HNI Services - Annveshan

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My FAME
Financial Analyst, Management, and Execution Services

MY FAME

My Financial Analyst, Management,
and Execution Services

MyFAME delivers a family-office-style financial management service for clients with complex and global portfolios. We begin with a one-time due diligence process and a structured opening balance sheet to establish complete visibility across assets, liabilities, and investments.

Our service includes:

Monthly bookkeeping for Indian and international transactions
Consolidated financial and investment reporting
Quarterly review meetings with advance tax planning
Accurate annual tax computation and timely tax return filing
Support for tax notices, FEMA, and cross-border regulatory matters

Every transaction is reviewed for tax efficiency and regulatory compliance, ensuring lower tax impact, greater transparency, and informed financial decision-making — all delivered through a single trusted partner.

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My WATCH
Wealth Analysis, Tracking & Comprehensive Harmony

My WATCH

Wealth Analysis, Tracking &
Comprehensive Harmony

MY WATCH delivers a complete, consolidated view of your financial life — across all Indian and global investments. Designed for HNIs, business families, and trusts, it functions as an intelligent wealth-tracking and reporting solution that enhances financial control, governance, and long-term wealth strategy.

It benchmarks portfolio performance against market indices to ensure your investments remain efficient and competitive.

With MY WATCH, you gain a single dashboard for all asset classes, including:

Mutual funds, equities, and PMS
Real estate, private equity, and debt
Alternative investments and global portfolios

The platform benchmarks performance against markets and peer portfolios, ensuring your investments stay efficient and aligned with your financial goals.

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My Real Estate (R-Estate)
Real Estate Sale, Transfer, Advisory & Tax Expertise

My Real Estate (R-Estate

Real Estate
Sale, Transfer, Advisory & Tax Expertise

MY R-ESTATE provides complete end-to-end support for property sale transactions in India, ensuring legal clarity, tax efficiency, and maximum take-home value. Designed for residents and NRIs, our service combines due diligence, strategic structuring, and hands-on execution for a smooth and fully compliant sale.

What we cover:

Pre-sale due diligence covering ownership, title, encumbrances, and legal clearances
Fair market valuation and tax-efficient structuring of the sale
Drafting and review of sale agreements and supporting documents
Verification of buyer TDS and guidance on statutory compliance
Support for registration and execution at the sub-registrar office
Capital gains computation with Section 54, 54EC, and 54F exemption planning

Special support for NRIs:

Repatriation of sale proceeds abroad with FEMA and tax compliance
Guidance on obtaining a lower TDS certificate (LTC) to avoid excess tax deduction

With MY R-ESTATE, you gain a single expert partner who safeguards your interests and transforms property transactions into predictable, profitable, and stress-free experiences.

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My BRIDGE
Border Residency, Immigration & Dual Country Guidance In Tax

MY BRIDGE

Border Residency,
Immigration & Dual Country Guidance In Tax

MY BRIDGE provides specialized advisory for individuals with international income, investments, or global mobility. Whether you are moving abroad, returning to India, or managing assets across multiple countries, MY BRIDGE ensures complete clarity on global tax exposure, residency rules, and compliance requirements.

What MY BRIDGE covers:

Determination of residential status under Indian tax laws and global residency rules
Assessment of worldwide income and asset holdings to map tax implications
Tax-efficient structuring using DTAA benefits and FEMA compliance
Advisory on NRE, NRO, and FCNR banking and remittances
ITR filing for global income with end-to-end documentation support
Fund repatriation and lower TDS certificate (LTC) guidance for NRIs

With MY BRIDGE, you gain a proactive global tax partner who safeguards international wealth, minimizes tax leakage, and keeps your cross-border financial strategy future-ready.

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My SHARE
Strategic Handling Of Advisory for Unlisted Shares and Equity

My SHARE

Strategic Handling Of Advisory for
Unlisted Shares and Equity

MY SHARE provides end-to-end support for buying and selling unlisted shares, ensuring full legal compliance and maximum tax efficiency. We determine fair market value, structure transactions to minimize tax impact, and manage smooth execution across all stakeholders.

Our scope includes:

Fair market value (FMV) valuation and due diligence
Compliance under the Income Tax Act, FEMA, and Companies Act
Drafting and review of share transfer or gift agreements
Capital gains computation with indexation and exemption planning
ITR reporting and documentation support for scrutiny protection

For NRIs and HNIs, we also support:

Repatriation of sale proceeds
DTAA-based tax planning
Strategic reinvestment planning

MY SHARE ensures unlisted share transactions are seamless, compliant, and optimized—reducing tax outflow while safeguarding your interests at every step.

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My TAX
Tax Advisory for Annual Compliance

MY TAX

Tax Advisory for Annual Compliance

MY TAX provides end-to-end tax advisory and compliance support to help individuals and businesses stay fully compliant while maximizing tax savings. We conduct a detailed review of income, investments, and assets to determine total and advance tax liabilities, while identifying eligible deductions and exemptions for optimal outcomes.

Our service includes:

Year-round strategic tax planning
Accurate computation of taxable income and advance tax
Seamless ITR filing with complete documentation support
Audit readiness and responses to tax queries or notices

By aligning tax planning with long-term financial goals, MY TAX ensures transparency, risk-free compliance, and higher savings—providing complete peace of mind throughout the financial year.

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My SHIELD
Summons, Hearing & Investigation Expert for Legal Defence

My SHIELD

Summons, Hearing &
Investigation Expert For Legal Defence

MY SHIELD offers end-to-end representation for individuals and businesses facing income tax summons, hearings, audits, and investigations. We manage interactions with the Income Tax Department, Investigation Wing, CIT(A), and Tribunals while ensuring accurate, timely, and compliant submissions at every stage.

Our support includes:

Pre-assessment review and risk evaluation
Drafting and submission of replies, documents, and supporting evidence
Representation during hearings and ongoing communication with tax authorities
Guidance on voluntary disclosure, settlement options, and penalty mitigation

With deep tax and legal expertise, MY SHIELD minimizes tax exposure, penalties, and reputational risk. We safeguard your financial and legal interests while strengthening long-term credibility, compliance discipline, and peace of mind.

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My FOREIGN
Financial Overseas Returns, Equity, Global Investments, and Navigation

My FOREIGN

My FOREIGN

MY FOREIGN helps High-Net-Worth Individuals plan, structure, and manage overseas investments while remaining fully compliant with Indian and international regulations. We align personal, business, and family objectives with global financial goals to create tax-efficient investment structures—whether individual, trust, or corporate.

Our service includes:

Regulatory and tax evaluation under FEMA, RBI, DTAA, and foreign disclosure norms
Structuring and execution of overseas investments
Documentation, filings, and reporting to ensure full compliance
Ongoing monitoring of disclosure and regulatory requirements
Support for cross-border wealth transfer and succession planning

By preventing double taxation and ensuring compliant investment flows, MY FOREIGN protects global wealth and enables confident, seamless international portfolio expansion—delivering tax efficiency, transparency, and long-term security.

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My MIGRATE
Mobility, Immigration & Global Residency, Advisory for Tax Excellence

My MIGRATE

Mobility, Immigration & Global
Residency, Advisory for Tax Excellence.

MY MIGRATE provides expert advisory for individuals relocating across countries, ensuring smooth global mobility with full tax and regulatory compliance. We assess citizenship, residency, and cross-border income to optimize tax positions and prevent double taxation.

Our service includes:

Tax residency assessment and global income mapping
FEMA and DTAA compliance with complete documentation support
Structuring of income, investments, and asset ownership across jurisdictions
Coordination with international tax, immigration, and legal advisors
Continuous monitoring of residency status and global tax developments

By aligning every move with a strategic tax and compliance plan, MY MIGRATE safeguards international wealth, reduces tax exposure, and ensures a seamless, risk-free transition to life in a new country.

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