Products & Services
Comprehensive financial solutions — Mutual Funds, Tax Planning & Insurance — all under one roof.
Mutual Funds
AMFI Registered Distributor — Goal-based, diversified investing
Grow your wealth systematically with expert-curated mutual fund portfolios tailored to your life goals. We help you choose the right fund across equity, debt, and hybrid categories based on your risk profile and time horizon.
Equity Funds
High growth potential through stocks. Ideal for 5+ year horizon.
Debt Funds
Stable returns via bonds. Lower risk for short-medium term.
Hybrid Funds
Mix of equity & debt for balanced returns.
ELSS / Tax Saver
Save ₹1.5L tax under Sec 80C with equity returns.
Why invest through SAM Investments?
Tax Planning & ITR Filing
Save more, stress less — expert tax guidance
Our tax experts help you plan taxes intelligently and file returns accurately. We cover individuals, salaried employees, freelancers, and businesses with end-to-end tax solutions.
ITR Filing
Accurate, on-time filing for individuals, salaried, and freelancers.
Tax Planning
Save max tax via 80C, 80D, HRA, NPS and other deductions.
Capital Gains
Guidance on gains from mutual funds, stocks, and property.
TDS & Compliance
TDS computation, filing, and year-round compliance.
Notice Handling
Expert help in responding to Income Tax notices.
GST Returns
Monthly & quarterly GST filing for businesses.
| Section | Description | Max Deduction |
|---|---|---|
| Sec 80C | ELSS, PPF, LIC, EPF, NSC | ₹1.5 Lakh |
| Sec 80D | Health Insurance Premium | ₹25,000 – ₹75,000 |
| Sec 24(b) | Home Loan Interest | ₹2 Lakh |
| Sec 80CCD(1B) | NPS Investment | ₹50,000 |
| Sec 80TTA | Savings Account Interest | ₹10,000 |
| HRA Exemption | House Rent Allowance | As applicable |
Why choose us for tax filing?
Life & Health Insurance
Protect your family and your health with the right plans
We partner with India's top insurers to bring you the best life and health insurance plans at competitive premiums. Our experts help you compare options and choose the cover that best fits your needs and budget.
Term Life Insurance
High cover at low premium. Secure your family's financial future.
Family Health Plan
Full family covered under one policy with cashless hospitalisation.
Individual Health Plan
Tailored individual health cover with customisable add-ons.
Group / Corporate
Group health & life insurance for businesses of all sizes.
ULIP Plans
Insurance + investment in one — with market-linked returns.
Critical Illness
Lump-sum payout on diagnosis of 30+ critical illnesses.
Our Insurance Partners
Get the right insurance plan today
Our experts will help you compare plans and choose the one that perfectly fits your life stage, needs, and budget — at no extra cost.
Ready to get started?
Contact us for a free consultation and we'll help you choose the right financial plan for your goals.