Our Services

Income Tax Return Filing
imoneyplant Tax Filing assistance program educates salaried/retired individuals to understand how to compute tax accurately, how to adjust loss if any, avail benefits of special taxation etc. In addition imoneyplant associate Sheetal Nair an authorized  E-intermediary will help participants complete their Income returns filing online under 10 minutes.

 

imoneyplant Personal Coaching

The 40 week course enables individuals to become Financially literate. One time investment in iPC can make learners take confident decisions regarding their Finances.  Each learner will be assigned a independent tutor who will take them through the 40 most important lessons in Personal Finance. In addition to teaching, the tutors will also guide in implementing the decisions so that benefit of learning can be felt immediately.

 

Imoneyplant Personal Finance System

iPFS is system that teaches/educates salaried professional and empowers them to take  most important decisions with respect to personal finance. IPFS is proprietary material created based on 5 years of research and  training program conducted for over 15000 professionals. IPFS contains learning material on how to

  1. Maximize Savings
  2. Maximize return on Savings
  3. Do Cash Flow Planning during working period
  4. Do Cash Flow Planning during retirement
  5. Realize Investment Gains
  6. Plan for Long Term Tax Savings
  7. How to claim insurance
  8. Manage Key Personal Financial Ratio's
  9. Calculate Rate of Return on Investments
  10. Manage Risks in Investments

 

Employee Financial well being Assistance Program

Personal Finance decision making has been complicated by plethora of financial products, volatile market environment, and mis-selling due to commission driven business environment. It is estimated that salaried professionals spend more than 100 hours in a year looking for help in taking personal finance decisions.

Salaried Professionals are being manipulated by Financial Products distributors, Equity Brokers, Relationship Managers and Advisers/Agents/Planners selling Loans, Insurance, Mutual Fund and Equity Products. This is resulting in your most valued employees not able to create wealth and are also being subjected to financial stress.

Organizations can guard employees against Financial Product mis-selling, and help employees take charge of their Personal Finance Decisions on their own. This can lead to stress free and wealthy employees. imoneyplant's 4 hour action driven workshop ”Employee Financial Well being Assistance Program (EFWAP)” provides participants with a tool kit “Personal Finance System” and help them create customized plans to “make best of their  earnings”.

Benefits to organization includes financial discipline at work place, stress free employees giving all attention to job etc., imoneyplant program has been conducted at leading organizations like NSE, Voltas, HPCL, Athena Health Technologies, Careernet Technologies etc.

 


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