Right Step Investment & Tax Solutions

Hello Friends,  My this blog is related to know the process of financial planning in a very easy way. So these are the steps for making best financial planning: Examine your current financial situation: How much you earn? Develop your financial goals : When and where you need money in future? Complete an analysis : Check your previous savings with future plans. Provide recommendation: Make your portfolio. Implement your financial action plan:  Make a kick start to invest. Review and update your financial plan periodically: Check if there is any need of change in your current portfolio for time to time. Hope this will be helpful to you. Thanks and Regards Kulvinder Kaur B.Com(H), MBA(Finance) 9871580806,8826566751 rightsteptoinvest@gmail.com

Hello Friends,  My this blog is related to What is 3W in Investment? So today I will try to resolve your biggest question. So let's try to understand 3 W in Investment.  WHY WHEN WHERE Let's explain in details: WHY IN INVESTMENT: It is the biggest question for an Individual.  Why I need Investment? I have enough for future.  No need to worry about future.  WHEN IN INVESTMENT: If you come out from Why then you will enters into When. Then question arises: I am too young. Let's see in future. I am healthy & Fit. My kids will fulfill my needs in future. WHERE IN INVESTMENT: If you come out from Why and When then you will enters into Where ? This is the most important W among 3W . Then question arises: Invest in Gold, Land, Fixed Deposits Invest in Mutual funds, Bonds and Share market Invest in life insurance plans etc.  So for resolving all 3 W there is a need to analyse and understand and now it is t...

Hello Friends,  My this blog is related to Requirement of Personal Budget which will help you in the following ways: It helps to plan your expenses Reduce or even eliminate expenses Save for future goals Spend wisely Plan for emergencies Prioritize spending and saving I hope this will be helpful to you. Thanks & Regards Kulvinder Kaur B.Com(H), MBA(Finance) 9871580806,8826566751 rightsteptoinvest@gmail.com

Hello Friends, This blog is related to the need of insurance.  We all think that there will be no need of insurance because we can't get the benefits from it in our life. There is a mind set  that life insurance is amount which is for others(i.e. family & friends) after the death of the life insured. But it is not true.  We can get the benefits of insurance at the time of our life. So let's check how is it possible? Need of Life Insurance: Life insurance policy is the policy in which you can also invest your money and get the benefits of the amount invested during his life time in the form of  money back, pension, lump sum amount at the time of maturity. Life insurance is an additional amount which we will be given to the nominee after the death of an insured person. Life insurance policy also offers you the Tax benefit u/s 80 C and u/s 10(10 D) at the time of maturity for getting tax free maturity amount. Hope this will be helpful to...

Hello Friends, Now it is very easy to get the answers of all your queries related to Tax & Investment matters. Just click on the below link quickly: https://forms.gle/5PuX5kEdUdeNE4ot9 If you want to know about our services then you are a click away from that. Please click: https://sites.google.com/view/right-step-investment/ Thanks & Regards  Kulvinder Kaur B.Com(H), MBA(Finance) 9871580806,8826566751 rightsteptoinvest@gmail.com

Hello Friends,  This is my first post and need your support to grow.  I am working as a Financial Advisor  and Tax Consultant.   I would like to suggests you that just take   A Right Step: To Save  To Plan  To Invest To make your money grow  and this will help you To move a right step about your financial planning and growth .  Thanks & Regards Kulvinder   Kaur B.COM(H), MBA(Finance) 9871580806,8826566751 rightsteptoinvest@gmail.com