Loading...

IT Filing & Tax Planning

Comprehensive income tax return filing and strategic tax planning to optimize your tax liability and ensure compliance with all legal requirements.

ITR Filing

Expert filing of income tax returns for individuals, businesses, and professionals

Tax Optimization

Strategic planning to minimize tax liability through legal deductions and exemptions

ELSS Planning

Equity Linked Savings Schemes for tax savings with market-linked returns

Tax Saving Instruments

Guidance on 80C, 80D, and other tax-saving investment options

Start Tax Planning
IT Filing & Tax Planning

Financial Planning & Education

Comprehensive financial planning services including education planning, retirement planning, and goal-based investments tailored to your life objectives.

Goal-Based Planning

Customized financial strategies aligned with your short-term and long-term goals

Child Education Fund

Specialized education corpus building for your child's future academic needs

Retirement Corpus

Strategic retirement planning to ensure financial independence in golden years

Investment Strategy

Diversified investment approach across mutual funds, bonds, and equity markets

Plan Your Future
Financial Planning & Education

Recovery of Unclaimed Investment

Professional assistance in recovering your unclaimed investments from various financial institutions. We help you reclaim what's rightfully yours.

Unclaimed Mutual Funds

Trace and recover mutual fund investments from dormant folios and forgotten schemes

Dormant Bank Accounts

Reactivate dormant bank accounts and recover unclaimed deposits and interest

Lost Insurance Policies

Locate and recover maturity amounts from forgotten or lost insurance policies

Share Recovery

Recover unclaimed dividends, bonus shares, and share certificates from companies

Recover My Investments
Recovery of Unclaimed Investment

Recovery of Unclaimed Insurance

Specialized services to help you recover unclaimed insurance benefits and maturity amounts from insurance companies across India.

Maturity Claims

Recover maturity amounts from endowment and money-back insurance policies

Death Benefits

Assist families in claiming pending death benefits from life insurance policies

Surrender Value

Help recover surrender values from discontinued insurance policies

Bonus Recovery

Claim accumulated bonuses and additional benefits from participating policies

Recover Insurance Benefits
Recovery of Unclaimed Insurance

Diagnosis of Investment & Insurance

Professional review and analysis of your existing investment and insurance portfolios to identify gaps, opportunities, and optimization strategies.

Portfolio Analysis

Comprehensive analysis of your current investment portfolio performance and allocation

Risk Assessment

Evaluate risk profile and suggest appropriate risk management strategies

Performance Review

Detailed performance analysis with benchmarking against market indices

Optimization Report

Actionable recommendations for portfolio optimization and improvement

Get Portfolio Diagnosis
Investment & Insurance Diagnosis

Will & Asset Transfer

Legal documentation and planning services for will preparation, asset transfer, and estate planning to secure your family's future and ensure smooth succession.

Will Preparation

Professional drafting of legally valid wills with expert legal guidance

Asset Documentation

Comprehensive documentation of all assets for smooth transfer process

Succession Planning

Strategic planning for asset transfer across generations

Legal Compliance

Ensure all documentation meets legal requirements and standards

Plan Asset Transfer
Will & Asset Transfer

Litigation Funding

Financial support and guidance for investment-related legal disputes and recovery proceedings through expert legal partnerships and funding assistance.

Legal Case Funding

Financial assistance for property disputes and investment recovery cases

Expert Legal Guidance

Access to experienced legal professionals specializing in financial disputes

Recovery Assistance

End-to-end support in recovering funds through legal proceedings

Dispute Resolution

Alternative dispute resolution and mediation services for quicker settlements

Get Legal Support
Litigation Funding

Our Service Process

A systematic approach to help you achieve your financial and tax planning goals

1

Consultation

Understanding your tax planning needs, financial goals, and service requirements

2

Strategy

Creating a personalized tax and financial planning strategy aligned with your objectives

3

Implementation

Executing the tax planning and financial strategy with optimal solutions

4

Monitoring

Regular reviews and follow-ups to ensure optimal service delivery and results

Ready to Optimize Your Taxes and Financial Future?

Get expert guidance from our IIM Alumni team and take the first step towards smart tax planning and financial security