Investment Taxation

Capital Gains Reporting

Precise calculation of capital gain from stocks, mutual funds, real estate, and other assets. Optimize your capital gains tax liability with expert guidance.

Expert Reporting for All Assets

Capital gains reporting can be complex due to varying tax rates, holding periods, and indexation benefits. As the best tax advisors in India, Whether you are dealing with short-term or long term capital gains tax, we ensure your gains are reported accurately in the correct ITR form.

Equity & Mutual Funds

LTCG and STCG calculation for listed/unlisted shares and equity/debt mutual funds with grandfathering benefits.

Real Estate (Property)

Gains from sale of land, house, or commercial property with indexation and Section 54 series exemptions.

Virtual Digital Assets

Reporting of gains from Crypto, NFTs, and other digital assets at the flat 30% tax rate.

Other Assets

Gains from Gold, Bonds, Unlisted Shares, and Foreign Assets with applicable DTAA benefits.

Documents Required

Consolidated Realised Gain Statement (from Broker)
CAS (CAMS/Karvy) for Mutual Funds
Sale Deed & Purchase Deed (for Property)
Receipts for Improvement Costs (for Property)
Bank Statements (reflecting transactions)
Form 26AS & AIS/TIS
PAN & Aadhaar Card
Details of Reinvestment (for exemptions)

Our Strategy

Data Aggregation

We consolidate data from multiple brokers, CAMS, and sale deeds.

Cost Optimization

Applying indexation, grandfathering (Jan 31, 2018), and improvement costs.

Exemption Planning

Assisting with Section 54, 54F, and 54EC to legally minimize tax.

ITR Preparation

Ensuring Schedule CG and Schedule OS are filled with 100% accuracy.

Validation & Filing

Double-checking against AIS/TIS before final submission.

Start Reporting

Pricing

Equity / MF (Up to 50 trades) ₹1,499
Equity / MF (Unlimited) ₹2,499+
Property Sale ₹2,999+
Crypto / VDA Reporting ₹1,999+
Foreign Assets / RSUs ₹4,999+
Full Pricing