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27-Year CA Legacy Meets Modern Wealth

Invest Smarter. Pay Less Tax. Legally.

CA + CFP advisory to maximise after-tax investment returns.

₹1.5 L

80C Tax

₹50 L

Max 54EC

27 Yrs

CA Advisory

LTCG

Capital Gain

Tax-Saving Instruments

Every Legal Way to Reduce Your Tax

Save up to ₹46,800/yr

Section 80C — ELSS

ELSS mutual funds offer 80C deduction with 3-year lock-in and equity-market returns.

Save entire LTCG tax

Section 54EC — Bonds

Invest property sale gains in NHAI/REC bonds within 6 months to eliminate LTCG tax.

₹1.25L tax-free per year

LTCG Harvesting

Systematically book and reinvest equity gains below ₹1.25L annually to reset cost basis.

Tax-efficient income

SWP for Retirees

Systematic Withdrawal Plans from equity funds are more tax-efficient than interest income for retirees — long-term gains up to ₹1.25L annually are tax-free.

Extra ₹50K deduction

NPS 80CCD(1B)

NPS offers an additional ₹50,000 tax deduction above the 80C limit for employed investors.

Offset gains with losses

Tax-Loss Harvesting

Deliberately redeem loss-making investments to set off against capital gains and reduce tax outflow.

How Our Tax Advisory Works

01

Portfolio Audit

We review your current investments and identify tax inefficiencies.

02

Tax Mapping

We map your investments to your tax slab and identify savings opportunities.

03

Strategy Design

A written action plan: which instruments to use, timelines, and amounts.

04

Annual Review

Every March, we review tax-loss harvesting and ELSS SIP adequacy.

Got Questions?

Tax Advisory FAQs

Tax-loss harvesting means intentionally selling investments at a loss to offset taxable capital gains. It makes sense before March 31 when you have significant STCG or LTCG above ₹1.25L from other investments.

For investors with a 5+ year horizon, ELSS typically delivers the best returns among 80C options with the shortest lock-in (3 years). However, if you have poor risk tolerance or need liquidity before 3 years, PPF or NSC may be better.

LTCG on property = Sale price minus indexed cost of acquisition. As of FY25-26, the tax rate is 12.5% without indexation. Within 6 months, investing gains in 54EC bonds saves the full tax.

Yes. Dinesh Singhal's CA practice and Manan Singhal's investment advisory work in tandem for clients who need integrated tax + investment planning. This coordination is a key differentiator of our firm.

Save More Tax

How Much Tax Are You Leaving on the Table?

ELSS, NPS, capital gain harvesting, 54EC bonds — CA + CFP advisory under one roof. Every rupee saved in tax is a rupee compounding for your future.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.