Thread by @ithoughtadviser

#1 Decide Your Tax Regime

The new regime is no fuss and works well.

The old regime allows you to claim deductions and exemptions

If you choose the old regime finalise your tax planning strategy now! (2/7)

#tax #deductions #taxplanning #taxregime

#2 Restructure Your Payslip

Study your pay slip and optimise your EPF contributions. If you choose the old tax regime structure your allowances properly.

Talk to our financial planning team today if you’d like assistance. (3/7)

#salary #CTC #payslip #epf #providentfund

#3 Review Your Investments

2023 is a year that belongs to savers!

You will be spoilt for choice. And there’s no better way to take advantage of this than reviewing and restructuring your investment portfolio. (4/7)

#investmentreview #investing #portfolio

#4 Check Your Credit Score

Your credit score is one indicator of your financial health. Check it out for free online. (5/7)

#Creditscore #CIBIL #creditcard #loans

#5 Enhance Your Emergency Reserve

Feel like everything’s been getting more expensive? You’re not alone – inflation has been high in the last year.

Ramp up your rainy day fund, so that even in times of trouble you have a comfortable cushion to land on. (6/7)

#emergencyfunds

Liked this thread and looking for more?

As a SEBI Registered Investment Adviser, we can help you with investment reviews and financial plans. DM for more details. (7/7)

#investmentreview #financialplanning #financialgoals #SEBI

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