- This collaboration is valid for clients of Alts Wealth
- Alts Wealth’s paying subscribers for the advisory get to file their income tax return for free through the Alts Wealth app, which leverages ClearTax’s technology
INDIA: As tax season approaches, Alts Wealth and ClearTax proudly announce a partnership, offering tailored wealth management and tax filing services for India’s salary-earning segment. This collaboration isn’t just about providing services; it’s about revolutionizing financial stewardship for discerning individuals, precisely when they need it most. Most Indians do not plan their taxes before the end of the financial year leading to significant increases in their tax cost. The tax planning needs to be executed before March 31 to avail of benefits.
The partnership between Alts Wealth, a commission-free, fee-only wealth advisor for nonHNI Indians, and ClearTax, a pioneer in tax solutions, comes at the perfect moment to ensure a seamless and rewarding tax season for Alts Wealth clients. Alts Wealth’s paying subscribers will now enjoy free income tax return filing through the Alts Wealth app, which leverages ClearTax’s technology. This exclusive offer aims to combine wealth management and tax obligations with ease, accuracy, and top-notch security.
Alts Wealth clients will experience unparalleled financial convenience. By integrating ClearTax’s user-friendly, secure tax filing platform with Alts Wealth’s comprehensive suite of services, including portfolio management, financial planning, tax planning, and insurance planning, their clients can now access a one-stop solution for all their financial needs.
“Partnering with ClearTax at the onset of tax season enhances its value greatly for our clients,” says Abhishek Rao, Founder of Alts Wealth. “This collaboration isn’t just about services; it’s a shift in how we approach financial management and tax planning, providing our clients with a seamless blend of services rarely seen before.”
“At ClearTax, we relentlessly rely on the power of simplification. ClearTax’s reputation for intuitive and robust tax filing solutions is a testament to the fact that we continuously strive to make tax filing simple for millions of taxpayers in India. With this collaboration, Alts Wealth clients are well-positioned to leverage this opportunity as a pivotal moment in their financial journey and further equip themselves with the tools and resources they need to achieve their financial goals efficiently.” said Avinash Polepally, Senior Director of Consumer Business Head) at ClearTax.
