Tax-Efficient Investing

The instruments are standard. Getting the records right is the work.

Section 80C, 80D and 80CCD instruments are well known. What creates trouble at filing time is missing proof: a lost ELSS statement, an insurance premium receipt that never arrived, a capital gains report that does not reconcile with the broker's.

We facilitate transactions in tax-deductible instruments and, just as importantly, keep the evidence in order. Statements are pulled, indexed and handed to your chartered accountant in a form they can actually file from. We do not provide tax opinions — that is your CA's mandate, and we work alongside them.

What this covers

• ELSS, NPS, PPF, Sukanya Samriddhi and tax-saving deposit facilitation
• Section 80D health insurance premium documentation
• Consolidated capital gains statements across folios and financial years
• Grandfathering and indexation data pulled where applicable
• TDS certificates and interest statements collected for return filing
• A single indexed pack handed to your chartered accountant each year

How we run it