Simplify Your Taxes: Expert Planning & Effortless Filing.

India's most trusted SEBI-registered advisors bring you comprehensive tax solutions. Choose our new lightning-fast Automatic DIY tool or get expert-assisted filing.

SEBI Registered RIA & RA
100% Data Privacy
Laptop on a desk with fintech tax filing software open, surrounded by books and stationery.
FREE
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DIY Tax Planning

  • Optimize under old vs new regime
  • Section 80C analysis
  • Generate in-depth tax report
Get Started
Affordable Pricing

DIY ITR Filing

  • Automatic data fetch from IT portal
  • 10-minute filing process
  • Plans basis your profile
File Now
Rs 4999/-
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Tax Advisory by Experts

  •  Focused 30-minute session
  • Personalized Strategy
  • Regulatory Clarity
Talk to Expert
Starting Rs 7999/-
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Assisted ITR Filing + Tax Advisory

  • Suitable for complex portfolios
  • Covers Foreign Assets
  • Optimized Tax Liability
Talk to Expert
Rs 6999/-

Tax Health Check-Up

  • Pending Notice & Compliance Review
  • Comprehensive Refund Tracking
  • AIS/TIS for High-Value Transactions (SFT)
Talk to Expert
Rs 14999/-
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Lower TDS Certificate Application (Section 197)

  • Property Tax Planning
  • Capital Gains Computation
  • Form 13 Filing
Talk to Expert
Rs 14999/-
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Assisted NRI Income Tax Advisory + ITR Filing

  • Determination of Residential Status (FEMA compliance)
  • DTAA Benefit calculation & Foreign Tax Credits (FTC)
  • Clarity on investments (MF, Real Estate, PIS) and tax implications
Schedule NRI Consultation
Rs 19999/-
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Returning NRI/NRE Tax Strategy & ITR Filing

  • RNOR Status & FEMA Transition Planning
  • Pre-Arrival Planning & Foreign Asset Advisory
  • Cross-Border Remittances and filing of your first ITR as a returning Indian
Talk to Expert
Rs 18999/-
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Lower TDS Certificate Application for NRIs

  • Expert Property Tax Planning
  • Best Suited for NRIs Selling Property
  • Avoid the heavy 20-23% TDS
Talk to Expert
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Unbiased Advice

Our recommendations are solely based on your benefit, ensuring objective guidance across all financial decisions.

SEBI Registered

As a Registered Investment Adviser, we are fiduciaries bound by law to act in your best financial interest at all times.

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Holistic Approach

Tax planning isn't isolated. We look at your entire financial landscape to create long-term wealth efficiency and security.

Frequently Asked Questions

Find answers to common questions about our tax services and planning approach.

Our advice is centered entirely on your financial goals. We operate as fiduciaries, meaning we are legally and ethically committed to providing recommendations that serve your best interests, independent of any third-party incentives.

Our DIY tool automatically fetches your data from the Income Tax portal after you provide secure access. It analyzes your income, investments, and deductions to suggest the best regime (Old vs New) and prepares your return for a 10-minute filing experience.

Absolutely. We use bank-grade encryption and follow strict SEBI compliance guidelines for data privacy. Your information is never shared with third parties, and all processing happens in a highly secure environment.

Key documents include your Indian and overseas bank statements (NRE/NRO), Passport for residential status tracking, Form 26AS/AIS, and details of any Indian investments or property income. Our experts will provide a customized checklist based on your specific situation.

You can click the "Book Expert Assistance" button in the hero section or use the "Expert Talk" widget on the right side of the screen. Simply choose a convenient time slot and fill in your details to schedule a one-on-one session.

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Important Notice

If any of the following complex situations apply to you, please use our Expert-Assisted Tax Filing service for personalized compliance review.


  • Business & Trading: F&O transactions, Intraday trading, or business/professional turnover exceeding standard Sec 44AD/44ADA limits.
  • Property & Capital Gains: Sale of immovable property, multiple house properties, or transactions with Sec 194-IA TDS compliance.
  • Foreign Income & Assets: Foreign assets, foreign bank accounts, or sale of overseas securities (RSUs, ESPPs, ESOPs).
  • Complex Claims & Entities: Salary arrears (Sec 89 relief), Tax Audit evaluations, or non-individual returns (HUFs, Firms, LLPs, Companies).
  • Legal & Notices: Active tax notices, ongoing assessments, scrutiny proceedings, or tax litigation.

Disclaimer & Terms: You are being transferred to an external website powered by Taxbuddy for automated DIY filing.

The ITR summaries generated are automated based on information provided by you and pre-filled records fetched from the Income Tax Portal. InvestYadnya does not independently verify, audit, or warrant the accuracy of this data.

Your Responsibility: You are solely responsible for checking all data points before final submission. InvestYadnya holds no liability for tax demands, penalties, or consequences arising from inaccurate or incomplete filing data.