Tax Plan

How does a tax plan reduce my tax outflow?

Some of the common exemptions available might be:

  • Section 80C
  • House Rent Allowance or HRA
  • Interest on housing loan

To explore more avenues for tax saving, our financial planner will build a customized plan that’s right for you.

Click on the image, to open a clear view in new window.
Click on the image, to open a clear view in new window.

Advantages of Tax Planning

The financial planner will undertake “Tax planning” for individual clients relating to:

  1. Salary income
  2. Rental income
  3. Interest income (fixed deposits etc)
  4. Other income, not including business income

Tax Plan

– Tax planning is the process of optimizing your tax liability and outflow. The primary goal of effective tax planning is to reduce the total tax bill of the taxpayer.

Output: The financial planner will develop and deliver to you a customized tax plan that explains how to optimize your tax outflow.

Please note that: The plan will be done based on the information provided by you. Hence you are advised to provide complete and detailed financial information about you and your family.

Day 1

On purchase of this product, a requisition list (list will be detailing the required documents) will be shared with you.

Day 2

We will digitally submit the documents as per requisition list.

Day 6

Within 4 working days, you will receive a confirmed appointment with your financial planner, along with preliminary views (if possible) on the product.

Day 9

And your final product will be shared within 3 working days from the submission of last set of additional documents (if any) by you.