Services

Let's cut the clutter and simplify your personal tax, thus providing for more abundance.

 

• Salary/CTC Structuring

• Professional & Self Employed Taxation

• SME & Small Business Taxation

• HNIs Tax Structring

• Property Income Tax

• Capital Gains Tax-property

• Capital Gains Taxation- Stocks and Mutual Fund

• Other Income

• Deductions & Exemptions

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Explore Real Estate Investing inspite of the changing landscape viz. newer laws, rules, products, tax changes, which make it dynamic and provides new opportunities for building wealth.

 

• Inheritance (Succession)

• Wills & Nominations

• Title Issues​

• Agriculture Land​

• Housing Society (Maharashtra)

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NRI’s with property and financial assets in India or abroad, and looking at cashing out or wanting to invest back, we guide you with how it works- Indian as well as your countries regulations for the same.

 

• NRI Related-Outward Remittances, 15CA & CB

• LRS

• Rmittances After Disposal of Property

• Custom  Rules for Inward & Outward Journeys

• Inheritance

• Income Tax

• NRI Status

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From Life Planning to Retirement Planning to Abundance, lets achieve all the milestones, with a handy road map.

 

• Financial Planning based on Risk Profile in various Avenues/Products

• Gold & Silver    

• Retirement Planning-When, How Much

• Retirement Investment Options

• Insurance

• HUF Planning

• Common Mistakes in Personal Finance

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You have built your wealth, now let’s plan for passing on the legacy with Succession Planning.

 

• Succession Planning       

• Nominations, Wills            

• Family Settlement/ Arrangement       

• Setting up a Trust        

• Probate, Succession Certificate, Letter of Administration        

• Succession issues in family-run businesses        

• Estate Duty Tax Planning-Likely for HNIs 

• Check List for Widows, Children after death of Income Earner

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