Overview
Overview
Capital gains taxation depends on the asset, its holding period, the date of transfer and the cost base — and the rules have changed several times in recent years.
We compute gains accurately, evaluate available exemptions and their conditions, and help you plan the timing and documentation of significant transfers.
Who this is for
- Investors in listed shares and mutual funds
- Individuals selling residential or commercial property
- Founders and employees with ESOPs
- Recipients of inherited or gifted assets
Scope of work
The precise scope is confirmed in writing for each engagement. It typically includes:
- Computation of short-term and long-term gains
- Determination of cost of acquisition and improvement
- Evaluation of exemptions and reinvestment conditions
- Advice on TDS on property transactions
- Reporting in the income-tax return
Documents usually required
- 01Broker or registrar capital gains statements
- 02Purchase and sale deeds for property
- 03Cost of improvement records
- 04Valuation reports, where relevant
We share a checklist specific to your case. Please do not send identity or financial documents by email — existing clients can upload them securely through the client portal.
How we work
- 1
Initial discussion
We understand your situation, the period involved and what you need from the engagement.
- 2
Scope & document list
You receive a written scope and a checklist of the information we need.
- 3
Preparation & review
Our team prepares the work, which is then reviewed by a senior professional.
- 4
Your approval
We walk you through the outcome and obtain your confirmation before anything is filed or issued.
- 5
Completion & records
Filing or delivery is completed as applicable, and acknowledgements and working papers are shared or retained.
Frequently asked questions
Can losses be set off against gains?
Capital losses can be set off and carried forward subject to specific rules on the type of loss and gain. We apply these in your computation.
Last updated 11 Oct 2026. This page is general information, not professional advice. Applicability depends on your facts and the law in force; we do not guarantee any particular outcome, saving, registration or approval.