Discussing Financial Planning with Income Tax Assistants

This Friday I got a new opportunity to discuss financial planning with Income Tax Assistants. Usually I go to Direct Taxes Regional Training Institute for income tax officers but this time it was a new place and new audience.

It is always a fun to  understand how people perceive financial planning to be. Audience was very enthusiastic to understand how investment should be made and chosen. The class was from 11 to 1 but it actually ended at 1.15 and still feel that it was very quick and many queries were unanswered.

As they were having almost zero investment in equity and they are under NPS, discussing the life goals and quantifying it was were interesting.

It is a great initiate of Income tax department and thanks to  all the respected IT Officers for giving this opportunity. Sharing some pics with you.

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