/Tax Planning

/Tax Planning

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?

We asked our clients,

What changed after

you joined us?

We asked our clients,

What changed after

you joined us?

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

Quick Links

Quick Links

Quick Links

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