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Tax Planning - Basic

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Planner Name – B Padmanaban
Location – T Nagar , Chennai
Experience – 10 years ,
Education – CFP ,
Specialization – Comprehensive financial plan, Tax, investment, insurance & retirement planning.
Income Criteria – Advises clients with over 1 lakh in net annual income
Asset Criteria – Advises clients with more than 1 lakh in savings & investments
Assets under Advisory – NA
Number of current clients – 200+
Client Retention Rate – NA

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Description

The financial planner undertake "Tax planning - Basic" for individual clients with annual income less than 20 lakh per annum and relating to:

  1. Salary income
  2. Rental income
  3. Interest income (fixed deposits etc)
  4. Other income, not including business income

Output: The financial planner will develop and deliver to you a customized tax plan that explains how to optimize your tax outflow.

Please note that the plan will be developed based on the information provided by you. Hence you are advised to provide complete and detailed financial information about yourself and your family.

Here is how it will work:

  1. On purchase of this product, a requisition list (list will be detailing the required documents) will be shared with you.
  2. You will digitally submit the documents as per requisition list.
  3. Within 4 working days, you will receieve a confirmed appointment with your financial planner, along with preliminary views (if possible) on the tax saving options.
  4. And your final tax plan will be shared within 3 working days from the submission of last set of additional documents (if any) by you.

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Planner Name – B Padmanaban
Location – T Nagar , Chennai
Experience – 10 years ,
Education – CFP ,
Specialization – Comprehensive financial plan, Tax, investment, insurance & retirement planning.
Income Criteria – Advises clients with over 1 lakh in net annual income
Asset Criteria – Advises clients with more than 1 lakh in savings & investments
Assets under Advisory – NA
Number of current clients – 200+
Client Retention Rate – NA

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Table of Contents

Advisor Feed

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