Need CA for TAX planning advice and FInancial planning advice
This query is : Resolved
Quick Summary
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.
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
03 May 2021
You can contact us on caparth@parthdshah.com for detail guidance.
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