Equity & mutual fund investors
- The problem
- Broker statements, AMC statements and the AIS rarely agree line for line.
- How we help
- Every transaction reconciled and classified short or long term before it reaches the return.
Capital gains
Every trade reconciled before a single figure is filed.
Equity, mutual funds, property, ESOPs and virtual digital assets — computed correctly and matched to your AIS.
- Broker P&L reconciliation
- Indexation & grandfathering
- VDA schedule
- Loss carry-forward
FY 2025-26 · AY 2026-27
Return filing status
Income tax
₹1,86,420
Refund due
₹18,240
- Documents received
- AIS & 26AS reconciled
- Computation shared for approval
- Return filed & e-verified
Document verification7 of 8 verified
- Secure process
- 100% online
- Pan-India
- Transparent pricing
- Expert support
Who is this for
Who we usually do this for
Property sellers
- The problem
- Cost of improvement, indexation and exemption conditions get missed.
- How we help
- Gain computed with the exemptions under sections 54 and 54F checked against your facts.
ESOP & VDA holders
- The problem
- Perquisite value and sale gain are two separate events, often reported as one.
- How we help
- Each event reported in the right head and year, with VDA transactions in the correct schedule.
What we do
What the computation covers
Statement reconciliation
Broker, AMC and registrar statements matched to your AIS.
Correct classification
Short and long term determined by holding period and asset class.
Indexation & grandfathering
Applied where the law allows, with the working shown to you.
Property gains
Cost, improvement, transfer expenses and exemption planning.
Loss set-off
Losses set off and carried forward correctly, which requires timely filing.
Schedule preparation
CG and VDA schedules completed accurately to reduce mismatch notices.
Our process
How the work runs
Step 1: Consultation
A short call to understand your position and confirm what actually applies to you.
Step 2: Document collection
A checklist tailored to your case, collected through a controlled shared folder.
Step 3: Preparation
The work is prepared and reconciled against your own records, not just re-keyed.
Step 4: Review & approval
A qualified professional reviews it, and you approve before anything is submitted.
Step 5: Filing & support
Filed on time, with the acknowledgement and follow-up support that comes after.
Documents required
What to keep ready
The statements we work from. Send whatever you have and we will tell you what is missing.
Common questions
Questions we are asked most
Scope, timing and cost — answered before you have to ask for them.
Related services
- They are prepared on different bases — corporate actions, off-market transfers and cost methods commonly cause differences. Reconciling the two before filing is precisely what prevents a mismatch notice.
- Within the rules: short-term losses set off against both short and long-term gains, long-term losses only against long-term gains. Carrying losses forward requires the return to be filed within the due date.
- Income from virtual digital assets is reported separately at the prescribed rate, without the set-off allowances available to other capital assets, and TDS provisions apply to transfers. Each trade has to be reported, not just the net.
- Exemptions under sections 54 and 54F may be available if the proceeds are reinvested within the prescribed period and conditions, including use of the Capital Gains Account Scheme where the deadline falls after filing. We check eligibility on your facts rather than assuming it.
- Filing is triggered by your total income crossing the basic exemption limit, not by the size of the gain. Reported transactions also appear in your AIS, so an unfiled return with visible trades invites questions.
Get the gains computed properly.
Send your statements and we will tell you what the position looks like before you commit to filing.