Empower Your Employees with Finance & Tax Knowledge
Join TaxBuddy’s expert-led webinars designed to simplify income tax, smart savings, and financial wellness for your workforce.
Ready to Empower Your Team?
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About TaxBuddy Webinars
TaxBuddy Webinars are designed to bridge the gap between financial literacy and practical tax knowledge. Each session blends expert insights, live Q&A, and easy-to-follow examples tailored for India’s working professionals.
We conduct two main types of webinars:
1. Financial Wellness Webinars
Learn how to plan, save, and grow wealth smartly.
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Building emergency funds
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Investing for future goals
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Managing insurance and protection
2. ITR Filing & Tax Essentials
Simplify tax filing and maximize savings.
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ITR filing made easy
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Key deductions & exemptions
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Tips to boost tax refunds
Benefits for Employers & Employees
For Corporates
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Reduce HR queries during tax season
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Boost engagement and retention
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Strengthen your employer brand
For Employees
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Understand finance and taxes easily
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Learn proven ways to save more
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Achieve long-term financial wellness
Meet Our Experts
Purvesh Uphare
Financial Expert
Purvesh is the Financial Expert at TaxBuddy Wealth. He holds an MBA in Finance from Cardiff Metropolitan University and a PGDM from Universal AI University, with a strong academic foundation in Financial Markets from Mumbai University. Purvesh applies his expertise in both equity and debt markets to support investment analysis, strategy, and innovative fintech solutions.
Sushil Kumar Mahapatra
Sr. Tax Expert
10+ years of experience in direct taxation and accounting. He has helped many clients understand and follow tax rules while managing their financial goals. Passionate about solving tax-related issues, he is dedicated to providing clear and effective solutions. His experience has given him a strong understanding of client needs, allowing him to offer reliable tax advice with care and precision. Along with these he also has experience in working with Tax audit Team and helps in Tax Audit Filing.
SAMIR JAYASWAL
CEO at TaxBuddy
Samir holds an MBA in International Finance and is pursuing a PhD in Financial Markets. With 20 years of senior-level experience at Wipro, ICICI Group, and SunGard, he is a recognized thought leader in financial markets. He has spoken at numerous conferences and contributed insights through interviews and journal publications. He co-authored a widely adopted book on Technology for Financial Markets, which is used to develop exchange trading applications and is part of the curriculum at universities worldwide, including the University of Chicago.
Kanchan Bhatt
Sr. Tax Expert
Kanchan Bhatt is an Assistant Manager at TaxBuddy with 7+ years of experience in direct taxation. She assists clients in navigating tax complexities and ensures compliance, focusing on resolving queries and aligning financial goals with regulations. Her expertise reflects a commitment to excellence and a deep understanding of client needs.
Hetal Shah
Tax Expert
Hetal Shah is a Tax Expert & Team Leader at TaxBuddy with 4+ years of experience in Direct Taxation and Tax Planning. She supports individuals and businesses in navigating tax complexities, ensuring seamless compliance, and optimizing financial outcomes. Her strong analytical skills and commitment to accuracy make her a trusted professional who consistently delivers tailored, regulation-aligned tax solutions.
Astha Bhatia
Sr. Tax Expert
Astha Bhatia has over 4+ years of experience in taxation and accounting, specializing in complex tax returns and financial record reviews for individuals. At TaxBuddy, she advises NRIs on investments in India, helping them optimize returns and minimize tax liabilities, with a strong focus on NRI taxation.
What HR Leaders Say
The webinar was very insightful & helped a lot. Sushil (Sr. Tax Expert at TaxBuddy) made a great presentation, & it was a very informative session presented by him. We really appreciate his patience, even addressing repetitive queries of our employees.
Boban George
Group Manager, HR - Employee Relations & Compliance, Larsen & Toubro Technology Services (LTTS)
The session was truly insightful and well-structured. It covered all major topics that we frequently receive queries about, and it was great to see that some of the content was customized as per our requirements.
Kanchan Bhatt (Sr. Tax Expert) delivered the content very clearly and addressed all employee queries during the Q&A session!
Yogesh Kumar
HR - Head, VIVO
The session was amazing – it was super informative and really helpful for all of us! The way your team explained ITR, Slab rates, and the extended deadlines made everything so easy to understand.
Nitya Patel
Human Resource Business Partner, Swastika
The session was informative, good and the employees are happy with the ITR Filing webinar and the offer. Would like to have more sessions in the future
Rashmi M
Payroll Administrator - HR, Granius
Your insights on wealth building, savings, emergency funds, and the power of compounding were not only practical but also highly relevant to our current financial journeys. The session sparked meaningful conversations and gave our team valuable takeaways to implement in their personal financing planning.
We truly appreciate the time and effort you dedicated to making the session so impactful. Looking forward to more such collaborations in the future.
Tanushka Chaturvedi
Human Resource Generalist, Fur Ball Story
The session was very helpful for the employees and Hetal Shah (Tax Expert) was kind enough to address all their queries thoroughly.
Namrata Venkatesh
Manager - HRBP, Datamatics
Thank you for delivering such a valuable session on Tax Wellness. It was well received by our workforce, many employees found it insightful and beneficial both. The way you managed the timelines was commendable, and I truly appreciate your effort.
Hetal (Tax Expert) was phenomenal and covered the key points very effectively. I really appreciate the excellent presentation.
Jyoti Chak
Human Resource - Manager, Alcor Solutions India Pvt. Ltd.
Upcoming Webinars
Select the right program to build your career in taxation with TaxBuddy Academy.
Date | Speaker | Topic |
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15 Nov 2025 | Tax Expert, Rahul Swain | Tax Planning for Salaried Employees |
30 Nov 2025 | Financial Expert, Pritish Jain | Smart Financial Habits for 2025 |
