ComplyKart Services
Capital gains tax, computed on the law as it stands today
Budget 2024 changed nearly every capital gains rule — rates, holding periods, indexation. If your last advice predates July 2024, it is probably wrong now. We compute your gains on the current rate card and advise on timing before you sell.
CA/CS-guided review
Your documents and structure are checked before anything is filed.
Written scope first
Inclusions and payable charges are explained before work begins.
Support till it’s done
One team owns your filing, from the first call to the final handover.
Get a call back
Your details stay private — we only call about this enquiry.
Experience behind every filing
A quick snapshot of the work so far.
Fees
Fees and packages for capital gains tax advisory
Every requirement is a little different, so we quote after a short discussion — the consultation itself is free.
Custom quote
Capital Gains Tax Advisory
Talk to a ComplyKart expert — we’ll understand your requirement and share an exact written quote before you pay anything.
Talk to us for a quote
Capital Gains Tax Advisory Package Inclusions
- Capital gains computation: property, equity, mutual funds
- Indexation benefit analysis (pre/post 23-Jul-2024 rules)
- Exemption planning: 54, 54EC, 54F
- Advance tax instalment planning on gains
- Written advisory with computation sheet
Overview
What capital gains advisory actually covers
Capital gains tax applies to profit on sale of shares, mutual funds, property, gold, and other capital assets.
Since 23 July 2024: listed equity pays 20% STCG (held 12 months or less) and 12.5% LTCG above ₹1.25 lakh per year.
Property and most other assets use a 24-month threshold, with LTCG at 12.5% and no indexation for new purchases.
Capital losses can be set off and carried forward — but only if the return claiming them is filed on time.
Benefits
Why investors take capital gains advice from us
Open each benefit to see what it means for you.
Current rates, correctly applied
Budget 2024 rewrote the rate card — 20% STCG and 12.5% LTCG on listed equity, new holding periods, indexation gone for most assets. We compute with the current law, not last year's memory.
Holding periods mapped
Knowing whether a sale is short-term or long-term changes the tax dramatically. We map every holding to the right period under the post-July-2024 rules.
All asset classes, one computation
Equity, property, mutual funds, unlisted shares, gold — each has its own rate and period now. We handle the full mix in one computation.
Sell-timing advice
Selling this March or next April? The timing of a sale can shift which financial year's exemption and rates apply. We advise before you sell, not after.
Documents
Documents you will usually need
Clear, current documents matter more than a long checklist. Names, dates of birth and addresses should match across records.
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From you
We prepare
Process
How we advise on your capital gains
You’ll see each stage, what’s pending and what we need from you — so filings don’t bounce back.
Step 1 of 5
Gather your transaction history
Broker statements, fund reports, deeds — we collect the purchase and sale trail for every asset.
Classify and compute
Each holding is classified as short or long-term under the current thresholds, and the correct rate is applied.
Apply exemptions and set-offs
We check loss set-offs, the ₹1.25 lakh equity exemption, and reinvestment reliefs like Sections 54 and 54F.
Advise on planned sales
For sales you are planning, we advise on timing — which financial year, which sequence — before you sign anything.
Feed into your return
The final computation feeds directly into your ITR and advance tax, so nothing is estimated twice.
Why ComplyKart
Why ComplyKart for this
You should know who’s doing what. Open a stage to see how the work is shared.
Advice on the new regime, not the old one
The July 2024 changes are recent enough that plenty of advisers still quote the old rates. We work from the current sche...
One team, one consistent number
Gains, losses, advance tax, and the ITR are handled by one team, so the capital gains figure in your return matches the...
Written workings before you sell
Before a big sale — property, ESOPs, a large equity exit — you get a written computation of the tax under each timing op...
Advice on the new regime, not the old one: The July 2024 changes are recent enough that plenty of advisers still quote the old rates. We work from the current schedule — 20/12.5, the ₹1.25 lakh exemption, the indexation grandfathering.
If a founder or investor is outside India
Foreign ownership is possible in many sectors, but it adds document authentication, banking and FEMA work. Set the route before funds move.
Plan before you start
- Check whether your sector permits automatic-route foreign investment
- Confirm the Indian resident director arrangement
- Map ownership, beneficial ownership and pricing
- Allow time for apostilled or consularised documents
Plan for after setup
- Receive funds through permitted banking channels
- Complete RBI/FEMA reporting and keep the bank evidence
- Coordinate tax and ongoing compliance advice early
FAQ
Frequently asked questions
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Showing 6 of 6 answers
Listed equity and equity funds: 20% if held 12 months or less, 12.5% above ₹1.25 lakh per year if held longer. Property: 24-month threshold, 12.5% without indexation. These are the post-July-2024 rates.
12 months for listed equity and equity-oriented funds; 24 months for property and most other assets. These thresholds were simplified in Budget 2024.
For most assets, indexation is gone. But property bought before 23 July 2024 keeps a choice: 12.5% without indexation or 20% with indexation, whichever is lower. This grandfathering is worth checking carefully.
Short-term losses set off against both short and long-term gains; long-term losses only against long-term gains. Unused losses carry forward for 8 years — but only if the return is filed on time.
Yes — the ₹1.25 lakh annual LTCG exemption on equity resets every financial year. Many investors deliberately book gains up to that limit each March. It is fully legal, and we can plan it with you.
Tax on buyback proceeds now sits with the shareholder, and debt fund taxation changed in 2023. If your knowledge is from before these changes, assume something has moved — ask before you act.
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What clients say about working with us
Real stories from businesses we've worked with.
Our Trademark was applied in all the classes with a short span of time by Complykart Trademark Experts and I can say the level of expertise and commitment they carry is remarkable. It's an A+ from my side. We are now sticking to ComplyKart only.
I found the professionalism of the staff at complykart.com, a pleasure to work with. As a foreigner to India, they took the time to explain the documentation and assisted in every question I raised. I was pleased that complykart.com made it easy for my Business.
Trust, Commitment, Dedication and responsiveness are the best things with ComplyKart. Thanks for handling our Merger assignment with so much care. After my business disputes, complykart handles all things with own sense of understanding.
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