Financial Planning
Tax planning, Investment Planning, Insurance Discussion
Tax Planning for Salaried
Starting Rs.5000
Tax planning for a salaried professional.
This includes
-
Building a tax template as per the salary
-
Determining the most optimized way to save tax
-
Recommending products to use for tax savings
Retainer Model – Renewal (Yearly)
Starting Rs.5000
We continue to be your financial advisor
This includes
- Periodic review (quarterly / half yearly)
- Adhoc financial discussion / advice
Insurance Discussion
Starting Rs.2000
Setting up insurance for individual / family.
This includes
- Review existing insurance
- Determining parameters to assess insurance.
- Recommending best suited products
Investment Planning
Starting Rs.10000
Investment Planning for any individual / couple / family.
This includes
- Cleanup of portfolio
- Emergency Fund
- Goal based SIP investment advice
ITR Filing
GST, Income Tax Filing, Accounting
GST
Starting Rs. 1000
- GST Registration
- GST Monthly Return Filing
Income Tax Filing
Starting Rs. 2500
- For salaried individuals
- For others
Accounting
Starting Rs. 4000
- Book-Keeping
- Final Accounts / Balance Sheet Preparation
Miscellaneous
Starting Rs. 500
- PAN / TAN Application
- Bank Account Reconciliation