Certified Financial Planner | Online Financial Planning

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Wealthcare Securities Pvt. Ltd

• Relationship Beyond Investment

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About Us
Wealthcare Securities is one of the top wealth
management firms in the Capital Delhi which has
worked with thousands of clients in transforming
their current wealth for future assurance. They
have the top market experts who have more than 20
years experience in handling finances related to
investment in stocks, funds and various schemes.
All investment portfolios are available online
24x7 with specific credentials to check
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Saving Taxes With SIP

• With markets going up and down on regular basis,
  investors are always hesitant in making their
  move. With Systematic Investment Plan (SIP) they
  have many benefits of putting their money in the
  more managed process that involves step by step
  investment, tackling markets volatility, cost
  rupee averaging, better returns and moreover one
  can also save taxes if they invest with ELSS.

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Tax Benefits With SIP

• Item 2

ELSS Mutual Funds or Equity Linked Savings Scheme
investments come with the direct tax exemptions
under section 80C of the Income Tax Act. One can
invest up to Rs 1.5 Lakh with these ELSS funds
that can be claimed under the financial year
under 80C. One of the added benefits is there are
no taxes on ELSS funds if being held for more
than 12 months so the lock-in period is just one
year and you can use them to achieve long-term
financial goals whereas NSC, and PPF in India
have a minimum of 5 15 years lock period
respectively.
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Target audience

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• The competition
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Market trends

• Trend 1
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• Client Implications
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• Trend 2
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• Client Implications
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Trend analysis

• Item 1

• Item 2

• Findings
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• Client Implications
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• 39

• 4

• 29

• 27

• 4

• 5

• 20

• 35

• 5

• 25

• 22

• 15

• 20XX

• 20XX

• 20XX

• 20XX

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Proposed deliverables

• Deliverable 1

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• Deliverable 2

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• Deliverable 3

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• Deliverable 4

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Timeline
Jan Feb Mar Apr May Jun Jul Jul

• In-production services

• Deployment

• Global go-live

• Advanced projects

• Example 1
• Example 2

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The Team

• Wendy Writer, CEO

• Ronny Reader, CFO

• Abby Author, CTO

• Berry Books, CPO

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