Elevating Wealth Management with Integrated Tax Advisory

At BlissMoney, we believe that wealth management is incomplete without tax intelligence. The world's most successful families and institutions manage investments and taxation together, ensuring decisions are not just growth-driven but also tax-efficient.

Through our integrated Chartered Accountant (CA) services, we bring the same discipline to our clients in India and abroad-offering one seamless solution for investments, compliance, and succession planning.

Our Core CA Services

  1. Income Tax Advisory & Compliance

    • Strategic tax planning tailored for professionals, entrepreneurs, and business families
    • Filing of income tax returns with full optimization of deductions and exemptions
    • Advisory on capital gains taxation (equities, mutual funds, real estate, PMS, AIFs)
    • Advance tax calculations, quarterly compliance, and representation before authorities

  2. NRI & Global Taxation

    • Structuring under DTAA (Double Taxation Avoidance Agreement) for efficient cross-border outcomes
    • FEMA compliance and advisory on repatriation of funds
    • Tax management for property transactions, global income reporting, and inheritance matters
    • End-to-end support for NRIs, returning Indians, and globally mobile families

  3. Corporate & Business Tax Solutions

    • Tax structuring for private limited companies, LLPs, and family-owned enterprises
    • Advisory on profit distribution, ESOPs, and inter-company transactions
    • Transfer pricing and cross-border structuring
    • Representation in case of assessments, scrutiny, or appeals

  4. GST Strategy & Compliance

    • GST registration, monthly/quarterly filings, and annual reconciliations
    • Advisory on sector-specific GST implications
    • ITC (Input Tax Credit) optimization for corporates and professionals
    • Representation before GST authorities for notices, disputes, and appeals

  5. Audit & Financial Reporting

    • Preparation of financial statements as per Indian Accounting Standards (Ind AS)
    • Assist in statutory audits, internal audits, and management reporting for boards and stakeholders
    • ROC filings, AGM documentation, and corporate secretarial compliance
    • CFO-style dashboards for business families and HNIs

  6. Estate & Succession Planning

    • Structuring of wills, family trusts, and charitable foundations
    • Inter-generational wealth transfer with tax efficiency
    • Designing family constitutions to preserve legacy and harmony
    • Advisory on philanthropy aligned with tax and regulatory frameworks

  7. Book Keeping & Accounts Management

    • Book-keeping & preparation of final accounts as per IND AS or GAAP
    • Accounting opinion and analysis
    • Financial reporting and MIS
    • Setting up accounting systems, processes, and policies
    • Payroll management

Why BlissMoney

  • Integrated Model - Investments and tax strategy aligned under one umbrella
  • After-Tax Outcomes - Every decision tested for impact on wealth compounding and tax liability
  • HNIs & NRIs in Focus - Bespoke strategies designed for business owners, professionals, and global families
  • Trusted Advisory - A single point of accountability for your wealth, tax, compliance, and legacy planning

The BlissMoney Promise

At BlissMoney, we don't just manage investments - we design wealth journeys that are tax-smart, globally compliant, and legacy-focused. By combining world-class wealth management with licensed CA services, we ensure our clients enjoy clarity, efficiency, and peace of mind at every stage of their financial lives.

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