financialplanningforsalariedemployees-171005170609.pptx

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1. FINANCIAL PLANNING FOR SALARIED EMPLOYEES & STRATEGIES FOR TAX SAVING Submitted by: Roll No. – Section:

2. Internship Company: Agile Capital Services Agile Capital Services is the choice of many reputed Multinational Organizations and businesses because of its commitment to deliver best results. ACS pride itself with the reputation of being the trusted and reliable talent acquisition partner as well as providing expert guidance towards achieving financial independence to its clients. Agile Capital Services Is One Of India's Emerging Consulting Firm. At Agile Capital, We Provide Wealth Management Services To High And Ultra High-Net-Worth Individuals ( Hnis & Uhnis ).

3. Karvy Culture: Controlled and low-cost services culture Longer volume processing capability Adherence to strict time Schedule Expertise in coordinating Multi-Location Responses Expertise in managing independent entities such as Banks, Post-offices, etc. Pooling of Group Resources

4. Product & Services offered: Stock Broking D-mat service Derivative services Investment product distribution Investment advisory services Corporate finance & merchant banking Income tax enabled services Registrars & Transfer agents loans Equity trading platform Mutual fund advisory and distribution Insurance distribution Commodities trading platform Portfolio management services

5. Objectives: Portfolio management New client activation Build good relationship with customers Promotional activities

6. Let us first know - what is Financial Planning? Financial planning is the process of achieving your life goals by using different investment options with your current resources through proper and disciplined money management. So Financial Planning is not only about money, but it is all about life, about fulfilling your wishes, dreams, aspirations and your enjoyment in achieving them. There are only 3 major components in the Financial Planning process: Current Resources (CR) Investment Options (IO) Financial Goals (FG) Financial Planning: CR + IO = FG

7. The Financial Pyramid: Ideal Foundation Wealth Creation Emergency & Debt Planning Protection/Risk Management Foundation of Planning

8. Types of investments:

9. Financial Planning is an on-going process...

10. And it secures you and your family’s future...

11. Strategies for tax saving: Taxpayer deduction under Section 80C Deductions under Income Tax for HRA under Section 10 (13A) Exemption Under Section 80D, Section 80DD, and Section 80DDB Tax Planning Strategies for Home Loan Effective Tax Planning Strategy on Education Loan: Taxpayer Related Limitations Under Section 80CCG (RGESS) Tax Planning Strategies in India – Long Term Capital Gains Long-Term Capital Gains from Sale of Equity Shares Donations Exemption under section 80G

12. Responsibility at the time of internship: Birthday calling Portfolio analysis New client activation Collection of data Doing meeting with clients Weekly call Service call Punching IPO’S online Recommending shares on call

13. Learnings: Fundamentals of stock brokerage Analyzing stock price fluctuations Hands on experience with ZEUS & NEST TRADE Portfolio analysis Lead generation Customer relationship management Various marketing strategies such as cold calling and canopy setups

14. Conclusion : Customer satisfaction is one of the core components needed to drive any company towards success. A huge fraction of the investors in India are highly active in the stock trading market because of the higher returns. Karvy gaining good response in the Demat field by providing good services. I come to know that services and returns got more importance than goodwill. In the last six months, it has opened the maximum number of Demat account at the time of new public issues than any other companies. There is one another reason of its popularity is that they providing many financial services at one place.

15. Results:

16. Thank You…….