A Complete Guide on Tax Planning for FY2023-24


March is called “March” because it marches off in the blink of an eye. Leaving the best of us with what?-- An intense panic-driven headache about the tax filing deadline. 😓 But here’s a course that’ll turn all your tax woes into wins. With easy-to-follow modules and our expert’s insights, last-minute tax planning can be absolutely stress-free for you. 💯

1 Modules

1 hrs


Course Outline

What will you learn:

  • Utilising and maximising deductions
  • Reviewing investment portfolio and reducing tax liability by using-
    a) Tax loss harvesting
    b) Profit booking in case of certain long-term investments

  • Reviewing advanced tax position

About Course

Tackling taxes isn't just about paperwork—it's your gateway to financial freedom! It keeps you on the right side of the law, steering clear of penalties and legal headaches. Plus, it can get you financial perks like refunds, deductions, and whatnot! 

So, why not do it perfectly? We’ve got you covered with a full-fledged course on tax planning full of answers that we all need– Where to invest to save taxes? What can be done to maximise the refund on ITR?

The course lays most emphasis on the following topics:

  • Utilising and maximising deductions

  • Reviewing investment portfolio and reducing tax liability by using-
    a) Tax loss harvesting
    b) Profit booking in case of certain long-term investments

  • Reviewing advanced tax position

Lastly, an in-depth clarification of the ultimate tax-related doubt of the decade- Which tax regime must one pick? 🫰

Now, why would we stop at that? Stay tuned for a detailed and comprehensive course on income tax for salaried employees, which is coming soon!

About the Expert - 
With  nearly a decade of experience in Income Tax & GST Law, Mr Sambhav Daga, is a Chartered Accountant by profession and a passionate educator who focuses on simplify complex tax matters for individuals (including NRIs), startups, & Corporates. He is also the founder of Zaptax Advisors Pvt. Ltd. wherein they guide clients for business incorporation, tax filings, & brand protection. 

Apart from being a CA, he loves to educate people on tax laws through his twitter account 


  • People who have Salaried Income
  • Individuals who are pursuing career in Tax Laws
  • Individuals invests in different asset classes

What you will get?





Course Syllabus

  • How can you save taxes by understanding Tax Laws


Need answers? Find them here

There are no prerequisites for this course. However, we would suggest you view "My First Personal Finance Course" as it will help you manage your money better. 

Quick, quicker, quickest! This course falls under the sprint category and can be completed in 1 hr duration.

In this course, we have discussed how you should proceed with your Tax Planning, how can you avail expemtions and deductions and which type of investments would help you save more taxes. 

No, you do not need to install any specific software for this course. However, it is advised for a user to have an active Internet connection and an updated web browser for a seamless learning experience.

Finology provides you with an opportunity to access all its tools and courses by subscribing to Finology One. Hence, you can access this course as long as your subscription of Finology One is active.

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