Personal Tax and Finance

Welcome to @personaltax – Your Simplified Guide to Indian Tax & Personal Finance!

At @personaltax, we simplify complex tax laws, break down government updates, and offer easy-to-understand guides on managing your personal finances. Whether you’re a salaried employee, small business owner, professional, or studentβ€”our goal is to empower you with clear, accurate, and actionable financial knowledge.

On this channel, you’ll find:

Step-by-step guides to file Income Tax Returns (ITR)

GST updates, return filing tutorials & compliance checklists

TDS/TCS explanations, Form 16, Form 26AS, AIS statements

Investment tax planning & deductions under Sections 80C to 80U

Personal finance tips, EPF/PPF/NPS insights & financial year-end planning

Government schemes & how to benefit from them (PMVVY, SCSS, etc.)


Why Subscribe?
Because we keep it simple, practical, and up to date.

Follow the Personal Tax and Finance channel on WhatsApp: whatsapp.com/channel/0029VajJTHbDzgT5KsOH6P0j


Personal Tax and Finance

Hello Folks! πŸ‘‹

Mutual Fund investments can create incredible wealth over time.

✨ Start with just β‚Ή500 and let the power of compounding work for you.

Whether you're:

- Starting your investment journey, or
- Looking to review and improve your existing mutual fund portfolio,

I'm here to help.

πŸ“ž Connect: 9675088762

CA Vaibhav Agarwal
AMFI Registered Mutual Fund Distributor
ARN: 365812

1 day ago | [YT] | 0

Personal Tax and Finance

Hello Folks! πŸ‘‹

Mutual Fund investments can create incredible wealth over time.

✨ Start with just β‚Ή500 and let the power of compounding work for you.

Whether you're:

- Starting your investment journey, or
- Looking to review and improve your existing mutual fund portfolio,

I'm here to help.

πŸ“ž Connect: 9675088762

CA Vaibhav Agarwal
AMFI Registered Mutual Fund Distributor
ARN: 365812

1 day ago | [YT] | 3

Personal Tax and Finance

🚨 IPO Announcements Expected Soon πŸ“ˆ

πŸ“Š Innovatiview India
πŸ’° β‚Ή2,000 Cr OFS
πŸ‘€ Retail: 35%
πŸ“ Exam security & digital assessment solutions

πŸ“¦ LEAP India
πŸ’° ~β‚Ή400 Cr Fresh + β‚Ή2,000 Cr OFS
πŸ‘€ Retail: 35%
πŸ“ Pallet pooling & supply chain solutions

πŸ’Š Molbio Diagnostics
πŸ’° β‚Ή200 Cr Fresh + 1.26 Cr Shares OFS
πŸ‘€ Retail: 35%
πŸ“ Molecular diagnostics & healthcare testing solutions

πŸ”” More details coming soon!
πŸ“² Stay tuned

4 days ago | [YT] | 2

Personal Tax and Finance

Grow Your Wealth with Confidence! πŸ“ˆ

Looking to start investing or improve your existing portfolio?

As a SEBI Registered Mutual Fund Distributor (ARN-365812), I help you choose the right mutual funds based on your financial goals and risk profile.

βœ… SIP & Lumpsum Investments
βœ… Tax Saving (ELSS)
βœ… Portfolio Review
βœ… Goal-Based Financial Planning

πŸ“© Let's build your financial future together. Message me today at 9675088762 for a personalized investment discussion.

Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing.

6 days ago | [YT] | 3

Personal Tax and Finance

πŸ“’ ITR Filing Deadline is Near! *LAST 8 DAYS LEFT*

Need help with ITR filing?

βœ… Salary
βœ… Business Income
βœ… Capital Gains
βœ… F&O / Trading Income
βœ… Any Other Income

For professional assistance and complete details, please contact: 9675088762

DM NOW πŸ“©

1 week ago | [YT] | 5

Personal Tax and Finance

We are starting Portfolio Management Services for our First *100* Members where we will be reviewing their existing portfolios and advice them how they can earn more returns.

Please connect on 9675088762 if you want to avail this service

3 weeks ago | [YT] | 3

Personal Tax and Finance

*KUSUMGAR IPO FINAL DECISION*πŸ‘‡πŸ»

βœ”οΈFundamentally sound company πŸ‘πŸ»

βœ”οΈ Anchor investor list is very good 😍

βœ”οΈ Valuations kept are little high. Company is asking for higher price as compared to it's peers.

βœ”οΈGMP is good around 38% as of now.

βœ”οΈSubscription till date is goodπŸ‘πŸ»

Looking at current market situation one can apply in this IPO βœ…

*Disclaimer: No buy or sell recommendations. Please consult with your financial advisors before investing or taking any call

3 weeks ago | [YT] | 5

Personal Tax and Finance

πŸ“ˆ SBI Fund Management IPO πŸŽ‰

πŸ“… IPO Dates: 14 July – 16 July 2026
πŸ’° Price Band: β‚Ή545 – β‚Ή574
πŸ“¦ Lot Size: 26 Shares
πŸ’Ό Issue Size: β‚Ή11,692.91 Crore

βœ… Shareholder Quota Available
βœ… Employee Quota Available

πŸ“’ Important Update:
SBI Funds Management has corrected its clerical error regarding the QIB bidding schedule.

βœ… QIB Closing Date is now also 16 July 2026, the same as the IPO closing date.

4 weeks ago | [YT] | 6

Personal Tax and Finance

Kind Attention Taxpayers!

The Excel Utility for ITR-5 for Assessment Year 2026–27 is now available on the Income Tax e-Filing portal.

Visit: www.incometax.gov.in/iec/foportal/

4 weeks ago | [YT] | 6

Personal Tax and Finance

πŸ”” IPO Listing Update πŸ“ˆ

πŸ“¦ Knack Packaging IPO

πŸ“Š Listed at β‚Ή188 on NSE vs issue price β‚Ή170
πŸš€ Premium: +10.59%


πŸŽ‰ Congratulations to all who got allotment! πŸš€

4 weeks ago | [YT] | 3