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STOP PAYING MORE TAX
THAN YOU HAVE TO.

Most people overpay taxes every year because they have no plan. We fix that.

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Tax Planning

WHICH TYPE IS RIGHT FOR YOU?

Tax-saving investments

We help you choose the right instruments under exemptions.

#ELSS #PPF #NPS #80C
ITR filing

Accurate, timely, and fully compliant income tax return filing.

#ITR #TaxFiling #Compliance
Capital gains planning

We help you time your exits, harvest losses, and use exemptions to reduce your liability.

#CapitalGains #TaxHarvesting
Business tax planning

We help business owners structure their finances to reduce tax liability legally.

#BusinessTax #AdvancedTax

KNOW YOUR TAX. PLAN AHEAD.

Every rupee you understand is a rupee you can save.

Tax type What triggers it who says it Can you reduce it?
Income tax Salary, business income, rent, interest Everyone earning above the basic exemption Yes. Through 80C, 80D, NPS, HRA, and other deductions
Short-term capital gains Selling an asset held for a short period Investors who exit too quickly Yes. By holding longer to qualify for long-term rates
Long-term capital gains Selling an asset held for a longer period Investors with matured holdings Yes. Through tax harvesting, Section 54, and exemptions
TDS Income earned in India by NRIs NRIs receiving rent, interest, or dividends Yes. Through DTAA if your country has a treaty with India
Surcharge High income above ₹50 lakh HNIs and high earners Partially. Through smart investment structuring

HOW KHUSHI WEALTH HELPS

We find the right AIF for your unique financial goals

We review your income, investments, and expenses at the start of every financial year

We recommend the right tax-saving investments based on your goal

We plan your capital gains exits to minimise tax liability

We file your ITR accurately and on time

We stay updated on every budget and regulatory change

WHO THIS IS FOR

You need a tax plan if:

Who is AIF For

You are a salaried professional paying more than ₹1 lakh in tax every year

You are a business owner with growing income and no structured tax plan

You are an HNI investor with significant capital gains from property, stocks, or mutual funds

You are an NRI with Indian income being taxed at the highest rate

You invested in tax-saving instruments last minute without a plan

FAQs

Your questions, answered

On April 1st, the start of the financial year. Not March 31st. Last-minute tax planning forces bad investment decisions. A full-year plan gives you better outcomes.

Section 80C allows deductions up to ₹1.5 lakh through instruments like ELSS, PPF, and life insurance.

It is a strategy where you book losses to offset gains and reduce your total tax liability.

Yes, we help NRIs with compliant tax filing, DTAA benefits, and correct income classification.

You typically need PAN, Aadhaar, Form 16, bank statements, investment proofs, and capital gain statements.
FAQ

PAY LESS TAX. LEGALLY. STARTING THIS FINANCIAL YEAR.

Book a free consultation with our team. We will review your tax situation and show you exactly how much you can save. No jargon. No surprises.

Book a free consultation