AMFI Registered Mutual Fund Distributor
IRDA Certified Life and General Insurance Advisor
Certified Wealth Manager | Certified Financial Planner
NISM Certified Portfolio Manager
AMFI Registered Mutual Fund Distributor
IRDA Certified Life and General Insurance Advisor
Certified Wealth Manager | Certified Financial Planner
NISM Certified Portfolio Manager
Smart tax planning involves strategies to legally minimize tax liabilities and maximize savings. Key approaches include understanding tax brackets, maximizing deductions and credits, utilizing tax-advantaged accounts, tax-loss harvesting, and considering asset allocation from a long-term perspective. These strategies are essential for effective tax management.
By implementing these approaches, we can help manage your tax liabilities and enhance your overall financial health.
Our role in tax planning is to leverage the benefits provided under income tax and other applicable tax laws, invest in the right tax-efficient products, and balance your portfolio to ensure you take full advantage of all available tax benefits.
CP Wealth & Financial Services is a venture by its founder and promoter CP Joshi, a Certified Financial Planner, Chartered Wealth Manager, and a professionally qualified expert in Finance, Legal, and Company Secretary ship.He held senior positions in prominent corporations such as Larsen & Toubro Ltd, Hyundai Motors India Ltd, ANZ Grindlays Bank, Bharti Airtel, and my last assignment was as Senior Vice President at Vodafone India Ltd.
A-301, Kenwood Tower,
Charmwood Village, Suraj Kund Road,
Faridabad-121009
