ITR Filing for Shares & Mutual Fund Gain/Loss in Mumbai - Stock Market ITR-2 Experts
Investing in stocks or mutual funds?
We help you handle gain/loss calculation, tax optimization and accurate filing - all with expert CA support.
Talk to a CA
Common Problems Taxpayers Face
Sound familiar? You're not alone.
Confusion between short-term and long-term gains
Difficulty calculating profit or loss
Not reporting all transactions
Ignoring losses and missing tax benefits
Errors in AIS / Form 26AS mismatch
What does this include?
- Stock trading (delivery-based)
- Mutual fund investments
- SIP investments
- Capital gains or losses
- ITR-2 filing for non-business investors
Who Should Use This Service?
Stock market investors
Mutual fund investors
Beginners in equity markets
Individuals with capital gains or losses
Long-term wealth investors
Types of Gains We Handle
- Short-Term Capital Gains (STCG)
- Long-Term Capital Gains (LTCG)
- Equity and mutual fund gains
- Dividend income
- Capital loss adjustment and carry forward
Important Points
- STCG and LTCG are taxed differently based on the holding period
- LTCG above the exemption limit should be reported correctly
- Losses can be carried forward only if filed on time
- Dividend income is taxable and must be declared
- AIS mismatch can trigger notices
Our Process
Simple, transparent, expert-led.
Share broker statements and transaction details
Provide capital gain reports
CA calculates STCG, LTCG and losses
Apply tax optimization and adjustments
Accurate ITR-2 filing
Documents Required
We'll guide you step-by-step on documentation.
Trusted by Investors
4.8/5 Rating on Google
"Had multiple stock transactions - everything was handled perfectly."
"They helped me adjust losses and save tax."
"Very professional and knowledgeable service."
Frequently Asked Questions
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