KARVY as an Income Tax advisor  

In line with KARVY’s ambition of emerging as a personal finance advisor, we are now launching a tax advisory module, thereby providing assistance with respect to personal income tax planning. This service inter-alia includes the following:

  • Investment planning


  • Tax planning


  • Preparation of theme based reports on important events like Pre budget expectations, Budget analysis, New Economic survey etc.


  • Regular strategy reports through a fortnightly tax refresher called HUM TUM


  • Personalized assistance in the context of salary structuring


  • Tax free retirement planning


  • Other innovative strategies on tax planning

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