To Assist Taxspanner HNI Clients in Building Smarter Portfolios – We Introduce Complimentary Portfolio Review in Collaboration with Dezerv
Exclusive one-on-one guidance from the RM (Relationship Manager) of Dezerv, to help you optimize your investments, reduce risks, and build a stronger financial future.Our Clients
Features and Benefits
Personalized Insights
Tailored recommendations aligned with your unique financial goals.
Risk Optimization
Identify and reduce risks in your current portfolio
Tax-Efficient Strategies
Discover opportunities to save more with smart tax planning
Direct Expert Guidance
Exclusive access to guidance from the RM (Relationship Manager) of Dezerv
Our Offerings
Equity
Grow your wealth
Actively managed portfolios of equity related securities- Ideal for 5+ years
- Built for long-term growth
Fixed Income
Preserve your wealth
Actively managed portfolios of debt securities- Ideal for 2 to 3 years
- Built for predictable income
How Our Complimentary Portfolio Review
Helps HNI Clients
Personalized Portfolio Analysis
A complete review of your investment mix to align with long-term wealth goals.
Smarter Tax Planning
Strategies to minimize your tax burden while maximizing growth.
Confidence in Wealth Decisions
Walk away with clear, actionable strategies to enhance portfolio performance.
An Exclusive, Stress-Free Experience
With direct guidance from experts, you can be confident in every financial move. Our review ensures clarity, precision, and peace of mind when it comes to your wealth
20+
20+ Years of Expertise in tax & wealth advisory
Widespread Usage
Thousands of Clients Guided across India
Exclusive Session
RM (Relationship Manager) Advisory for exclusive insights
Trustworthy
Trusted by HNI Clients Nationwide
Hear From The Clients
Your Trusted Partners In Every Step Of Wealth Management
Jigme Bhutia
Client Partner
Managing portfolio for
- Founder of one of the largest healthcare chains
- CEO of well known multi-national company
- Founder of India's well-known unicorn
Nishant Ahuja
Client Partner
Managing portfolio for
- Promoter of a large detergent manufacturing company
- CXO of one of India's biggest insurance company
- Promoter of India's largest agrochemical company
Bhuvanesh Kumar
Client Partner
Managing portfolio for
- Promoter of a listed pharmaceutical company
- Promoter of a well-known real estate company
- Founder of one of the largest cloud kitchen brands
TaxSpanner.com is one of India’s largest and most trusted websites that offers online preparation of accounts books and filing of TDS, GST, individual Income Tax Returns (ITR). Established in 2007, TaxSpanner is based out of New Delhi. Since then, it has grown to build very large customer base in this market segment.
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