Total Duration
2 Days
Course Type
Offline / Classroom
Overview
Personal Tax Planning - Aaykar ko Apna Banaakar is a training program designed to provide individuals with the knowledge and strategies to improvise their tax planning. This program provides participants with insights into the intricacies of taxation on various incomes, transactions, and residency statuses. Additionally, attendees will gain an understanding of capital gains tax implications based on asset holding periods, types, and taxpayer statuses. Moreover, the program delves into tax planning strategies using financial products and basic estate planning concepts. Through interactive sessions and practical examples, participants will improve their awareness of finance, enabling them to make well-informed decisions regarding personal finance and tax matters.
Key Program Takeaways
- Augment awareness in the domain of finance.
- Assist in making better-informed finance-related decisions.
Program Objective
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 taxpayers status.
- Recommend tax planning strategies using various financial products and assess their appropriateness in achieving clients financial goals.
- Develop basic knowledge of estate planning.
Trainer Profile
Neeraj Gupta
Neeraj is a strong finance professional with CFA (US), CFP, MBA Finance as academic qualifications, who became a passionate educator/corporate trainer/visiting faculty with a demonstrated history of building own blocks of association in the financial education industry. He has an excellent track record in the area of knowledge management with workshops delivered across different platforms on wide range of topics - Equity Analysis, Debt Market Analytics, Macro Economic Dynamics, Financial Reporting and Analysis, Corporate Finance, Fixed Income Securities In India, AIFs, Structured Products, Mutual Funds, Financial Planning Tax Planning, Risk and Estate Planning and Asset Allocation.
Benefits of the Program
- Gain insights into tax nuances in individual investments, improving personal finance decisions.
Ideal For
- 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.
Methodology
An interactive workshop which would be a blend of experience sharing, application through MS Excel, real life case scenarios and PowerPoint presentation
