Kamlesh H Bhatt
After completing my graduation (B. Com), I started my career in the agency in October 1999. My areas of work are LIC, General Insurance, Postal Savings and Mutual Funds. In the short duration of my stint as an insurance advisor, I've provided the benefits of insurance to about 400 families, selling 640 policies. Also, I've been servicing about 1250 of other agents' policies.
Our Achievements
25
Yrs
EXPERIENCE AS FINANCIAL ADVISOR
400
+
FAMILY PORTFOLIO
Services
Mutual Funds
Fixed Deposit
Small Savings
Health Insurance
Accident Insurance
Travel Insurance
Auto Insurance
Our Strength
RISK UNDER MANAGEMENT
GIVING KNOWLEDGE TO TEAM MEMBERS
HAVING STRONG SUPPORT SYSTEM
News
NRIs with big foreign tax payment need to get CA certificate to claim tax credit in their ITRs in India under draft tax rules 2026
CNBC 27/02/2026
Indians working abroad can claim Foreign Tax Credit (FTC) by filing Form 67. Draft rules propose renumbering it to Form 44, requiring CA certificates for companies and individuals with foreign tax payments over Rs 1 lakh. These changes aim to enhance scrutiny and ensure bona fide claims, potentially increasing compliance costs.
Salaried individuals claiming HRA under the old tax regime must disclose their relationship with landlords in Form 124 if rent exceeds ₹1 lakh, per Draft Income Tax Rules, 2026.
Greeting Of The Day
