Tax planning

Tax Planning and Personal Savings

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Did you know, that Tax Planning at the beginning of the year puts money into your pocket?

Life insurance policies can be useful tax planning tools because the policyholder is eligible for tax benefits under the Income Tax Act 1961 (Act). Though there are multiple modes for saving tax, life insurance is one of the most effective tax planning instrument. You can take tax benefits under Section 80C/80CC/80D, as deductions and under Section 10/10D as exemptions.

As your personalized financial planner, I can help you invest in the right products to enjoy maximum optimal benefits.

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Prices mentioned are for monthly premiums and are purely indicative. Life insurance premiums are dependent on the Age of the insurer and the Sum Assured.