Tax Planning

Tax Planning

There is more to tax planning than exemptions available on savings. With our advice, you will pay the right amount of tax, not more and not less. You will also know how to tax proof your incomes and gains. After all, your capital is more productive in your hands and it can work wonders for you if planned properly.

We guide you in the Planning & managing your finances and achieving your financial goals. Basic planning starts with Tax planning as good tax planning can increase the take home salary. These investments can also cater to a few of your needs if this is well planned. Tax planning is not restricted only to tax savings investments (Section 80C). There are several other components E.g HRA, Home Loans, LTA, Re-imbursements, etc to reduce the taxable income.

Our Advice

  • By careful planning, one can reduce tax liability substantially.
  • Declaring at the start of the FY is most important
  • Don’t wait for last minute. Start in April and use monthly investments to reduce risk. It will be easier on your pocket as well.
  • Try and achieve tax planning and also planning for your needs simultaneously
  • Use tax effcient investment avenues. You should not be paying too much tax on their returns

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | Amitkumar Dhirajlal Mehta | ARN – 0183  |  Date of initial Registration: 15-06-2002  | Current validity:  14-06-2027

AMFI Registered Mutual Fund Distributor | Kalpna Amitkumar Mehta | ARN – 63163  |  Date of initial Registration: 21-06-2008  | Current validity:  18-06-2025

AMFI Registered Mutual Fund Distributor  | Dhirajlal K. Mehta | ARN – 12674 |  Date of initial Registration: 17-07-2003  | Current validity:  16-07-2025

AMFI Registered Mutual Fund Distributor  | Bhanumati Dhirajlal Mehta | ARN -90825  |  Date of initial Registration: 19-06-2013  | Current validity:  18-06-2025

AMFI Registered Mutual Fund Distributor  | Harshal Amit Mehta | ARN – 115318  |  Date of initial Registration: 19-08-2016  | Current validity:  18-08-2025

AMFI Registered Mutual Fund Distributor  | Devanshi Harshal Mehta | ARN – 194019  |  Date of initial Registration: 31-01-2021  | Current validity:  30-01-2027

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