Individual & Private Client Services

Your wealth, your
legacy — in
expert hands

Discreet, personalised advisory for individuals, families, and high net-worth clients. From personal tax optimisation to estate planning and trust structuring — we protect what you've built and ensure it endures.

🔒 All engagements are confidential and professionally privileged.
Request Private Consultation Explore Services
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Personal Taxation
ITR filing, capital gains, NRI tax, advance planning
🏛️
Estate Planning
Succession, wealth transfer, inter-generational
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Wills & Trusts
Legally sound wills, private trusts, family settlements
🌍
NRI Services
FEMA, repatriation, cross-border planning
🔒Fully Confidential
⚖️Professionally Privileged
🎯Personalised Advisory
🤝Relationship-Led
🌍India & Cross-Border
Taxation

Personal tax,
optimised

Most individuals pay more tax than they need to — not because the law requires it, but because they don't know what they're entitled to claim.

Our personal tax advisory is proactive, not reactive. We don't just file your returns — we build a year-round tax strategy that minimises your liability within the law, keeps you compliant, and prepares you for any assessment.

01
Income Tax Return Filing
Accurate, timely ITR filing for salaried individuals, business owners, professionals, and investors across all ITR forms.
  • ITR-1 to ITR-4 for individuals
  • Complex income scenarios (multiple employers, freelance)
  • Defective notice & revised return support
  • E-verification and refund tracking
02
Capital Gains Planning
Tax planning for property sales, equity investments, mutual funds, unlisted shares, and business ownership transactions.
  • Short-term vs. long-term optimisation
  • Section 54 / 54F reinvestment exemptions
  • Capital loss harvesting strategies
  • Ancestral property & inherited asset advice
03
Tax Planning & Advance Advisory
Year-round proactive planning to minimise your tax burden — before the year ends, not after.
  • Advance tax computation & payment
  • Deduction optimisation (80C, 80D, HRA, LTA)
  • Salary restructuring for employed individuals
  • Tax-efficient investment selection
04
NRI Taxation
Specialist tax advisory for non-resident Indians — covering India-sourced income, repatriation, and DTAA benefits.
  • Residential status determination
  • NRI ITR filing (rental, capital gains, NRO)
  • DTAA benefit claims
  • FEMA-compliant repatriation planning
05
Tax Assessments & Notices
Expert representation and response management for income tax scrutiny notices, demands, and appeals.
  • Notice response drafting
  • Scrutiny assessment representation
  • CIT(A) appeals
  • Penalty & prosecution defence
06
HNI Tax Strategy
Comprehensive tax planning for high net-worth individuals with complex portfolios, business interests, and family structures.
  • Promoter / founder tax planning
  • Business exit tax strategy
  • Family HUF structuring
  • International mobility tax planning
Estate Planning

Protect your wealth.
Preserve your legacy.

Estate planning is not about death — it is about control. Without a proper plan, the distribution of your wealth will be decided by courts, not by you. We help individuals and families structure their affairs so their intentions are honoured, their beneficiaries protected, and their wealth preserved across generations.

Why Estate Planning Cannot Wait
In India, intestate succession (dying without a will) is governed by personal law — and the outcome rarely reflects what the deceased would have wished. Add business interests, multiple properties, and family complexity, and the need for a proper estate plan becomes urgent for anyone with meaningful assets.
60%
of HNIs lack a will
3–7yr
avg intestate settlement
∞
generational wealth preserved
100%
court-admissible documents
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Wills & Testamentary Planning
A legally valid, clearly drafted Will is the cornerstone of any estate plan. We draft, register, and safely store Wills for individuals with simple and complex asset structures.
  • Simple and complex Will drafting
  • Will registration advisory
  • Nomination coordination across assets
  • Will revision and update services
  • Living Will / advance directive advisory
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Private Trusts
A private trust provides legal separation between the settlor and assets — offering protection from creditors, structured distribution, and tax efficiency across generations.
  • Discretionary and non-discretionary trusts
  • Family trust setup and documentation
  • Trust deed drafting and registration
  • Minor beneficiary trusts
  • Revocable vs. irrevocable trust advisory
👨‍👩‍👧‍👦
Family Settlement & Succession Planning
For family businesses and multi-generational wealth, a structured succession plan prevents disputes, ensures business continuity, and protects relationships.
  • Family constitution drafting
  • Succession plan for family businesses
  • Family settlement agreements
  • HUF (Hindu Undivided Family) structuring
  • Partition deed and release deed
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Probate & Estate Administration
When a loved one passes, the administration of their estate can be complex and time-consuming. We handle probate, succession certificate, and asset transfer proceedings on behalf of beneficiaries.
  • Probate petition filing
  • Succession certificate applications
  • Letter of administration
  • Estate tax and inheritance planning
  • Asset transfer and re-registration
NRI Services

For Indians
living abroad

Non-resident Indians face a uniquely complex financial landscape — managing assets, income, and estate planning across two (or more) jurisdictions. We provide a single, trusted advisory team that understands both sides of your financial life.

🏠
Property in India
Purchase, sale, rental income, FEMA compliance, and repatriation of sale proceeds.
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NRE / NRO Management
Account advisory, repatriation limits, and tax treatment of account income.
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India Tax Filing
ITR filing, DTAA benefit claims, and tax refund management for NRIs.
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NRI Estate Planning
Cross-border Will drafting, trust structuring, and succession planning for assets in India and abroad.
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Returning NRI Planning
RNOR status optimisation, bringing foreign assets back to India, and tax transition planning.
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Power of Attorney
Drafting and registration of POA for NRIs to manage India-based assets and transactions remotely.
Our Approach

Private. Personal.
Thorough.

01
Private Consultation
A confidential, no-commitment consultation to understand your personal situation and goals.
02
Holistic Review
We review your assets, liabilities, family structure, and existing documents before advising.
03
Bespoke Plan
A tailored plan covering tax, estate, trust, and succession — unique to you.
04
Ongoing Relationship
Annual reviews, life event updates, and continuous advisory as your circumstances evolve.
Client Stories

Trusted by families
across India and abroad

We had been putting off our Will and trust structure for years. Counsel & Capital made the process straightforward, and we now have complete peace of mind about our family's future.
Business Owner  ·  Mumbai, India
As an NRI with property and investments in India, managing the tax and FEMA compliance was always stressful. Now I have one team handling everything — and they actually explain it.
Senior Executive, NRI  ·  London, UK
Your legacy deserves
proper planning.
Confidential consultation — no commitment, no jargon.
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Get in touch

Ready to get your
finances in order?

Book a free 30-minute consultation — personal, confidential, and obligation-free.

Call us
+91 80763 04979
Email
hello@counselandcapital.in
Office
Greater Kailash-2, New Delhi