Tailored Wealth, Tax, and Investment Solutions for Personal and Family Success
CA Yash Garg offers specialized financial services for individuals and high-net-worth individuals (HNIs), providing expert guidance in wealth management, tax planning, and investment strategies. Our Individuals & HNIs services are designed to help clients achieve financial security, optimize tax efficiency, and grow their wealth sustainably.
From personalized tax planning and filing to estate planning and portfolio management, CA Yash Garg ensures that every aspect of your finances is handled with precision and confidentiality. Our team understands the complexities faced by HNIs, including cross-border taxation, succession planning, and regulatory compliance, delivering solutions that meet your unique financial goals.
We combine strategic advice with hands-on execution, offering seamless support in asset management, risk mitigation, and retirement planning. With a strong focus on transparency and long-term value, we help clients preserve wealth across generations while minimizing tax liabilities.
Whether you’re planning for family security or expanding your investment portfolio, CA Yash Garg’s Individuals & HNIs services empower you with confidence and clarity to navigate your financial journey.
Personalized Financial Solutions for Individuals and High-Net-Worth Clients
CA Yash Garg offers tailored financial, tax, and investment solutions for individuals and HNIs, ensuring wealth growth, tax efficiency, and long-term financial security.
Personal Tax Planning
Wealth Management
Estate & Succession Planning
Investment Advisory
Cross-Border Taxation
Family Office Advisory
Trusted Financial Advisor for Individuals & HNIs
CA Yash Garg is a reputed chartered accountant offering tailored financial solutions to individuals and high-net-worth individuals (HNIs). With deep expertise in wealth management, tax planning, and investment advisory, he helps clients secure their financial future.
- Personalized wealth management strategies
- Tax planning for maximum efficiency
- Estate and succession planning support
- Investment advisory for sustainable growth
- Confidential, client-focused financial solutions
Whether you need assistance with personal tax filing, estate planning, or investment strategies, CA Yash Garg provides personalized, transparent, and practical advice. His commitment to confidentiality, precision, and client satisfaction makes him a preferred advisor for HNIs seeking to optimize and safeguard their wealth.
Drive Financial Success for Individuals & HNIs
Seeking expert guidance on wealth management, tax planning, and financial strategies? Book a consultation with CA Yash Garg for personalized solutions that enhance your financial growth and success.
Trusted Expertise for Individuals & HNIs
Partner with CA Yash Garg for customized solutions. We specialize in wealth management, tax planning, and financial advisory, empowering individuals and high-net-worth individuals to achieve financial success and growth.
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In-Depth Expertise for Individuals & HNIs
Personalized Wealth Management Solutions
Proven Advisory Expertise
Taxation and Compliance Expertise
Technology-Enabled Financial Services
Comprehensive Financial Support
What Saying Customers
Filing taxes was always a challenge for us, but CA Yash Garg made the process smooth and hassle-free. Their attention to detail is unmatched.
Neha Gupta
Managing DirectorTheir financial guidance has helped our startup streamline accounts and focus on expansion. Highly recommend their services.
Priya Mehta
FounderCA Yash Garg and his team have been instrumental in managing our accounts and ensuring compliance. Their professionalism and accuracy are commendable.
Amit Sharma
DirectorYash and his team have provided us with excellent taxation and GST solutions. Their proactive approach has saved us time and money.
Rohit Verma
CEOFrequently Asked Questions
- PAN (Permanent Account Number).
- Aadhaar Card (linked with PAN).
- Form 16 (for salaried individuals) or Form 26AS (for all taxpayers to verify tax credits).
- Bank statements for interest income.
- Details of other income like rental income, capital gains, etc.
- Proof of deductions such as Section 80C (life insurance, PPF), Section 80D (health insurance premiums), etc.
- TDS certificates (if any).
- Details of property sold or purchased.
- Details of foreign income or assets (if applicable).
- Previous year’s ITR (if available).
- Your total income exceeds the basic exemption limit
- You are a business owner or professional.
- You are claiming refund of excess tax paid.
- You need to carry forward losses (e.g., business loss, capital gains loss).
- You meet other specific criteria, such as owning foreign assets or being a resident with foreign income.
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Phone Number
Email Address
Office Address
43, Om Shiv Nagar, Nayapura, Lalghati, Bhopal, Madhya Pradesh, 462001