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Smart tax planning meets strategic wealth growth.

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Which Service Do You Need?

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Tax Planning & Filing

0 of 7 selected

Tax planning is for you ✓

What you get

  • Complete ITR filing
  • Tax-saving consultations
  • Notice handling
  • Advance tax planning

₹4,999/year

Yes, I Need Tax Help \u2192

Goal-Based Financial Planning

0 of 7 selected

Financial planning is for you ✓

What you get

  • Personalized goal mapping
  • Investment portfolio design
  • Risk-adjusted strategies
  • Regular progress reviews

₹9,999/year

Yes, I Need A Plan \u2192

Checked boxes in both? Get the complete package.

₹12,999/year₹14,998Save ₹1,999
Get Both Services →

Tax Planning & Filing — In Detail

What's included:

  • • Complete ITR filing (all forms)
  • • Pre-filing tax consultation
  • • Tax optimization across all sections (80C/80D/HRA/NPS)
  • • Advance tax calculations
  • • Notice handling & IT correspondence
  • • Year-round support

The process:

  1. 1. Book 30-min call
  2. 2. Share documents
  3. 3. We analyze & strategize
  4. 4. Review & approve
  5. 5. We file

Timeline: 7 days or less

Goal-Based Financial Planning — In Detail

What's included:

  • • Comprehensive discovery session
  • • Personalized goal mapping
  • • Investment portfolio design
  • • Risk assessment & allocation
  • • Monthly progress tracking
  • • Annual review & rebalancing
  • • Tax-efficient strategies

The process:

  1. 1. Deep dive session
  2. 2. Custom portfolio design
  3. 3. Set up investments
  4. 4. Ongoing monitoring
  5. 5. Goal achieved!

Timeline: 2-3 weeks to launch, then ongoing

Have questions? Let's talk.

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