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Financial planning & wealth Management

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Financial planning & wealth Management

We at Raj Patel & Associates (RPA) offer expert Financial Planning & Wealth Management services to help individuals and businesses manage their finances effectively and achieve their long-term financial goals. Our personalized approach ensures that your wealth is strategically planned and managed for sustainable growth.

  • Personalized financial planning for short-term and long-term goals.
  • Wealth management strategies for asset growth and preservation.
  • Investment advisory and portfolio management.
  • Tax-efficient strategies to maximize wealth.
  • Retirement planning and risk management solutions.

We provide comprehensive financial guidance to help you build, protect, and grow your wealth with confidence and peace of mind.

Case study

Our Case Study

Comparision of new tax slab Vs old tax slab & list of deductions to be forgone

Comparision of new tax slab Vs old tax slab & list of dedu. In Budget 2020-21, new tax slab has been introduced with the option to forgo some deductions. It means that, tax payer has

Detailed Highlights of Union Budget for 2020-21

Detailed Highlights of Union Budget for 2020-21 FY21 ESTIMATES Fiscal deficit seen at 3.5% of GDP Net market borrowing pegged at 5.36 trln rupees Gross market borrowing at 7.8 trln rupees Pegs nominal GDP growth

Glimpse of 38th GST Council Meeting

Glimpse of 38th GST Council Meeting The GST Council voted on a matter for the first time during its meeting. The panel voted in favour of a single GST rate of 28 per cent for