Fee-based, commission-free investment advisory — aligning investments with tax planning to maximise post-tax returns and achieve financial goals.
Investment decisions and tax planning are deeply interconnected. CA Jatin Karda & Co. provides objective, fee-based investment advisory — without commissions from any product provider. Advice integrates tax implications, liquidity, risk profile, and financial goals.
Talk directly with CA Jatin Karda — clear, honest advice with no obligation.
💬 WhatsApp Us Now ✉ Send a Message →Investment advisory is relevant for individuals optimising savings and business owners integrating personal and business financial planning.
Maximising 80C deductions, HRA, LTA, NPS while maintaining liquidity.
Integrating personal investment planning with business cash flows and loan requirements.
DTAA-aware investment planning for NRIs with investments in India and abroad.
Individuals 5–10 years from retirement needing structured corpus creation and withdrawal strategy.
No. Our advisory is strictly fee-based. We receive no commissions from mutual fund houses, insurance companies, or any financial product provider.
NPS provides additional deduction of up to ₹50,000 u/s 80CCD(1B) — over and above the ₹1.5 lakh 80C limit. For 30% bracket, saves ₹15,000 in tax annually.
Methodologies include DCF, book value/NAV method, and earnings multiple/EBITDA approach — selected based on purpose (M&A, partner buy-out, investor entry, or compliance).
Yes — depends on loan interest rate, tax benefit on interest, investment return expectations, and risk profile. We provide structured analysis for your specific situation.
Book a free consultation — we respond within the same business day.