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We Have 4.9 ★ Google rating from 12,500+ reviews - Taxbuddy

4.9 ★ Google rating from 13,000+ reviews

Identify poor investments

Save time and act fast

Give clear direction to your portfolio

Get your portfolio analyzed within minutes

Are your investments healthy?

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It’s Free for early bird customers!

Provide your PAN and Email through which you made investments

You will receive CAS via email

Forward CAS with attachments to the email address requested by us

Unlock your portfolio's potential

Hear what early bird users are saying

Niranjana Sharma

Niranjana Sharma

Local Guide • 2 months ago

Team TaxBuddy came to the rescue in crunch time. They were prompt, courteous and professional. Superlative service a super competitive price. Couldn't be more satisfied. Strongly recommended for every taxpayer in India who wants accurate returns and peace of mind.
Subham Saurabh

Subham Saurabh

1 month ago

Tax Buddy was a breeze to work with. It's a straightforward procedure that's easy to follow. All you have to do is fill out the form with the relevant information and submit necessary documents as requested by them.
Rohan Baruah

Rohan Baruah

3 months ago

Positive : Professionalism, Responsiveness. Rajkumar was very responsive and prompt throughout the return filing process. Even though it was taking some time on the govt portal, I knew that the work
Aahan Shetty

Aahan Shetty

1 month ago

TaxBuddy has been a real buddy for me throughout my e-filing process. As a high-income professional, I have always struggled with high tax bills and refund concerns. Thankfully, now I have a partner I can trust to guide me for maximum savings.

Rahul Patil

Local Guide • 2 months ago

Positive : Quality.Right from the start the process was very smooth. The tax buddy assigned (Mr Gaurishankar) was extremely helpful, proactive, patient and answered all questions. Not only did I avail the service, because of the great experience, made my spouse use the service as well. recommend highly and continue the services again. I talked with Nikita Chilveri and my overall experience with tax buddy was so wonderful, they are so professional and the way Nikita explained everything to me was really helpful.

Why Portfolio Doctor by TaxBuddy?

360° view of your investments

Identify strengths, weaknesses and opportunities for growth

Let data speak

Make informed choices and maximize your portfolio's performance

No boring spreadsheets and calculations

Portfolio Doctor saves time with swift, automated analysis

Ongoing support

Enjoy continuous monitoring and updates

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Embark on your journey to investment excellence

Whether you're a seasoned investor or just starting out, we are here to bring clarity, confidence and enhanced performance to your portfolio.

Introducing Wealth Builder by TaxBuddy

Everything in Portfolio Doctor + Complete financial planning

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