ComeLetsPlan Customer Presentation


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ComeLetsPlan Customer Presentation

  1. 1. Individual Services-Team ComeLetsPlanFinancial Planners for Salaried Individuals
  2. 2. About CLPCome Lets Plan (CLP) is a platform dedicated to salaried classthat provides a host of financial services such as IT return filing,Tax planning, Financial Planning etc. to salaried individuals.
  3. 3. Why Should I file Returns?• Tax return filing is a statutory procedure• The acknowledgment for filing the tax serves as proof of the financial soundness of the individual in case a visa is required to be obtained.• If a loan is required the tax returns would be required to prove the ability of the person to repay the loan• Refunds for excess taxes paid by an individual either by way of tax deduction or advance/self-assessment tax can be only by filing tax returns.
  4. 4. efiling• Time is money and e-return Filing helps you save lot of that with its speedy processing of ITR and refund.• If filing is done with the help of a digital signature, there is even an instant acknowledgement for the return.• Drastic decrease in human error at both ends of ITR filing process.• Any mistake in efiling can be corrected online wrt. mistake in physical return which can’t be corrected online.• Needless to say efiling is an eco-friendly way of filing return.
  5. 5. efiling with CLP• CLP platform makes your efiling experience effortless. You don’t have to struggle with tax jargons any more. Just fill in a simple form, upload supporting documents and that’s all. Our Tax experts will handle the rest.• Tax experts at CLP review your return before filing for any missing information. It saves our clients from hassles of IT notices due to incorrect efiling.• In case you require help on tax liability calculation we are very much there to help you out.• We keep a tab of your IT return acknowledgement in cases where return is filled without digital signatures• You can always access your filing information for previous years in “my account” section of our website.
  6. 6. Advantage Come Lets Plan Unique platform dedicated to Salaried Class Dedicated, Competent & Experienced team of Professionals Full suite of financial services for employees under one roof Multiple service channels including a 24x7 web portal Extended support in case of any IT notices Timely and quality financial advice: we constantly research, track and evaluate changes in financial world Unbiased advice: we are not associated with any financial products provider. We never sell or share data Govt. approved Income Tax e-return Intermediary
  7. 7. Glimpse of Service Bundles NRI Planefiling Plan It is usually chosen by clients who hasIt is usually chosen by clients whose income from country except India andrequirement is to get income tax requirement is to get assistedreturn documents reviewed by preparation of tax returns includingIncome tax experts and efiling done. residency status determination and income calculation Premium Plan It is usually chosen by clients who want personalized consultancy in financial decisions such as how to plan and handle tax liability of capital gains that arises when one sells property, gold etc
  8. 8. Glimpse of our Advisory ServicesTax Planning Investment Planning• Asset sale planning • Help to plan for long term and short• Tax related investment planning term needs• Tax saving investment instruments • Retirement Planning selection • Financial products selectionLoan Planning Risk Planning• Selection of best option among • Live value calculation and Insurance available loan products requirement calculations• Educating Pros and Cons of a • Other forms of risk and planning for particular loan product them• Refinancing options for existing loans
  9. 9. Contact Information Brothers Genesis India Pvt. Ltd. 109, Vishal Chambers Sector - 18, Noida (Uttar Pradesh) - 201301Telephone: +91-120-2510287,4235368 Fax: +91-120-4235368 Email : Website : Locate us