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CMA Sahil
CMA8+ years · English, Hindi, Punjabi
- Income tax returns
- GST compliance
- CMA data for bank loans
ITR Filing
ITR for Investors and Capital Gains
Equity, mutual funds, property, bonds, ESOP/RSU, unlimited transactions
For active investors and anyone who sold property this year. Covers STCG and LTCG on listed equity, debt and hybrid funds, property with the 12.5% versus indexed 20% choice, ESOP and RSU perquisites, and sections 54, 54EC and 54F exemptions.
₹3,499₹2,999+ 18% GST
2 to 3 business days Reviewed by CMA Sahil
Online payment and dashboard tracking arrive with the client portal. Until then we confirm the order on WhatsApp and send a GST invoice.
Your next deadlines
LIVE- Verified CMA / CA experts
- Draft shared before filing
- AIS and 26AS reconciled
- 100% online, pan-India
What is included
- Unlimited equity and mutual fund transactions
- Property sale with 54 / 54F / 54EC planning
- ESOP, RSU and foreign stock reporting
- Schedule FA for foreign assets
- Loss carry-forward tracking
Documents we need
- 1Broker tax P&L
- 2Mutual fund capital gains statements
- 3Property sale deed and purchase documents
- 4ESOP / RSU statements
- 5AIS and Form 26AS
Missing something? Start anyway. Your expert tells you exactly what is needed and what can be downloaded with your consent.
Simple process
How itr for investors and capital gains works
Pick your plan
Use the plan finder or choose directly. Pay online, or request a callback if unsure.
Under 2 minutes
Upload documents
Form 16, AIS, broker statements and bank interest through your secure dashboard or WhatsApp.
5 to 10 minutes
Approve and relax
Your expert prepares a draft computation. You approve, we file and share the acknowledgement.
1 to 3 business days
Before you start
Estimate first, then file
Capital Gains Tax Calculator
Work out capital gains tax on shares, mutual funds and property for FY 2025-26 at the post-July 2024 rates: 20% STCG, 12.5% LTCG, ₹1.25 lakh exempt.
Capital Gains Tax in India FY 2025-26: Shares, Mutual Funds and Property
A single reference for how shares, equity and debt mutual funds, property, gold and crypto are taxed in FY 2025-26, with the post-July 2024 rates, worked examples, reinvestment exemptions and loss rules.
14 min read · Updated 6 Sept 2026
Your expert
Prepared and reviewed by a qualified professional
Other itr filing plans
ITR for Salaried
One Form 16, interest income, one house property
₹1,499₹999+ 18% GST
1 business day
ITR for Salaried Plus
Multiple Form 16s, HRA, capital gains up to 50 transactions, rental income
₹2,499₹1,999+ 18% GST
2 business days
ITR for F&O and Intraday Traders
Futures, options, intraday equity, commodity and currency traders
₹2,999₹1,999+ 18% GST
2 to 3 business days
Sections and forms this plan covers
FAQ about itr for investors and capital gains
Do you handle US stocks and RSUs?
Yes. We compute gains in INR at SBI TT buying rates, report Schedule FA and FSI, and claim DTAA credit for US tax withheld.
What is the last date to file ITR for AY 2026-27?
For individuals not requiring audit, 31 July 2026. Audit cases have until 31 October 2026. A belated or revised return can be filed until 31 December 2026 with a late fee under section 234F of ₹5,000 (₹1,000 if total income is up to ₹5 lakh).
What documents do I need for ITR filing?
PAN, Aadhaar, Form 16 (salaried), Form 26AS and AIS, bank interest certificates, capital gains statements from brokers or mutual fund RTAs, rent receipts if claiming HRA, and proofs for 80C, 80D and home loan interest if you use the old regime.
Can I file ITR without Form 16?
Yes. Your salary slips, bank credits and AIS together give the same information. Your expert reconciles these to prepare the return.
Which ITR form applies to me?
ITR-1 for salary plus one house property and interest up to ₹50 lakh income. ITR-2 if you have capital gains, more than one property, or are an NRI. ITR-3 for business or F&O income. ITR-4 for presumptive income under 44AD or 44ADA. The plan finder above recommends the right one.
Read next: Capital Gains Tax in India FY 2025-26: Shares, Mutual Funds and Property
Ready to start itr for investors and capital gains?
Message us on WhatsApp with the service name, or request a callback. We confirm the price, list the documents and get going the same day.
- Callback within 2 working hours
- Fixed price quoted before any work
- Every return reviewed by a CMA or CA