Individual / HNI Plan
When: Salary + capital markets + property income
- Regime comparison, declarations, investment timing & tax calendar.
Personal & Corporate Tax
Tax Planning
Structured tax planning for individuals, founders, and SMEs — legal, audit-ready strategies that lower outgo within the Income-tax Act and DTAA.
Qualified CA / CS partners5–10 working daysBest for: Founders, HNIs, salaried professionals & SMEs seeking to optimise tax legally.
Starting at
₹4,999
Tax Planning Advisory
Founders, HNIs, salaried professionals & SMEs seeking to optimise tax legally.
Old vs new regime modelling
Investment, exemption & deduction map
Capital gains and ESOP planning
Salary structuring & perquisite review
Documentation & advance-tax calendar
Timeline
5–10 working days
What it is
Tax Planning Advisory, explained in plain English.
A CA-led review of your income streams, investments, and entity structure to identify legitimate ways to reduce tax liability and improve cash flow — backed by a written plan you can defend on assessment.
TL;DR
We model your income, run regime/structure comparisons, and hand you a written tax plan with deadlines, deductions, and documentation.
Key terms
The vocabulary you'll see on the portal.
Old vs New Regime
Two parallel tax regimes; the optimal one varies by deductions, investments, and family structure.
Section 80C / 80D / 80CCD
Common deduction sections covering investments, insurance, and pension contributions.
Capital Gains
Tax on sale of capital assets — taxed differently based on holding period and asset type.
Routes & scenarios
Match the situation to the right fix.
Founder / ESOP Plan
When: Stock options, RSUs, founder equity sale
- Section 17(2) perquisite + capital gains plan with exercise timing.
SME / Company Plan
When: Owner-managed companies and LLPs
- Salary vs dividend mix, depreciation, MAT/AMT review.
The process
Tax Planning Advisory - from kickoff to confirmation.
1
Discovery
Income, investments, family & entity snapshot.
2
Modelling
Scenario comparison across regimes and structures.
3
Plan
Written advisory note with action list and deadlines.
4
Implementation Support
Email support for 30 days post-delivery.
Documents required
What we'll need from you.
Upload via our secure portal. We pre-check every scan before filing - cuts portal rejections by ~90%.
PAN, Aadhaar & last 2 ITRs
Form 16 / business P&L
Capital gains statement (broker)
Investment proofs (ELSS, NPS, LIC, etc.)
Loan & home-ownership documents (if any)
Tax Planning Advisory FAQ
Common questions, answered by partners.
Still unsure if Tax Planning Advisory is right for your case? Book a free 20-minute consult - a senior CA / CS will walk you through your specifics.
Still have questions?
Book a free 20-minute consult with a senior partner - we'll walk through your case and outline next steps.
Talk to a partner →No. Tax planning uses legal provisions of the Income-tax Act — exemptions, deductions, regime choice, structuring — to reduce liability. Evasion is illegal and exposes you to penalty and prosecution.
Ready when you are
Let's get your Tax Planning Advisory sorted this week.
A senior CA / CS will get on a call with you, confirm scope and start the work - usually within 24 hours.