Take This Quiz & Predict Your Score in the coming CA CS or CMA Exam!
  • How important it is for you to pass the exam in this attempt?
  • What percentage of course you have finished well so far roughly?
  • How many hours you study in a day?
  • How many times you have revised the topics you have finished
  • Have you taken online or pen drive or live class from a renowned faculty?
  • What percentage of the classes you have watched?
  • Have you attempted mock tests or practice tests yet?
  • Are you planning to attempt mock tests conducted by external bodies- ICAI, ICSI, ICMAI or other institute?
  • How many tests you have taken?
  • Did you manage to finish the test papers on time?
  • Are you strictly following study material provided by the exam conducting authority such as ICAI/ICSI/ICMAI/Other Body?
  • How is your health in general?
  • How is your food habit?
  • Any interest in yoga or exercise or play sports regularly?
  • Planning to sleep well nights before the exams?
  • Planning to have light food and water before exams?

Who other than CAs know financial management

It is CA who has better knowledge of client cash flows, fund requirement & surplus pattern, tax liability and planning, risk and return profile of Client. Then why not you are involved in Financial Planning of your client and add another avenue of earning to your kitty, we will help you in doing the same if required. It is win-win situation for both you and your clients.
You can be one stop solution to your Client’s all finance related issues then why you lose this opportunity to become financial hub and EARN MORE by joining hands with us.

Our expert team can assist you and your clients with following products

a)Mutual FundInvestment (Equity and debt)

b)ELSSinvestment (Tax Planning)

c)Bonds and G-secInvestment (Tax Planning and Fixed income products)

d)Insurance(Statutory requirement and Risk Management)

e)Loan Against Securities(Short term Financing requirement)

f)Structured ProductInvestment (As per Client’s Risk & Return Profile)

g) Equity, Commodity and Currency Trading

Case Study: How Financial Planning assistance can add to your Income:

If you help clients with Tax planning by investing in ELSS eligible under 80C to the limit to Rs. 1,50,000; you can tentatively earn below mention income:

Avg Commission0.75%
Avg Sharing70%
Investment Growth Rate12%
Lock-in3 Yrs

Assumption Client stays invested in MF

(Earning in Rs.)

No. of
1st Yr2nd Yr3rd Yr4th Yr5th Yr6th Yr7th Yr8th Yr9th Yr10th Yr

Who other than CAs know financial management

Who other than CAs know financial management

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