Aurum Wealth Solutions
  • +91 9735059222 We Feel Happy to Talk

Tax Optimization

Tax planning  involves optimizing your wealth creation and protecting your health, life and assets while aligning all these with existing provisions in our tax laws . This should also consider all your sources of income. Tax planning should never be done in isolation. Tax saving just for the sake of utilizing an available section often leads to bad financial decisions. Tax planning should always get linked to overall financial planning paradigm of yours. There is a subtle difference between paying minimum possible tax  and saving maximum possible tax. We always prioritize the former.

We make it a top priority to first calculate your tax liability and then look for ways to save tax while achieving various financial goals. Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year  and not just at the end of the year.

With the growing complexity and diversity of available options for tax planning purposes, it is important that we critically examine and bring across to you all the options available in the present investment market to optimize post tax return  and choose the most suitable for you so that you live a stress-free life.

Some common tax saving options available for individuals can be exercised while planning the below mentioned activities:

·  Creation of long-term wealth

·  Taking life insurance cover

·  Opting for health insurance cover and health check-up

·  Availing home loan for buying property

·  Getting higher education financed for self/children through education loan

·  Donating for a charitable cause

 

About us

With a thorough understanding of various mutual fund schemes, risk profiles, and market trends, I guide clients in building well-diversified and goal-oriented portfolios. My approach emphasizes transparency, long-term planning, and client education to foster financial literacy and trust. I take pride in offering personalized solutions that align with each client’s unique financial objectives, risk tolerance, and life stage.

Contact Us

  • Address : Dhaka Colony, Balurghat, Dakshin Dinajpur, West Bengal, 733101
  • Email : bodhan17@gmail.com
  • Mobile : +91 9735059222

Our Location