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We at our company, believe that protection of your fund is a prime job and it needs to be addressed with lots of knowledge and proper planning. Hence we follow a four step process of Financial Planning - Risk Profiling, Goal Planning, Portfolio structuring and portfolio tracking. We use a wide range of products to achieve the financial Goals of our clients- Mutual Funds, Stocks, Fixed Deposits etc. We strongly recommend and use MFs in every clients portfolio creation, due to its lot many advantages over other investment products, like- diversification, professional approach.+ Read More

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Tax Calculator

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SIP Planning

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Mutual Fund
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Mutual Fund

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Mutual Fund is a vehicle that enables a collective group of individuals to:a.) Pool their investible surplus funds and collectively invest in instruments / assets for a common investment objective.
b.) Optimize the knowledge and experience of a fund manager, a capacity that individually they may not have.
c.) Benefit from the economies of scale which size enables and is not available on an individual basis.
Typical classification of mutual fund schemes on various basis:
Investing in a mutual fund is like an investment made by a collective. An individual as a single investor is likely to have lesser amount of money at disposal than say, a group of friends put together.Now, let's assume that this group of individuals is a novice in investing and so the group turns over the pooled funds to an expert to make their money work for them. This is what a professional Asset Management Company does for mutual funds. The AMC invests the investors' money on their behalf into various assets towards a common investment objective.
Hence, technically speaking, a mutual fund is an investment vehicle which pools investors' money and invests the same for and on behalf of investors, into stocks, bonds, money market instruments and other assets. The money is received by the AMC with a promise that it will be invested in a particular manner by a professional manager (commonly known as fund managers). The fund managers are expected to honour this promise. The SEBI and the Board of Trustees ensure that this actually happens.
Tenor refers to the 'time'. Mutual funds can be classified on the basis of time as under:
1. Open ended fundsThese funds are available for subscription throughout the year. These funds do not have a fixed maturity. Investors have the flexibility to buy or sell any part of their investment at any time, at the prevailing price (Net Asset Value - NAV) at that time.
2. Close Ended fundsThese funds begin with a fixed corpus and operate for a fixed duration. These funds are open for subscription only during a specified period. When the period terminates, investors can redeem their units at the prevailing NAV.
Asset classes
1. Equity fundsThese funds invest in shares. These funds may invest money in growth stocks, momentum stocks, value stocks or income stocks depending on the investment objective of the fund.
2.Debt funds or Income fundsThese funds invest money in bonds and money market instruments. These funds may invest into long-term and/or short-term maturity bonds.
3. Hybrid fundsThese funds invest in a mix of both equity and debt. In order to retain their equity status for tax purposes, they generally invest at least 65% of their assets in equities and roughly 35% in debt instruments, failing which they will be classified as debt oriented schemes and be taxed accordingly. (Please see our Tax Section on Page 39 for more information.) Monthly Income Plans (MIPs) fall within the category of hybrid funds. MIPs invest up to 25% into equities and the balance into debt.
4. Real asset fundsThese funds invest in physical assets such as gold, platinum, silver, oil, commodities and real estate. Gold Exchange Traded Funds (ETFs) and Real Estate Investment Trusts (REITs) fall within the category of real asset funds.

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Income Tax Rules

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This Return Form is to be used by an individual whose total income for the assessment year 2012-13 includes:-
(a) Income from Salary/ Pension; or
(b) Income from One House Property (excluding cases where loss is brought forward from previous years); or
(c) Income from Other Sources (excluding Winning from Lottery and Income from Race Horses).

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Wealth Tax Rules

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Wealth tax came into existence on 1st April 1957. Wealth tax is derived from the property owned by the proprietor. The proprietor needs to pay tax every year on property owned by them. The residential property that does not yield any income to its owner is also subjected to wealth tax.Wealth tax is termed as most significant direct tax. As per the wealth tax act, wealth tax is applicable to the following:
An individual person
A group of people who own a property
A company or organization
A Hindu undivided family (HUF)
Person belongs to 1-by -6 categories
A representative or heir of a dead person
Non corporative tax payer.

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Tax Slab

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Income tax slab (in Rs.)

Tax

0 to 2,50,000

No tax

2,50,001 to 5,00,000

10%

5,00,001 to 10,00,000

20%

Above 10,00,000

30%

 

India Income tax slabs FY 2014-2015 for Female tax payers

Income tax slab (in Rs.)

Tax

0 to 2,50,000

No tax

2,50,001 to 5,00,000

10%

5,00,001 to 10,00,000

20%

Above 10,00,000

30%

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Tax Saving Schemes

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Equity Linked Saving Schemes (ELSS) provide a good avenue for capital appreciation and tax benefit under section 80C of the Income-Tax Act, 1961.
 Benefits of ELSS
 Tax Benefits
- Deduction under section 80C 
- No tax on Capital gains
- Dividends are tax free in the hands of investor
 Lock in period (3 years)
 - Lowest among all tax saving instruments under section 80C
  - Long enough to minimize market volatility
 Better Return - Compared to all tax saving instruments under sec 80C.

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