You've worked hard all your life. Now let us handle your taxes, investments and financial planning β so you can enjoy your retirement worry-free.
Retirement is a time to relax β not to worry about Form 15H, capital gains, or pension tax. At R. Mahesh & Associates, we have spent over 25 years helping senior citizens and their families manage finances with ease and confidence.
We speak plainly, explain everything clearly, and come to you if needed. Our door is always open for a cup of tea and a frank conversation about your finances.
Simple, trusted services designed especially for senior citizens
We file your income tax return quickly and correctly β including all deductions you are entitled to under Section 80D, 80TTB and more.
Save TDS on your Fixed Deposits and bank interest. We prepare and submit Form 15H to ensure your banks don't deduct unnecessary tax.
Sold your property or plan to? We calculate capital gains tax accurately and help you save through legal exemptions and reinvestment options.
Guidance on pension income, EPF/PPF withdrawals, and how to structure your retirement income to minimise tax burden legally.
We help you plan the transfer of your assets to your family β clearly, legally and with minimum tax impact. Your legacy, secured.
Are you claiming all your medical deductions? We ensure you get full benefit of Section 80D for health insurance and medical expenses.
Plan your FDs smartly across banks and family members to legally minimise tax on interest income while maximising your returns.
Children living abroad? We handle tax, FEMA compliance and property matters for NRI families β coordinating everything smoothly.
Getting started is as easy as making a phone call
Just give us a call or send a WhatsApp message. We will listen to your situation and explain exactly how we can help β no jargon, no pressure.
We meet at our Egmore office or at your convenience. We take time to understand your complete financial situation before suggesting anything.
Leave all the paperwork, calculations and filings to us. We keep you informed at every step in simple language you can understand.
We are just a call away throughout the year β for any question, any concern, any financial decision. We are your family's trusted advisor.