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Tax Planning

There is a lot more to tax planning than exemptions (offered under various section of Income Tax Act, 1961) available on savings. With our advice, you will pay the right amount of tax. After all, your capital is more productive in your hands and it can work wonders f planned properly.

What we suggest

By careful planning, one can reduce tax liability substantially.

Planning in advance for the Financial Year (April to March) is most important.

Don’t wait for last minute, use monthly investments to reduce risk. It will be easier on your pocket also.

Try and achieve tax planning and growth of investments simultaneously.

Don’t wait for last minute, use monthly investments to reduce risk. It will be easier on your pocket also.


Tax planning is not a device to reduce tax burden. In fact, it helps savings by investments in instruments available in various sections under Income Tax Act, 1961. Some of popular options available under section 80 C are:

  • Public Provident Fund(PPF)
  • Employee Provident Fund (EPF)
  • Equity Linked Saving Scheme (ELSS)
  • Unit Linked Insurance Plan (ULIP)
  • 5 Year FD which fall under exemption

Apart from these a person can also have exemption under other sections like Section 80D, Section 80CCD, Section 80 CCG to name a few.

Savings and investments are interconnected. Before making investments the person has to consider various factors such as

  • Liquidity-when will he/she requires the amount i.e. to meet the educational expenses of children, for marriage, house construction or for a secure future after retirement.
  • Security of the investment
  • The return and tax on return on such investments.