Smart Tax Plans for Smart
Wealth Generation

End-to-end Tax Solutions

Get all your tax queries resolved timely on our tax dedicated platform

What is Tax Planning?

The hard-earned money that you earn doesn’t need to be sacrificed to pay taxes.

Instead, with various investment opportunities allowing tax benefits, one can invest in these financial tools to secure their future and save on taxes.

Any amount, small or big, can be invested regularly to reap multiple rewards in the future.

  • A Will is a legal document allowing you to dictate the distribution of your assets after your death. When you pass away, your life’s earnings in the form of property, assets, investments and others are left behind.
  • Without a valid legal document, your dependents may not receive these assets as the Law will decide how and amongst whom the assets will be divided.
  • With a Will, you can direct exactly how you would like to distribute your assets after your death.
  • A Will is simply a legal declaration of an individual’s intent regarding property and asset distribution after his or her demise.

Why opt for Tax Planning?

Build your wealth

Tax saving instruments allow you to enhance your wealth substantially by offering various rates of returns as per the scheme opted for.

Save your taxes

The money you earn requires a lot of hard work with extensive time and effort invested. By planning your taxes ahead of time you can save your hard-earned money.

Secure your future

The investment options in tax planning also help you secure your future as well as protect your loved ones in case of an emergency.

Purchase long-term assets

Systematic tax planning helps you purchase important assets such as a home with the help of a loan which is tax-exempt.

Tax Planning the right way

Tax planning is an individualistic task with every individual earning a specific amount and having certain goals and aspirations. Your tax plan needs to include the investment opportunities that work best to suit your goals and personality. Critical factors to consider are:

Risk profile:

Tax saving instruments allow you to enhance your wealth substantially by offering various raEvery investment has its own potential for risk and reward. Based on your risk profile, you should opt for the investment opportunity that suits you. For instance, a low-risk, low-return investment like a Debt Mutual Fund or PPF may be suitable for a conservative investor. On the other hand, an investor looking to maximise wealth with higher-risk capacity may prefer an equity-based scheme.tes of returns as per the scheme opted for.

Lock-in period:

Several investments have a lock-in period, during which investors cannot withdraw their money. These can range from 5 years to 15 years dependent on the scheme. When planning your investments, be sure to consider the lock-in period

Why FH?

Build your wealth with our Experts
Personalised solutions

Our dedicated team understand your needs and helps guide you towards the best investment schemes to meet your goals.

Goal Oriented Approach

Our chartered accountants and tax experts take a proactive approach and ensure the most out of your tax benefits to achieve your future goals.

Confidential Environment

We keep your data tightly secure and confidential at all times.

End-to-end Tax Solutions

Get all your tax queries resolved timely on our tax dedicated platform.

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