Capital Gain Tax Planning – Maximize Tax Savings on Your Investment Gains
Done-for-you by Company Mitra's qualified experts — 100% online, transparent pricing, no running around.
- 1-2 working days
- 100% Online
- Qualified Experts
- Secure Payment
What you get
- Personalized capital gain tax computation
- Reinvestment and exemption planning under 54 54F 54EC etc.
- Capital Gains Account Scheme advisory
- Loss adjustment and carry-forward strategy
- Transaction structuring for tax efficiency
- Documentation support and ITR filing assistance
- Year-round support for capital gain tax queries
Documents required
Keep these ready — scanned copies or clear phone photos are fine.
- Sale deed or transaction agreement for the asset sold
- Purchase documents for cost calculation
- Investment proofs for eligible reinvestments (property, bonds, etc.)
- Demat statements for shares/mutual funds
- Bank statements for cross-verification
- PAN Card, Aadhar Card
- Previous ITR copies (if applicable)
- Capital Gains Account Scheme details (if used)
How it works
Initial consultation to assess transactions: 1-2 working days Capital gain computation and exemption eligibility check: 2-3 working days Investment/reinvestment advisory: 2 working days Final tax planning report and document guidance: 1 working day Year-round capital gain tax advisory (if opted)
- 1Conduct initial consultation to understand asset sale details and financial goals
- 2Review sale deeds, purchase documents, and transaction records
- 3Compute short-term and long-term capital gains with indexation where applicable
- 4Assess eligibility for exemptions under Sections 54, 54F, 54EC, 54B, etc.
- 5Recommend reinvestment options to legally reduce capital gain tax
- 6Assist with Capital Gains Account Scheme process if required
- 7Provide loss adjustment or carry-forward strategies for tax efficiency
- 8Structure transactions for maximum tax savings and compliance
- 9Guide with documentation for exemption claims and reinvestments
- 10Assist with accurate ITR filing reflecting capital gains and exemptions
- 11Offer year-round support for capital gain queries and tax planning
About Capital Gain Tax Planning – Maximize Tax Savings on Your Investment Gains
Selling property, shares, mutual funds, or other capital assets can lead to significant tax liability. However, with expert-led Capital Gain Tax Planning, you can legally reduce your tax burden, utilize available exemptions, and structure your transactions for maximum tax efficiency.
At Company Mitra, we help individuals, investors, NRIs, and businesses plan capital gains smartly — ensuring tax savings while staying fully compliant with the Income Tax Act, 1961.
Overview
Profits arising from the sale of capital assets like property, shares, mutual funds, gold, or bonds are taxed under capital gains. The tax rate varies based on the type of asset, holding period, and available exemptions.
Proper tax planning can significantly reduce the tax payable on capital gains through exemptions under Sections 54, 54F, 54EC, loss set-offs, reinvestment strategies, and other legal avenues.
Our Capital Gain Tax Planning service provides customized strategies to help you minimize tax liability, structure investments, and avoid common tax mistakes.
Types of Capital Gains
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Short-Term Capital Gains (STCG):
Gains from selling listed shares or equity mutual funds within 12 months, or property within 24-36 months. Taxed as per slab or flat 15% on shares. -
Long-Term Capital Gains (LTCG):
Gains from assets held for longer than the prescribed period. Taxed at 10% or 20% depending on the asset type, with potential indexation benefits.
We assist with planning for both STCG and LTCG to legally reduce tax impact.
Our Capital Gain Tax Planning Service Covers
✔ Accurate computation of short-term and long-term capital gains
✔ Assessment of applicable exemptions under Sections 54, 54F, 54EC, 54B, etc.
✔ Strategic reinvestment planning to claim tax benefits
✔ Guidance on Capital Gains Account Scheme deposits
✔ Loss adjustment and carry-forward strategies
✔ Advisory for NRI-specific capital gain scenarios
✔ Sale transaction structuring for optimal tax outcomes
✔ Documentation checklist and compliance support
Who Should Avail This Service
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Property sellers (residential, commercial, land)
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Investors redeeming mutual funds or shares
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Individuals with gains from gold, bonds, or other assets
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NRIs selling property or investments in India
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Business owners with capital asset disposals
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Anyone planning future transactions to reduce tax liability
Benefits of Capital Gain Tax Planning
✔ Legally reduce tax payable on investment profits
✔ Optimize exemptions and reinvestment options
✔ Avoid errors leading to tax notices or penalties
✔ Structure transactions for maximum tax efficiency
✔ Peace of mind with expert compliance support
✔ Maximize post-tax returns from asset sales
✔ Year-round support for capital gain tax matters
Ready to get started?
Place your order in 2 minutes — our expert takes it from there.
Frequently asked questions
Can I save tax on property sale profits?
Yes, by reinvesting in residential property (Section 54) or other eligible assets as per legal provisions.
What is the benefit of 54EC Bonds?
54EC Bonds allow exemption on LTCG from property sales, subject to investment within 6 months.
Is tax planning applicable for mutual fund or share gains?
Yes, especially for LTCG above ₹1 Lakh where tax optimization is essential.
What if I can't reinvest before filing ITR?
You can deposit proceeds in a Capital Gains Account Scheme to claim exemptions temporarily.
Are NRIs eligible for capital gain exemptions?
Yes, NRIs can avail exemptions like residents, with additional considerations for TDS and compliance.
Can I set off capital losses against gains?
Yes, short-term and long-term losses can be adjusted against corresponding gains to reduce tax.
Do I need to file a return even if gains are exempt?
Yes, to report transactions properly and carry forward losses if applicable.
Is indexation available for all LTCG?
Indexation benefits apply to certain assets like property, bonds, but not for listed shares or equity mutual funds.
Can capital gain tax be planned in advance?
Absolutely. We recommend pre-transaction planning to maximize legal tax savings.
Will you assist with filing returns?
Yes, our service includes ITR filing with accurate reporting of capital gains and exemptions.
