Capital Gains Tax &
ITR Assistance.
Whether you trade across multiple brokers, redeem mutual fund units, sell ESOPs/RSUs, or transfer real estate, our tax professionals ensure every transaction is correctly categorized, exemptions claimed, and losses carried forward.
Investment Classes Covered
Precise taxation rules applied across every asset category:
Listed Stocks & Equity
STCG under Section 111A (held ≤ 12 months) and LTCG under Section 112A (held > 12 months) with the annual ₹1.25 Lakh exemption limit.
Mutual Funds (Equity & Debt)
SIP redemptions, switches, STP transfers, and debt fund taxation under post-April 2023 indexation amendment rules.
Property & Real Estate
Sale of residential property, cost of improvement indexation, Section 54/54EC capital gains bonds reinvestment exemptions.
ESOPs, RSUs & Foreign Stocks
Foreign asset reporting under Schedule FA, overseas perquisite valuation, double tax relief under Section 90/91 (DTAA).
What We Handle for Investors
- ✓ Consolidation of capital gains statements across Zerodha, Groww, Upstox, CAMS, and KFintech
- ✓ Application of Section 112A ₹1.25 Lakh annual tax-free exemption
- ✓ Grandfathering calculations for shares acquired prior to Jan 31, 2018
- ✓ Set-off of short-term and long-term capital losses against eligible gains
- ✓ Accurate reporting in Schedule CG of Form ITR-2 or ITR-3
- ✓ Matching trade values with AIS and 26AS data feeds
Documents Required
- 📄 Annual Capital Gains Statement (from all stockbrokers)
- 📄 Consolidated Mutual Fund Realized Gain Report (CAMS / KFintech)
- 📄 Purchase & Sale Deeds (For real estate or unlisted share transfers)
- 📄 Form 16 (If salaried)
- 📄 Previous Year ITR-V (To carry forward prior year unabsorbed losses)
Frequently Asked Questions on Capital Gains
Key information regarding investment taxation rules and loss set-offs.