info@ubinvestments.in
+91 9156751442
Tax Saving Investment
TAX SAVING INVESTMENTS
Tax-saving mutual funds invest in stockmarkets, among other assets, and are more suited for investors with medium to high risk appetite. Investments are locked in for three years.
What Is Tax Saving & Planning Optimizer?
Tax Planning Optimizer is an effective tool that helps you maximize your tax savings. You can plan your investments and save taxes using recommendations provided by the tool. For instance, if you are still determining the most suitable tax regime, it will suggest the most tax-effective tax regime based on your income and investments. This tool will also analyze the additional deductions available to obtain tax relief and get a higher in-hand salary.
What Is The Purpose Of Using Tax Saving & Planning Optimizer?
This product aims to reduce tax liability by taking advantage of all the income tax laws, provisions, and deductions applicable to your situation.
How Does Tax Saving & Planning Optimizer Work?
The tools understand your tax situation by asking simple questions regarding your income, savings, insurance premium amount, etc. Later, it analyses all the income tax rules applicable to your case that can help you save maximum taxes. The tool does the following -
Income Tax Calculation: Suggest a suitable tax regime and provide all the tax calculations so you can know how much you need to pay.
Tax Investment Options: Shares numerous options of tax saving instruments in detail that helps you in making a smart decision.
Savings without Spending: Reduce tax burden by suggesting tax saving with no investments or tax investment options with the available liquidity
Who Are Eligible To Use Tax Saving & Planning Optimizer Tool?
All salaried employees can save their taxes using this tool regardless of how much they earn or how complicated their tax situation is.
What Helpful Information Can I Receive After Fetching The Detailed Report?
The detailed report is a perfect guide for details of all tax-friendly expenses/investments. The report is divided into three parts:-
1] The first part suggests the suitable tax regime (New/Old) per your income.
2] The second part helps you make the right decision on how much money you ‘can & should’ invest to save tax against each penny invested! This part also suggests the sections of tax saving investment under which you can claim the additional deduction.
3] The third part focuses on salary restructuring and guides you on all components you can add or deduct via your employer to save tax deductions.