Savan Shah & Co.Service
Capital Gains Advisory
For gains on shares, mutual funds, land, gold and other assets — a written computation, loss set-off review, and exemption analysis, delivered as a PDF report with Excel workings.
What the report covers
- ClassificationShort-term vs long-term, holding periods by asset class
- IndexationWhere applicable, with year-by-year working
- Set-off & carry-forwardUse of current and brought-forward capital losses
- ExemptionsSections 54F / 54EC where relevant
- Surcharge & cessEffect on net liability
- DeliverableStructured PDF report + Excel workings, single report number
Documents required
- Transaction recordBroker P&L / capital-gains statement; contract notes
- Demat statementHolding and transaction statement for the period
- Cost historyPurchase cost, bonus / rights / split adjustments
- LossesDetails of brought-forward capital losses, if any
- ReinvestmentAny 54F / 54EC reinvestment planned
What scope depends on
Each engagement is scoped before a fee is quoted, and the fee is set out in a written proposal. Scope typically depends on the number and type of assets, resident or non-resident status, exemptions involved, the complexity of loss set-off and carry-forward, and urgency.
How it is prepared
This service follows the firm's standard report methodology — initial facts, document checklist, computation, draft observations, and the final PDF + Excel report.
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