Wednesday, February 4, 2015

Common Tax Planning Mistakes

Not differentiating between investment and non-investment related products under section 80C is one of the biggest mistakes people make.

Savings under section 80C can be broadly classified as investment-based, like PPF, EPF, VPF, NSC, bank FDs, ELSS, RGESS, etc, and non-investment based like principal repayment of home loan on first home, tuition fees, insurance, etc.

Though not an investment, insurance is often considered as a long term investment and remains a preferred tax-saving instrument. One should refrain from buying unnecessary insurance products for the purpose of tax savings. The purpose for taking insurance cover should be to ensure adequate risk coverage, not tax savings.

Another common mistake is not understanding the benefits of section 80C in totality .

We often ignore the various contributions that can account for deductions in this section. The investments under 80C should only be made after assessing contribution to one's provident fund account, home loan principal payment and tuition fees of two children, etc

Best Tax Saver Mutual Funds or ELSS Mutual Funds for 2015

1.ICICI Prudential Tax Plan

2.Reliance Tax Saver (ELSS) Fund

3.HDFC TaxSaver

4.DSP BlackRock Tax Saver Fund

5.Religare Tax Plan

6.Franklin India TaxShield

7.Canara Robeco Equity Tax Saver

8.IDFC Tax Advantage (ELSS) Fund

9.Axis Tax Saver Fund

10.BNP Paribas Long Term Equity Fund

You can invest Rs 1,50,000 and Save Tax under Section 80C by investing in Mutual Funds

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For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call

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