Investment Solutions

Investing to save tax? Personalfn can help you

It is that time of the year again when you start tax-planning. You check up on where you invested last year so that the exercise becomes simpler for the current year! If tried, tested and government backed is best for you … well, you are in for a big surprise!

The Finance Minister has implemented significant changes in the way individuals are allowed to invest to save tax. The new guidelines are far simpler (give you a lot more flexibility to invest) and impact not just those who are in the lower tax brackets, but all tax payers. In fact, those in higher income tax brackets stand to benefit more!

At Personalfn we believe that tax-planning should form a part of your overall financial planning. Investing according to a plan that optimises tax saving is just one reason. Given that you are now eligible to invest Rs 100,000 per year with greater flexibility you can now plan to achieve more of your investment objectives.

Smart Financial Planning Solutions - Tax Planning: For a tax-planning solution that is best for you, meet a Personalfn consultant today! Don't forget to ask for your complimentary copy of "The 2007 Guide to Tax planning"!

To know how Personalfn can assist you in planning your finances as well as tax-planning, please fill in the brief form below. We will get in touch with you shortly.

Yes! I am interested in meeting a consultant from Personalfn for my tax-planning!
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