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Comprehensive tax filing and financial planning solutions designed to help you achieve your financial goals with expert guidance from our team founded by IIM Alumni
Comprehensive income tax return filing and strategic tax planning to optimize your tax liability and ensure compliance with all legal requirements.
Expert filing of income tax returns for individuals, businesses, and professionals
Strategic planning to minimize tax liability through legal deductions and exemptions
Equity Linked Savings Schemes for tax savings with market-linked returns
Guidance on 80C, 80D, and other tax-saving investment options
Comprehensive financial planning services including education planning, retirement planning, and goal-based investments tailored to your life objectives.
Customized financial strategies aligned with your short-term and long-term goals
Specialized education corpus building for your child's future academic needs
Strategic retirement planning to ensure financial independence in golden years
Diversified investment approach across mutual funds, bonds, and equity markets
Professional assistance in recovering your unclaimed investments from various financial institutions. We help you reclaim what's rightfully yours.
Trace and recover mutual fund investments from dormant folios and forgotten schemes
Reactivate dormant bank accounts and recover unclaimed deposits and interest
Locate and recover maturity amounts from forgotten or lost insurance policies
Recover unclaimed dividends, bonus shares, and share certificates from companies
Specialized services to help you recover unclaimed insurance benefits and maturity amounts from insurance companies across India.
Recover maturity amounts from endowment and money-back insurance policies
Assist families in claiming pending death benefits from life insurance policies
Help recover surrender values from discontinued insurance policies
Claim accumulated bonuses and additional benefits from participating policies
Professional review and analysis of your existing investment and insurance portfolios to identify gaps, opportunities, and optimization strategies.
Comprehensive analysis of your current investment portfolio performance and allocation
Evaluate risk profile and suggest appropriate risk management strategies
Detailed performance analysis with benchmarking against market indices
Actionable recommendations for portfolio optimization and improvement
Legal documentation and planning services for will preparation, asset transfer, and estate planning to secure your family's future and ensure smooth succession.
Professional drafting of legally valid wills with expert legal guidance
Comprehensive documentation of all assets for smooth transfer process
Strategic planning for asset transfer across generations
Ensure all documentation meets legal requirements and standards
Financial support and guidance for investment-related legal disputes and recovery proceedings through expert legal partnerships and funding assistance.
Financial assistance for property disputes and investment recovery cases
Access to experienced legal professionals specializing in financial disputes
End-to-end support in recovering funds through legal proceedings
Alternative dispute resolution and mediation services for quicker settlements
A systematic approach to help you achieve your financial and tax planning goals
Understanding your tax planning needs, financial goals, and service requirements
Creating a personalized tax and financial planning strategy aligned with your objectives
Executing the tax planning and financial strategy with optimal solutions
Regular reviews and follow-ups to ensure optimal service delivery and results
Get expert guidance from our IIM Alumni team and take the first step towards smart tax planning and financial security