ABOUT US
ABOUT US
Welcome to Jay Kothari and Company – your trusted tax consultant near me, expert tax adviser near me, and leading investment advisor in Indore, proudly serving clients since 1986. With over three decades of expertise in Income Tax and Goods and Services Tax (GST), we specialize in providing reliable and result-oriented solutions for Income Tax Return (ITR) filing, GST registration, business registration, and financial planning.
Whether you're an individual looking for help filing a tax return, need a tax preparation consultant or a professional tax consultant near me, or a business searching for GST filing consultant, company GST registration, business GST registration, or assistance with Consultancy VAT and GST & Income Tax Consultant services—we’re here to provide hassle-free, expert support.
🧾 Our Core Tax Services:
ITR filing help online – file your income tax return online with ease
GST income tax return filing, including new GST no apply, new GST apply, and GST no new registration
Income tax return filing consultants for individuals and businesses (ITR 1 to 7)
Assistance with PAN card services, Gumasta food license, and other compliance needs
Tax filing advisor and personal income tax consultant support
New ITR file online, best online ITR filing, and e-filing for all categories
ITR filing for company, GST ITR filing, and GST registration for proprietorship firm
Advisory on capital gain exemption on sale of house property
Handling IT and GST notices with experienced support
CPA advisor support for cross-border clients
💼 Certified Financial and Investment Advisory
We go beyond tax consulting by offering personalized wealth planning, investment planning, retirement planning, and holistic investment planners services. As Certified Financial Advisors (CFAs), Certified Financial Planners (CFP®), and certified wealth planners, we help organize your personal financial planning and management.
📈 Our Investment & Insurance Offerings:
Demat account opening and trading accounts
Mutual fund investment with focus on reputed brands like Nippon India Mutual Fund
Curated mutual fund portfolios, featuring the Best SIP plans, Best SIP plans for 5 years, and strategies for SIP mutual fund wealth creation
SIP investment, SIP plan, and SIP systematic investment plan support from trusted mutual fund advisor and MF advisor
Systematic Investment Plan (SIP) guidance with a systematic investment planner and investment planner approach
Direct equity, P2P lending, Portfolio Management Services (PMS)
One time investment plan and best investment options
Best investment plan for monthly income and monthly income plan strategies
Investment planning for salaried individuals, business owners, professionals, and couples
Personal advisors specializing in financial planning for doctors and financial planning for couples
🛡️ Insurance Solutions:
LIC medical insurance, LIC term insurance, LIC term insurance plan, LIC term life insurance, and LIC of India term insurance
Best term life insurance and top term life insurance
One crore term insurance plans and explanation of term life insurance what is
Term plan with return of premium and term policy with return of premium
Bajaj Allianz health insurance, HDFC Ergo health insurance, ICICI Lombard health insurance, HDFC health insurance plan
Manipal Cigna health insurance and Star health insurance plans including Star health insurance plan for family
Policy Bazaar health insurance options
HDFC term insurance plan and HDFC term plan
Travel insurance for seniors and pregnancy travel insurance
🎓 Career & Mentorship
For those interested in becoming a financial consultant, certified finance professional, or certified financial planner near me, we also offer mentorship and career guidance. If you're passionate about becoming a part of India's growing financial services landscape, consider working with us or learning under the guidance of experienced professionals.
🌟 Why Choose Us?
With a growing family of over 800 satisfied clients across various industries, Jay Kothari and Company is more than just a consultancy—we are your financial partners. From ITR return filing site services to new company GST registration, from mutual fund investment and income tax solutions to personal financial planning, retirement planning, and term life insurance planning—we ensure expert execution and personalized care.
Join us on your journey to financial success. Let’s build your prosperous future together—with Jay Kothari and Company, your trusted AI advisor for smarter investments and secure futures