Smart Tax Planning

Sarvottam Wealthnetwork Private Limited

Dahyabhai Patel, Director
M.Sc., C.I.A., Certified Financial Planner

Creating Wealthy & Happy Families, Ethically

Your trusted partner in ethical wealth creation with 18+ years of experience, ₹65+ Cr AUM, and 500+ happy clients across the globe.

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Smart Tax Assistance: Pay Right, Save More, Grow Faster Why Smart Tax Assistance?

  • In India, most individuals and businesses either overpay taxes due to lack of awareness or under-report and face penalties.
  • With evolving tax laws, digital systems, and growing income sources, smart, strategic tax assistance is not a luxury—it's a necessity.

🇮🇳 India’s Tax Challenges

  • Frequent changes in income tax rules, exemptions, and digital compliance.
  • Lack of awareness about legitimate deductions (Section 80C, 80D, 24B, 10(10D), NPS, etc.).
  • Increased scrutiny and automated notices from the Income Tax Department.
  • Confusion over new tax regime vs. old regime.
  • Rising income from multiple sources—salary, business, freelancing, capital gains, crypto, etc.

Why You Need Smart Tax Assistance

Maximize Savings

Use all eligible deductions and exemptions smartly.

Avoid Penalties

File accurately, on time, and in full compliance.

Plan Investments Wisely

Choose tax-efficient instruments (like ELSS, NPS, insurance, home loan, HRA).

Support for All

Salaried, self-employed, professionals, freelancers, senior citizens—all need tailored guidance.

Navigate Complexity

Get clarity on GST, TDS, advance tax, capital gains, ITR forms, and new portal changes.

What Smart Tax Assistance Includes:

  • Tax Planning: Proactive strategies, not last-minute panic.
  • Filing Support: Hassle-free, error-free ITR/GST return filing.
  • Investment Advisory: Tax-saving with wealth-building.
  • Compliance Management: KYC, AIS/TIS verification, Form 26AS match.
  • Digital Support: Use of smart tools, portals, and AI-driven platforms.

Why Work with a Tax Advisor or Financial Planner?

  • Personalized tax planning aligned with life goals.
  • Audit-proof documentation & digital accuracy.
  • Year-round support—not just during filing season.
  • Integration with financial planning for 360° savings.