Taxation

There is more to tax saving than the exemptions available on investment made by you. With right investments, you will pay the right amount of tax,

Insurance

While building an investment corpus, the importance of Insurance can never be neglected. Different kinds of insurance products help protect you

Mutual Funds

Mutual Funds are financial instruments. These funds are collective investments which gather money from different investors to invest in stocks

Bonds

Bonds are debt instruments where the bond issuer is bound to repay the bond purchaser the principal amount plus a pre-decided rate of interest, as per the terms of the payment

Hello!

Welcome to Excellent F&T Services.

Our mission is to provide all types of financial & taxation services to all our valued clients promptly, efficiently & beyond their expectations.

We believe not to compromise with quality of our services & our clients interests are to be given top priority all the time under all circumstances.

We believe to make an exceptional problem as a routine one & to deliver results & not reasons to our esteemed clients.

We want our client to be our canvasser.

Our Blog

Should you invest in Tax Saving Fixed Deposit (FD) to claim Income Tax (I.T.) benefit of Section 80-C?

UncategorizedLeave a comment

It’s time for salaried persons to submit planning/proof to their employer to work out Income tax liability for the current financial year (F.Y. 2022-23). Many conservative investors AND retired persons prefer to invest Rs. 1,50,000 in FD of Banks to claim I.T. deduction. Bank FD, like other tax saving instruments, offer certain plus points and…

Read more

Dividend Income from shares and mutual funds is taxable from Financial Year 2020-21. Is it possible to save?

UncategorizedLeave a comment

In the last twenty years, it is observed that Indian income tax provisions are not consistent as far as taxability of dividend income is concerned!! Sometimes, tax is deducted from dividend payment at source (Not Tax Deduction at Source-TDS- but Dividend Distribution Tax -DDT-) which could not be adjusted against your tax liability, if any),…

Read more

Why Choose Us

We are Technology Driven

We help you select a few funds out of over 9000 funds according to your risk appetite where you can invest or redeem easily through our smooth online platform under top-notch security to protect your personal & financial information.

Face to Face Relationship

We don’t hide behind call centers. You can expect on-demand meetings and calls from your Wealth Coaches.

Dedicated RM

We believe that no computer can understand your financial needs as good as a RM.

No Hidden Charges

All our services are free of cost for you & we’ve stayed true to our reputation by not having any hidden charges.

Easy Available

Our goals are always in line with yours. Your needs provide the foundation for our recommendations. No hidden protocols, only unbiased service.

Transparency

We have total transparency in all our financial & information sharing activities. Nothing would be done without informing you or without your consent.

Our Process

  • null

    1. Data based Research

    Analysis of historical data of different investment instruments of over 10 years.

  • null

    2. Asset Allocation

    Allocation in Financial Instruments based on Risk Appetite and Market Research

  • null

    3. Portfolio Building

    We build your portfolio according to your needs and Goals (Long Term and Short Term)

  • null

    4. Investment Platform

    We provide you a seamless and Automated Investment Portal along with a easy-to-use Mobile App

  • null

    5. Portfolio Monitoring

    Continuous monitoring of your investment portfolio with timely review so as to provide you better returns.

  • null

    6. Reallocation

    Re-allocation of instruments based upon the monitoring & review of portfolio.

Start investing in India’s Best Mutual Funds!