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CA Mitesh and Associates Chartered Accountants Mumbai
Test Post fromĀ
CA Mitesh and Associates Chartered Accountants MumbaiĀ
Address: 100 Divya Gunjan, Bandar Pakhadi Road, Kandivali West, Mumbai, Maharashtra 400067
Phone: 09082514106
http://www.mnpartners.in
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CA Mitesh and Associates Chartered Accountants Mumbai
Financial Planner in India
Financial Planner inĀ India
Financial Planner in India
Many people ask me who is a Financial Planner, What is the need and how can I use their services to my benefit? A financial planner is a qualified investment professional who helps individuals and corporations meet their long-term financial objectives by analyzing the clientās status and setting up a program to help the client meet those goals. Financial plannersā¦
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Financial Planner Course
Financial Planner Course
The growth of the financial sector in India makes financial planning one of the fastest growing professions. The estimated demand of financial planners is around 50,000 CFP professionals in the banking and financial services industry in India. However, till May 2017, India has had only 1828 CFP professionals.Ā CFP certification is recognised in 26 countries including US,ā¦
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Investing may not be the most important thing on your mind when you start your career. For most people, investing may not even be on the priority list when they start their career. When you start your career, your saving capacity may not be much in absolute terms, as your salary itself may not be much. But this should not deter you from making investments. This is because the first few years of your earning life has a huge impact on your future finances. As with anything else in life, investing also benefits with an early start. The earlier you do your financial planning, the greater will be your return on your investments. There are more reasons than one for you to start investing early in your career. Call us to schedule a FREE financial planning session and let us help you in making your dreams come true. . . . . #MutualFundsSahiHai #mutualfund #equitymutualfund #taxsavingmutualfund #debtmutualfund #india #mutualfundinvesting #travel #sipmutualfund #mutualfundinvestment #mumbai #career #young
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Yes, you read it right - Few years from now, you will wish you had started investing today. But you need to have proper plan to do it RIGHT. Many investors simply loose money in buying stocks on tips or what their friend recommended. The right way to do it is by seeking help from a financial advisor to help you invest the best as per your life situation and your aspirations. We have helped several families achieve their financial goals and we can help you too. Call us for a FREE financial planning session and gauge yourself. . . . . #MutualFundsSahiHai #mutualfund #equitymutualfund #taxsavingmutualfund #debtmutualfund #mutualfundsindia #mutualfundinvesting #sipmutualfund #mutualfundinvestment #mutualfund2018 #financialgrowth #insurance #healthinsurance #financialconsultant #financialconsultantindia #financialconsultantforlife #invest #investment #investor #investwithus #travelindia #dreamsindia #financeindia #moneyindia
Diversify your portfolio and let your money grow as much as possible. Our Multi Dimensional approach to Investments can help you achieve your Financial Goals. Contact us at 90825 14106 or email [email protected] to get started. . . . . . . . . #MutualFundsSahiHai #mutualfund #equitymutualfund #taxsavingmutualfund #debtmutualfund #mutualfundsindia #mutualfundinvesting #sipmutualfund #mutualfundinvestment #mutualfund2018 #financialsecurity #financialgrowth #insurance #insurances #lifeinsurance #healthinsurance #travelinsurance #insuranceclaims #insuranceadvisor #insuranceconsultant #financialconsultant #financialconsultantindia #financialconsultantforlife #invest #investment #investor #investwithus
How much does it cost to have a financial advisor?
How much does it cost to have a financialĀ advisor?
Ā Short Answer: It Depends.
There are different type of fee structures, from asset based to flat fees to a mix.
Depending on your situation and what you are looking to get from you financial one may be better than the other.
The pricing of a fee-only financial adviser depends on:
The quality of the adviser and the reputation / brand value of the firm he / he / she works for.Ā The amount ofā¦
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PF Login - How you canĀ Login to EPFO Member PortalĀ
PF Login ā How you canĀ Login to EPFO Member PortalĀ
PF Login ā I am going to list down all the steps that is requiredĀ for logging into EPFO Member Portal.Ā The following stepsĀ should beĀ taken toĀ signĀ into the EPFO Member Portal:
You need toĀ open the member of Employee Provident Fund.
Fill outĀ theĀ neededĀ informationĀ in the main page for registration.
You need toĀ make sure that youĀ enter the correct document typeĀ because youĀ will have to log intoā¦
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Tax Notices
Please make sure that you declare all short term and long term gains arising out of the Liquid funds and short time duration debt funds. Failure to do so would invite a scrutiny from income tax department.Ā These are usually easy to forget as there is no details received from the mutual fund companies about them. Also if you download the Form 26AS as there is no information about these evenā¦
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Reasonably priced financial advice in Mumbai
Reasonably priced financial advice inĀ Mumbai
Please help me find reasonably priced financial advice from someone who wonāt rob me blind.
Someday, Iāll create a keyboard shortcut reply to that email, which I receive too frequently, that gives all the information to ask when seeking such a person. But an ugly fact of the Ā investment advisory industry has generally been this: There are too few practitioners who will work with people who areā¦
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The Honesty Pledge to tackle misselling
The Honesty Pledge to tackleĀ misselling
Honesty Pledge ā what is that? you may ask. Well, you may have heard the word āPledgeā in your school. We were made to say it every time in our assembly. I still rememberĀ the India Pledge which we used to say ā India is my country ā¦.
On the same lines, I think that Financial Advisors / Planners & insurance agents should pledge that they will put their clientsā interests ahead of their own. Thisā¦
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In India couple of top priorities for parents are Children's education and Childrenās marriage. Usually, there is good amount of time before the child would need money for these and Parents should look at SIP in equity funds for building a good Corpus. Steps for putting a SIP: 1) Select couple of good funds from a good fund house with a track record of several years. 2) Have a good idea about when your child will go to the college and when he or she would get married. Basically know how many years you got before your child will need money for college and his / her marriage. 3) Select the application form - ECS mandate for fund transfer from your bank to selected mutual fund and the date on which the transfer will happen. 4) Most importantly >>>> DO NOT Touch these funds under any circumstances 5) Review Fund performance regularly and if required, Re-balance the portfolio. If confused consider consulting us or any good financial advisor. Please avoid a distributor or an insurance agent. Ask for his qualifications. he should be a CA, CFP or CFA at a minimum. See this article - http://bit.ly/selecting-advisor-india . . . . . . . . #MutualFundsSahiHai #mutualfund #equitymutualfund #taxsavingmutualfund #debtmutualfund #mutualfundsindia #mutualfundinvesting #sipmutualfund #mutualfundinvestment #mutualfund2018 #financialsecurity #financialgrowth #insurance #insurances #lifeinsurance #healthinsurance #travelinsurance #insuranceclaims #insuranceadvisor #insuranceconsultant #financialconsultant #financialconsultantindia #financialconsultantforlife #invest #investment #investor #investwithus
In India couple of top priorities for parents are Children's education and Childrenās marriage. Usually, there is good amount of time before the child would need money for these and Parents should look at SIP in equity funds for building a good Corpus. Steps for putting a SIP: 1) Select couple of good funds from a good fund house with a track record of several years. 2) Have a good idea about when your child will go to the college and when he or she would get married. Basically know how many years you got before your child will need money for college and his / her marriage. 3) Select the application form - ECS mandate for fund transfer from your bank to selected mutual fund and the date on which the transfer will happen. 4) Most importantly >>>> DO NOT Touch these funds under any circumstances 5) Review Fund performance regularly and if required, Re-balance the portfolio. If confused consider consulting us or any good financial advisor. Please avoid a distributor or an insurance agent. Ask for his qualifications. he should be a CA, CFP or CFA at a minimum. See this article - http://bit.ly/selecting-advisor-india . . . . . . . . #MutualFundsSahiHai #mutualfund #equitymutualfund #taxsavingmutualfund #debtmutualfund #mutualfundsindia #mutualfundinvesting #sipmutualfund #mutualfundinvestment #mutualfund2018 #financialsecurity #financialgrowth #insurance #insurances #lifeinsurance #healthinsurance #travelinsurance #insuranceclaims #insuranceadvisor #insuranceconsultant #financialconsultant #financialconsultantindia #financialconsultantforlife #invest #investment #investor #investwithus
In Indian couple of top priorities for parents are Children's education and Childrenās marriage. Usually, there is good amount of time before the child would need money for these and Parents should look at SIP in equity funds for building a good Corpus. Steps for putting a SIP: 1) Select couple of good funds from a good fund house with a track record of several years. 2) Have a good idea about when your child will go to the college and when he or she would get married. Basically know how many years you got before your child will need money for college and his / her marriage. 3) Select the application form - ECS mandate for fund transfer from your bank to selected mutual fund and the date on which the transfer will happen. 4) Most importantly >>>> DO NOT Touch these funds under any circumstances 5) Review Fund performance regularly and if required, Re-balance the portfolio. If confused consider consulting us or any good financial advisor. Please avoid a distributor or an insurance agent. Ask for his qualifications. he should be a CA, CFP or CFA at a minimum. See this article - http://bit.ly/selecting-advisor-india . . . . . . . . #MutualFundsSahiHai #mutualfund #equitymutualfund #taxsavingmutualfund #debtmutualfund #mutualfundsindia #mutualfundinvesting #sipmutualfund #mutualfundinvestment #mutualfund2018 #financialsecurity #financialgrowth #insurance #insurances #lifeinsurance #healthinsurance #travelinsurance #insuranceclaims #insuranceadvisor #insuranceconsultant #financialconsultant #financialconsultantindia #financialconsultantforlife #invest #investment #investor #investwithus
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#TaxPreparationService, #TaxAdvisor, #TaxPreparation, #Credit #Counselling #Service, #Accountant, #FinancialAdvisor, #Finance #Broker, #Chartered #accountant, #CharteredAccountant, #CA, #FinancialPlanner, #WealthManagement, #FinancialPlanning, #WealthManager, #Retirement #Planning, #MutualFunds, #Taxation (at Brightpath Wealth Management)
Qualities of a Good Financial Advisor
Qualities of a Good FinancialĀ Advisor
I will list down few qualities that I see are a must for a good financial advisor.
A good advisor should always enable their client / investor to make an informed decision rather than making the decision for them.Ā This means that the advisor will educate the client and also provide choices to the client and have client make the decision. He should Ā articulate clearly the pros and cons of theā¦
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