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Tax Planning Service

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Financial Service

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Smart Fin is a Wealth Management and Investment Advisory firm with an extremely strong focus on client relationship. The team at Smart Fin has 30 years of proven track record in Financial Services and Investment Advisory domain and brings with it strong research and investment advisory capabilities keeping in mind the regulatory framework and the volatility in the investment climate.   We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable. We are a privately owned company and therefore core decisions regarding our processes and practices start at grassroots, ensuring all angles are covered in the decision making process.   It is our belief that by providing a personalized and consistent service experience, we ensure long and fruitful relationships with our clients. In the true spirit of our commitment, we conduct open discussions to seek first to understand what is important to the client and then to be understood when finding solutions to their financial position.   Considering the tumultuous and the volatile times that we are living in, the need for valuable and active financial planning and wealth management has never been more important and critical.  The goal is to create, grow and preserve wealth. The advisory practice is built on the foundation of trust, integrity and responsibility and hence we are always committed to exceeding the expectations of the clients.   Across all solutions, our first exercise is to discuss with you extensively to understand your context, aspirations and constraints. We prefer working with our clients over multiple years rather than focusing on one-off transactions. Irrespective of which services you choose, we will be committed to provide you quality service over the long term.    Client Loyalty is extremely important to us as most of the client relationships we have are only by invitation and we do not indulge in any mass marketing strategies. + Read More

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Financial Planning Service
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Financial Planning is the process of meeting your life goals through the proper management of your finances. It involves the process of assessing your financial situation, determining your objectives and formulating a plan to achieve them. The objective of financial planning is to ensure that the right amount of money is available in the right hands at the right point in the future to achieve an individual's life goals. It also allows you to understand how each financial decision you make affects other areas of your finances.

Financial planning is one of the things that not many people think about. However, financial planning is important to do because it can make your life easier.

While you cannot predict the future, you can certainly be better prepared for it.
A written financial plan is designed to make sure that you are financially prepared to deal with whatever happens in your life. And this is not just dealing with the unexpected events, but basic things like buying a car or taking a home loan, funding your children’s education or marriage, or taking care of your loved ones.


Additional Information:

  • Packaging Details: Financial Planning is the process of meeting your life goals through the proper management of your finances. It involves the process of assessing your financial situation, determining your objectives and formulating a plan to achieve them. The objective of financial planning is to ensure that the right amount of money is available in the right hands at the right point in the future to achieve an individual's life goals. It also allows you to understand how each financial decision you make affects other areas of your finances.

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Tax Planning Service
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Tax Planning Service

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There is more to tax planning than exemptions available on savings. With our advice, you will pay the right amount of tax, not more and not less. You will also know how to tax proof your incomes and gains. After all, your capital is more productive in your hands and it can work wonders for you if planned properly.

We guide you in the Planning & managing your finances and achieving your financial goals. Basic planning starts with Tax planning as good tax planning can increase the take home salary. These investments can also cater to a few of your needs if this is well planned. Tax planning is not restricted only to tax savings investments (Section 80C). There are several other components E.g HRA, Home Loans, LTA, Re-imbursements, etc to reduce the taxable income.


Additional Information:

  • Packaging Details: There is more to tax planning than exemptions available on savings. With our advice, you will pay the right amount of tax, not more and not less. You will also know how to tax proof your incomes and gains. After all, your capital is more productive in your hands and it can work wonders for you if planned properly.

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Financial Service
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Financial Service

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Financial Planning is the process of meeting your life goals through the proper management of your finances. It involves the process of assessing your financial situation, determining your objectives and formulating a plan to achieve them. The objective of financial planning is to ensure that the right amount of money is available in the right hands at the right point in the future to achieve an individual's life goals. It also allows you to understand how each financial decision you make affects other areas of your finances.
 
Financial planning is one of the things that not many people think about. However, financial planning is important to do because it can make your life easier.
 
While you cannot predict the future, you can certainly be better prepared for it.
A written financial plan is designed to make sure that you are financially prepared to deal with whatever happens in your life. And this is not just dealing with the unexpected events, but basic things like buying a car or taking a home loan, funding your children’s education or marriage, or taking care of your loved ones.
 

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Risk Management Service
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Risk Management Service

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We do not think or do not want to think of what will happen to our family, if we are gone - especially when we have not met all of life's responsibilities. Though the family goes through emotional trauma, financial burden adds to the pain. One has no remedy for the emotional pain, but smart financial planning can certainly ease the financial pain.
 
At Smart Fin , we emphasize on Financial Risk management. Financial risk planning places a heavy emphasis on protecting the financial assets and resources of an individual or an organization. Financial risks will generally be managed through the usage of various financial instruments based on what the need is.
 
So what are the risks that we run? To name a few - the risk on our lives (ie the worries of replacement of the incomes that we contribute to the running of the household), the risks of medical contingencies (since they have the capability of throwing plans of a financial nature off guard) and risks on assets (since the replacement of those has tremendous financial implications at times). If we were to consider a situation where any of our goals in life were to be disturbed by acts beyond our control, we would realize the relevance of insurance in our lives.
 
Insurance is a basic form of risk management which provides protection against possible loss to life or physical assets. Insurance enables us to live our lives to the fullest, without worrying about the financial impact of events that could hamper it. In other words, insurance protects us from the contingencies that could affect us.
 
At Smart Fin, the endeavor is to always design a risk management plan which is structured and systematic and the aim is to be both transparent and inclusive at all times.

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Plant Financial Service

Plant Financial Service

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Risk Management Service

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We do not think or do not want to think of what will happen to our family, if we are gone - especially when we have not met all of life's responsibilities. Though the family goes through emotional trauma, financial burden adds to the pain. One has no remedy for the emotional pain, but smart financial planning can certainly ease the financial pain.
At Smart Fin , we emphasize on Financial Risk management. Financial risk planning places a heavy emphasis on protecting the financial assets and resources of an individual or an organization. Financial risks will generally be managed through the usage of various financial instruments based on what the need is.
So what are the risks that we run? To name a few - the risk on our lives (ie the worries of replacement of the incomes that we contribute to the running of the household), the risks of medical contingencies (since they have the capability of throwing plans of a financial nature off guard) and risks on assets (since the replacement of those has tremendous financial implications at times). If we were to consider a situation where any of our goals in life were to be disturbed by acts beyond our control, we would realize the relevance of insurance in our lives.
Insurance is a basic form of risk management which provides protection against possible loss to life or physical assets. Insurance enables us to live our lives to the fullest, without worrying about the financial impact of events that could hamper it. In other words, insurance protects us from the contingencies that could affect us.
At Smart Fin, the endeavor is to always design a risk management plan which is structured and systematic and the aim is to be both transparent and inclusive at all times.

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