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About This service

This service is basically help you to choose the best option of the tax saving scheme available in the market.
We analyze and compare your risk taking capacity, the desired returns and lock in period and based on that we will provide list of options available in the market which best suites you.
Invest in tax savings mutual funds & get refund of tax.

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Includes/exclude

in service

  • Help you to choose better investment option in the market with low risk and high returns along with the tax saving
  • Based on the risk taking capacity we suggest you to either invest your amount into tax saving mutual funds, LIC, PPF, ELSS and tax saving bonds with proper proportion as per the requirement of maturity amount
  • Completely paperless and easy process
  • Best combination of lock in period as per the requirement of maturity amount with the returns on investment
  • Get your investment proof instantly, as soon as you finish your investment

Whom

it’s beneficial

  • Individual’s having tax liability can get advice to invest into tax saving schemes
  • Any other person want to earn good returns by investing even if they don't have nay tax liability

Process

  • Purchase Plan
  • Provide information about your tax liability
  • Get advice on best suitable investment options available in the market

Information/Documents

needed

  • Bank statements for the financial year
  • Income and Expense statements
  • Gross Receipts
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