Personal Finance & Tax Planning

Want to make better decisions about your money, investments and taxes?

This 60-minute 1:1 consultation with CA Vishal Sharma is designed for individuals who want to take a broader look at their finances rather than discuss just one specific tax question.

We can discuss:

✓ Personal finance & tax planning

✓ Tax-efficient investment planning

✓ Tax-saving opportunities

✓ Taxation of mutual funds, shares, FDs & other investments

✓ Capital gains planning

✓ Existing investments from a tax perspective

✓ Retirement & long-term financial planning

✓ Planning for major financial goals

✓ Family financial planning

The objective is to understand your current situation, financial priorities and tax position, and help you identify practical next steps.

Please note: This is a consultation for personal finance and tax planning. It does not include portfolio management, investment execution, guaranteed returns, detailed financial reports, return filing or other compliance work. Further professional support, if required, can be discussed separately.