Tax Saving Advisory Service from our Experts | Avail actionable advice on how can saving your taxes

  • Get a call with our Expert

  • Expert review of your present financial situation

  • You get recommendations for maximizing your tax savings

₹ 499

Package Details

What is in this package ?

    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

Our Process.

  • 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

 

Documents You Must Submit.

  • 1.     If you are salaried, you need to submit Form 16.

  • 2.     Your Latest Payslip.

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