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Jayesh Vikam

Pune, Maharashtra

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Tax Planning

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Financial Planning

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The investments we make are ultimately for some objectives such as to buy a house, children's education, marriage etc. And many of them require a huge one-time investment. As it would usually not be possible raise such large amounts at short notice, we need to build the corpus over a longer period of time, through small but regular investments. This is what SIP is all about. Small investments, over a period of time, result in large wealth and help fulfill our dreams & aspirations.
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Financial Planning is a process of setting goals (For example buyhg a houselr, plamhg a vacation, child's education /mariage, retirement corpus etc), assessing home, assets, iwestments, expenditure and iabilities, estimating futue fnancial needs, and making plans to achieve them.

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Tax Planning
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Tax Planning

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Tax planning is not a device to reduce tax burden. In fact, it helps savings by investments in government securities. Savings reduce extra agance, and oorrespondhgly inflooation.

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Financial Plamiig is a process of setting goals (For example buyiig a houselr, plamiig a vacation, child's education/ mariage, retirement corpus etc), assessing iioome, assets, investments, expenditure and iabilities, estinating future financial needs, and making plans to achieve them.

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Financial Planning
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Financial Planning

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There are many elements which are involved in financial planning, inctuting budgeting, investments, taxes, estates, retirement, insuanoe etc. We have an answer for each of your financial requirements and we heb you to accelerate your wealth creation.

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