Everything we do, in depth

Services built for the way you actually earn & invest.

From saving the max possible tax on your salary ITR to building a portfolio that is genuinely diversified — here is exactly what you get when you work with RupiSort.

01 · For Salaried Professionals

Income Tax Return Filing

We turn ITR filing from a yearly headache into a 20-minute conversation — and squeeze every legal rupee of tax back into your pocket.

  • Pick the right regime — old vs. new — with a side-by-side calculation specific to your salary structure.
  • Maximise deductions under 80C, 80D, 80CCD(1B), HRA, LTA, home loan interest and section 24(b).
  • Restructure your CTC (Flexi benefits, NPS, meal cards, fuel reimbursement) to legally reduce taxable income.
  • Capital gains from stocks, mutual funds, ESOPs/RSUs, crypto and F&O — reported correctly with loss set-off.
  • Response to IT notices, refund tracking and rectification — handled end-to-end.

Most salaried clients save ₹25,000 – ₹1,20,000 in tax in their first year with us.

02 · Year-Round Strategy

Tax Planning

Tax planning isn't a March activity. We build a 12-month roadmap so you stop overpaying TDS and start investing the difference.

  • Quarterly tax projections so there are zero surprises in March.
  • Advance tax computation for freelancers, consultants and high-income salaried folks.
  • Salary restructuring + investment-linked deductions designed around your goals.
  • HUF, family arrangement and gifting strategies for high-income households.
  • Crypto, F&O and side-hustle income — taxed the smart, fully compliant way.

A written tax plan you can actually follow, refreshed every quarter.

03 · Goal-Based Investing

Wealth & Portfolio Management

We build a truly diversified portfolio — across asset classes, geographies and time horizons — that matches your life goals, not a sales target.

  • Risk profiling and goal mapping: home, car, FIRE, kids, retirement — each with its own bucket.
  • Diversified allocation across equity (large/mid/small/flexi), debt, gold, REITs, INVITs and international funds.
  • Direct mutual funds only — zero commission, zero conflict of interest.
  • Tax-efficient rebalancing using LTCG harvesting and STCG offset.
  • Estate, nomination and insurance review so your wealth actually reaches your family.

One dashboard, one strategy, zero product-pushing.

04 · For Businesses

GST Filing & Compliance

GST done right — from registration to monthly returns to handling that 3 AM notice from the department.

  • New GST registration, amendments and LUT for exporters.
  • Monthly / quarterly GSTR-1, GSTR-3B and annual GSTR-9 / 9C filing.
  • Input tax credit reconciliation with GSTR-2B to make sure you don't lose a single rupee of ITC.
  • E-invoicing and e-way bill setup, training and ongoing support.
  • Department notices, audits and refund applications — represented by qualified CAs.

Late-fee free, ITC optimised, and audit ready — every single month.

05 · Statutory & ROC

Business & Statutory Compliance

Run your business. We will run the paperwork — incorporation, ROC, TDS, PT and everything in between.

  • Private Limited / LLP / OPC incorporation with DIN, DSC and PAN.
  • Annual ROC filings — AOC-4, MGT-7, DIR-3 KYC and event-based forms.
  • TDS, TCS, PF, ESI and Professional Tax — registration and monthly returns.
  • Drafting board resolutions, minutes, agreements and share certificates.
  • Startup India, MSME and DPIIT recognition assistance.

Compliance calendar shared, deadlines tracked, penalties avoided.

06 · Audit & Assurance

Audit & Assurance

Statutory, internal and tax audits delivered with the rigor of a Big-4 — at SME-friendly fees.

  • Statutory audit under Companies Act and tax audit under section 44AB.
  • Internal audit, SOP design and process-control reviews.
  • GST audit and certifications (Net Worth, Turnover, Foreign Remittance 15CB).
  • Due diligence support for fundraising and M&A.
  • Forensic and management audits on request.

Independent assurance your investors, bankers and board can trust.

The RupiSort difference

Built different, on purpose.

Direct Mutual Funds

Zero commission. You keep the 1–1.5% your distributor would have taken.

Goal Bucketing

Separate portfolios for short-term, mid-term and long-term goals.

Quarterly Reviews

Real human review every 3 months, not an algorithm and a PDF.

Let's run the numbers together.

Free 30-minute consultation. Real CA, no sales pitch — just a clear view of what you could save and how we would invest it.

Book your free consultation