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Need CA for TAX planning advice and FInancial planning advice

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(Querist)
29 April 2021 I have sold off my property and wish to invest in either property and/or equity and/or debt markets. Need to know my options with respect to Tax planning and Financial planning to optimize my investment. Need a trusted CA for discussion and help. Please help.
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CA Raj Doshi

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CA Raj Doshi (Expert)
30 April 2021 Dear Harshit ji You require a CFP to take a stock of your existing position vs your adequate future position. A CFP would dive into wealth planning, retirement planning and accordingly restructure your portfolio to achieve desired milestones. Taxation would be adequately dealt with by a trusted CA. Regards CA. Raj Doshi https://www.linkedin.com/in/ca-raj-doshi-5b390777/ www.rcdco.in
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CA PARTH SHAH

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CA PARTH SHAH (Expert)
03 May 2021 You can contact us on caparth@parthdshah.com for detail guidance.
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