs a financial plan. Consider the following questions about your financial future: Do you know if your PF would be enough to give you a comfortable retirement? Do you know how much you need to invest in order to have […]
The Importance of Having a Financial Plan
In today’s uncertain economy, financial planning has become increasingly important. With an overwhelming number of options for saving and investing, managing your finances can be difficult. Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have […]
Comprehensive goals-focused Financial Planning
The craving for wealth and possessions can lead us into all kinds of temptation. While we spend evenings and weekends earning extra money, we are depriving our families of our love and attention. What comes to mind when you think of yourself as being rich? Do you see yourself living in a big, impressive house, […]
How to choose the best financial planner
How to choose a Financial Planner Financial planning isn’t just for the wealthy. Having a financial plan increases the odds that you’ll reach your long-term financial goals, because you have taken the time to set targets and establish a realistic plan to reach them. Depending on your background and goals, you may be able to […]