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Individual Services

-Team ComeLetsPlan

Financial Planners for Salaried Individuals
About CLP


Come Lets Plan (CLP) is a platform dedicated to salaried class
that provides a host of financial services such as IT return filing,
Tax planning, Financial Planning etc. to salaried individuals.
Why Should I file Returns?


• Tax return filing is a statutory procedure
• The acknowledgment for filing the tax serves as
  proof of the financial soundness of the individual in
  case a visa is required to be obtained.


• If a loan is required the tax returns would be required to prove the
  ability of the person to repay the loan
• Refunds for excess taxes paid by an individual either by way of tax
  deduction or advance/self-assessment tax can be only by filing tax
  returns.
efiling

•   Time is money and e-return Filing helps you
    save lot of that with its speedy processing of
    ITR and refund.
•   If filing is done with the help of a digital
    signature, there is even an instant
    acknowledgement for the return.


•   Drastic decrease in human error at both ends of ITR filing process.
•   Any mistake in efiling can be corrected online wrt. mistake in physical
    return which can’t be corrected online.
•   Needless to say efiling is an eco-friendly way of filing return.
efiling with CLP

•   CLP platform makes your efiling experience
    effortless. You don’t have to struggle with tax jargons
    any more. Just fill in a simple form, upload supporting
    documents and that’s all. Our Tax experts will handle
    the rest.
•   Tax experts at CLP review your return before filing
    for any missing information. It saves our clients from
    hassles of IT notices due to incorrect efiling.

•   In case you require help on tax liability calculation we are very much there to
    help you out.
•   We keep a tab of your IT return acknowledgement in cases where return is filled
    without digital signatures
•   You can always access your filing information for previous years in “my account”
    section of our website.
Advantage Come Lets Plan
 Unique platform dedicated to Salaried Class
 Dedicated, Competent & Experienced team of Professionals
 Full suite of financial services for employees under one roof
 Multiple service channels including a 24x7 web portal
 Extended support in case of any IT notices
 Timely and quality financial advice: we constantly research,
  track and evaluate changes in financial world
 Unbiased advice: we are not associated with any financial
  products provider.
 We never sell or share data
 Govt. approved Income Tax e-return Intermediary
Glimpse of Service Bundles

                                             NRI Plan
efiling Plan                                 It is usually chosen by clients who has
It is usually chosen by clients whose        income from country except India and
requirement is to get income tax             requirement is to get assisted
return documents reviewed by                 preparation of tax returns including
Income tax experts and efiling done.         residency status determination and
                                             income calculation



                      Premium Plan
                      It is usually chosen by clients who
                      want personalized consultancy in
                      financial decisions such as how to plan
                      and handle tax liability of capital gains
                      that arises when one sells property,
                      gold etc
Glimpse of our Advisory Services

Tax Planning                          Investment Planning
• Asset sale planning                 • Help to plan for long term and short
• Tax related investment planning       term needs
• Tax saving investment instruments   • Retirement Planning
  selection                           • Financial products selection




Loan Planning                         Risk Planning
• Selection of best option among      • Live value calculation and Insurance
  available loan products               requirement calculations
• Educating Pros and Cons of a        • Other forms of risk and planning for
  particular loan product               them
• Refinancing options for existing
  loans
Contact Information
   Brothers Genesis India Pvt. Ltd.
       109, Vishal Chambers
            Sector - 18,
   Noida (Uttar Pradesh) - 201301

Telephone: +91-120-2510287,4235368
       Fax: +91-120-4235368

 Email : contact@comeletsplan.com
 Website : www.comeletsplan.com

              Locate us

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ComeLetsPlan Customer Presentation

  • 1. Individual Services -Team ComeLetsPlan Financial Planners for Salaried Individuals
  • 2. About CLP Come Lets Plan (CLP) is a platform dedicated to salaried class that provides a host of financial services such as IT return filing, Tax planning, Financial Planning etc. to salaried individuals.
  • 3. Why Should I file Returns? • Tax return filing is a statutory procedure • The acknowledgment for filing the tax serves as proof of the financial soundness of the individual in case a visa is required to be obtained. • If a loan is required the tax returns would be required to prove the ability of the person to repay the loan • Refunds for excess taxes paid by an individual either by way of tax deduction or advance/self-assessment tax can be only by filing tax returns.
  • 4. efiling • Time is money and e-return Filing helps you save lot of that with its speedy processing of ITR and refund. • If filing is done with the help of a digital signature, there is even an instant acknowledgement for the return. • Drastic decrease in human error at both ends of ITR filing process. • Any mistake in efiling can be corrected online wrt. mistake in physical return which can’t be corrected online. • Needless to say efiling is an eco-friendly way of filing return.
  • 5. efiling with CLP • CLP platform makes your efiling experience effortless. You don’t have to struggle with tax jargons any more. Just fill in a simple form, upload supporting documents and that’s all. Our Tax experts will handle the rest. • Tax experts at CLP review your return before filing for any missing information. It saves our clients from hassles of IT notices due to incorrect efiling. • In case you require help on tax liability calculation we are very much there to help you out. • We keep a tab of your IT return acknowledgement in cases where return is filled without digital signatures • You can always access your filing information for previous years in “my account” section of our website.
  • 6. Advantage Come Lets Plan  Unique platform dedicated to Salaried Class  Dedicated, Competent & Experienced team of Professionals  Full suite of financial services for employees under one roof  Multiple service channels including a 24x7 web portal  Extended support in case of any IT notices  Timely and quality financial advice: we constantly research, track and evaluate changes in financial world  Unbiased advice: we are not associated with any financial products provider.  We never sell or share data  Govt. approved Income Tax e-return Intermediary
  • 7. Glimpse of Service Bundles NRI Plan efiling Plan It is usually chosen by clients who has It is usually chosen by clients whose income from country except India and requirement is to get income tax requirement is to get assisted return documents reviewed by preparation of tax returns including Income tax experts and efiling done. residency status determination and income calculation Premium Plan It is usually chosen by clients who want personalized consultancy in financial decisions such as how to plan and handle tax liability of capital gains that arises when one sells property, gold etc
  • 8. Glimpse of our Advisory Services Tax Planning Investment Planning • Asset sale planning • Help to plan for long term and short • Tax related investment planning term needs • Tax saving investment instruments • Retirement Planning selection • Financial products selection Loan Planning Risk Planning • Selection of best option among • Live value calculation and Insurance available loan products requirement calculations • Educating Pros and Cons of a • Other forms of risk and planning for particular loan product them • Refinancing options for existing loans
  • 9. Contact Information Brothers Genesis India Pvt. Ltd. 109, Vishal Chambers Sector - 18, Noida (Uttar Pradesh) - 201301 Telephone: +91-120-2510287,4235368 Fax: +91-120-4235368 Email : contact@comeletsplan.com Website : www.comeletsplan.com Locate us