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Capital gains - India🇮🇳 India

Capital gains tax filing for shares, mutual funds, property and F&O.

Upload broker statements, property details and transaction summaries. We classify gains, flag missing documents and prepare the right reporting path before filing.

Gains review Secure upload

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PDF, XLSX, CSV or ZIP · up to 10 MB

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Assets grouped

Tax buckets

Expert flags

The essentials

Capital Gains Tax Filing, explained

What is capital gains filing?

It is the process of reporting gains or losses from assets such as listed shares, mutual funds, property and digital assets in your income tax return.

Who needs it?

Investors, property sellers, active traders and anyone with large broker statements benefit from expert classification and reconciliation.

Documents required

Broker capital gains statements, contract notes if needed, mutual fund reports, property sale papers, purchase cost proof and reinvestment details.

How it works

Upload your records, review the extracted summary, resolve flagged gaps, then file yourself or ask an expert to prepare and review the return.

What we do

A focused workflow for complex cases

Broker statement upload

Import gains reports, trade summaries and supporting files into one review queue.

STCG/LTCG classification

Separate short-term and long-term gains by asset class and holding period.

F&O support

Treat F&O and intraday activity as business income where applicable.

Property sale checklist

Capture purchase cost, improvements, TDS and reinvestment exemption details.

Loss set-off review

Flag losses that may be eligible for set-off or carry-forward treatment.

Expert review

A specialist checks classifications before the final return is submitted.

Who benefits

Designed for the cases where details matter

InvestorsActive tradersProperty sellersCrypto usersF&O tradersNRIs with Indian assets
Process

How the work moves forward

  1. Step 1

    Upload statements

    Add broker, MF, property and support files.

  2. Step 2

    Classify gains

    We organise transactions by asset and tax bucket.

  3. Step 3

    Resolve flags

    Missing cost, TDS or exemption proofs are highlighted.

  4. Step 4

    Review and file

    Confirm figures or hand off to an expert.

Checklist

What to keep ready

Capital gains documents

Broker capital gains report
Mutual fund statement or CAS
Property sale deed and purchase deed
Improvement cost proofs
TDS certificate on property sale
Crypto exchange export, if applicable

Frequently asked questions

Short-term capital gains arise when an asset is held below the holding-period threshold; long-term gains apply beyond it. Rates and exemptions differ by asset class — equity, mutual funds, property and others.

No. Futures & options income is generally treated as business income, with its own reporting and audit considerations. We handle the classification correctly.

Yes. Upload your capital gains statement and we organise the trades into the right buckets for filing.

Property sale involves indexation, exemptions on reinvestment, and TDS aspects. Our checklist captures everything needed for an accurate return.

Bring order to your gains report

Upload your statement and get a clean review path before filing.

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