Ancillary Services

ANCILLARY SERVICES

CA Assisted Tax Filing

File your Income Tax Return with confidence and ease, from the comfort of your home. We empower you with our best tax experts at a nominal cost.

Dematerialisation Of Securities

SEBI has made dematerialisation of securities compulsory for trading since April 1, 2019.

Claiming Unclaimed Investments

Claim your unclaimed Dividend, Unclaimed Infrastructure Bonds Pay-outs and interest, Trace and claim Old Mutual Funds, Unclaimed Insurance Policies etc.

What Sets Us Apart?

Expert assisted tax filling

A professional will help you filling your Income tax return

Online process

Complete process of return filling is online.

Document storage

Secure online storage of documents. That you can access any time

How it works?

Hire your personal eCA & Upload the Documents

Everything you’ve loved about a CA, you’ve had all in one place. For this, all you need to do is just login in your account. Make a payment of our professional fees and get your personal eCA.

eCA Reviews Your Documents & Calls You

Every Document is thoroughly studied for it’s accuracy and completeness. Further, the eCA will then call you to discuss your income, investments & deductions to help you get the maximum refund.

Relax & Leave All Hardwork to us

Leave all the hard work on us, to maximise deductions and save taxes for you. We know everything about the tax laws applicable on you. We also check Form 26AS with the Department to get you the max. benefit of your TDS.

You Approve And We File

A detailed summary of your Income Tax Return is sent to you for your approval. Once approved, we file it for you.

Dematerialisation Of Securities

SEBI has mandated that from 1 April 2019, all securities are to be mandatorily converted to dematerialised form to allow sale and transfer of those securities. Investors can continue to hold shares in physical form but will not be allowed to trade unless dematerialisation is completed.

Benefits of Dematerialisation

  • Immediate and fast transfer of securities.
  • Elimination of ‘Bad Deliveries’.
  • Elimination of risk by loss, theft, mutilation etc.
  • Faster settlement and disbursement of Corporate benefits like Bonus, Rights, Dividends etc.
  • Elimination of mismatch in Bank Accounts and Address.
  • Convenient Nomination facilities.
  • Convenient Transmission formalities in case of death of a holder.
  • Demat account information and statement regularly sent to the customer.

Claiming Unclaimed Investments

Some estimate says that over INR 82,000 Cr lying unclaimed in dormant bank account, Mutual fund and share.

How we help you

Tracing the investments
We help you in finding the details of investment which are unclaimed.

Completing documentation process
After Finding the investment we will guide on completing paperwork required to claim the investments.

Claiming the amount
Once the documents are ready, we will help you in processing the documents and claiming the amount.

Tips to avoid unclaimed investments

  • Keep family informed about finances
  • Always have a nominee
  • Write a will today
  • Keep updating details whenever there is change