MUTUAL FUNDS

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financial planning


Your Goals + LMV investment Services = Target Achieved.

No goal is achieved without adequate planning. With LMV Investment services , your investments are thoroughly tracked, monitored and regulated to ensure that your goals are always within your grasp.

How to Make Financial Planning Work for You?

  • Set realistic goals- Set realistic goals. Set specific targets of what you want to achieve and when you want to achieve results. Be quantitative wherever possible. You may dream of your goals but be in touch with ground reality. Not all can be a Rockefeller.

  • Understand Risk and Return - Understand that there is no free lunch. Risk and return are interrelated. Set reasonable objectives. Do not expect high yield investments not to carry any additional risk, they usually do. Most people underestimate the stress of a high-risk plan on its way down. In most cases its better to be safe than sorry.

  • Review your Plans - Once the plan has been implemented, it requires a periodic review. This is imperative to adjust the plan to the changing situation in one's life, financial situation and income levels.

  • Start Early in Life - There is a myth that financial planning is for the elderly. The earlier you start financial planning the better of you will be in achieving your life's goals. It's more advantageous to save small amounts of money at a younger age than to wait till one is much older to save large sums.

  • Execute the Plan on time - Financial planning is a perishable commodity. What is available today may be gone tomorrow. Speed and timeliness of execution makes the difference between a millionaire and an average performer. If you have doubts about your ability to execute the plan in a timely.

Tax planning

We help, analyze financial situation and plan taxes in an efficient way

Tax planning is the analysis of a financial situation. The purpose of tax planning is to ensure the tax efficiency and maximize your savings. Tax planning is the essential part of Financial planning to reduce the tax liability and maximize investor wealth.

Types of Tax Planning :

Purposive tax planning :


Planning taxes with a particular objective in mind

Permissive tax planning :


Tax planning that is under the framework of law. fiscal year respectively.

Long range and Short range tax planning:

Planning done at the start and end of a fiscal year respectively.

Tax Saving Objectives:

The primary objectives of your tax planning should be the following :

  • Reduction in overall tax liability

  • Economic stability

  • Growth of economy

  • Litigation minimization

  • Productive investment.

18008896837

info@lmvinvestmentservices.com

Mon - Sat 9.00 AM - 6.30 PM

Sunday Closed

BEGUMPET

Hyderabad, Telangana,500016