Financial Advice Regarding Investments, Insurance, and Tax Planning


Monday - Friday, 8 AM - 8 PM

 Program Language


Fee Structure

Rs. 2080.0 for 60 Minutes Session


₹2080.0 ₹2600.0   20.0% off

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Online Program Details

With the pandemic situation growing and incomes of corporates and individuals stagnating, this is the right time to recreate your investment and wealth-building strategy - and that is where Rithesh Kakkara comes in.

As your Financial Advisor, Rithesh believes in a completely hands-on approach where he will meet you one-on-one online to understand in detail your plans for the future. This is so that a personalized financial strategy can be created for you, which will target your financial goals.

The process involves you and Rithesh covering various topics, including: 

  • Amount of money you should save in different forms of investment: share market, mutual funds, bank fixed deposits, PPF, and so on.
  • Types of accounts you need.
  • Kinds of insurance you should have, including long-term care, term life, and disability.
  • Contingency fund pot size.
  • Estate and tax planning.

Overall, his aim is to ensure that your present and future are planned in the most beneficial and tax-friendly manner - and you feel secure for yourself and your family.

About Rithesh Kakkara

Chartered Accountant | 4 வருடங்களுக்கும் மேலான அனுபவமுள்ள பட்டய கணக்காளர்

Rithesh Kakkara is an ambitious and motivated Chartered Accountant practicing since 2015. His key focus areas are financial and tax advisory services; he possesses a keen interest in Capital Gains taxation process and its management.

He provides internal audit services to client organizations. Rithesh evaluates and assists in designing efficient quality control procedures and maintaining sound internal controls that guide organizational growth in a sound and ethical manner.

Since 2017, Rithesh has diversified his services and joined Stalwart Business Consultants as a Partner. Here, they focus on financial advisory services that concentrate on creating wealth through a combination of investments and tax planning, geared towards a better future.

Since its inception, Stalwart has managed a strong foothold in the state of Kerala, and its clients range from private companies to HNI (High Networth Individuals), businessmen, and salaried individuals.

ரித்தேஷ் காக்கரா அவர்கள் 4 வருடங்களுக்கும் மேல் பட்டய கணக்காளராக அனுபவம் பெற்றுள்ள ஒரு நிபுணர். இவர் தென் இந்தியாவின் கடவுள் தேசம் என்று அறியப்படும் கேரளாவின் கோழிக்கோட்டில் உள்ளார்.

ரித்தேஷ் காக்கரா அவர்கள் 2015 ம் ஆண்டு முதல் நிதி மற்றும் வரி விதிப்பு சார்ந்த ஆலோசனைகளை வழங்கிவருகிறார். பெரும்பாலான தொழிலதிபர்கள், சிறு வணிகர்கள் என பலருக்கும் இவரின் சேவை சென்று கொண்டுள்ளது.

இவரின் துல்லியமான தொலைநோக்கு மற்றும் கணக்கிடும் தன்மையால் இவர் என்றும் அறியப்படுகிறார். மத்திய மற்றும் மாநில அரசுகள் விதிக்கும் வை மற்றும் இதர வரிகள் சம்மந்தமானவற்றை திறம்பட கையாள்வதில் இவர் சிறப்பு பெற்றவர்.  

Connect With Expert

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