Velixa CapitalVelixa Capital

Tax & Accounting

Tax Planning & Advisory

Strategic tax planning across personal and corporate structures — capital gains, salary restructuring, business deductions, and year-round advisory.

  • Salary restructuring
  • Capital-gain planning
  • Corporate tax structuring
  • TDS advisory

Overview

What this service covers

Most people pay extra tax simply because no one sat down with them in April to plan the year. Our tax-planning service is proactive — we model your income for the full year and structure salary, investments, business expenses and capital gains so you pay only what you legally must.

For business owners and HNIs, we model section 54 / 54F / 54EC capital-gain exemptions, 44AD / 44ADA presumptive taxation, family-trust structures, LLP vs Pvt-Ltd tax efficiency, and dividend vs salary mix for directors.

Advisory continues year-round — every quarter we check actual numbers vs the plan and re-balance if needed before the financial year closes.

Who this is for

Ideal customers

  • Salaried employees earning ₹15 L+ p.a.
  • Business owners & directors
  • HNIs with capital-gain events
  • NRIs returning to India
  • Startups planning ESOPs & buy-backs

How it works

Process & timeline

  1. 1Discovery call — current income, investments, family situation
  2. 2We prepare a written tax plan with optimal structure & projected savings
  3. 3Implementation support — salary letters, investment paperwork, declarations to employer
  4. 4Quarterly review & rebalancing
  5. 5Year-end check before March 31 to lock all benefits

Typical turnaround: Plan delivered in 5–7 working days after document submission.

Documents

What you need to share

  • Last 2 years' ITR + Form 16
  • Latest salary structure / employment contract
  • Investment portfolio statements
  • Property & capital-asset details
  • Business P&L (for owners)

Fees

Transparent pricing

Personal tax plan from ₹4,999. Corporate / HNI plans on quotation.

FAQ

Common questions

Old regime or new regime — which is better?+

It depends on your deductions. We run both calculations and recommend the optimal regime for the year — and revisit annually because rules keep changing.

Can I save tax after selling property?+

Yes — sections 54, 54F and 54EC offer LTCG exemption if reinvested in residential property or NHAI/REC bonds within specified timelines. We map the right route for you.

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