• ABOUT US

Uplift your financial future

By leveraging deep expertise in Indian tax laws and keeping up with ever-evolving regulations, the team delivers accurate filings and minimizes the risk of costly errors or penalties. The comprehensive approach covers not only tax preparation but also strategic planning, helping each client maximize legal tax savings and optimize financial outcomes.

Welcome to Taxation wealth

Based in Ludhiana, Punjab we are a team of professionals involved in the world of tax and investments catering to the needs of individuals, partnership firms and companies whether micro, small, medium or large.

  • WHAT WE DO?

Our service also has a high appeal because we believe in deep-rooted business relations where we both co-exist.

From tax law to investment avenues and everything in between, we have the knack to put together a practical and fruitful portfolio.
We also render services in the areas of accounting, trademark law and consultation for building private enterprise ecosystems.

  • WHAT WE HOPE TO ACHIEVE?

We dream of creating a space where managing money, taxes, and legal requirements doesn’t feel overwhelming, but empowering. Our vision is simple – to stand by people, families, and businesses as a trusted partner they can always turn to for honest guidance, clear advice, and dependable support.

Today, we proudly manage an Assets Under Management of ₹60 crores, and we see this not just as a figure, but as the trust and confidence of our clients. Looking ahead, our next milestone is to cross ₹100 crores in AUM, a testament to the consistent value we aim to deliver.

Ultimately, our vision is not only about scaling numbers, but about scaling impact: helping people feel confident in their financial journeys, seeing families secure their futures, watching businesses protect their ideas, and celebrating every milestone along the way.

We want Taxation Wealth to be remembered as more than a financial firm — but as a partner that grew alongside its clients, generation after generation.

From humble beginnings to Bold Achievements: Our Evolution in Motion

2015

With ambitions in heart, our founder Mr. Sourav Ahuja entered in the mutual fund industry through registering in Association of Mutual Funds in India.

2016

After a lot of thinking along with rigorous discussion for almost an year in the end we came up with our brand name "Taxation Wealth" around November.

2017

It was a new year and we were eager to get out in the market to create awareness amongst our neighborhood. Hence we went live on Facebook.

2018

Since goods and services tax was the new hot topic everybody was busy evaluating the pros and cons for their own category making us flushed with queries.

2019

Our service business was growing but the present growth didn't align with our forecast. Around the month of July we created a Google my Business profile.

2020

The mutual fund industry was finally on the rise but people were still skeptical and client meetings rarely converted to any real growth but gradually everything went on.

2021

Nobody could forget this year, Everything was shut down, it was all about survival. The investment industry along with others tanked making us and people restless.

2022

Last year we figured out digital marketing and the time at home turned productive when we started building our website which launched in 2023.

2023

The past couple years made investors have mixed feelings. People were optimistic since stock market had a bull run. Client referrals were at all time high in the year

2024

A dependable service provider, that's how people knew us but competition was through the roof. We created an edge by running social media ad campaigns.

Leadership Principles

Leadership Principles

These are the ways through which everybody at Taxation wealth is guided to think, operate and interact with each other. We use these principles to take difficult decisions, examine risk-return tradeoffs and shape each employees personal growth experience.

To exceed expectations, first know what the client expects

We start with the client and work backwards. We are fanatical about client needs and then developing new ways to deliver transparency, convenience, suitable cost and superior value.

Growing Lasting Trust

We believe trust can't just be earned by words, it's done by equally weighted combination of words and actions. We know how to disagree and appreciate generously whenever and wherever it's due.

Act Decisively for Impact

Quickly identifying and prioritizing high-leverage opportunities by making smart and high velocity decisions without compromising our discipline.

Operate Like An Owner

Our team at Taxation wealth is encouraged to act and provide like owners the service that our clients demand and deserve.

Play The Long Game

Short term thinking is limited even if the choice is difficult or painful. Almost everything is done for the long haul.

Act Like An Underdog

Setbacks exist but hustling and finding solutions with a problem solving attitude through an underdogs mindset is something our team is build for.

We are an open operation

By embracing openness, we invite ideas, feedback, and innovation from anyone who wants to contribute. Our goal is simple: to create an environment where knowledge is shared freely, communication is clear, and growth is built on mutual respect.

TOTAL CUSTOMERS
A diverse pool
0
YEARS OF EXPERIENCE
Seasoned experts
0
TEAM MEMBERS
Growing
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TAX REPRESENTATION
Filings & representation
4 0

Note: Last updated on 18-09-2025

Inside our workflow

Less noise, more results!

01.

Research and insights

We begin by analyzing current market dynamics and investor sentiments to identify trends & opportunities. This means our fund selection strategy is data-driven and aligned with client expectations.

02.

Roadmap Formulation

A strategic roadmap tailored to investor's profile is built supporting a balanced approach to growth, income and capital preservation.

03.

Execution Phase

Our focus is on timely and efficient execution to optimize entry points & ensure the portfolio curated is flexible enough to adjust as investor evolves.

04.

Performance Review

An in-depth analysis of market conditions, fund manager performance against relevant benchmarks and macro economic factors.

Experience comprehensive support:

This level of support goes beyond addressing immediate needs, it ensures long-term success and peace of mind. All the services with care go beyond the basics. We’re here to listen, guide, and make sure you always feel supported.

  • Mutual Funds
  • PMS
  • Corporate Fixed Deposits
  • Goods and Services Tax
  • Income Tax
  • Accounting
  • Health Insurance
  • Term Insurance
  • Motor Insurance
  • Trademark
  • Mudra Loans
  • Lien against Mutual Funds

A note from our founder:

To the community,

Over the years, I’ve seen how informed decisions can transform financial outcomes. Like many of you, I’ve faced confusing forms, missed opportunities and the stress that can come with investing money. That’s why I built this platform with my brother: to make tax and investment choices simple, honest and accessible.

Sourav Ahuja | Founder | Taxation Wealth