Dogra Advisors

Tax & Financial Planning

Implement effective strategies to manage your taxes and finances for minimizing risks and capitalizing on opportunities to the fullest. 

Valuing Your Hard-Earned Money

Our team of professionals uses a combination of proprietary data analytics tools, advanced algorithms, and top-notch reporting technologies to promptly and accurately process information from various sources. These include annual reports, stock market filings, and media reports. The result is reliable, timely financial insights to equip you with successful decision-making.

Tax & Financial Planning

For Businesses

Different stages of a business warrant different approaches to financial planning and tax considerations.

Startup

Launching a new business can be overwhelming at times, but we can help you in meeting tax deadlines and planning ahead.

Growth

When our business is growing and you are looking for opportunities to expand, tapping into financing from other sources could be on the cards that may require reviews and audits.

Maturity

With an established base of clients and predictable revenues and cash flow, it may be time to contemplate a future when you are no more a part of the business.

Exit

While exiting your business, estimating the value of your enterprise, considering tax implications of a full or part sale, and planning financially post-retirement are important.

For Individuals

We can help you understand the right financial position, designed to save you precious bucks in complex tax environments while meeting your larger life goals.

Investment Strategies

Build a strategic advantage through great investment opportunities and deep insights to manage risk, meet future liabilities, or diversify returns.

Retirement Planning

We create financial strategies that are designed to evolve with you and make your money work smarter so that you attain your retirement goals even during uncertain times.

Estate Planning

Make sure your wishes are carried out in your absence and your loved ones are taken care of. Maximize the value of your estate and reduce the tax burden when you pass it on.