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Tax Planning

Tax season? Let AI do the math.

Compare old vs new regime for your exact salary. Track 80C investments. Find what you're leaving on the table. All in one conversation.

The problem

Every year, the same guessing game

Old regime or new? You've got PPF, some ELSS, maybe an NPS contribution you forgot about. Your CA says old. Your friend says new. Online calculators give different answers because they assume different deductions. By the time you figure it out, it's March 31st and you're panic-buying ELSS.

This is for you if

  • You guess which tax regime saves more every year
  • You forget which 80C instruments you've already used
  • You're not sure if NPS makes sense for you
  • You want a clear comparison — not a spreadsheet

What you can do

One conversation. Full tax clarity.

PortoAI knows the Budget 2025 slabs, all deduction sections, and does the comparison for your exact numbers.

01

Old vs New tax regime comparison

Enter your salary. PortoAI calculates tax under both regimes with full deduction breakdown — 80C, 80D, 80CCD(1B), Section 24, standard deduction. See which one saves more.

02

80C investment tracker

Track what you've invested in PPF, ELSS, life insurance, EPF. See how much of the ₹1.5L limit you've used — and what's left.

03

ELSS fund selection

If you need to invest in ELSS for 80C, PortoAI compares funds by returns, expense ratio, and alpha — so you pick based on data, not popularity.

04

NPS optimization

Section 80CCD(1B) gives you an extra ₹50,000 deduction beyond 80C. PortoAI shows if NPS makes sense for your situation.

Try it yourself

Questions you can ask

Compare old vs new tax regime for ₹18L salary

How much 80C have I used so far?

Should I invest in NPS for the extra ₹50K deduction?

Compare ELSS funds for tax saving

What deductions am I missing?

Ready to try these prompts with your own portfolio?

Try it in PortoAI

Real users, real portfolios

Trusted by real investors

Spent two hours researching a stock last month. This week I asked PortoAI about a similar company and had everything in two minutes. Revenue, margins, peer comparison, and whether it even fits my portfolio. I'm not going back to doing it manually.
Priya Sharma

Priya Sharma

Long-term investor · Bengaluru

Bad day, portfolio deep red, I was about to double down on a losing position. Got a revenge trade warning. I was annoyed but I closed the app and went for a walk. That stock dropped for another week straight.
Anil Kumar

Anil Kumar

Options trader · Mumbai

I used to keep Screener, TradingView, and Zerodha open in three tabs. Now I just ask PortoAI. Fundamentals, technicals, risk check, place the order. Haven't opened Screener in weeks.
Ravi Mehta

Ravi Mehta

Investor · Delhi

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