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Providing Everything You Need

Services

Tax Income Reports
Tax Income Reports

Tax Planning

Tax planning is the process of analysing a financial plan or a situation from a tax perspective. The objective of tax planning is to make sure there is tax efficiency. With the help of tax planning, one can ensure that all elements of a financial plan can function together with maximum tax-efficiency. Tax planning is a significant component of a financial plan. Reducing tax liability and increasing the ability to make contributions towards retirement plans are critical for success.

Financial Planning

Once we understand your financial situation through simple but advanced tools.DhanSarathi can help you plan for what lies ahead. We advise on savings, pensions, protection and estate planning, helping make the most of what you have now and achieve the outcomes you set out to achieve.

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Wealth Management

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Whether it's MF, PMS or any other investment, it's your money and it needs to work hard for you. DhanSarathi will help you reach your goals, regularly reviewing your portfolios and closely monitoring your investments' progress.

Retirement Planning

Your future standard of living will most likely be determined by how well you utilise strategies and current resources. This is one of the most important services DhanSarathi provide, covering both pre and post retirement periods.

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Insurance Planning

Insurance planning is a critical component of a comprehensive financial plan that includes evaluating risks and determining the proper insurance coverage to mitigate those risks. The principal goal of insurance planning is to identify and analyze risk factors in life and seek proper coverage to attain a peace of mind if disaster strikes. The chances of recovering partly or fully are assured by having insurance. Therefore, insurance is an economic device transferring risk from an individual to a company and reducing the uncertainty of risk via pooling.

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