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Our Services |
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Investment Planning |
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Cash Flow Planning |
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Tax Planning |
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Insurance Planning |
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Children's Future Planning |
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Retirement Planning |
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The plethora of services blended with expert guidance is right here to serve you for any small and big need related to finance planning or investment. You can choose the right way and we will help you to do that and what else all this and more is free of cost!!!!!! You can be a corporate representative, an executive or individual and we will be happiest to serve you the best with proper consultancy and guidance.
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- Personal Financial Planning
- Income Tax Planning and Tax Declaration
- IT Pan Card
- Computation of Tax and Filling of IT Returns
- Foreign Trade Services
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- Life & Health Insurance;
- ELSS & ULIP plans
- Mutual Funds (Complete Range of Mutual fund Companies)
- Post Office Savings
- Corporate & Business Protection Plans
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Mr. S. Venkatesan holds are B.Com, FCS, RBP, PGDMSM, PGDFT, CFP. In addition to it he is proud owner of the following valuable credentials:
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Member for Million Dollar Round Table, USA which is the top most honor from premier Association of Financial Professionals world wide.
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Gold Medal honor from LIC of India Chairman.
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Life Underwriters Guild of International, Asia continent
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