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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:

Investment1,50,000
Avg Commission0.75%
Avg Sharing70%
Investment Growth Rate12%
Lock-in3 Yrs

Assumption Client stays invested in MF

(Earning in Rs.)

No. of
Clients
1st Yr2nd Yr3rd Yr4th Yr5th Yr6th Yr7th Yr8th Yr9th Yr10th Yr
10078,7501,66,9502,65,7343,76,3725,00,2876,39,0717,94,5109,68,60111,63,58313,81,963

Who other than CAs know financial management

Who other than CAs know financial management

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