Your taxes, insurance and savings, in one trusted place
We started with desi nama bookkeeping and today handle GST, income tax, insurance from 40+ partner companies, and mutual fund distribution. You get one person to call.
Why families stay with us
- 25+ years of accounting and tax work
- 20+ life insurance partner companies
- 24+ general insurance partner companies
- GST
- TDS
- Income tax returns
- Accounting
- Term
- Whole life
- Money back
- Short term
- Life annuity
- Retirement annuity
- Car
- Two wheeler
- Health
- Home
- Travel
- Corporate
- Equity
- Debt
- Gold
What we do
Four services, one point of contact.
Accounting and tax
More than 25 years of accounting and tax work, from desi nama bookkeeping to GST, TDS and income tax returns today.
- GST
- TDS
- Income tax returns
- Accounting
Life insurance
Plans through tie-ups with 20+ life insurance companies, compared side by side before you choose.
- Term
- Whole life
- Money back
- Short term
- Life annuity
- Retirement annuity
General insurance
Cover through tie-ups with 24+ general insurance companies, for what you own and where you go.
- Car
- Two wheeler
- Health
- Home
- Travel
- Corporate
Mutual funds
Mutual fund distribution across equity, debt and gold, chosen by your goal and time horizon.
- Equity
- Debt
- Gold
Less running around, fewer surprises
The reasons people give when they stay with us for years.
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One point of contact
Tax, insurance and savings with the same people, who already know your situation.
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Compare in one place
Options from many partner companies side by side, so you do not have to go from office to office.
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Your papers, kept digital
Digital copies of your policies and papers, even for the ones you bought offline.
Who we help
If one of these sounds like you, we have done this many times before.
Families
Health cover, life insurance and savings, with one person who knows the whole picture.
How we help 02Salaried people
From Form 16 to a filed income tax return, without the last-minute rush.
How we help 03Small businesses and traders
GST, TDS and accounts kept in order, plus corporate insurance.
How we help 04People planning retirement
Life annuity and retirement annuity plans, compared side by side.
How we helpHow we work
Three steps, and you always know who to call.
- 1
Understand
Your situation and your goals, in a conversation, not a form.
- 2
Compare
Options across partner companies, laid out side by side.
- 3
Set up and support
The paperwork is done for you, and we stay your point of contact after.
Questions people ask us
Something else on your mind? Call +91 99786 49015 and ask.
Do you file income tax returns and GST?
Yes. We handle GST, TDS, income tax returns and everyday accounting for families, salaried people and businesses.
Which insurance companies do you work with?
We have tie-ups with more than 20 life insurance companies and more than 24 general insurance companies. Call us and we will lay out the options that fit what you need.
What happens after I call you?
We start by understanding your situation and goals. Then we compare options across partner companies, do the paperwork, and stay your point of contact after.
What papers do I need for my tax return?
It depends on your income, but a starting list is on our accounting and tax page. We tell you exactly what your return needs before we begin.
See the papers list →How do mutual funds work with you?
We work as a mutual fund distributor, offering schemes across equity, debt and gold matched to your goal and time horizon. Mutual fund investments are subject to market risks, read all scheme related documents carefully.
Can I message you on WhatsApp?
Yes. Message us on WhatsApp at +91 99786 49015, or call either of our numbers.