Tax filing service

Investment Advisory Online | Investment Advisory | MyeCA.in

Create a practical investment plan aligned with tax goals, risk comfort, cash flow, and long-term milestones.

Who this investment advisory service is for

Individuals and families organizing goals, risk constraints, tax considerations, and existing investments before making a decision.

• Category: Investment Advisory
• Indicative timeline: 2-3 working days
• Starting scope: Starting ₹2,499 excluding GST

Goal planning: Income details readiness

Start with Income details and compare it with Current investments. A recommendation cannot be responsibly assessed without complete holdings, liabilities, time horizon, liquidity needs, and risk capacity.

• Income details
• Current investments
• Insurance summary
• Financial goals

Goal planning: scope, timing, and escalation

The included outcome is A documented planning discussion covering goals, current holdings, constraints, tax questions, and agreed follow-up actions. Outside the initial scope is Portfolio management, product distribution, guaranteed returns, trade execution, or regulated recommendations outside confirmed scope.

• Share goals, dates, existing holdings, liabilities, monthly cash flow, and the specific decision that needs review.
• Investment Advisory: confirm the agreed outcome and exclusions before work begins: A documented planning discussion covering goals, current holdings, constraints, tax questions, and agreed follow-up actions.
• Investment Advisory: check the records most likely to change the route or timing, including Income details, Current investments, Insurance summary.
• Investment Advisory: receive the agreed deliverable, unresolved-risk note, and next action; the indicative timeline is 2-3 working days.
• Delay risk: A recommendation cannot be responsibly assessed without complete holdings, liabilities, time horizon, liquidity needs, and risk capacity.
• Escalation trigger: Escalate for concentrated holdings, borrowed-money investing, complex products, cross-border assets, or near-term liquidity pressure.

Frequently asked questions