Assessments
Explore our quick assessments.
My INSIGHT
My INSIGHT is an intelligent notice and evaluation system
designed to simplify Income Gain handling, TDS compliance,
and Lower Deduction Certificate (LDC) management. It helps
businesses, CFOs, tax teams, and vendors ensure accurate tax
deductions by analysing eligibility, preparing financial
projections, filing Form 13, and representing cases before tax
officers. By combining data-driven assessment with regulatory
insight, My INSIGHT prevents excess TDS, improves cash flow,
and streamlines documentation and certificate tracking-turning
complex tax processes into a clear, efficient, and compliant
experience.
My RESET
My RESET is a specialised service that focuses on rectifying
income-tax errors, settling incorrect demands, and ensuring
complete transparency in taxpayer records. It identifies and
corrects mismatches in tax demands, refunds, TDS credits, and
interest calculations, while addressing errors arising from CPC
processing or assessment stages. Through detailed demand
analysis, accurate interest computation, meticulous rectification
filings, refund tracking, and coordination with tax authorities, My
RESET safeguards taxpayers from unjust recoveries and
unlocks rightful refunds. It provides clarity, accuracy, and
confidence by ensuring every correction is validated,
documented, and fully compliant.
My TRACK
My TRACK is a complete tax residency management and
compliance kit that helps individuals and businesses
accurately determine, document, and certify their tax
residency for claiming DTAA benefits. It provides end-to-end
support-assessing eligibility, compiling documentation, filing
TRC applications with Form 10F, and advising on treaty
provisions and limb tests. My TRACK ensures smooth cross-
border taxation by coordinating with authorities, tracking
application status, and handling renewals or multi-country
requirements. With precise documentation and expert
guidance, it brings clarity, certainty, and full compliance to
international tax obligations.
My CASE
My CASE delivers a comprehensive appeal support experience,
helping taxpayers manage, file, and pursue appeals with clarity
and confidence. The service covers everything from drafting
Form 35 and Form 36 to preparing grounds of appeal,
statements of facts, and detailed paper books. With expert
representation before CIT(A), ITAT, and higher forums, My
CASE ensures strong, data-backed arguments and procedural
accuracy. It also handles cross-objections, stay applications,
and coordination with counsels to minimize litigation risks. By
transforming complex assessments into defensible positions,
My CASE drives timely, effective resolutions for businesses,
HNIs, and startups.
My DEFEND
My DEFEND is a specialized framework designed to handle
documentation, evidence compilation, factual analysis,
explanation drafting, notice responses, and dispute resolution
during income-tax scrutiny and investigations. It ensures strong,
accurate, and timely replies to scrutiny notices, backed by
reconciliations, records, and legal reasoning. The service
covers end-to-end support—from preparing submissions and
managing assessments to representing clients before
Assessing Officers and defending against unjust additions. My
DEFEND also supports best-judgment cases, post-assessment
rectifications, and dispute closure, providing a structured,
protection-driven approach that strengthens compliance and
ensures effective resolution.
My REPORT
My REPORT is a structured reporting and oversight
framework designed to ensure precise, compliant, and
transparent filing of Statement of Financial Transactions
(SFT) under Section 285BA and Rule 114E. It helps entities
accurately identify, validate, and aggregate high-value
transactions, reducing the risk of scrutiny, mismatches, and
penalties. The service covers end-to-end support-from data
extraction, threshold evaluation, and reconciliation with
books, AIS, ITR, and Form 26AS to XML generation, e-filing,
corrections, and notice responses. My REPORT strengthens
financial transparency and ensures seamless regulatory
compliance through meticulous evaluation and oversight.
My REVIEW
My REVIEW is a comprehensive re-assessment, evaluation,
and verification framework designed to ensure transparency,
accuracy, and fairness in income examinations. It identifies
discrepancies, rectifies errors, and validates assessment
positions through detailed financial reconciliation, factual
verification, and legal analysis. The service includes
examining past assessment records, analysing income and
deductions, preparing reasoned submissions, managing
reassessment notices, and coordinating with tax authorities.
My REVIEW strengthens compliance confidence by
supporting hearings, drafting detailed explanations,
addressing audit or risk-based queries, and recommending
improvements for future accuracy—ensuring assessments
truly reflect correct income and regulatory standards.
My SOURCE
MY SOURCE is a structured oversight and unified reporting
framework designed to deliver compliance excellence in TDS
management. It ensures accurate deduction, timely deposit,
and seamless reporting across all payment categories by
combining preventive validation, automated accuracy, and
continuous monitoring. The service includes TDS applicability
reviews, rate verification, quarterly e-filing, correction
statements, TRACES coordination, and issuance of Form
16/16A. My SOURCE also manages default rectifications,
responses to CPC notices, and scrutiny defence—helping
organizations avoid penalties, resolve mismatches, and
maintain strong compliance governance with complete
transparency and precision.

My FUND
- Financing for Unleashing New Developments.
- Start-up funding, capital raising, investor readiness.
- Startups, SMEs seeking investment
- End-to-end advisory for securing & managing growth capital.

My LEGACY
- Leadership in Estate Guidance, Asset Custody, Yield
- Estate planning, succession, and asset management across borders
- NRIs, Family Businesses, HNIs
- Secures wealth and ensures seamless inter-generational transfer

My EMERGE
- Enabling M&A, Restructuring, Global Expansion.
- Cross-border M&A, fundraising, international expansion
- High-growth SMEs, corporates, investors
- Accelerates global growth with risk- mitigated, maximising deals.

My VALUE
- Valuation & Analytics for Leveraging Ultimate Equity.
- Corporate valuation, analytics for transactions.
- Brings clarity on business worth; supports key transactions & growth.
- Secures wealth and ensures seamless inter-generational transfer

My PACE
- Performance Achievement Compensation Engine
- ESOPs, SARs, Phantom Stock plan design and advisory
- Startups, high-growth companies, HR leaders
- Tailors long-term compensation to align talent with business growth

My GUIDE
- Governance, Understanding, Insights, Data-Driven Expertise)
- Virtual Finance Controller (VFC), strategic finance management
- SMEs, startups, global firms
- Provides expert financial oversight at lower cost than in- house teams

My PROBE
- Precise Review of Business Efficiency
- Business due diligence, risk review, operational compliance
- Founders, investors, boards, acquirers
- Identifies risks & gaps, ensuring businesses are ready & resilient

My EDGE
- Entrepreneurial Diligence for Growth & Excellence)
- Investor readiness self- assessment, deal preparation
- Startups preparing for funding
- Pinpoints investor requirements, improving funding prospects

My BEACON
- Business Evaluation, Analysis & Controls for Optimization.
- Financial forecasting, strategic planning.
- Business owners, CFOs, startups.
- Promotes strong planning and control for long-term sustainability.

My SCORING
- Self-Assessment for Compliance, Operations, Growth, Integration, Navigation & Governance
- Business health & readiness assessment
- SMEs, startups, leadership teams
- Identifies gaps and strengths for focused improvement




