Taresh Bhatia
10 important tax issues to look out for an investor
  1. Set your goals
  2. Do your risk profiling
  3. Map your current investments with your future goals
  4. Look at inflation while setting goals
  5. Understand future value of your goals
  6. Get the balance gaps in your financial goals
  7. Develop an effective asset allocation strategy
  8. Develop an effective investment strategy
  9. Start your investments within your risk appetite
  10. Check credentials, expertise, experience, and qualification of your financial planner/ investment advisor. 

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Email: taresh@taresh.in

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