Our Services
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Address Business
1017, 10th floor , Ratnanjali Square, Behind Gloria restaurant, Prerna Tirth Derasar road , Prahaladnagar Ahmedabad-380051
Contact With Us
Send mail: dipen@cadipenthakkar.com
Call us: +91 9913987777
Working Time
Mon - Sat: 10.00 am - 6.00 pm
Holiday : Closed
Personal Advisory Services
DTA’s Personal Advisory Services are designed to offer 360° financial solutions for individuals, families, HNIs, and professionals. Our approach is holistic — integrating tax planning, wealth creation, protection, and legacy strategies into one cohesive financial roadmap.
Our Personal Advisory Includes
1. Personal Financial Planning
- Cash flow budgeting
- Investment asset allocation
- Goal tracking and review
2. Tax-Saving Strategies
- 80C to 80U deduction optimization
- HRA, standard deduction, LTA guidance
- Capital gains tax management
3. Insurance and Retirement Planning
- Term and health insurance evaluation
- NPS, PPF, annuity strategies
- Retirement corpus projections
4. Trust & Estate Planning
- Formation and management of trusts
- Drafting of wills and succession planning
- independent trustee or executor
5. Dispute Resolution & Arbitration
- Mediating business or family financial disputes
- Acting as court-appointed arbitrator
Client Profiles
- Salaried professionals with complex tax structures
- Retirees and NRIs safeguarding long-term wealth
- HNIs planning intergenerational transfers
Why DTA
Transparent, personalized advice
Legal and tax-compliant planning
Peace of mind for long-term financial health
Partner with Dipen Thakkar & Associates to turn compliance into a competitive advantage and financial planning into lasting prosperity.