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Investment Tax Efficiency Review

Find exactly how much tax your investment portfolio is paying unnecessarily — and the specific moves that fix it this financial year.

What this covers: LTCG/STCG on equity & MFs, FD tax vs alternatives, tax regime optimisation, ELSS/NPS deductions, dividend tax drag, LTCG harvest opportunity.
What this does not cover: ITR filing, foreign assets, HUF/trust structures, property capital gains, business income. Always validate with a CA before acting.
1
Your income profile
Takes 60 seconds
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Enter income to see which regime likely saves more
2
Equity & mutual fund holdings
Upload CSV or enter manually
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📁 Upload holdings CSV (HDFC Sec, Zerodha, Groww)
Or enter manually below
Equity stocks
Name / SymbolBuy price ₹Current ₹Qty
Mutual funds
Fund nameAvg NAV ₹Current NAV ₹Units
3
Fixed deposits & debt investments
Where most tax leakage happens
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Bank / descriptionPrincipal ₹Interest rate %
Other debt / savings
Amount sitting idle in savings account beyond your 6-month emergency fund
4
Any specific questions?
Optional — helps personalise the analysis
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Free analysis. No account required.

Investment Tax Efficiency Review

Analysis as of

Important: This analysis is educational only, based on the information you provided and current Indian tax law (FY2025-26). It is not personalised tax advice. Verify all recommendations with a chartered accountant before acting. Tax law changes frequently — confirm rules are current. SEBI RIA registration in process.