NS Tax & Financial Services, Pune -Refrens

Insurances: Health | Critical Care | Life | Term | Personal Accident

Health, Critical Care, Personal Accident Insurance: Google, LinkedIn, YouTube To manage rising medical costs, having reliable health insurance is essential. We offer top health insurance policies that ensure access to quality medical care without draining your savings. Life, Term Insurance: It ensures your family's financial security in event of your death and help you save for retirement and other financial goals. We provide the best-quality life insurance policies that protect your finances while helping you build wealth. Personal Accident Insurance: It provides financial protection against accidental death, temporary or permanent disabilities, loss of income, and medical expenses. We offer top-notch personal accident policies to ensure you get the financial support you need after an accident.

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TAX

Google, LinkedIn, YouTube We help you avoid tax blunders. We provide expert guided service for ITR Filing, Assessment of Income Tax Notices, TDS & TCS submission and Advance Tax Payment.

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Goal Based Investment Planning

Google, LinkedIn, YouTube Our Goal-Based Financial Planning approach involves identifying your specific financial objectives or goals and developing a plan to achieve them. This approach focuses on creating a roadmap for achieving specific financial outcomes rather than simply accumulating wealth. It is tailored to your unique circumstances and objectives, taking into account factors such as age, income, risk tolerance, and time horizon. Some common financial goals include buying a house, saving for retirement, paying for college education, starting a business, or creating a sustainable income stream etc.

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Process Driven Investment Solution - For Optimized Return

We provide expert guided investment solution that helps people PLAN (their finances), INVEST (online/offline) & ACHIEVE FINANCIAL GOALS (through regular monitoring, review & proactive actions). It covers all types of investment options such as Stocks, NPS, Mutual Fund (ELSS, SIP, SWP, MIS), Insurances, Govt. Bonds & Securities, IPO, NFO etc. And includes services like Loan Against Securities, ITR Filling, TDS/TCS and Will Writing. Process driven investment approach of ‘NS Tax & Financial Services’ - Step 1: Scientific calculation of how much you need to invest for your various life goals. Step 2: Selection of the Right Mix of investment options that provide stability & growth of money Step 3: Provide a secured platform for easy investment and liquidation of money Step 4: Regular monitoring and review of your investments to ensure that it is on track w.r.t. your goals Step 5: ITR filling to capture the above transactions.

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Google, LinkedIn, YouTube We create a diversified portfolio tailored to your needs, guiding you toward your financial goals with ease. It can help you combat inflation, achieve strong returns, and accumulate wealth over time.

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NRI Services

Google, LinkedIn, YouTube For NRIs, we offer services covering ITR filing, tax planning, insurance planning, strategic financial planning, and wealth management to help them achieve their financial goals with confidence.

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Demat Account - Lowest Cost | With Bank Grade Security

Google, LinkedIn, YouTube We provide a comprehensive Demat Account through which you can do your all investments at a single place (such as Mutual Funds, Direct Equity, ETFs, IPOs, NPS, Govt Bonds & Securities, Corporate FD etc.). The platform has both Web and Mobile applications. Its a very secured platform which has bank grade of security and has multiple layers of protections. It has many proprietary features which makes your financial journey smooth and easy.

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