Max Tax Saver
Dedicated expert. Advanced planning. Zero worries.
Everything you need to grow
A strategic planning service for salaried employees. Use our AI insights and expert advice to discover hidden exemptions and optimize investments for maximum take-home pay.
Features & coverage
Included Features
- 10 Video Consultations
- Advance Tax Filing Support
- Unlimited Video Consultations
- 5 Video Consultations
- Assisted ITR filing
- Personalized 7-year Financial dashboard trend
- Access to AI Tax & Savings Estimator
- Guided tax computation walkthrough
- 24x7 Help Support
- TDS-AIS–TIS Reconciliation
- Smart comparison: New vs Old Tax Regime
- Dedicated expert support (CA, CFA & specialists)
- Auto-retrieve Form 26AS, AIS & Pre-filled Data
- Standard support for user
- On-demand Google Meet consultations
- Real-time ITR updates via WhatsApp & email
- AI-driven risk assessment & insights
- Personal Tax Expert
- End-to-end filing assistance
For Income Sources
- Total income < 50 L
- Interest Income (Savings, Term deposits)
- Capital gains income
- Income from 5 rental property
Excluded Income Sources
- FnO, Crypto, NFTs
How it works
Understand Your Financial Life
We get a complete view of your income, goals, investments, loans, and business or salary structure.
Bring Your Data Together
Upload documents or securely connect sources, everything stays organised and up to date.
Plan & Decide With Experts + AI
AI uncovers gaps, savings, and opportunities. Discuss your ITR with your personal finance expert.
We Handle Filings & Compliance
From ITR filing to ongoing compliance, everything is reviewed and handled accurately, no last minute stress.
We guide your financial decisions
Your personal experts help you make the right financial decisions, they assist you with wealth management, saving tax and they’ll file ITR for you.
Is this right for you?
INCLUDED
10 Video Consultations
INCLUDED
Advance Tax Filing Support
INCLUDED
Unlimited Video Consultations
INCLUDED
5 Video Consultations
INCLUDED
Assisted ITR filing
INCLUDED
Personalized 7-year Financial dashboard trend
INCLUDED
Access to AI Tax & Savings Estimator
INCLUDED
Guided tax computation walkthrough
INCLUDED
24x7 Help Support
INCLUDED
TDS-AIS–TIS Reconciliation
INCLUDED
Smart comparison: New vs Old Tax Regime
INCLUDED
Dedicated expert support (CA, CFA & specialists)
INCLUDED
Auto-retrieve Form 26AS, AIS & Pre-filled Data
INCLUDED
Standard support for user
INCLUDED
On-demand Google Meet consultations
INCLUDED
Real-time ITR updates via WhatsApp & email
INCLUDED
AI-driven risk assessment & insights
INCLUDED
Personal Tax Expert
INCLUDED
End-to-end filing assistance
Frequently Asked Questions
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