Tax-Saving ELSS Investments
Equity Linked Savings Schemes (ELSS) are equity mutual funds with a statutory lock-in of three years. Deduction eligibility depends on the tax regime you choose and prevailing tax laws. We share scheme facts and help you invest; for tax matters, please consult a qualified tax professional.
- Information on ELSS scheme features and lock-in
- SIP or lumpsum investment options
- Capital gains statements on request
- Lock-in tracking for each instalment
- Assistance with year-end investment proofs
- Guidance to consult your tax professional where needed
Our process
Understand your needs
We learn about your requirements and your risk comfort.
Share product information
We provide details and documents from the product provider.
Complete the paperwork
KYC, forms and mandates are handled with care.
Continuous service
Statements, changes and requests are supported throughout.
Other Services
Mutual Fund Investments
Access schemes across equity, debt and hybrid categories from leading AMCs, with smooth onboarding and paperwork support.
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SIP & STP Facilitation
Set up Systematic Investment, Transfer and Withdrawal Plans with mandate registration and ongoing servicing help.
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LIC & Health Insurance
LIC life insurance policies and health insurance covers from reputed insurers, with help at purchase and claim stage.
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Ready to start your investment journey?
Speak with our team for product information, onboarding help and service support.