Tax filing service

Wealth Management Advisory Online | Investment Advisory | MyeCA.in

Coordinate tax-aware wealth planning, goal setting, portfolio review, and family finance documentation with expert support.

Who this investment advisory service is for

Individuals and families coordinating long-term goals, investments, liabilities, protection needs, and tax records.

• Category: Investment Advisory
• Indicative timeline: 3-5 working days
• Starting scope: Starting ₹4,999 excluding GST

Long-term planning: Investment statements readiness

Start with Investment statements and compare it with Income details. Planning remains incomplete without a full asset, liability, cash-flow, insurance, nominee, and goal-date picture.

• Investment statements
• Income details
• Insurance summary
• Goals and liabilities

Long-term planning: scope, timing, and escalation

The included outcome is A planning summary that maps goals, current position, identified gaps, tax considerations, and agreed review actions. Outside the initial scope is Discretionary portfolio management, guaranteed returns, legal estate documents, or product execution unless separately scoped.

• Share the family goals, target dates, assets, liabilities, insurance, cash flow, and the decision that needs priority.
• Wealth Management Advisory: confirm the agreed outcome and exclusions before work begins: A planning summary that maps goals, current position, identified gaps, tax considerations, and agreed review actions.
• Wealth Management Advisory: check the records most likely to change the route or timing, including Investment statements, Income details, Insurance summary.
• Wealth Management Advisory: receive the agreed deliverable, unresolved-risk note, and next action; the indicative timeline is 3-5 working days.
• Delay risk: Planning remains incomplete without a full asset, liability, cash-flow, insurance, nominee, and goal-date picture.
• Escalation trigger: Escalate for cross-border assets, succession concerns, concentrated exposure, major liquidity events, or conflicting family ownership.

Frequently asked questions