Savan Shah & Co.

Advisory reports

The report is the product.

Every major engagement concludes in a written deliverable: branded PDF summary + Excel workings, sharing the same report number. Drafts are watermarked until finalised.

See the report methodology

Property Transaction Advisory

SSCO-PTA-YYYY-NNN

Pre-transaction written analysis for property sellers and buyers. Computes long-term capital gains with indexation, evaluates exemption strategies under Sections 54, 54F, and 54EC, surcharge and cess impact, and presents planning alternatives.

  • 10 structured sections + Executive summary
  • Excel workings: year-by-year indexation, exemption comparison, surcharge breakpoint
  • Scoped to transaction value; fee confirmed in the written proposal

Annual Tax Plan

SSCO-ATP-YYYY-NNN

A written tax plan issued before the financial year begins. Forecasts income, identifies deduction gaps, schedules advance tax across four instalments, and produces a quarterly action calendar aligned with your income streams and tax regime choice.

  • 9 structured sections across forecast, planning, calendar, and review
  • Excel: old-vs-new regime comparison, 15/45/75/100% advance-tax workings
  • Available as an annual retainer add-on; fee confirmed in the written proposal

RCM on TDR / FSI Advisory

SSCO-RCM-YYYY-NNN

GST advisory for real-estate developers covering reverse charge on transferable development rights and floor space index. Analyses Notifications 04/2019, 05/2019, 06/2019, and 16/2018 (Central Tax Rate) for your specific project.

  • 10 structured sections + scenario sensitivity
  • Excel: carpet-area apportionment, 24-row monthly compliance tracker, ITC block analysis
  • Scoped to project size; fee confirmed in the written proposal
What is inside

The structure of each report

A specimen of how each report is organised — structure only, not a client report.

Property Transaction Advisory — report structure (specimen)

Property Transaction Advisory

  1. Executive summary
  2. Facts & assumptions
  3. Capital gains computation
  4. Indexation working
  5. Exemption analysis (54 / 54F / 54EC)
  6. Surcharge & cess
  7. Planning alternatives
  8. Recommended course
  9. Compliance & timelines
  10. Annexures — Excel workings
Annual Tax Plan — report structure (specimen)

Annual Tax Plan

  1. Executive summary
  2. Income forecast
  3. Old vs new regime comparison
  4. Deduction-gap analysis
  5. Advance-tax schedule
  6. Quarterly action calendar
  7. Risk areas
  8. Recommendations
  9. Annexures — Excel workings
RCM on TDR / FSI Advisory — report structure (specimen)

RCM on TDR / FSI Advisory

  1. Executive summary
  2. Project facts
  3. Applicable notifications
  4. Carpet-area apportionment
  5. RCM liability computation
  6. Time of supply
  7. ITC analysis — section 17(3)
  8. Monthly compliance tracker
  9. Recommendations
  10. Annexures — Excel workings

A sample is available on request.

For a redacted sample of any of the three reports, email the firm. Samples are shared on a case-by-case basis with qualifying enquiries.

Request a sample