Balaji Wealth
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Tax Optimization

Tax planning  involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws . This should also consider all your sources of income. Tax planning should never be done in isolation. Tax saving just for the sake of utilizing an available section often leads to bad financial decisions. Tax planning should always get linked to overall financial planning paradigm of yours. There is a subtle difference between paying minimum possible tax  and saving maximum possible tax. We always prioritize the former.

We make it a top priority to first calculate your tax liability and then look for ways to save tax while achieving various financial goals. Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year  and not just at the end of the year.

With the growing complexity and diversity of available options for tax planning purposes, it is important that we critically examine and bring across to you all the options available in the present investment market to optimize post tax return  and choose the most suitable for you so that you live a stress-free life.

Some common tax saving options available for individuals can be exercised while planning the below mentioned activities:

·  Creation of long-term wealth

·  Taking life insurance cover

·  Opting for health insurance cover and health check-up

·  Availing home loan for buying property

·  Getting higher education financed for self/children through education loan

·  Donating for a charitable cause

 

About us

At Balaji Wealth Management, we follow our passions backed by expertise and experience. We started our journey of spreading financial awareness at all levels of society and making our clients’ lives safe, secured and wealthy from inception. During this long tenure we expanded our bouquet of services keeping in mind client’s needs and benefits. Extensive and unbiased research before we recommend any product to our clients and best in the class after-sales-service – are always our pillars of priority in everything we do.

Contact Us

  • Address : 7/107 Raj Apartment, B/h Anandnagar Flat, Prahladnagar, Ahmedabad-380015
  • Email : krupashah672@gmail.com
  • Mobile : +91 9904014392

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