Taxation

When you invest in a tax-saving fund with SAFEinvest, we offer comprehensive services to help you maximise your tax benefits. Our taxation investment services include:
  • Tax Planning under Section 80C: We'll analyse your yearly income and recommend suitable ELSS tax-saving fund options to optimise your tax benefits.
    • Old Tax Regime: Maximise deductions up to ₹1.5 lakh on investments in ELSS funds, PPF,Home loans, etc.
    • New Tax Regime: Benefit from lower tax slabs without claiming deductions.
  • P&L Calculation: We'll assist you with the Profit & Loss account calculations required for Advance tax planning.

For Your Taxation Review, Contact Our Relationship Manager