We provide the following Services subject to investments with SAFEinvest:
1) Tax Planning under section 80C - Calculation of taxes as per yearly income, select the MF schemes suitable for tax planning like ELSS and/or suggest insurance cover through Term insurance.
2) Account Reconciliation & Account Query - How much investment has been made, how much was the capital gain, how much tax is on the capital gain, and how much return one has gained after tax deduction. Account queries consist of mismatch of NAVs, account statements, and other related account queries.
3) P&L Calculation - Working to be given on the Profit & Loss account for the Advance tax calculation.