Expert Financial Advisor Services for GST, Tax & Investment Advisory

Your trusted partner for GST registration, income tax planning, company incorporation, FSSAI licensing, IEC code setup, and tailored investment advice.

Trusted by 100+ clients and ₹5 Cr+ in tax savings

Tailored Financial Solutions

GST Registration & Filing

Seamless GST registration and accurate filing for small businesses and entrepreneurs. Avoid late fees and penalties with our expert-GST compliance services.

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Income Tax Planning

Strategic income tax planning and return filing that maximizes refunds and minimizes liabilities. Trusted tax advisors for individuals, professionals, and startups.

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Company Incorporation

Start your business confidently with legal advice, documents, and compliance support. Expert company registration services for entrepreneurs and SMEs.

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FSSAI Registration

Complete FSSAI licensing and food business compliance to operate legally and safely. We streamline the process so you can focus on growth.

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IEC Code Registration

Get your IEC quickly for international trade. Our export-import consultants handle your IEC code registration and help you expand globally.

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Investment Advisory

Personalized insurance solutions and investment advice in mutual funds, gold, and fixed income. Grow wealth securely with certified investment advisors.

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In-Depth Service Features

GST Registration and Filing Services

GST Registration & Filing

Our comprehensive GST services ensure your business stays compliant while maximizing input tax credits. We handle the entire process from registration to regular filing.

  • Timely submission to avoid late fees and penalties

  • Proper documentation for audit-readiness

  • Maximization of input tax credit claims

  • Regular compliance updates and advisory

Income Tax Planning Services

Income Tax Planning & Return Filing

Strategic tax planning that helps you legally minimize tax liability while ensuring full compliance. Our approach focuses on both immediate savings and long-term tax efficiency.

  • Refund maximization through strategic deductions

  • TDS scrutiny and reconciliation

  • E-filing assistance with error-free submissions

  • Year-round tax planning advice

Investment Advisory Services

Investment Advisory & Wealth Planning

Personalized investment strategies designed to help you achieve your financial goals. Our certified advisors provide guidance across multiple asset classes.

  • Personalized asset allocation based on risk profile

  • SIP planning for disciplined wealth creation

  • Comprehensive risk analysis and mitigation

  • Regular portfolio review and rebalancing

How Our Services Work

1

Free Discovery Call

Discuss your needs with our certified financial advisor

2

Document Collection

We gather and assess your financial documents

3

Service Proposal

Customized service plan and agreement

4

Service Execution

GST filing, tax planning, or business setup

5

Plan Presentation

Investment and growth strategy review

6

Ongoing Support

Regular reviews and continuous assistance

Transparent, Value-Based Fees

Choose the plan that fits your business needs with our straightforward pricing structure. All plans include dedicated support.

Monthly
Annual Save 15%

Basic

Essential compliance services for small businesses

₹5,000 /month
  • ✓

    GST Filing (Monthly/Quarterly)

  • ✓

    Basic Tax Advisory

  • ✓

    Email Support

  • ✗

    Income Tax Planning

  • ✗

    Investment Advisory

Most Popular

Standard

Comprehensive tax and compliance package

₹10,000 /month
  • ✓

    Everything in Basic

  • ✓

    Income Tax Return Filing

  • ✓

    Tax Planning Strategies

  • ✓

    Phone & Email Support

  • ✗

    Full Investment Advisory

Premium

Complete financial advisory solution

₹20,000 /month
  • ✓

    Everything in Standard

  • ✓

    Full Investment Advisory

  • ✓

    Quarterly Portfolio Review

  • ✓

    Dedicated Financial Advisor

  • ✓

    Priority Support

Need a custom solution?

We offer tailored packages for specific needs like company incorporation, FSSAI licensing, or IEC code registration. Contact us for a personalized quote.

Trusted by Clients

"I saved ₹6 Lakhs with their tax service"

"Working with Magnate transformed my business finances. Their strategic tax planning saved me over ₹6 Lakhs in the first year alone. Their team is responsive, knowledgeable, and truly invested in my success."

Ankit Kumar

Manufacturing Business Owner

Common Questions Answered

What is financial planning and why do I need a financial advisor?

Financial planning is a holistic approach to managing your money—covering GST registration, income tax planning, investments, savings goals, and compliance. A certified financial advisor provides expertise, structure, tailored strategies that help optimize tax savings and build wealth accurately and consistently. You need a financial advisor to accurately assess your unique situation, prevent costly mistakes, and guide you toward financial success.

How much do your financial advisory services cost?

Our fees are transparent and value-based, depending on service: GST filing, income tax planning, investment advice, or compliance packages. Since each client's needs vary (e.g., GST registration vs. mutual fund advisory), we discuss a customized pricing plan during your free discovery call. Working with an advisor often saves far more in tax and compliance penalties than cost of our services.

Do you offer a free consultation?

Yes—we offer a free, no-obligation 30-minute discovery call. During this consultation, we assess your GST registration needs, tax planning requirements, and investment goals. After call, you'll receive a summary and proposal tailored to your goals.

What experience and certifications do you have?

Magnate is led by Venkat Chinnam, a Chartered Accountant (CA) and Certified Investment Advisor (CIA). Our team collectively handles ₹5 Crore+ in annual tax savings and supports 100+ satisfied clients, providing compliance, filing, investment advisory services with proven results.

How long does GST registration process take?

Typically, GST registration is completed within 3–5 working days. We handle all documentation, government processes, follow-ups—so you can rest easy while we secure your legally compliant GST registration efficiently.

What types of investment advice do you provide?

Our investment advisory services include customized mutual fund portfolios, SIP planning, gold accumulation strategies, fixed-income recommendations. We match investment strategy to your risk profile, goals, timeline to help you grow wealth responsibly.

Download Free Tax & Investment Guide

Essential strategies from certified financial advisor | income tax planning • GST filing • investment advice

Ultimate Tax Planning & Investment Guide 2025
  • ✔️

    Expert tax-saving strategies for salaried & business owners

  • ✔️

    Complete checklist: GST registration, FSSAI, IEC setup compliance

  • ✔️

    Top investment advice: mutual funds, gold, SIPs explained

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Ready to Work with a Trusted Financial Advisor?

Book your free discovery call today and take the first step toward expert tax planning, GST registration, and investment advisory with certified financial advisors.

✅ Trusted by 100+ clients • ₹5 Cr+ in tax savings