Get Expert Financial Advice Tailored to Your Goals
Every financial journey is unique. Our advisors work closely with you to understand your goals and recommend investment and wealth management solutions aligned with your needs.
Ashutosh Financial Services Pvt. Ltd., has a profound legacy of providing Income Tax and Estate Planning services for more than 65 years.
We have a team of highly qualified and experienced professionals in the legal background, who have in depth knowledge of the domain. The human skills of the professionals are supported by state-of-the-art infrastructure including various relevant software and legal databases. We maintain up-to-date & proper records of our clients and regularly remind them of their statutory obligations and follow them up to comply with statutory compliance. We maintain effective liaison with various Government Authorities and we continuously follow up matters with them till our clients’ job is done. Our office has a library rich with a wide collection of books, magazines, digital resources and online material relevant to the activity of the division.
Following is the outline of the services provided by this division:
Income Tax
We provide Income Tax related services to Individuals (including Doctors, Architects, Industrialists, and Non Resident Indians -NRIs), Partnership Firms, Charitable & Religious Trusts, Companies, and Limited Liability Partnerships. Our services on tax matters are much more than just completing the tax formalities like filing tax returns. One needs to familiarise with the various Deductions and Exemptions available and find out Net Taxable Income. One needs to understand the nitty-gritty of the taxation structure and accordingly plan the tax liability. Our professionals work in total coordination with tax-payers to save their taxes and also in proper planning of tax-related needs. We provide the following services in relation to Income Tax:
Tax Planning and Filing of Return of Income:
• Obtaining PAN for all types of assesses.
• Consultancy on various intricate matters pertaining to Income Tax.
• Income Tax Planning and Return Filing for all classes of assesses.
• Providing regular updates on amendments, circulars, notifications & judgments to all clients, especially relevant to them.
• Advance tax estimation and planning.
• Designing / restructuring salary structure to minimize tax burden within the framework of the law.
• Advising in the accounting of various complex financial transactions.
• Tax planning for purchase and sale of Immovable Property.
• Reconciliation of TDS with Tax Department and resolving issues therein.
Representing in Proceedings:
We represent the client by attending all kinds of proceedings on behalf of clients before the concerned Adjudicating Officials. We make an effective follow-up with the Income Tax department for assessment, reassessment, rectification, and obtaining refunds.
We also provide expert guidance in matters related to Search, Seizure, and Prosecution litigation. We have expertise in Appellate proceedings wherein we prepare submissions and plead appeals before various Appellate authorities.
TDS / TCS Compliance:
TDS / TCS has become an important mode of collecting Income-tax from the assesses at the source of income. Our professional staff provides effective advice on varied matters related to compliance with TDS / TCS provisions. Following are the services that are rendered by us in the matter of TDS / TCS:
• Obtaining TAN (Tax Deduction Account Number).
• Filing of quarterly E-TDS / TCS Return.
• Issue of monthly/annual TDS / TCS certificates.
• TDS assessment.
Drafting of Various Legal Documents:
Drafting of legal documents taking into consideration plethora of laws and tax implications arising therefrom:
• Partnership Deed
• Retirement Deed
• Dissolution Deep
• Memorandum Of Understanding
• General Power Of Attorney
• Special Power Of Attorney
• Power Of Attorney For Immovable property
• Affidavits.
• Lease & Rent Agreements.
• Drafting of will
• Other Legal documents as per the requirement of the client.
• Lease & Rent Agreements.
• Drafting of will
• Other Legal documents as per the requirement of the client.
Estate Planning - Advisory for Inheritance Laws
We all are concerned with building wealth for ourselves and our family. Estate is all the property that you own. It can include cash, clothes, jewelry, cars, houses, land, investment, etc. Estate Planning involves making plans for the transfer of your estate after death including allocation of assets to heirs and the settlement of estate taxes. The objective of estate planning is to make sure that most of your estate is transferred to your heirs/intended beneficiaries taking into consideration the tax planning aspect. It is commonly believed that estate planning is meant for the wealthy. However, even people with modest wealth should also be concerned with the appropriate and effective distribution of wealth at death. We provide complete consultancy and take care of all the procedures in this regard.
Our Process
1
Understanding Your Tax and Estate Needs
We begin with a discussion to understand your financial situation, residency status, assets, and long term plans. As an experienced NRI tax advisor, we focus on understanding your tax responsibilities and estate planning requirements before suggesting any strategy.
2
Financial Review and Documentation
Our team carefully reviews your financial documents, income sources, and existing investments. This step helps us prepare the correct documentation and ensure proper income tax return filing for NRI clients according to applicable regulations.
3
Estate and Trust Planning
We guide you in organizing your assets in a structured manner to support long term financial security and family succession planning. This may include setting up private trusts for NRI clients when required.
4
Fund Transfer Planning
We assist NRIs in understanding the legal and procedural requirements for transfer of funds for NRI accounts. Our team ensures the process follows financial and regulatory guidelines.
5
Monitoring & Support
Tax rules and financial situations may change over time. Our team continues to review your financial structure and provides regular guidance to help maintain compliance and effective estate planning.
Take Control of Your Financial Journey
Whether it is investment planning, insurance, or tax advisory, our experts are here to help you make informed financial decisions.
Why Choose Us for Investment & Wealth Management Services
Choosing the right financial partner is important for managing investments, taxes, and long term financial security. Our team focuses on providing clear guidance, responsible advice, and practical financial solutions so clients can make confident decisions about their future.
ISO 9001: 2015 Certified Company
Certified quality standards ensure reliable, consistent, and trustworthy financial guidance you can rely on.
Experienced Financial Advisors
Get guidance from a team of trusted financial advisors with strong industry knowledge and practical experience.
Client Focused Approach
Every recommendation is guided by our fiduciary commitment to always put your interests first.
Holistic Financial Planning
Organize finances, taxation and investments while staying aligned with regulatory requirements.
Research Driven Advisory
Get long term financial growth with carefully analysed and planned investments for a balanced portfolio.
Transparent And Ethical Advice
Trusted guidance that helps you understand every option and make informed financial decisions.
Frequently
Asked Questions
Find quick answers to common questions about our services, processes, and financial solutions.
