Insurance Planning

Insurance is an important risk management tool that can protect you and your family from financial hardship caused by unplanned events. we work with you to identify your risks and implement a cost-effective risk management program that has been developed with your specific circumstances and requirements in mind. Insurance recommendations provided by us include:

  • Life Insurance
  • General Insurance
  • Health Insurance
  • Personal Accident Insurance
  • Income Protection Insurance
  • Child Cover

There are various provisions in the Income Tax Act to save tax. The saving schemes one should opt. For would depend on the persons income and the tax bracket he / she is in.

In other words investing in Equity Linked Savings Scheme may result in greater savings for one person while investing in PPF may result in better tax saving for another person. The Tax saving strategy should be finalised on an individual basis after discussion. For tax saving point view, the suitability of a scheme depends on which income tax slab one is in.