Savan Shah & Co.Service
Property Transaction Advisory
Pre-transaction written analysis for property sellers and buyers — the computation, the exemption options, and the recommended course, before the deal is signed.
What the report covers
- Capital gains computationLong-term gain with indexation, holding period, cost of improvement
- Exemption strategySections 54 / 54F / 54EC compared for your facts
- Surcharge & cessEffect on net liability, breakpoints, timing
- Planning alternativesReinvestment options and timelines, with trade-offs
- DeliverableStructured PDF report + Excel workings, single report number
Documents required
- The propertySale deed / agreement; original purchase deed; allotment letter
- Dates & amountsPurchase and sale dates and values; brokerage and transfer costs
- Improvement costsProofs of capital improvements, if any
- ReinvestmentDetails of any new house or 54EC bonds planned
- StatusResident / non-resident status; co-ownership shares
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 of properties, resident or non-resident status, the exemptions involved, the number of co-owners or entities, and how urgent the timeline is.
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.
Related guides: Capital Gains · Annual Tax Plan · GST RCM on TDR/FSI · Builder Accounting / POCM