Need CA for TAX planning advice and FInancial planning advice

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After selling a property, you're looking for advice on how to invest the proceeds in property, equity, or debt markets while optimising for tax and financial planning. A Certified Financial Planner (CFP) can help assess your current situation against future goals, focusing on wealth and retirement planning. A Chartered Accountant (CA) will then handle the specific tax implications.

Harshit Shinde

Harshit Shinde (Querist)
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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.

CA Raj Doshi

CA Raj Doshi (Expert)
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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