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Tax planning made easy and personalised
We help you strategize your finances and optimise your taxes
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- Expert guidance on managing tax
- Personalised approach tailored to your unique need
- Retirement planning with tax efficiency
- Effective investment strategies to save taxes
- Year-round support beyond tax seasons
We help you invest and save tax
Based on your overall financial goals, risk appetite, and portfolio, our experts help you manage your taxes via investment in tax-saving instruments under Sections 80C, 80D, and more. You benefit from capital appreciation while keeping the most of your income in your pockets.
What do our Clients say?
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FAQs
How can I get started with income tax planning?
To get started with our income tax planning services, you need to assess your financial situation and existing investment. To help you with this Moat Wealth discuss your goals and objectives, and recommend tailored tax-saving strategies to help you achieve them.
What are available tax-saving investment options?
There is a wide range of tax-saving instruments available in which you can invest as per your goals and risk profile. This includes investments in Equity Linked Saving Schemes (ELSS), Public Provident Fund (PPF), National Savings Certificate (NSC), tax-saving Fixed Deposits (FDs), and more. Our experts will assess your financial profile and recommend the most suitable products and strategies to optimise your tax savings.
What are Equity Linked Saving Schemes (ELSS) for tax planning?
ELSS is a type of mutual fund that invests in equity and equity-related instruments. By investing ELSS funds, you can get tax benefits under Section 80C of the Income Tax Act of up to Rs. 1.5 lakh per financial year. Additionally, ELSS investments come with a relatively short lock-in period of three years, which helps you with liquidity and flexibility.
How can I save taxes under Section 80C?
Section 80C of the Income Tax Act provides you with the opportunity to claim deductions of up to Rs. 1.5 lakh per financial year for certain investments like Provident Funds (PF), Equity Linked Savings Schemes (ELSS), life insurance premiums, and more
How does Moat Wealth help me with income tax planning to save on taxes?
Our income tax planning services are designed to help you identify and leverage tax-saving opportunities available in India. We understand your needs and risk tolerance level. Based on that, we help you minimise your tax liabilities by maximising deductions, exemptions, and credits that apply to your financial situation. Our goal is to ensure that you keep more of your hard-earned money in your pocket while staying compliant with tax laws.