Financial Planners for Salaried Individuals

-Team ComeLetsPlan

Corporate Services

About CLP

Come Lets Plan (CLP) is a platform dedicated to salaried class that provides a host of financial services such as IT return filing, Tax planning, Financial Planning etc. to salaried individuals.

Vision and Mission

Vision:

Improve financial-health of Indian salaried individuals.

Mission:

• Help build a better financially informed society

• Help individuals achieve financial freedom through efficient financial planning

• Providing cost effective and state of art financial planning platform for salaried individuals

How important is personal finance management?

Effects of Financial stress :

• Increase in tendency of employees to switch jobs

• Increase in mental stress of employees

• Reduces employee productivity

• Reduces motivation and satisfaction levels of employees

Studies indicate that finances are employees no 1 cause of stress and the main reason of financial stress is lack proper financial planning .

Common financial mistakes done by salaried class

• Costlier loans

• Mis-understood fine prints of loan

• Loan taken more than repayment capability

• In appropriate life cover

• ULIP as a life insurance product

• All investment in risky investment instruments

• All investments locked in long term instruments with no funds in hand for emergencies

• Mis-calculation of capital gains while tax filing

• Improper planning for profits from sale of assets leading to higher tax liability

Difficulties faced by employees while planning their finances

• Limited and expensive accessibility to financial advisors and tax practitioners.

• Heavy reliance on sporadic information available through internet.

As per our experience of over one decade, the following are the major reasons for why can’t an employee do proper financial planning himself/herself.

• Absence of financial literacy and thereby vulnerable to misguiding.

• Striking of balance between office schedule and personal taxation work.

• Aggressive selling of financial products by finance companies that don’t fit an individual’s needs.

Make us your partner in employee well-being

Our Corporate Services

Financial Planning

Seminars/ Discussions

Employee Income Tax

Proofs Verification

Income Tax Return Filing

Financial Planning Seminars/Discussions

Our experts will explain art of personal financial management to your employees.

It will help employees clarify any doubts they have regarding any kind of financial planning matters such as loan management, Tax planning, Managing Financial Risks, Investment Planning, financial instruments selection, Credit score and its importance etc.

Employee Income Tax Proofs Verification

• We scrutinize documents upfront so that employees do not face any taxability issue later on due to incorrect proofs or incorrect categorization of investments

Income Tax Proof Verification [By setting up helpdesk at the Company premises]

• It is an important responsibility of the employer to verify of employee’s income tax proofs. It should be done in accordance with the law. We provide end-to-end proof verification services for the employers.

Income Tax Return Filing

Income Tax Return Filing [By setting up helpdesk at the Company premises]

• There is no commitment on the part of employers for the number of employees taking part in the camp.

• Employees filing returns at helpdesk will also get access to our other

service channels. (including website)

• In addition to IT return filling services employees will get access to a host of financial advisory services round the year (See next slide)

Glimpse of our Advisory Services

Tax Planning

• Asset sale planning

• Tax related investment planning

• Tax saving investment instruments selection

Investment Planning

• Help to plan for long term and short term needs

• Retirement Planning

• Financial products selection

Loan Planning

• Selection of best option among available loan products

• Educating Pros and Cons of a particular loan product

• Refinancing options for existing loans

Risk Planning

• Live value calculation and Insurance requirement calculations

• Other forms of risk and planning for them

Our Service Channels

• Corporate Helpdesks/Seminars

• Website

• Personal Consultancy

• Backend Operation Support

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

We never sell or share data

Unbiased advice: we are not associated with any financial products provider.

Timely and quality financial advice: we constantly research, track and evaluate changes in financial world

Govt. approved Income Tax e-return Intermediary

Contact Information

Brothers Genesis India Pvt. Ltd. 109, Vishal Chambers

Sector - 18, Noida (Uttar Pradesh) - 201301

Telephone: +91-120-2510287,4235368

Fax: +91-120-4235368

Email : contact@comeletsplan.com

Website : www.comeletsplan.com

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