we understand that effective taxation and estate planning are integral parts of the financial planning process. The taxation & Estate Planning department has designed this resource centre to provide you with tools you can use in discussions with your clients regarding specific taxation and estate planning issues.
You will find important information regarding the tax treatment of mutual fund investments, step-by-step guidelines to assist you in preparing tax returns, provide you with easy-to-use investment calculators, ways to reduce and defer tax exposure through our Capital Class funds, answer commonly asked questions from other investors, and much more.
To ensure you can easily access the materials you want, we have categorized materials as follows:
» Personal Tax Planning
» Disability Planning
» Estate Planning
» Investment Solutions
Contact Us
Company Name
INVEST 2 INSURE
Tayal's # 675,Katra Hira Lal
Nai Sarak, Chandni Chowk
Delhi- 110006
Tel: 011-23283224, 23266913
Mobile : +91-9810743000
Email:invest2insure@gmail.com
inf0@invest2insure.net
You will find important information regarding the tax treatment of mutual fund investments, step-by-step guidelines to assist you in preparing tax returns, provide you with easy-to-use investment calculators, ways to reduce and defer tax exposure through our Capital Class funds, answer commonly asked questions from other investors, and much more.
To ensure you can easily access the materials you want, we have categorized materials as follows:
» Personal Tax Planning
» Disability Planning
» Estate Planning
» Investment Solutions
Contact Us
Company Name
INVEST 2 INSURE
Tayal's # 675,Katra Hira Lal
Nai Sarak, Chandni Chowk
Delhi- 110006
Tel: 011-23283224, 23266913
Mobile : +91-9810743000
Email:invest2insure@gmail.com
inf0@invest2insure.net