Tax planning is the arrangement of one’s financial and business affairs by taking in legitimately full benefit of all deductions, exemptions, allowances and rebates that reduces tax liability to minimum.
Considerations concerning tax planning will include timing of income, timing of purchases, planning for expenditures, and size. Tax planning is vital for individuals as well as businesses, since it will be helpful for achieving personal & business-related goals.
Deductions Of Tax Liability
Minimisation Of Litigation
Productive Investment
Economic Stability
Our Approach
Tax planning involves conceiving of and implementing various strategies in order to minimize the amount of taxes paid for a given period. For any individual or business, minimizing the tax liability can provide more money for expenses, investment, or growth. In this way, tax planning can be a source of working capital.
Our Experts at Future Savings, recommend that entrepreneurs and small business owners conduct formal tax planning sessions in the middle of each tax year. This approach will give them time to apply their strategies to the current year as well as allow them to get a jump on the following year.
Get in touch with us today to know how you can create your customised Taxation plans.
Non-resident Indians who have / intend to have investments in India
Monitor record and periodically report on investments
Facilitate acquisition / sale / lease of property
Facilitate repatriation of sale proceeds/income from investment and real estate complete banking and other regulatory formalities
Portfolio accounting and taxation
Non-resident Indians who inherit assets in India
Facilitate the clearance from Reserve Bank of India (RBI) and other regulatory authorities for NRIs who inherit assets in the form of investments, property etc in India and may want to either liquidate and repatriate the sale proceeds or manage the same in the most tax efficient manner.
Non-resident Indians / Non-residents who have / intend to set up a business in India
Develop an entry strategy and a financial model
Incorporation of company in India
Arrange for complete set of regulatory approvals
Organise office infrastructure and manpower during the “in-transit period” of the startup
Operate as a representative office
Returning NRI
Facilitate clearance from RBI under FEMA, to continue to hold assets outside India
Facilitate re-investment of sale proceeds of assets acquired outside India
Plan residential status under FEMA and Income tax
Plan tax liability in India
Investment and business consultancy in India
Emigrating Indian / NRI
Obtain clearance from RBI under FEMA, to continue to hold certain assets in India
Facilitate repatriation of sale proceeds and income of assets held in India
Plan his tax liability in India Monitor, record and report on his investments in India
Retirement Planning
Planning your investments
Defining the goals, Establishing risk appetite, Reviewing existing investments
Building Portfolio
Asset allocation, Portfolio construction aligned to your goals, Selecting best fund manager, investment ideas and insurance plans
Hassle free investing
Setting up your investment account, Online/Offline investment execution options
Periodic reassessment of goals, Tracking process, Regular review of investment portfolio, Portfolio re-balancing based on valuations
To most, retirement only means that they no longer need to go to work every day. But to the smart few, it’s an opportunity to live life to its fullest and without bounds. But you should be aware of the challenges while planning for your retirement.
Increased Life expectancy
Reduction in working span
Medical Expenses
Our Approach
At Future Savings, we believe that managing money is a long-term endeavour, you need someone to walk with you each step of the way, helping you navigate the financial landscape. The money decisions you make today lay the foundation for a successful lifetime and legacy.
With years of experience of working with hundreds of clients and a thorough knowledge of the current market scenario, we create plans with your unique situation in mind. Get in touch with us today to know how you can create your customised retirement plans.
For a safe and happy retirement life, we advise our clients to focus on the NPS & Annuity Schemes.
Start Investing Wisely
Good tax planning is the foundation of financial success—prepare now for a prosperous future.
AMFI Registered Mutual Fund Distributor | ARN- 265639
Disclaimer:– Mutual fund investments are subject to market risks. Please read the scheme information and other scheme related documents carefully before investing. Past performance is not indicative of future returns and future performance. Always Consider your specific investment requirements before choosing a fund, or designing a portfolio allocation that suits your needs. Investments in equity shares, debentures, etc., are not obligations of, or not guaranteed by – Future Savings