Client Registration Form

Taxation Advisory (Income Tax)

• Advisory on income tax planning, deductions, exemptions, and optimization
• Computation of advance tax, TDS, and tax liabilities
• Suggestion on income tax notices, assessments, or communications
• Advisory on tax implications of other transactions e.g. Credit Card transaction etc.
• Periodic updates on relevant changes in tax laws
• Tax advisory for financial decisions or business planning
• Any other taxation-related assistance

Insurance Advisory (Life & General Insurance)

• Assessment of the Client's life cover needs and financial protection goals
• Advice on suitable life insurance products (term plans, ULIPs, endowment, pension plans, etc.)
• Periodic review of existing policies and recommendations for optimization
• Assistance in premium tracking, renewals, and claim filing (if required)
• Risk evaluation for assets and liabilities
• Recommendation of suitable general insurance policies such as:Health / Mediclaim Insurance, Motor / Fleet Insurance, Fire and Property Insurance