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Financial planning is an ongoing process to make sensible decisions about your finances, to
meet your life goals like buying a house, saving for child’s marriage, planning for retirement
etc. and to be prepared for any contingencies.
● Investments
○ Plan before you save - understand your savings
● Tax Saving
○ Invest in right instruments for saving tax
● Insurance Cover
○ Do not ignore insurance - a stitch in time saves nine
Introduction
We are a team of Chartered Accountants and Tax Advocates having more than
27 years of experience in the field of taxation and accounting.
We provide a one stop solution for all taxation and accounting related
requirements of individuals and corporate including tax planning, assisted tax
filing, GST services and Book keeping.
About :
Insurance
Investment
Planning
Tax planning,
GST filing/
Registration,
Income Tax
Filing
Personal Financial Managers helps you :
Insurance planning.
Financial Planning
Login to
Upload your Edit details if Verify and
Trutax efiling
Form-16 required. Submit
website
FORM-16
Form 16 is divided into two parts. Part A and Part B.
FORM-16 (PART-A)
Summarily of tax deducted and deposited quarterly, which is certified by the employer.
Assessment Year.
Taxable Salary
If you held more than one job during the year, you will have more than one Form 16.
Part B is prepared by the employer manually and issued along with Part A.
TAX AND INVESTMENT PLANNING
We help our clients to save taxes by investing in various tax saving instruments
under Section 80C.
INSURANCE EPF/PPF/VPF
Health Property
Insurance Insurance
Life Auto
Insurance Insurance
•This policy is important for everyone. •Another type of policy that is often
Life insurance can meet several required is auto insurance. It is required
financial needs. In the case of someone by law that you have basic auto insurance
married or have a family, it can replace that covers liability.
lost income, help to pay any lingering
debts after your death or pay for your
children's college education.
ITR e-FILING
Partnering with us provide solutions and help file your taxes.
GST REGISTRATION
GST FILING(GSTR-1,2,3,3B)
GST MIGRATION
TRU CUSTOMER SUPPORT
We provide PERSONALIZED support to our customers where they required
to fill up the simple form and get a call back from our experts anytime.
Our Team
Partner with us.
Hershit Kumar
Aditya Bansal,
Gupta, Ex- Sanjeev Amit Kumar
Rakesh Parvesh Ex-Govt
Govt Officio Bansal, FCA, Garg, Tax Pratik Sharma,
Mangla, FCA, Kumar Gupta, Officio SEBI, Parul Gupta,
CBDT India, B.Sc, Advocted, FRM, MDI,
B.Com, Exp. : Tax Advocate, MDI, B.E. CA, B.Com
IIFT, B.E. M.Com LLB, B.E.(DCE)
Exp. : 28 yrs 27yrs LLB, Exp. : (Thapar
(Thapar Exp. : 15yrs
27yrs University)
University)