Personal Tax Planning - "Aaykar ko Apna Banaakar"

By the end of the program, participants will be able to:

• Understand the incidence of tax on various incomes, transactions, and residency status of individuals.
• Evaluate the incidence of capital gains tax based on the period of holding an asset, the type of asset, and the taxpayer's status.
• Recommend tax planning strategies using various financial products and assess their appropriateness in achieving clients' financial goals.
• Develop basic knowledge of estate planning.

• Augment awareness in the domain of finance.
• Assist in making better-informed finance-related decisions.

• Managers and employees involved in marketing and sales of financial services.
• Managers directly dealing with clients at different levels, catering to their financial needs.
• Individuals managing their own finances and investments.

Gain insights into tax nuances in individual investments, improving personal finance decisions.