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Dividend and Investment Planning

Tax-efficient dividend and investment decisions.

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Overview

Tax-efficient dividend and investment decisions.

Fees₹2,000 – ₹8,000Professional fee. Government fees, if any, are extra.
Time1-2 meetings
LawIncome-tax Act

Documents Required

Keep these ready. Send them on WhatsApp or through our secure upload link.

Required If applicable

Applicant KYC

  • PAN cardName and date of birth must match Aadhaar
  • Aadhaar cardMobile number linked for OTP
  • Passport-size photographRecent, plain light background
  • Mobile number and email IDClient's own; used for portal OTPs

Holdings

  • Demat holding statement
  • Mutual fund CAS
  • Dividend and interest received last year
  • Company's reserves and dividend historyIf applicable. For promoters

Requirements can change with government notifications. We confirm the final list when you start.

How It Works

01Send documentsShare the documents listed above on WhatsApp or through our secure upload link.
02Review & quoteWe check what is missing and confirm the fee and timeline before we start.
03We do the workOur team prepares, files and follows up. You approve before anything is submitted.
04Proof & updatesYou receive the acknowledgement or certificate, with WhatsApp updates at every step.

FAQs

How do I send my documents?

Send clear photos or PDFs on WhatsApp at +91-9687879221, or ask for our secure upload link. You do not need to visit the office.

How long does Dividend and Investment Planning take?

Usually 1-2 meetings, once all documents are received. Government processing time can vary.

What are your fees?

Our professional fee is generally ₹2,000 – ₹8,000. Government fees, if any, are extra. We confirm the exact amount before starting.

Do you serve clients outside Rajkot?

Yes. We work with clients across India through our online process, with WhatsApp updates at every step.

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Let's Get Started

Send your documents on WhatsApp and we will share a checklist and fee quote.

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