Workshop on ‘Tax Planning and Wealth Management Strategies’

Workshop on ‘Tax Planning and Wealth Management Strategies’

"Mastering Financial Success: Post-Event Report on the Workshop on Tax Planning and Wealth Management Strategies"

The Policy Times in partnership with Department of Commerce and Business Studies, Jamia Millia Islamia (JMI) organized a workshop on ‘Tax Planning and Wealth management Strategies’ on 24th October, 2018 in New Delhi. We invited speakers from TATA, Reliance, Karvy, SENSAGE, etc.

This Workshop was supported by TATA, Karvy Private Wealth, SENSAGE Financial Services Pvt Ltd and Sach Ki Awaz, etc.

Partners:

• Department of Commerce and Business Studies, Jamia Millia Islamia
• Tata AMC
• SenSage
• Karvy

Speakers:
 Tata AMC
 SenSage
 Karvy
 Reliance ADA

The panelists for both the sessions consisted of seven experts from the financial services and Asset/Wealth Management industry. The session on tax planning deliberated on various methods to ethically and smartly save money by reducing the tax liability.
Prof. Kumar, after briefly discussing the concept, objectives and devices of personal tax planning, highlighted some key benefits extended to salaried class and senior citizens by the Government in the last two years through the Finance Bills of 2018 and 2017.

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