JumpyCoconut
JumpyCoconut

Finance management: Self or CA?

I have a salary that falls in the highest income tax bracket. I currently invest in SIPs. I have home loan and a few other items which max out 80c limit of 1.5l. How do you manage your investments and tax calculations for best savings? Please suggest any videos or apps that you use if you’re doing everything on your own. If you are using Lord Excel, please share a template too.

Self managed (please suggest tips)
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JumpyDonut
JumpyDonut
Optum15mo

Only use CA for filing my returns.

PrancingWalrus
PrancingWalrus

Ping me for tips 😉

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