Tax
Important Disclosure: Finatrium India Pvt. Ltd. does not provide tax advisory, tax filing, or legal services directly. Tax-related services are facilitated through referrals to independent, qualified Chartered Accountants. Finatrium does not have a formal tie-up with any tax advisory firm and does not charge for these referrals.
A well-structured investment portfolio is not just about returns — it is also about how much of those returns you actually keep. Strategic tax planning is an integral part of a comprehensive wealth management strategy. At Finatrium, we work alongside qualified Chartered Accountants to ensure our clients have access to reliable, professional tax guidance.
How We Support Your Tax Planning:
✔ Capital Gains Reporting — We provide detailed investment transaction statements to support your capital gains computation for income tax filing.
✔ ELSS Tax Saving Funds — We help you invest in Equity Linked Savings Schemes to claim deductions up to ₹1.5 Lakhs under Section 80C.
✔ NPS for Tax Benefits — We assist in NPS investments for additional deductions under Section 80CCD(1B) — up to ₹50,000 over and above the 80C limit.
✔ Insurance Premium Deductions — We structure insurance solutions eligible for deductions under Sections 80C and 80D.
✔ CA Referral — For ITR filing, GST compliance, and capital gains computation, we connect you with trusted, independent Chartered Accountants.
Key Tax Rates for Investors (FY 2024-25):
Equity Mutual Funds:
Short-Term Capital Gains (held less than 1 year) — Taxed at 20%
Long-Term Capital Gains (held more than 1 year) — Taxed at 12.5% above ₹1.25 Lakh
Debt Mutual Funds:
Gains added to income and taxed as per your applicable slab rate.
ELSS:
Lock-in period of 3 years. Eligible for deduction up to ₹1.5 Lakhs under Section 80C.
Note: Tax laws are subject to change. Please consult a qualified tax professional before making tax-based investment decisions. The information provided here is for general informational purposes only and does not constitute tax advice.
