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Invest Yadnya - Income tax advisory

Our tax advisory and ITR filling plans

Advisory Call

₹ 4,999

Inclusions :

  • Call upto 45 mins with the expert

Exclusions :

  • Any Income Tax Returns Filing
  • Any Kind of Certification
  • Any representations, replies or submissions before any authorities
  • Not Applicable for NRIs

Advisory + 1 ITR Filing

₹ 7,999.00

Inclusions :

  • Call upto 45 mins with the expert
  • Advance Tax Calculations
  • Advisory on email
  • Income Tax Return preparation and filing

Exclusions :

  • Any representations, replies or submissions before any authorities
  • Income Tax Returns for Income from Business or Profession.
  • Any Kind of Certification
  • Not for NRIs.

Property Sale Capital Gains Calculations & Advisory

₹ 4,999.00

Inclusions :

  • 15 Mins call with the expert
  • Property Capital Gains Calculations for Resident/NRI
  • Advisory on options available for tax savings on capital gains
  • Recommendations from our side

Exclusions :

  • Any Income Tax Returns Filing
  • Any TDS Filing for Property
  • Any Application for Lower deduction TDS certificate.
  • Any Kind of Certification
  • Not applicable for NRIs

Tax Health Check up

₹ 6,999.00

Inclusions :

  • 15 Mins call with the expert
  • ITR Processing status over the years
  • Pending Income tax demands check,
  • Refund Status check,
  • Refund adjusted against demand,
  • Check on notices on Income Tax Compliance portal,
  • Checking on High Value Transactions reported at Income Tax Portal,
  • Checking on pending Income Tax Issues & Notices
  • Suggestive course of action

Exclusions :

  • Any representations, replies or submissions before any authorities
  • Income Tax Returns filing
  • Any Kind of Certification

ESOP Tax Calculations

₹ 9,999.00

Inclusions :

  • 30 Mins Call with the expert
  • ESOP Calculations for NRI & Resident Indians
  • Tax Implications in India
  • Checking on Treaty Benefits/DTAA, if any
  • Capital Gains Calculations on ESOP sale, if any
  • Advance Taxes calculations on ESOP sale

Exclusions :

  • Income Tax Returns filing
  • Any Kind of Certification

Special NRI Advisory

₹ 14,999.00

Inclusions :

  • 45 Mins call with the expert
  • Advance Tax Calculations
  • Allowable Investments for NRI
  • Do’s & Don’ts for NRI
  • Tax Treaty Benefits
  • AGuidance on Remittance from & to India
  • Advisory on FEMA Compliances
  • Things to remember while becoming NRI & Returning to India
  • Income Tax Return preparation and filing

Exclusions :

  • Any representations, replies or submissions before any authorities
  • Any Kind of Certification
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Get Complimentary access to TaxYadnya App for a year

How it works ?

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Purchase the Plan
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Ready the Documents*
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Session with Experts
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Resolution of Query
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Follow up via chat or email
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Filing

Who should buy ?

Salaried Individuals
Freelancers
NRIs with Indian income or investments
Professional like Doctors, Architects, Lawyers etc.
Stock Traders
Expatriates
Startup entrepreneur
Why  buy should  image

Expert's Profile

Yogesh Katariya Profile Pic

Mr. Yogesh Katariya

Chartered Accountant

Yogesh Katariya is Chartered Accountant from ICAI and has an extensive post qualification experience of 10+ years in the field of Direct Taxation (Income Tax), NRI Taxation, GST, Auditing, SAP, Government Audits, Bank Audits, and Valuations also involved in managing various roles under his subject level expertise. He is a Senior Partner in S P A Y & CO, a firm of Chartered Accountants based in Pune and having its Branches at Mumbai, Ahmednagar, Nashik and Aurangabad. He is a co-opted member Indirect Tax Committee of WIRC of ICAI. He is working as Virtual CFO on many Startups and MSME. He is on board consultant of one of the online platform for Start-Up’s compliances called
www.startupswithus.com

Languages Known –English, Hindi, Marathi and Marwari

Frequently Asked Questions

About TaxYadnya

What is TaxYadnya?

TaxYadnya is a Knowledge Bank or say a Knowledge Book of Income Tax in India. The concepts are explained in the most simplistic manner on Income Tax in India. It is always updated with latest Income Tax information. If you want latest Tax slab, latest EPF rates, latest Gift Tax rules, latest ITR forms, latest section 80D limits, etc. you will find it all here.

If you are an Individual tax payer, then TaxYadnya is for you. Since it is created with a layman in mind, its language is very simple. It explains all the complicated terms and sections in a very simple language with lots and lots of examples (100+ Examples), FAQs (500+ FAQs) and infographics (200+ Infographics). It helps you in –

  1. Step-by-Step Income Tax filing
  2. All your Income Tax queries solved at one place
  3. All the latest tax related forms at one place
  4. Access to latest Income Tax law and information
  5. Calculating your Income Tax with lots of calculators
  6. Helps you in Tax Saving under various sections. Comparison of various assets, etc.

Yes, it is updated regularly and Weekly updates are published on the portal/app. and the updates will also be rolled out via emails regularly to the subscribers.

All the topics which are needed by Individual taxpayers are covered in this Knowledge Book. Here are the main topics which are covered – Income Tax Basics, HUF, Section 80C, TDS, Other Deductions, Gift Tax, Real Estate, Other Allowances, Income Tax Calculations, Shares and Mutual Fund, Other Investments, Pension, Filing of ITR.

We have uploaded and will keep uploading new calculators for various calculation purposes. You can simply download them from our library or from our specific article and insert your number details and get the easy access to the calculated solutions.

Subscription Queries

It is available at the price of Rs. 999/year only, with complete access of information. Please click here to register.

You can write to us at contact@taxyadnya.in, we will surely try to solve your Tax query. We are trying to build-in app query management system, but it will take some more time.

We have provided the content in simplest manner and have explained it with lots of examples and videos. We keep on updating our content as well as rolling out new articles and calculators, for your understanding. We have also explained various cases, citing examples for understanding the calculations and law. You may also suggest us the topic, by writing to us at contact@taxyadnya.in. We will write on your suggested topics.

Why TaxYadnya

Yes, most of the information is available but here are the reasons, why you should subscribe to TaxYadnya

  1. Income Tax information is always updated with latest rules & regulation which you may find it difficult to get from web. Try searching for latest EPF return rate on Google.
  2. Information is presented in very simple language with lot of examples and infographics which you may and may not find on web.
  3. All the latest tax forms are available at one place.
  4. Information explained with lot of videos.
  5. Advanced Search in the app and portal helps you finding information with lot of ease.
  6. Mobile app helps you quick and offline access to information at your fingertips.

There are some external CAs and Tax Consultants who help us in creating material for this Knowledge Book and we will be happy to connect you to them. Drop us an email at contact@Taxyadnya.in

Even though content on this Knowledge Book is curated in simplest of language and for normal tax payers, it is entirely developed by experts. We have team of CAs and Tax Lawyers working full time on this. Each information presented is referred from Income Tax Law and then published. We take pride in our content and if you find Income Tax information mistakes on our Knowledge Book, please write to us at TaxYadnya for up to 50% discount on our products.

Our source of information is purely from the Income Tax Law and the Rules thereon. We have simplified the information, so that ordinary people can also understand the concept and applicability of Tax Law in India.

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Stock analysis is a method for investors and traders to make buying and selling decisions. By studying and evaluating past and current data, investors and traders attempt to gain an edge in the markets by making informed decisions.There are two basic types of stock analysis: fundamental analysis and technical analysis.

Fundamental analysis concentrates on data from sources, including financial records, economic reports, company assets, and market share. To conduct fundamental analysis on a public company or sector, investors and analysts typically analyze the metrics on a company's financial statements - balance sheet, income statement, cash flow statement, and footnotes. When running stock analysis on a company's financial statements, an analyst will usually be checking for the measure of a company's profitability, liquidity, solvency, efficiency, growth trajectory, and leverage. Different ratios can be used to determine how healthy a company is.

The second method of stock analysis is technical analysis. Technical analysis focuses on the study of past market action to predict future price movement. Technical analysts analyze the financial market as a whole and are primarily concerned with price and volume, as well as the demand and supply factors that move the market. Charts are a key tool for technical analysts as they show a graphical illustration of a stock's trend within a stated time period.

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature. Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors.

A financial plan may contain prospective financial statements, which are similar, but different, than a budget. Financial plans are the ENTIRE financial accounting overview of a company. Complete financial plans contain all periods and transaction types. It's a combination of the financial statements which independently only reflect a past, present, or future state of the company. Financial plans are the collection of the historical, present, and future financial statements;

Look no further than our new model portfolios. Designed to make it easier for investors, these portfolios offer long term growth with a choice of Stocks, Actively managed Equity Funds, Index Funds/ETFs and Debt Funds. Portfolios are created separately for different risk profiles - Conservative, Moderate & Aggressive.

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