PlanRiches

I-INVESTMENT CONSULTANCY

We try to analyse your personal financial sources , its growth expectation, and predictable expenses .We suggest you means to manage your investments with best possible returns at the current prevalent rates and plans to meet the predictable as well as unpredictable expenses during your lifetime.

# Lifetime Budgeting : Your projected lifetime income & expenditure account

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# Wealth Creation : Investment made from the sole point of view of increasing wealth in equities / mutual funds etc

# Investments made from Tax Saving point of view e.g. II-INSURANCE

Till date choice of an insurance product has been dependant largely tax saving needs . We ascertain the cover suitable for you and your family. We help you plan & choose in advance the best instrument to cover yourself , your family , your assets etc against unforeseen emergencies. Apart from facilitating the renewal of your existing policies , we suggest you the various insurance products available and are most suitable to your needs. a) LifeInsurance
b) General Insurance
c) Motor Insurance
d) Health Insurance
e) Commercial Insurance
f) Group Health Insurance

III-TAXATION CONSULTANCY & INCOME TAX RETURNS

We facilitate the entire process relating to your Taxation needs. Special care would be taken to maintain a healthy ITR keeping in mind the future financial needs and the eligibility criteria for the same. Consultancy would be provided to bring down the tax liability subject to the prevalent Income Tax laws. a) Taxation Consultancy
b) Income Tax Return Filing
c) PAN Application