Overview
Overview
Trading in shares, futures and options, and virtual digital assets each has different tax treatment, audit triggers and loss rules.
We classify your income correctly, compute gains from broker and exchange statements, and file returns with the right schedules.
Who this is for
- Equity and F&O traders
- Crypto and VDA investors
- Salaried individuals with trading income
Scope of work
The precise scope is confirmed in writing for each engagement. It typically includes:
- Capital gains and business income classification
- P&L from broker/exchange statements
- Tax audit applicability check
- Loss carry-forward planning
- Return filing
Documents usually required
- 01Broker and exchange P&L statements
- 02Contract notes and ledger
- 03Bank statements
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
Is F&O income business income?
Generally F&O trading is treated as non-speculative business income, which affects audit and loss set-off. We review your case.
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.