Personalized
Tax Planning And Filing
Personalized
Tax Planning And Filing
Ease your tax season burdens.
Let the experts handle it.
Ease your tax season burdens.
Let the experts handle it.
Tax advice that goes
Beyond Boundaries.
Tax advice that goes
Beyond Boundaries.
Tax advice that goes
Beyond Boundaries.
Most people think of taxes as just something to file, not plan. Our team helps build compliant strategies for savings across salary, capital gains, and investments.
Most people think of taxes as just something to file, not plan. Our team helps build compliant strategies for savings across salary, capital gains, and investments.
Most people think of taxes as just something to file, not plan. Our team helps build compliant strategies for savings across salary, capital gains, and investments.
What Our Tax Planning Covers
What Our Tax Planning Covers
Buying A Home
01
01
Salary Income
Structuring
Salary Income
Structuring
02
02
Investment-linked Deductions
Investment-linked Deductions
03
New vs Old Tax Regime Comparison
03
New vs Old Tax Regime Comparison
Buying A Home
03
Retirement Planning
Retirement Planning
Buying A Home
04
04
ESOP & RSU
Tax Strategy
ESOP & RSU
Tax Strategy
05
05
Capital Gains
Tax Planning
Capital Gains
Tax Planning
Retirement Planning
Retiremen
t Planning
Retirement Planning
Our 4-Step Approach to Personalized Planning
Our 4-Step Approach to Personalized Planning
01
01
Share your income and investment details
Share your income and investment details
Your Current Portfolio
Your Current Portfolio
(28.3%)
(28.3%)
02
We review your documents
We review your documents
02
Amount You Owe
Amount You Owe
Third Party Designee
Third Party Designee
Tax Exemption
Tax Exemption
78
78
79
79
80
80
80a
80a
76
76
77
77
03
We plan and optimise your tax position
We plan and optimise your tax position
03
Tax savings
Tax savings
₹ 1.2 L
₹ 1.2 L
Salary income
Salary income
Dividends
Dividends
Capital gains
Capital gains
Interest income
Interest income
04
We help you implement it and stay compliant
We help you implement it and stay compliant
04
Tax savings
Tax savings
Tax savings
₹ 1.2 L
₹ 1.2 L
₹ 1.2 L
With old tax regime
With old tax regime
With old tax regime
Salary income
Salary income
Salary income
Dividends
Dividends
Dividends
Capital gains
Capital gains
Capital gains
Interest income
Interest income
Interest income
Foreign income
Foreign income
Foreign income
Business income
Business income
Business income
Crypto gains
Crypto gains
Crypto gains
HUF
HUF
HUF
We do more than just this.
We do more than just this.
We do more than just this.
We look at your finances as a whole—this is just one part of a larger plan.
We look at your finances as a whole—this is just one part of a larger plan.
We look at your finances as a whole—this is just one part of a larger plan.
Your Financial Plan
Your Financial Plan
We asked our clients,
What changed after
you joined us?
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
We asked our clients,
What changed after
you joined us?
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
We asked our clients,
What changed after
you joined us?
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
“I finally received actual unbiased advice that maximized the probability of me achieving my financial goals.”
Sahil Kaul
Business & Product, Zomato
“Young, sharp minds who took ownership of my finances and genuinely wanted to help me plan better.”
Varun Gupta
Chief Growth Officer, Bombay Shaving Company
“I had a clear path that allowed me to achieve my housing goal-with every step mapped to my timeline.”
Shashank Iyer
Salesforce Solution Architect, Sequoia Consulting Group
“They helped with my ancestral property which had been stuck for years and made the entire sale tax-free.”
Pranshu Nahar
Software Development Manager- Amazon
“The team assisted me in reclaiming my disputed property and financial assets and acted like a second family I could trust .”
Depashree Mahajan
Senior Product Manager- Wadhwani AI
“My chaotic move back to India turned into a well-planned return as they lowered my effective tax and preserved ESOPs.”
Vishwam Rathore
VP Product, Bayzat - UAE
Still got questions?
We're here to help.
Still got questions?
We're here to help.
Are consultations only during tax season?
Are consultations only during tax season?
Are consultations only during tax season?
Can you advise on which tax regime to choose?
Can you advise on which tax regime to choose?
Can you advise on which tax regime to choose?
Do you help with tax saving investments?
Do you help with tax saving investments?
Do you help with tax saving investments?
Can I consult you if I already use a CA?
Can I consult you if I already use a CA?
Can I consult you if I already use a CA?
Experience the impact
of expert guidance
Experience the impact of
expert guidance
Experience the impact
of expert guidance
Finfam Investment Advisors Private Limited
Registered Name: Finfam Investment Advisors Private Limited | SEBI RIA Registration No: INA000018036 | BASL Membership ID: BASL2001 | CIN: U67190MH2021PTC373220 | Type of Registration: Non-Individual | Validity of registration: June 06, 2023 – Perpetual | Address: Grand Edifice, 605, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101
Disclosure:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Contact Details:
Principal Officer:
Name: Rohit Bornarkar
Contact Details: +91 9762533162
Email: po@finfaminvestmentadvisors.com
Compliance Officer:
Name: Priyank Shah
Contact Details: +91 9819269225
Email: priyank@finfaminvestmentadvisors.com
Grievance Officer:
Name: Vatsal Majithia
Contact Details: +91 9022482377
Email: vatsal@finfaminvestmentadvisors.com
Services
Services
Services
Insurance Planning
Tax Planning
Investment Planning
Succession Planning
Liability Management
Policies
Policies
Policies
Investor Charter
Regulatory Disclosures
Compliant Redressal Mechanism
Terms of Service
Privacy Policy
Office No. 605, Grande Edifice, 606 & 607, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101
Office No. 605, Grande Edifice, 606 & 607, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101
Office No. 605, Grande Edifice, 606 & 607, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101
Finfam Investment Advisors Private Limited
Registered Name: Finfam Investment Advisors Private Limited | SEBI RIA Registration No: INA000018036 | BASL Membership ID: BASL2001 | CIN: U67190MH2021PTC373220 | Type of Registration: Non-Individual | Validity of registration: June 06, 2023 – Perpetual | Address: Grand Edifice, 605, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101
Finfam Investment Advisors Private Limited
Registered Name: Finfam Investment Advisors Private Limited | SEBI RIA Registration No: INA000018036 | BASL Membership ID: BASL2001 | CIN: U67190MH2021PTC373220 | Type of Registration: Non-Individual | Validity of registration: June 06, 2023 – Perpetual | Address: Grand Edifice, 605, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101
Finfam Investment Advisors Private Limited
Registered Name: Finfam Investment Advisors Private Limited | SEBI RIA Registration No: INA000018036 | BASL Membership ID: BASL2001 | CIN: U67190MH2021PTC373220 | Type of Registration: Non-Individual | Validity of registration: June 06, 2023 – Perpetual | Address: Grand Edifice, 605, Akurli Rd, Kandivali, Akurli Industry Estate, Kandivali East, Mumbai, Maharashtra 400101
Disclosure:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Disclosure:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Disclosure:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Contact Details:
Principal Officer:
Name: Rohit Bornarkar
Contact Details: +91 9762533162
Email: po@finfaminvestmentadvisors.com
Principal Officer:
Name: Rohit Bornarkar
Contact Details: +91 9762533162
Email: po@finfaminvestmentadvisors.com
Principal Officer:
Name: Rohit Bornarkar
Contact Details: +91 9762533162
Email: po@finfaminvestmentadvisors.com
Compliance Officer:
Name: Priyank Shah
Contact Details: +91 9819269225
Email: priyank@finfaminvestmentadvisors.com
Compliance Officer:
Name: Priyank Shah
Contact Details: +91 9819269225
Email: priyank@finfaminvestmentadvisors.com
Compliance Officer:
Name: Priyank Shah
Contact Details: +91 9819269225
Email: priyank@finfaminvestmentadvisors.com
Grievance Officer:
Name: Vatsal Majithia
Contact Details: +91 9022482377
Email: vatsal@finfaminvestmentadvisors.com
Grievance Officer:
Name: Vatsal Majithia
Contact Details: +91 9022482377
Email: vatsal@finfaminvestmentadvisors.com
Grievance Officer:
Name: Vatsal Majithia
Contact Details: +91 9022482377
Email: vatsal@finfaminvestmentadvisors.com