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Tax-Saving Checklist
Personalized advice to minimize your tax liability.
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Section 80C (Max ₹1.5 Lakh)
Part of Salary
Mandatory for most salaried employees.
3 Year Lock-in
Best for wealth creation with tax saving.
15 Year Lock-in
Safe, government-backed long-term saving.
Annual Pay
Term insurance or traditional plans.
2 Children
Tuition fees paid to any school/college in India.
Annual Repayment
Principal component of your home loan EMI.
Health & NPS (Extra Savings)
Up to ₹25k-50k
Self, spouse, children and parents.
Extra ₹50k
Additional deduction over and above 80C.
Up to ₹5k
Part of the 80D limit.
House & Education
Based on Rent
Exemption on rent paid if HRA is part of salary.
Up to ₹2 Lakh
Interest paid on home loan for self-occupied property.
No Limit
Interest paid on loan for higher education.
Expert Tip
Don't wait for March! Start your tax planning in April to avoid the last-minute rush and ensure better investment choices.
Recommended for you:
Consider ELSS for high returns + 80C.
NPS gives extra ₹50k deduction.
Need Help?
Our tax experts can help you create a customized tax-saving plan.