Tax Planning

Sarvottam Wealthnetwork Private Limited

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

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Tax Planning

Paying taxes is a civic duty, but that doesn’t mean you should pay more than what’s legally required. At Sarvottam Wealth, we help individuals and families reduce their tax burden through smart and legitimate tax planning strategies.

Tax evasion is illegal. Tax Planning is not. In fact, the Indian government offers numerous exemptions and deductions under various sections of the Income Tax Act, but many fail to take full advantage simply due to lack of awareness or last-minute decisions.

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Most individuals in India wait until the last quarter of the financial year to think about taxes. The result? Rushed decisions, unsuitable tax-saving products, and missed opportunities to optimize overall finances. Around 90% of financial mistakes in India happen during tax season, all due to poor planning or advice from unqualified sources.

At Sarvottam Wealth, our Tax Planning services include:

  • Personalized assessment of your income and eligible exemptions.
  • Identification of deductions under Sections 80C, 80D, 24(b), 10(13A) and others.
  • A clear understanding of how your tax-saving choices affect your net savings.
  • Recommendations of suitable investment avenues that serve both your tax saving and wealth creation goals.

Whether you're a salaried employee, a business owner, or a professional, our approach is customized to your profile and life stage. We aim not just to save you taxes, but to ensure every rupee saved is wisely invested.

With Sarvottam Wealth, tax planning becomes less of a burden and more of a smart financial strategy—rooted in clarity, legality, and long-term vision.