Tax Planning – Personalised Strategy to Save More

Taxes shouldn’t feel confusing — or like money lost.

This Tax Planning Session by MyFinancial helps you legally reduce taxes while aligning your income, expenses, loans, and savings toward long-term wealth creation.

We take a 360° view of your finances to design a personalised, compliant tax strategy that fits your life stage and income pattern.

🧾 In this session, we’ll review:

• Income: Salary, business/professional income, rental, capital gains, or NRI remittances
• Expenses: HRA, home rent, tuition fees, medical bills, insurance premiums
• Loans: Home loan interest (Sec 24b), education loan (Sec 80E), and EMI structure
• Savings & Investments: ELSS, NPS, PPF, insurance, mutual funds, FDs, and more
• Dependents: Parents, spouse, or children-related deductions (80D, 80DD, 80U)
• Regime Comparison: Old vs. New tax regime analysis to choose the most efficient route

📈 What you’ll get:

• Clear view of applicable exemptions and deductions
• Optimal plan to lower taxable income
• Strategy to align future investments with tax efficiency
• Guidance for documentation & ITR filing

📋 Before the Session:

Please share:

• Latest salary slip / income details
• List of investments, insurance, and EMIs
• Information about dependents and major expenses

🕐 Session Duration: 30 mins

💼 Handled by: Nithin – Founder, MyFinancial

🌐 www.myfinancial.in

💙 Let’s optimise your taxes, streamline your cash flow, and grow wealth — the smart, legal way.