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Investment and tax planning held on 02nd December 2022, Seminar Hall, LLIM.


CA Dr. Bharat Patel founder of B N Patel and associates

• Difference between financial planning and Investment planning.
• 7 steps approach to create wealth(Savings, Loan Management, Insurance, Investment, Tax Planning, Retirement plan, and estate plan)
• Invetment rule.
• The difference between tax avoidance, tax evasion, tax planning and tax management.
• Different sections explanation(80C, 80CCC, 80CCD, 80D, 80U, 80G, 80GGB, 80GGC, 80 TTA, 80TTB)
• ITR filing
• Old and new tax slab discussion

A guest lecture on Investment and tax planning was conducted on 2nd December, 2022, at Lala Lajpatrai Institute of Management, Mumbai, by CA Dr.Bharat Patel. Around 65 students had participated in the guest lecture, and they found the lecture is interesting and informative.

Faculty Incharge: Prof. Vikas Sharma and Dr.Kinjal Shah