Tax filing for investor

Maximize your tax benefits through strategic investment planning, including Tax Harvesting, while ensuring accurate tracking of all transactions by cross-referencing with 26 AS and Annual Information Statement.

Tax filing for investor

Maximize your tax benefits through strategic investment planning, including Tax Harvesting, while ensuring accurate tracking of all transactions by cross-referencing with 26 AS and Annual Information Statement.

Investor

Your investment contribution up to a maximum limit of INR 1,50,000 can be claimed for tax exemption under section 80C of the IT Act. However, under Section 80CCD (1b), you can receive an additional deduction of up to INR 50,000 by investing in this scheme.

Stocks

Personal CA uses your equity trades to automatically prepare your ITR

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Mutual Funds

Mutual funds provide tax advantages for long-term growth of your investment.

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Intraday

Intraday trading results in a different tax treatment than longer-term investments in the equity markets.

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Crypto

We offer a fast and accurate way to file your cryptocurrency taxes.

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Avoid assumptions.

Get tax help to ensure you’re getting all the deductions and credits you deserve.

Salaried Individual having income or loss from F&O Trading or intraday equity trading. Self Employed traders who have income or loss from F&O Trading or intraday equity trading

12,451

The average amount of tax saved after hiring a personal CA

Services Covered:

Consolidation of Trading statements across multiple platforms

Account Summary - P&L and Balance Sheet (up to 100 entries per year)

Tax Return preparation & Filing by Experts

Income tax return for individual trading in derivatives and intraday trading

Documents To Be Submitted:

After understanding you tax situation we will provide a document checklist