Tax-Efficient Financial Planning Strategies for Individuals

Join an exclusive 1 Hr Taxation Masterclass by CA Shivangi Mittal, as she teaches you the essentials of Tax Planning designed for every individual to understand Tax Planning.

As a financial advisor or investment advisor to your clients, if you have the know-how of taxation, you can very well discuss opportunities for clients to increase return without increasing risk. You may consider the tax ramifications of investment strategies before implementation & also suggest tax-efficient estate-planning strategies. Knowing taxation also enables you to avoid the negative tax surprises that can happen to your clients when you don't look into taxation aspects much.

Who Should Join:

• IFAs, Mutual Fund Advisors, Insurance Advisors, Stockbrokers
• Practicing Financial Advisors who want to upskill themselves with tax matters
• Professionals who are from the banking, financial services, investments space want to learn taxation
• Students who want to be a financial entrepreneur or work in the BFSI domain

REGISTER NOW

Event Schedule:

Date: 27th January. 2024 | Saturday

Time: 11:30 AM

Venue: Online Zoom Meeting | Link will be shared after you register yourself for the event.

Speaker

CA Shivangi Mittal

• Chartered Accountant by profession belongs from Delhi and is into CA practice. Along with that she loves teaching and is passionately curious towards her work.
• She teaches Income Tax to CFP Level 2 Students and Direct and International Tax to CA Final Students.
• Having total work experience of more than 12+ years and post CA experience of more than 5+ years.
• In her career journey, She has worked with many clients, individuals, startups and always move forward with the solution oriented approach.
• Her passion towards Income Tax can be seen through her videos on Youtube and lectures. She has delivered several seminars and is also contributed to the Tax Audit book.