Get a call with our Expert
Expert review of your present financial situation
You get recommendations for maximizing your tax savings
In this package, a our expert would help you to understand various options you have and craft an optimal plan for you.
Get a call with a our expert who will offer you advice on Tax Savings
A meticulous review of the tax-saving options you have that includes LTA, HRA, PF, medical insurance, life insurance, etc.
Analysis of your current income, your tax liability, your 80C portfolio, your family requirements, your deductions and allowances
Advisory that will help you to save more tax
Plan a tax-saving portfolio that will help you save tax and fulfill long-term financial goals
Proper guidance on investment options that are available to you, the lock-in periods of all options and assistance in figuring out what fits your requirement in the best manner
You make the buy of the package .
You fill up a simple questionnaire.
You upload relevant documents on vault.
You explore different options with a tax expert
You get a documented summary of the call session you had with the tax expert
1. If you are salaried, you need to submit Form 16.
2. Your Latest Payslip.