AMFI Registered Mutual Fund Distributor | ARN-86637

Tax-Saving Investments

Tax-Saving Investments at Izafa Wealth
Section 80C options

Save tax while investing

Equity Linked Savings Schemes are mutual fund schemes eligible for deduction under Section 80C of the Income Tax Act, subject to the limits and conditions in force. Each instalment carries a lock-in of three years from its own date of investment.

We help you complete these investments correctly and on time, keep track of lock-in dates, and provide the statements your accountant needs at filing. Tax treatment depends on your individual position — please confirm it with a qualified tax professional.

  • ELSS scheme options from multiple fund houses
  • Lump sum or monthly SIP into tax-saver schemes
  • Lock-in dates tracked instalment by instalment
  • Investment proof statements for your employer or accountant
  • Capital gains statements at the close of the financial year
What you get

Handled end to end

Proofs on time

Statements arranged well before submission deadlines each year.

Lock-in tracked

Every instalment's three-year lock-in recorded so you know what is free.

No last-minute rush

Start early in the year through a SIP instead of a March scramble.

The process

Completing an 80C investment

Check the gap

Look at what is already committed under Section 80C for the year.

Choose the route

Lump sum or monthly instalments into an eligible scheme.

Invest and confirm

Transaction executed and account statement issued by the AMC.

Collect the proof

Investment statement shared for submission with your return.

Plan ahead of the deadline

Call +91 98260 73960 or send us your details and we will get back on a working day.

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Other services we offer

View all six services

Mutual Fund Distribution

Mutual Fund Distribution

Scheme execution support across leading AMCs — from onboarding and KYC to transactions and folio servicing.

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SIP Services

SIP Services

Set up, modify, pause or step up Systematic Investment Plans with paperwork and reminders handled for you.

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Retirement Solutions

Retirement Solutions

Long-horizon scheme categories and withdrawal facilities for investors building a post-work corpus.

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