Tax Planning

Tax Planning is the analysis of a financial situation or plan from a tax perspective. We believe that a person should be a smart taxpayer; don’t evade taxes but don’t pay extra.

The purpose of tax planning is to ensure tax efficiency. Rather than just taking Indian Tax laws into consideration and investing according to the current norms, we take care of global tax laws and invest in a way such that even if tax code changes in other countries, your goal does not get derailed.

But why do we need to consider the tax laws of other nations?

Let’s consider the following situation:

You are an Indian citizen who pays taxes in India. However, a large part of your business is exposed to another country (say, Canada). At the same time, your children are planning to study abroad and settle in the host country (say, USA).

In this case, rather than just considering Indian Tax laws, we provide a complete solution. We take Indian, Canadian and USA’s tax laws into consideration and plan your goal in a way that will ensure that either in the journey or when you reach your goal, you don’t end up paying humongous sums of tax.

How do we do it?

We plan your taxes by creating a perfect mix from the latitude of products such as Direct Equity, Mutual Funds, REITs, Insurance, Alternative Assets and so on.