How to determine tax saving investments for clients in different life stages

Tax incentives are provided by the government to individuals who invest in instruments for the long-term. Being a financial advisor, you must select the correct tax-saving option for your clients, keeping in mind whether they have just started their career, are in their 40s or retired. Here are some tips for tax planning as per…

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How can your clients make the most of their emergency corpus

With inflation touching all-time highs and unforeseen costs, such as those arising due to health problems, your clients will certainly know the importance of having an emergency fund which helps them manage these expenses better without affecting their savings. It acts like a safeguard against various risks to income. In order to make sure that…

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