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We provide our clients the opportunity to increase net asset value, to undertake transfer pricing, minimize tax liabilities, implement tax computer systems, and provide advisory regarding the financial implications of business decisions. 

Tax Planning through investments

Identity Investments as IFA provides Tax planning solutions in such a way that integrate with the individual Financial Goal planning like wealth creation, Fixed tax-free income flow, fund for children marriage, fund for child educations. Tax planning for every individual is so important activity such that it not only saves the tax but through right investments it also helps to achieves the individual financial goals. We at identity Investments evaluate right approach for investments to the individual tax planning in such manner that individual not only saves tax but earns optimum returns on their investments with balance asset allocations in their risk profiling. We provide tax planning solutions through below investments services

An ELSS is an Equity Linked Savings Scheme, that allows an individual or HUF a deduction from total income of up to Rs. 1.5 lacs under Sec 80C of Income Tax Act 1961.Thus if an investor was to invest Rs. 50,000 in an ELSS, then this amount would be deducted from the total taxable income, thus reducing her tax burden. These schemes have a lock-in period of three years from date of units allotment. After the lock-in period is over, the units are free to be redeemed or switched. ELSS offer both growth and dividend Investors can also invest through Systematic Investment Plans (SIP), and investments up to ₹ 1.5 lakhs, made in a financial year are eligible for tax deduction.

Identity Investments identifies best performing ELSS schemes its research and analytics tools for their investors and suggest appropriate solutions to each investor according to their risk profile.

Know TOP Performing ELSS

Tax Free Bonds: Public sector undertakings such as IRFC, PFC, NHAI, HUDCO, REC, NTPC, NHPC and Indian Renewable Energy Development Agency (IREDA) offer such bonds. These bonds typically come with a tenure of 10 years, 15 years and 20 years, but can be sold before maturity in the secondary market. You can buy these bonds either in the physical form or through demat account.

Identity Investments provides services to apply in these bonds issues physically as well as online as and when the public issue opens up for investments. We at Identity Investments help our investor to invest in these bonds based on various parameter of their risk profile, tax factor, time horizons for investments, future fixed income flow, present assets allocations etc.  If you are in the highest tax bracket and looking for a tax efficient investment option, tax-free bonds should top the charts.]

54EC NameMin Investment1Year2Year3Years
IRFC 54 EC Bonds (CRISIL(AAA))10,0005.755.755.75Save Capital gain tax
NHAI 54EC Bonds (CRISIL(AAA))10,0005.755.755.75Save Capital gain tax
PFC Capital Gain Bonds (CRISIL(AAA))10,0005.755.755.75Save Capital gain tax
REC 54EC Bonds (CRISIL(AAA))20,0005.755.755.75Save Capital gain tax

Identity Investments helps our investor in investing these capital gain tax savings bonds – without any physical documents, online in demat form, with an objective to periodic fixed income flow in most tax efficient manner, periodic review of their bond portfolio, interest accrual and its timely receipts, maturity remainders, nominations, transmission etc.


While planning for personal finance, insurance plays a critical role as it helps cover the risk. An insurance policy is a risk protection plan and seeks to secure your loved ones in your absence. The importance of investing in life insurance cannot be stressed enough. Life insurance is designed to offer financial safeguards against death of the policyholder and also works as a good investment plan, which helps you meet several life goals in turn. The life insurance sector in India has been witnessing steady growth as more and more people are waking up to the necessity of investing in life insurance plans.

We, at Identity Investments take equal responsibility of protecting your financial goals as like planning for your financial goal based on your risk profile so that you can smoothly sail through journey to your financial goals.

 Our Insurance partner for life risk are Kotak Life insurance.

 We offer various life insurance policy earmarked to cover your life risk with a aim to provide multiple financial stability in your retirement period.