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Decoding Tax Planning with Mutual Funds

2021-02-03 16:10:52

The right approach to tax planning with mutual funds can reduce your tax liabilities significantly. Investments in tax-saving mutual funds can help you fulfill not just your wealth creation goals but, they can also help you save taxes. On this budget special episode of Smart Investor, Santosh Nair, Editor – CNBCTV18.com and Chintan Haria, Head – Product Development & Strategy - ICICI Prudential Asset Management Company, discuss if investors should revisit their complete financial planning and investments amid the pandemic shedding light on the recommended investment for ELSS for better returns while planning taxes.

Note

I. Know Your Customer (KYC): To invest in Mutual Funds, you will need to complete your Know Your Customer (KYC) requirements. You can do so by visiting any AMC branch or nearest Point of Service and submitting the completed KYC Form along with all the required self-attested documents. Individual investors would be required to submit the following documents • A recent passport sized Photograph • A Proof of identity – A copy of your PAN card • A Proof of Address – A copy of your Voter ID card, Passport or Driving License. If you are already KYC Verified and would like to update any of your information, you can submit a completed KYC Details Change Form with the required self-attested documents at your nearest AMC branch or Point of Service.

II. SEBI registered Mutual Funds: We advise investors to make informed decisions and are cautioned to invest only with SEBI registered Mutual Funds. List of Registered Mutual Funds is available at https://www.sebi.gov.in/intermediaries.html

III. Complaint Redressal: For any queries, complaints & grievance redressal you can reach out to us at enquiry@icicipruamc.com or call us on 1800222999. If you are unsatisfied with the resolution or wish to escalate the matter, you may write to Investor Service Officer at servicehead@icicipruamc.com. For this purpose, Mr. Rajen Kotak is the Investor Relations Officer of the Mutual Fund. He can be contacted at 2nd Floor, Block B-2, Nirlon Knowledge Park, Western Express Highway, Goregaon (East), Mumbai – 400 063. Tel No.:022-2685 2000, FAX No.: 022 -2686 8313. In case the investor is not satisfied with the resolution given by AMC, he can approach SEBI by registering his complaint on SCORES (SEBI Complaints Redress System) through https://scores.gov.in/scores/Welcome.html

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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