How do I track my tax savings and investment returns?

There are several ways to track your tax savings and investment returns, depending on the investment instruments you have chosen. Here are a few methods:

1. Online portals: Many financial institutions offer online portals that allow you to track your investments and their performance. These portals may also provide a breakdown of your tax savings and tax liabilities.

2. Account statements: Most investment instruments such as mutual funds, fixed deposits, and stocks send periodic statements that summarize your investment performance, including tax savings and tax liabilities.

3. Tax return filing: Your tax return filing process should include a detailed summary of your tax savings and investments. This will help you track your progress and make adjustments to your investment portfolio.

4. Financial planner: If you have engaged the services of a financial planner, they can help you track your tax savings and investment returns, and make suggestions to adjust your portfolio as necessary.

It is important to regularly review your investments and track your progress to ensure that you are meeting your financial goals and maximizing your tax savings.