
SillyQuokka
6mo
By myself. After a while you know your monthly expenses, so just invest as and when required. Maintain balance between growth and liquidity.
Taxes can be easily done via clearTax. Especially in new scheme. Doesn't matter if your salary is 5 or 50 as long as it's just salary, interest , capital gains, rsu. Costed like 1500~ after discounts.
Only in case where you are doing some business involving assets, offsetting losses or carrying forward them.. then take CA assisted plans.

BubblyMochi
6mo
Do they help in financial planning or simply file the itr
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