Tax Planning

Name: SharwanRotak Place: Haryana 919416210414 Plz Tell two good tax saving fund…….. Mutual Funds – ELSS 18 june 2010 Consider any from the below list SBI – Taxgain,  Sundaram Tax saver, HDFC Tax saver, Canara – Tax saver, ICICI Tax Plan,...

Risk Management

919825562764 I have jeevan anand of 1 lac and icici prudential life time super of 2.70 Lac and completed 4 year i had paid 72000 amd my fund value is 82000 what is the future? Risk Management – Traditional Insurance Policies Given that Jeevan Anand is just 1 lac –...

Retirement Planning

  Name: R.P.Singh City: Kanpur Age: 61 yrs 21 Sep 2011I am retired. I want to know where I can save money for maximum return Presently Holding – Fixed Deposits of 10.5 Lacs Want to invest 6-7 lacs more (want regular income) Please design a portfolio for me....

NRI Issues

NRI Taxation PlanningFor equity funds: Long term capital gains tax free hence TDS is zero Short term capital gains are taxed at 15% & so the TDS is 15% For non – equity funds: Short term capital gains taxed @ 30% and TDS is 30%. Long term capital gains are...

Goal Planning

Name: SitaramHelaCity: Kolkata Age: 30 years 21 Sep 2011 I want Rs. 10 Lac within 10 years. Where should I invest and how to achieve my target? I also want to know the allocation of my money. Goal Planning – Mutual Fund Invest either 2.75 lacs as a lumpsum or about 4k...