NS Tax & Financial Services, Pune -Refrens

Goal Based Investment Planning

Our Goal-Based Financial Planning approach involves identifying your specific financial objectives or goals and developing a plan to achieve them. This approach focuses on creating a roadmap for achieving specific financial outcomes rather than simply accumulating wealth. It is tailored to your unique circumstances and objectives, taking into account factors such as age, income, risk tolerance, and time horizon. Some common financial goals include buying a house, saving for retirement, paying for college education, starting a business, or creating a sustainable income stream.

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Process Driven Investment Solution - For Optimized Return

We provide expert guided investment solution that helps people PLAN (their finances), INVEST (online/offline) & ACHIEVE FINANCIAL GOALS (through regular monitoring, review & proactive actions). It covers all types of investment options such as Stocks, NPS, Mutual Fund (ELSS, SIP, SWP, MIS), Insurances, Govt. Bonds & Securities, IPO, NFO etc. And includes services like Loan Against Securities, ITR Filling, TDS/TCS and Will Writing. Process driven investment approach of ‘NS Tax & Financial Services’ - Step 1: Scientific calculation of how much you need to invest for your various life goals. Step 2: Selection of the Right Mix of investment options that provide stability & growth of money Step 3: Provide a secured platform for easy investment and liquidation of money Step 4: Regular monitoring and review of your investments to ensure that it is on track w.r.t. your goals Step 5: ITR filling to capture the above transactions.

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Demat Account - Lowest Cost | With Bank Grade Security

We provide a comprehensive Demat Account through which you can do your all investments at a single place (such as Mutual Funds, Direct Equity, ETFs, IPOs, NPS, Govt Bonds & Securities, Corporate FD etc.). The platform has both Web and Mobile applications. Its a very secured platform which has bank grade of security and has multiple layers of protections. It has many proprietary features which makes your financial journey smooth and easy.

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ITR Filing Service - Expert Guided

We provide a premium ITR filing package at an affordable price. Below are highlights of the package. 1. Complete Security of your confidential data 2. ITR Filing assisted by tax expert (through online or offline meeting) 3. Selection of Right Tax Regime (New or Old) 4. Data Review & Correction by tax expert 5. Post Return Filing Support 6. Personalized Suggestions on best tax saving options

Price Available on Request

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