SERVICES
Insurance & Investment Advisory
Sound financial decisions start with a clear view of your tax position. As Chartered Accountants, we help individuals, business owners and NRIs plan investments and insurance around their real tax and cash-flow picture: assessing what cover you actually need, structuring investments tax-efficiently under the Income Tax Act, and reviewing the plan as your circumstances change.
What's included
- Insurance needs analysis for life, health and business cover
- Tax-efficient investment planning under Sections 80C, 80D and 10(10D)
- Capital gains planning and portfolio tax review
- Retirement and pension planning (NPS, PPF, EPF)
- Succession and estate planning support
- Key-man and employee benefit structuring for businesses
- NRI investment, repatriation and DTAA guidance
- Annual review of investment and insurance portfolios