SP Kapoor And Company

Financial Planning

financial planning services in india

Financial Planning

At SP Law Firm, we provide end-to-end financial planning services in India designed to help individuals, families, and businesses achieve financial stability, long-term growth, and complete regulatory compliance. Our team of experienced professionals blends deep financial expertise with industry insights to deliver strategies that minimize risks, optimize wealth, and ensure a secure financial future.

We take a holistic approach to understanding our clients’ entire financial ecosystem, goals, and challenges—offering tailored solutions that align with present needs as well as long-term aspirations. With our financial planning services in India, clients receive accurate guidance backed by research, compliance support, and strategic foresight.


Our Services in Financial Planning

1. Corporate Financial Planning

  • Strategic advisory on optimizing corporate finances

  • Guidance on tax-efficient business structuring

  • Assistance in budgeting, forecasting, and risk management

  • Advisory on mergers, acquisitions, and reorganizations from a financial perspective

  • Support in compliance with Indian financial and tax laws

2. International Financial Planning

  • Advisory on cross-border investments and transactions

  • Guidance on Double Taxation Avoidance Agreements (DTAA)

  • Structuring of global financial operations for tax efficiency

  • Advisory on international supply chain financial optimization

  • Assistance in resolving international financial disputes

3. Personal Wealth & Tax Planning

  • Individual financial planning tailored to wealth-creation goals

  • Retirement planning and succession planning

  • Tax planning strategies for salaried individuals, professionals, and HNIs

  • Estate and inheritance planning for smooth wealth transfer

  • Investment advisory for mutual funds, equities, and other financial instruments

4. Specialized Services for Foreign Corporates & Investors

  • Financial advisory for setting up business operations in India

  • Assistance in PAN/TAN registration and statutory compliances

  • Structuring investments into Indian subsidiaries, branches, and project offices

  • Advisory on tax exemptions, deductions, and repatriation of funds