01
Investment Solutions
Access a range of investment products and opportunities.
SERVICES
Professional Services
offered through Money Maze
Money Maze is my professional practice through which I work with salaried individuals, self-employed professionals, small business owners, and NRIs and globally connected clients across investments, taxation, compliance and financial organisation.
My work through the practice spans three areas — Investment Solutions, Taxation & Compliance, and Accounting & Financial Organisation — bringing together professional services that often need to work alongside one another.
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Taxation & Compliance
Stay aligned with tax and regulatory requirements.
03
Accounting &
Financial Organisation
Keep your financial records organised and up to date.
INVESTMENT SOLUTIONS
Investing across different needs & opportunities.
This part of my practice focuses on investment execution and product access for individuals and professionals building, maintaining or reviewing their investment holdings.
As a SEBI-registered Mutual Fund Distributor, I help clients access and execute a range of investment products. This is a distribution and execution service, not a personalised investment advisory service.
This includes support across:
Mutual Funds
Access and execution across mutual fund categories based on the client's stated requirements.
Fixed Deposits, Corporate Bonds & NCDs
Access to fixed-income products and investment opportunities available through the distribution platform.
GIFT City Investment Products
Access to eligible investment products and related offerings available through GIFT City.
Other Investment Products
Support with other investment products where available through the practice.
TAXATION & COMPLIANCE
Staying on top of the details that matter.
Tax and compliance work is recurring, deadline-driven and detail-sensitive. This part of my practice supports individuals, professionals and businesses across tax planning, income-tax return filing and GST-related requirements.
Tax Planning
Helping individuals and professionals think through their tax outgo more deliberately, within the framework of applicable laws and provisions.
Income Tax Return Filing
Preparation and filing of income-tax returns, including review of the documents and information the process requires.
GST Registration
Support with GST registration for businesses and professionals who need to register under the applicable framework.
GST Return Filing & Support
Ongoing GST return filing and compliance support, tailored to the nature of the business and its reporting obligations.
ACCOUNTING & FINANCIAL ORGANISATION
Keeping financial records organised & up to date.
For professionals and small businesses, maintaining proper financial records is an important part of staying organised and meeting tax and compliance requirements.
This part of my practice focuses on bookkeeping and accounting support — recording and organising financial transactions, maintaining books of accounts, and preparing the underlying financial information required for income-tax and GST-related work.
Accounting & Bookkeeping
Recording financial transactions and maintaining books of accounts in an organised and systematic manner.
Preparation of Data for Income Tax Returns
Compiling and organising the relevant accounting and financial information required for income-tax return filing.
Preparation of Data for GST Compliance
Compiling and organising the financial information required for GST return filing and related compliance.
WHO I WORK WITH
Different financial lives. Different requirements.
My work through Money Maze is primarily with:
Salaried
Individuals
Self-Employed
Professionals
Small Business
Owners
NRIs & Globally
Connected Clients
The requirement may begin with an investment, a tax return, GST compliance or simply the need to organise financial information better. Where needs overlap, having these services within the same practice can make coordination simpler.
LET'S TAKE THE NEXT STEP
Need support with investments, taxation,
compliance or the practical side of managing your finances?
Get in touch with your requirement and we can take it from there.
Mitali Mehta is a SEBI-registered Mutual Fund Distributor. Mutual fund investments are subject to market risks; please read all scheme-related documents carefully before investing.