Description

The Tax Saving Basket is crafted for investors who seek both wealth creation and tax efficiency. By focusing on tax-saving instruments like ELSS (Equity Linked Savings Scheme) funds, this portfolio allows investors to reduce their tax liability under Section 80C while benefiting from equity market growth. The basket is designed to balance growth with moderate risk, ensuring long-term wealth accumulation alongside tax benefits. Active rebalancing ensures the portfolio continues to meet both your investment and tax-saving goals.

Investment Objective:

• 80C Benefits: Help investors save on taxes under Section 80C of the Income Tax Act.

• Long term appreciation: Provide long-term capital appreciation through equity-focused investments.

• High Growth: Maintain a balance between growth potential and risk to optimize returns.

• Tax efficiency: Ensure tax efficiency without compromising on portfolio performance.

Asset Allocation

• ELSS (Equity Linked Savings Scheme) Funds: ELSS funds offer tax-saving benefits under Section 80C while providing equity market exposure for potential capital growth.

Key Benefits:

• Tax Savings

• Long-Term Growth

• Moderate Risk

• Wealth Creation with Tax Efficiency