Financial Wellness Dashboard

Your partner in smarter tax planning and financial compliance

Potential Tax Savings

₹24,500

Identified

NEW

Documents Uploaded

12

3 pending review

Deductions Claimed

₹1.5L

Out of ₹2L limit

Days Until Filing

45

Deadline: Dec 31

AI-Powered Insights

Personalized recommendations to optimize your taxes

Maximize 80C Deduction

Save ₹15,600

You can invest an additional ₹50,000 in ELSS or PPF to claim full 80C benefit and save ₹15,600 in taxes.

HIGH PRIORITY

Submit Rent Receipts

Save ₹8,900

Upload rent receipts to claim HRA exemption and save approximately ₹8,900 in taxes.

HIGH PRIORITY

Health Insurance Premium

Consider increasing health insurance coverage to claim up to ₹25,000 deduction under Section 80D.

MEDIUM PRIORITY

Recent Documents

Form 16 - TechCorp India

2.4 MB10 Nov 2025
processed

SBI Bank Statement - Oct 2025

1.8 MB12 Nov 2025
processed

LIC Premium Receipt

856 KB14 Nov 2025
processing

Filing Progress

FY 2024-25

Income Details

Completed

Deductions & Investments

Completed

3

Document Upload

4

Review & Submit