Tax Saving
Tax-saving solutions are crucial for investors looking to optimize their investments. As a Mutual Fund Distributor, we play a pivotal role in guiding clients towards tax-efficient investment options. Here are a few ways we can help you with tax-saving solutions:
ELSS funds not only offer potential returns from equity markets but also qualify for tax deductions under Section 80C of the Income Tax Act. We provide detailed insights into ELSS, including the lock-in period, potential returns, and risk factors associated with these funds.
Some insurance products like Unit-Linked Insurance Plans (ULIPs) offer tax benefits along with life cover and potential market-linked returns. We discuss the pros and cons of such plans to help you make informed decisions.
We conduct regular reviews to assess your tax-saving investments’ performance, ensure you are on track to meet your financial goals, and make adjustments as needed. We aim to optimize your tax-saving strategies and help you achieve long-term financial success.
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes.
We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor | ARN-176981 | Date of Initial Registration: 16/03/2021 | Current Validity: 15/03/2027
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