Capital gains

Gains from shares, mutual funds, property and ESOPs computed under the right rules, with every available exemption considered.

What is included

  • Short and long term gains on listed shares and mutual funds
  • Grandfathering for equity bought before 1 February 2018
  • Property sales, including the indexation choice for property bought before 23 July 2024
  • Exemptions for reinvestment in a house or specified bonds
  • ESOPs, RSUs and foreign shares
  • Set-off and carry-forward of capital losses

Who this is for

Investors, property sellers and employees with ESOPs or RSUs.

Documents we usually need

  • Broker capital gains statement
  • Mutual fund CAS (CAMS or KFintech)
  • Purchase and sale deeds for property
  • Bills for cost of improvement
  • ESOP or RSU statements
  • Details of reinvestment, if any

The exact list depends on your case. We send a checklist made for you before we start.

How it works

  1. Share your detailsTell us what you need on WhatsApp, email or the enquiry form.
  2. Get a clear planWe confirm the scope, the documents needed and the timeline.
  3. We prepare, you reviewDrafts and computations are shared with you before anything is filed.
  4. Filed and documentedYou receive acknowledgements and a note on what happens next.

Not sure which service you need?

Tell us your situation. Our team of chartered accountants and company secretaries will point you to the right solution.

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