Episode 91: Tax-planning in the right way

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The last few days of March are often stressful for investors, as they scramble to complete their tax-saving investments. Unfortunately, it's when some of the worst investment decisions are taken. Investors do manage to win the tax battle but severely damage their long-term wealth. How about adopting a different approach to tax saving than this last-minute ritual? How about planning your taxes in advance to stay worry free? Kick-start this financial year with your tax-saving investments. Join our next webinar to know more. Register now!



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00:00 Introduction
09:27 Should I go for a combination of ULIP and ELSS?
12:18 Should I invest in Voluntary Provident Fund (VPF)?
14:10 Where should I invest Rs 30,000 every month?
17:29 Should I add a mid-cap fund to my portfolio?
19:47 How should I exhaust my 80C limit?
20:56 Should I invest in ELSS just because of it's performance?
23:00 Which category of debt funds is an alternative to fixed deposit?
24:25 I have been investing in a poor fund. What should I do?
25:39 Which category of debt fund should I choose to set up an STP?
26:52 Should I surrender my LIC policy?
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I am an advocate of PPF to consume one's 80C requirement. One should invest in equity sure, invest as much as you want. But aforementioned PPF account is a must. It is extremely secure, tax efficient and can form a part of one's fixed income portfolio.

apbhat
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My answers are pretty much same as the CEO of Value research on this talk and I feel confident for my equity investment .. Thank you .. However, I m following VRO since a year ..

priyankkamdar
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Very very interesting 👏👏👏 Dhirendra Sir very insightful and Rajesh perfect anchor! Keep up the good work💐💐💐

lemonlemony
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I want to declare medical expenses for my parent (senior citizen) it is only for the medicines and not any disease treatment. Is it acceptable under 80d

karthikkn
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Will a liquid ETF be better alternative to fds in terms of returns after tax

nfuel
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I am 33, should I open a ppf account now.

nfuel