🎯 Benefits of Tax Planning
🧾 Save Taxes Legally:
Use government-approved instruments to reduce tax burden.
📈 Grow Wealth Simultaneously:
Invest in funds and policies that provide both returns and deductions.
💰 Better Cash Flow Management:
More savings today mean more money for your goals.
🛡️ Protection & Security:
Many tax-saving options also provide life and health coverage.
Save tax, Grow Wealth — Make Every Rupee Work Smarter For You.
Paying taxes is important — but overpaying them isn’t.
We help you save tax legally and effectively through smart, personalized financial planning.
Our Tax Savings Plans not only reduce your tax liability but also help you create long-term wealth through disciplined, goal-based investing.
Whether you’re a salaried professional, a business owner, or self-employed, we guide you to the right tax-saving instruments that fit your income, lifestyle, and future goals.
Top Tax-Saving Options We Offer
We simplify tax planning by combining safety, growth, and flexibility. We recommend only trusted, regulated, and effective products under Sections 80C, 80D, and beyond.
Equity Linked Savings Scheme (ELSS Mutual Funds)
Invest in market-linked mutual funds with high return potential and a 3-year lock-in — ideal for long-term wealth creation and tax benefits.
Why Choose Unnat Wealth for Tax Planning
At Unnat Wealth, we don’t believe in one-size-fits-all planning.
We analyze your income, investments, and financial goals to create a customized tax-saving strategy that fits you perfectly.
Our advisors guide you step by step — helping you:
Choose the best mix of equity, debt, and insurance instruments.
Optimize your savings while ensuring liquidity and flexibility.
Stay compliant with all tax regulations.
Build a sustainable plan that supports your long-term wealth growth.
Meet Our Core Team
At Unnat Wealth, our Tax Planning Team is more than just a group of advisors — we are your financial partners, dedicated to helping you save smartly, invest wisely, and grow confidently.
Our team brings together a blend of qualified tax consultants, financial advisors, and investment strategists with years of experience in guiding individuals, families, and businesses toward effective, compliant, and profitable tax-saving solutions.
We stay updated with the latest tax laws, government schemes, and investment opportunities — so you never miss a chance to save more and earn better.
🌟 What Sets Our Team Apart
📊 Holistic Tax Planning: We go beyond just deductions — aligning tax-saving with your overall financial goals.
💼 Certified Experts: Our advisors hold rich experience in financial planning, taxation, and wealth management.
💬 Personalized Approach: Every plan is customized to your income, lifestyle, and long-term objectives.
🧾 Compliance & Clarity: We ensure your savings are optimized legally and transparently.
🤝 Client-Centric Focus: We build relationships based on trust, not transactions.
Sandeep Verma
Vikram Singh
Amit Kumar Singh
FAQ
Find Out Answers Here
A Tax Savings Plan helps you legally reduce your taxable income by investing in government-approved financial instruments like ELSS, NPS, Life Insurance, or Tax-Saving FDs — while also building long-term wealth.
Proper tax planning ensures you save money, stay compliant with tax laws, and make strategic investments that contribute to your future financial goals.
Under Section 80C of the Income Tax Act, you can claim deductions up to ₹1.5 lakh per year by investing in eligible tax-saving options.
Top options include ELSS Mutual Funds, PPF, NPS, Life Insurance, 5-Year Tax-Saving FD, and Health Insurance (80D).
ELSS (Equity Linked Savings Scheme) is one of the best because it offers high growth potential, a short 3-year lock-in period, and tax deductions under Section 80C.
Yes. Under Section 80D, you can claim deductions on health insurance premiums — up to ₹25,000 for self/family and ₹50,000 if covering senior citizen parents.
80C: Covers investments like ELSS, PPF, Life Insurance, and FDs (up to ₹1.5 lakh).
80D: Covers health insurance premiums for self, family, and parents.
Yes. Contributions to NPS are eligible for deductions under Section 80CCD(1B) — an additional ₹50,000 over and above the 80C limit.
Yes. Life Insurance premiums paid for self, spouse, or children are deductible under Section 80C. Maturity proceeds are tax-free under Section 10(10D) (subject to conditions).
ELSS has a 3-year lock-in period, the shortest among all 80C investment options, making it a great balance between liquidity and returns.
Tax-saving FDs offer deductions under Section 80C, have a 5-year lock-in, and cannot be withdrawn prematurely.
Yes. You can invest in both, but the total deduction under 80C cannot exceed ₹1.5 lakh per year.
Yes. ELSS returns are subject to Long-Term Capital Gains (LTCG) tax at 10% for gains exceeding ₹1 lakh per financial year.
Some deductions don’t require investments — like House Rent Allowance (HRA), Home Loan Interest, and Education Loan Interest (80E). However, investments amplify your savings.
Yes. Self-employed individuals can claim deductions under 80C, 80D, and NPS (80CCD), just like salaried employees.
Start early — ideally at the beginning of the financial year (April). This gives you time to invest regularly and avoid last-minute decisions in March.
You’ll end up paying higher income tax and missing out on opportunities for compounding and long-term wealth creation.
Yes. Tax planning is flexible — you can revise your portfolio each year based on performance, goals, and new government schemes.
Our expert advisors assess your income, goals, and current investments to create a personalized tax-saving strategy that maximizes returns and minimizes tax liability.
Simply book a free consultation with our team. We’ll analyze your profile, explain your best options, and help you start saving taxes efficiently and legally.
Book Your Consultation | Start Your Tax Plan Today
