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Our service range includes a wide range of Mutual Funds, Tax Planning Services, Life Insurance, Fixed Deposited, Post Office Services and Stock Services.

Mutual Funds
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Mutual Funds

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A mutual fund is a financial intermediary which allows a group of investors to pool in their money with a predetermined investment objective. A qualified fund manager is appointed, who is responsible for investing the pooled money into specific securities and asset classes (usually stocks or bonds). When you invest in a mutual fund, you buy a share (or portion) of the mutual fund. We advise and service clients who wish to invest in any mutual fund available in the market. We also provide the platform to buy, sell and monitor your portfolio online. 
 

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Tax Planning Services
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Tax Planning Services

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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.
Our advice

  • By careful planning, one can reduce tax liability substantially.
  • Declaring at the start of the FY is most important
  • Don’t wait for last minute. Start in April and use monthly investments to reduce risk. It will be easier on your pocket as well.
  • Try and achieve tax planning and also planning for your needs simultaneously
  • Use tax efficient investment avenues. You should not be paying too much tax on their returns

Tax planning is not a device to reduce tax burden. In fact, it helps savings by investments in government securities. Savings reduce extravagance, and correspondingly inflation. Tax savings are permitted only for investment made in government securities and bonds of priority sectors which ultimately help the nation. Therefore, the savings in tax help the Central and state governments to mobilizes funds by way of investments and as such the government earns much by way of other benefits, by sacrificing small amount of tax. The Supreme Court in one case observed that "Tax planning may be legitimate provided it is within the framework of Law". By tax planning, the government is equally benefited.

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Life Insurance

Life Insurance

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Fixed Deposited

Fixed Deposited

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Post Office Services

Post Office Services

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Stock Services

Stock Services

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Financial Planning Services
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