Services โ€“ InfyWealth

Everything you need to build
lasting financial health

From tax planning and accounting to financial advisory and insurance โ€” InfyWealth is your single, trusted partner for every financial decision your business and family will ever face.

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Taxation Services
Individual & Business

Navigating India's tax landscape can be complex and time-consuming. Our expert tax consultants ensure you stay fully compliant, avoid penalties, and โ€” more importantly โ€” pay only what you owe. We handle everything from ITR filing to advance tax planning.

  • Income Tax Return (ITR) filing for individuals & companies
  • GST registration, filing & reconciliation
  • TDS computation, filing & compliance
  • Tax-saving investment advisory under 80C, 80D & beyond
  • Advance tax computation & planning
  • Representation before Income Tax authorities
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Financial Planning
Goal-Based & Holistic

Your financial life is more than just a bank balance. We take a comprehensive view โ€” your income, expenses, goals, risk tolerance, and life stage โ€” and craft a roadmap that makes your money work harder, smarter, and in the right direction.

  • Personalized financial health assessment
  • Retirement planning & corpus building
  • Children's education & marriage fund planning
  • Emergency fund & cash flow management
  • Mutual fund & SIP advisory
  • Regular portfolio review & rebalancing
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Life Insurance
Protection & Legacy

Protecting your family's future is the foundation of any strong financial plan. We help you cut through the noise of hundreds of insurance products to find the coverage that truly fits your needs โ€” without hidden charges or mis-selling.

  • Pure term life insurance planning
  • ULIP & endowment plan evaluation
  • Human life value (HLV) calculation
  • Group life cover for employees & businesses
  • Policy review & adequacy check
  • Claims assistance & settlement support
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Health Insurance
Individual & Family

Medical costs are rising faster than inflation. A health emergency shouldn't wipe out years of savings. We help you choose the right health cover โ€” from individual mediclaim to comprehensive family floaters and top-up plans โ€” so you're always protected.

  • Individual & family floater health plans
  • Super top-up & critical illness plans
  • Senior citizen health coverage advisory
  • Group health insurance for businesses
  • Cashless network hospital guidance
  • Claim filing assistance & escalation support
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Accounting Services
Books, Ledgers & Reports

Accurate, timely books are the backbone of any business. Our accounting team handles your day-to-day financial records, reconciliations, and reports โ€” so you always know exactly where your business stands and can make decisions with confidence.

  • Bookkeeping & ledger maintenance (Tally / Zoho / QuickBooks)
  • Monthly P&L, balance sheet & cash flow reports
  • Bank reconciliation & accounts payable/receivable
  • Payroll processing & statutory compliance (PF, ESI, PT)
  • Audit support & document preparation
  • MIS reporting for business owners
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Financial Advisory
Business & Investment

Running a business means making dozens of financial decisions every week. Our advisors act as your strategic finance partner โ€” helping you optimise costs, evaluate investments, manage risks, and allocate capital in a way that accelerates your growth.

  • Business financial health diagnostic
  • Working capital & cash flow optimisation
  • Investment structuring & ROI analysis
  • Loan advisory & debt structuring
  • Company registration & startup financial setup
  • Succession planning & business exit advisory
10+
Years of expertise
A decade of hands-on advisory across taxation, finance, and insurance.
1,200+
Clients served
Individuals, salaried professionals, small businesses, and entrepreneurs.
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Hidden fees โ€” ever
Transparent, flat-fee pricing. You know exactly what you pay before we start.
100%
Compliance focused
Every service delivered with accuracy, regulatory compliance, and timeliness.
All-in-one
Under one roof
Tax, accounting, insurance, and planning โ€” no more juggling multiple consultants.
24 hrs
Query turnaround
Fast, responsive support so your decisions never get stuck waiting for answers.
Step 01
Free consultation
We start with a 30-minute discovery call to understand your financial situation, goals, and immediate needs โ€” at absolutely no cost.
Step 02
Tailored proposal
Based on your needs, we put together a clear scope of work with transparent pricing โ€” no jargon, no surprises.
Step 03
Expert execution
Our certified team gets to work โ€” handling filings, planning, and advisory with precision and full accountability.
Step 04
Ongoing support
We don't disappear after delivery. Regular reviews and a dedicated point of contact keep you in control year-round.

Not sure which service you need?

Talk to our advisors for free. We'll help you figure out exactly what fits your situation โ€” no obligation, no hard sell.