Tax Savings Advisory

Get actionable advice on saving your taxes


  • A 30 minute call with ClearTax Expert
  • Review of your current financial situation
  • Recommendations for maximizing tax savings

999/-

Additional taxes applicable

* GST 18% from July 1, 2017

Any queries?

For inquiries, call us on 011-39589887


OR

Request for a callback from us

Package details

What is in this package?

Our tax-saving expert will help you understand your options and prepare an optimal plan for you. Discuss, plan, execute with a ClearTax savings expert.

What services are covered in this plan?

  • A 30 minute call with ClearTax Expert who will advise you on Tax Savings
  • A thorough review of your tax-saving options including HRA, LTA, medical insurance, life insurance, provident fund, etc
  • Analysis of your income, tax liability, 80C portfolio, family requirements, deductions and allowances, etc followed by advisory to help you save tax
  • Plan your tax-saving portfolio to help you not only save tax but also fulfill your long-term financial goals
  • Guidance on investment options available to you, the lock-in periods they come with and figure out what fits your requirement best

Documents to be submitted


See how it's done

    • Purchase of Plan
    • Fill up a questionnaire
    • Upload documents on vault
    • Explore options with the tax expert
    • Receive documented summary of the call session

2 days

estimate


Reviews

No reviews yet. Be the first to write a review.
No reviews yet. Be the first to write a review.
Hi. Thank you for stopping by.

How do you rate our service?

Any queries?

For inquiries, call us on 011-39589887


OR

Request for a callback from us


Frequently Asked Questions

  • What is section 80C?

    To encourage Indians to save money, government of India has made special provisions commonly known as section 80C. Individuals can make investments of upto Rs. 1,50,000 and they don’t need to pay income tax on that money. This investment can only be withdrawn after certain number of years, commonly known as lock-in period

  • What are the various venues for tax saving?

    There are a wide range options that can help you save taxes.

    • Investments: Contribution to provident fund, life insurance policy etc are eligible investments
    • Expenses: When make specific expenses like repay house loan principal, pay tuition fee of children(upto 2), the same amount can be deducted from your taxable income. Under this plan our experts will help you manage your finances, make appropriate investments and also fulfill your long-term financial goals along with maximum tax saving.
  • How will ClearTax help me build an optimum portfolio for maximum tax saving?
    • The expert assigned to you will understand your income tax liability and help you evaluate various tax saving options available to you.
    • The aim of the exercise will be to minimise your tax liability and also to help you build a portfolio to create wealth through investment.
    • Various parameters like your age, health condition, personal and family income sources, future financial commitments like repayment of loan or applying for a new loan will be taken into consideration while designing the portfolio for you.
  • Package details

    What is in this package?

    Our tax-saving expert will help you understand your options and prepare an optimal plan for you. Discuss, plan, execute with a ClearTax savings expert.

    What services are covered in this plan?

    • A 30 minute call with ClearTax Expert who will advise you on Tax Savings
    • A thorough review of your tax-saving options including HRA, LTA, medical insurance, life insurance, provident fund, etc
    • Analysis of your income, tax liability, 80C portfolio, family requirements, deductions and allowances, etc followed by advisory to help you save tax
    • Plan your tax-saving portfolio to help you not only save tax but also fulfill your long-term financial goals
    • Guidance on investment options available to you, the lock-in periods they come with and figure out what fits your requirement best
  • Documents to be submitted
  • See how it's done
      • Purchase of Plan
      • Fill up a questionnaire
      • Upload documents on vault
      • Explore options with the tax expert
      • Receive documented summary of the call session
  • Reviews

    Reviews

    No reviews yet. Be the first to write a review.
    No reviews yet. Be the first to write a review.
    Hi. Thank you for stopping by.

    How do you rate our service?

  • Frequently Asked Questions
    • What is section 80C?

      To encourage Indians to save money, government of India has made special provisions commonly known as section 80C. Individuals can make investments of upto Rs. 1,50,000 and they don’t need to pay income tax on that money. This investment can only be withdrawn after certain number of years, commonly known as lock-in period

    • What are the various venues for tax saving?

      There are a wide range options that can help you save taxes.

      • Investments: Contribution to provident fund, life insurance policy etc are eligible investments
      • Expenses: When make specific expenses like repay house loan principal, pay tuition fee of children(upto 2), the same amount can be deducted from your taxable income. Under this plan our experts will help you manage your finances, make appropriate investments and also fulfill your long-term financial goals along with maximum tax saving.
    • How will ClearTax help me build an optimum portfolio for maximum tax saving?
      • The expert assigned to you will understand your income tax liability and help you evaluate various tax saving options available to you.
      • The aim of the exercise will be to minimise your tax liability and also to help you build a portfolio to create wealth through investment.
      • Various parameters like your age, health condition, personal and family income sources, future financial commitments like repayment of loan or applying for a new loan will be taken into consideration while designing the portfolio for you.
Any queries?

For inquiries, call us on 011-39589887


OR

Request for a callback from us