X
Hi
I agree to the terms and privacy policy
Verifying...
1

Have a requirement?
Get Best Price

Hi
I agree to the terms and privacy policy
Verifying...
1

Have a requirement?
Get Best Price

Financial Planning

Get Best Quote

Tax Planning

Get Best Quote

ITR Filing

Get Best Quote

Income Tax Refunds

Get Best Quote

Retirement Planning

Get Best Quote

Insurance Advisory

Get Best Quote

Pan Card Services

Get Best Quote
BeeKay Associates has been a pioneer organization that has been providing tax and investment related services to serving and retired Armed Forces Personnel. The firm was founded in 1991 under the able guidance of Wg Cdr BK Bhargava after he retired from the Accounts branch of Indian Air Force. His Chartered Accountant background along with over 30 years experience of looking after the tax related needs of serving officers, has enabled our firm to become one of the largest and most reputed in its kind that specializes in the requirements of the personnel of the Three services. Our team comprises of a number of employees who have an Armed Forces Background. Given this Background, and the experience gained by serving over 20000 service personnel over a period of 20 years, we pride ourselves on understanding the special needs and aspirations of the Armed Forces personnel. The model of our service and conduct has been that of providing the best possible service and tailor made solutions while ensuring a high level of confidentiality.  This faith and sincerity of purpose has ensured a steady growth and expansion of our clientele who are spread globally.  We believe in the client’s interest being paramount and towards this we ensure complete satisfaction of the client. This concept of professional expertise blended with  solutions based purely on the needs of the customers have been the main guiding principle of our organization and have won us an impressive list of clients which includes high ranking officials of the three services, heads of some prime institutions of the country and a number of doctors and commercial pilots etc. We are regularly invited to take special presentations on Income Tax and Investment related requirements of both serving and retired personnel, at various Institutions like MDI Gurgaon, Amity international, IMT Ghaziabad etc. + Read More

Nature of Business

Service Provider

Year of Establishment

1991

Financial Planning
Interested in this product?
Get Best Quote

Financial Planning

Get Latest Price

We all expect our tomorrow to be similar if not better than our today and work diligently towards securing our future.
Our tomorrow can be better if we take care of it today by mature and meaningful planning of our resources.
However, the constantly changing Economic stability coupled with high inflation and rising tax burdens can be a drain out on the deepest pockets and throw our carefully laid out plans off gear. Knowing how much we require to meet our financial goals and subsequently how much we can save from our earnings to invest in the correct investment vehicle can help us achieve our goals easily. However investing just for the sake of investing without planning is like driving a car without knowing the route to reach the destination.
Hence, Just as we have a clear map of directions when we undertake a journey to avoid getting lost or delaying our arrival at the destination, so we should have a clear blueprint of achieving our life’s financial goals.
We believe that by taking a holistic overall view of your EXISTING FINANCIAL STATUS AND FUTURE FINANCIAL GOALS, it is possible to achieve FINANCIAL FREEDOM in a systematic way.  However, since the requirements of each are different, the plan to achieve it also needs to be highly personalized.

View Complete Details

Yes, I am interested!

Tax Planning
Interested in this product?
Get Best Quote

Tax Planning

Get Latest Price

BE A SMART TAX PLANNER AND SAVE TAXES 
Proper tax planning can help to save the maximum tax.  
Through prudent tax planning, you can not only minimize your tax liability and save taxes but also achieve the following:-
  • Create wealth over long term through Capital Appreciation.
  • Provide Life Time Security to your loved ones.
  • Take care of sudden hospitalization/Medical expenses.
  • Provide for lifelong Pension.
  • Pay for your children’s education and other needs.
As an illustration of the above consider the following example: 
A tax payer can save taxes by investing Rs. 1 Lakh in tax saving instruments per year.  
Let us assume that he invests this amount regularly from the age of 30 to 60 years and further assuming 8% rate of return, this amount can grow to
Rs. 1,13,28321.  This is due to the magic of compounding. 
Investment made for the Purpose of Tax Planning can have a significant impact on your   finances over the long term and help you achieve your long term financial objectives

View Complete Details

Yes, I am interested!

ITR Filing
Interested in this product?
Get Best Quote

ITR Filing

Get Latest Price

Filing of Income Tax Return is compulsory if the taxable income exceeds the basic exemption limit even if the tax payable is nil or refundable.

An ITR acknowledgement is required when you apply for a home loan, or purchase an insurance policy or even when you apply for a visa.

Please keep the following in mind:
1. The last date for filing the IT Return is 31st july of the year following the concerned financial year.
2. It is important to file your Return within the due date to get Refunds, if any, on time and to avoid penalty, if tax is due.
3. Ensure accuracy in filing your IT Return to avoid scrutiny and also to get timely Refunds.
4. Take all possible tax breaks as “Tax Saved” is “Money Saved”.
5. Ensure proper and timely Tax Planning to avoid paying extra tax while generating funds to meet your financial goals.

The Following documents are required to file your Income Tax Return:

GENERAL DOCUMENTS
1. Salary certificate/Form 16
2. TDS Certificate from interest
3. Tax paid receipts/challan details
4. Copy of pan card
5. Details of bank account in which you want your refunds
6. Bank name and branch
7. Account no and type
8. MICR code and IFSC code.

ADDITIONAL DOCUMENTS
1. Proof of deduction u/s 80 C; life insurance premium receipts, ELSS, principal HBLR etc.
2. Medical insurance receipt.
3. Rent paid receipt. If any
4. Donation receipts, if any.
5. Proof of expenses incurred towards treatment of specified diseases, if any

If you have a HOUSE PROPERTY
1. Posession letter
2. Loan sanctioning letter, if on loan.
3. Housing loan repayment certificate.
4. Lease agreement, if house is rented
5. Municipal tax paid receipt.

CAPITAL GAINS (following in addition to the above, if applicable)
1. Sale-Purchase of Property
2. Date of purchase
3. Cost
4. Date of sale
5. Sale of shares/mutual funds
5. Proof of income from dividend.

View Complete Details

Yes, I am interested!

Income Tax Refunds
Interested in this product?
Get Best Quote

Income Tax Refunds

Get Latest Price

Steps to be taken to get income tax refund
Non receipt or delayed receipt of refunds for ITR filed is a concern faced by many.
It may be noted that, though Income Tax Refund is the prerogative of ito and that they do not work under anybody’s influence, Beekay Associates will guide you on the correct procedure to get your refunds. 
The following steps should be followed for the same:
  • Ensure return is filed within due date as Refunds are disbursed on first come basis.
  • Ensure your bank details i.e. Name of Bank, Branch, Account No. & MICR number etc. Is quoted properly along with right PAN Number on your IT Returns.
  • Avoid extra Tax Deduction resulting in Refund.
  • If the Refund is not received within a year, contact us to send a letter to the ITO of your ward, requesting him to release the Refund.
  • Attach copy of acknowledgment of the concerned year along with correct bank details. If no reply is received within 30 days, then a reminder needs to be sent to the ACIT/DCIT.
  • In case of the Refund still not received, a letter to the ombudsman of Income Tax of your area should be sent within 30 days.look for our.

View Complete Details

Yes, I am interested!

Retirement Planning
Interested in this product?
Get Best Quote

Retirement Planning

Get Latest Price

Retirement planning is a part of financial planning process and it enables a person to enjoy the desired post retirement lifestyle. When you stop earning, you would certainly want to maintain nearly the same standard of living. Post retirement, a person does not have his monthly paycheck and will have to depend on the annuity he receives from his investment corpus. Planning for the sunset years acquires added importance because people over-estimate what they have and under-estimate how much they need post retirement. Retirement planning involves wealth accumulation, which calls for planning your future financial needs and security. We design portfolio that reduces risk and yield good returns.

View Complete Details

Yes, I am interested!

Insurance Advisory
Interested in this product?
Get Best Quote

Insurance Advisory

Get Latest Price

Insurance enables those who suffer a loss or accident to be compensated for the effects of their misfortune. The payments come from a fund of money contributed by all the holders of individual insurance policies. In other words, individual risks are pooled and shared, with each policyholder making a contribution to the common fund. The contribution is known as the premium. Premiums are paid to insurers - these are institutions which accumulate the money into the fund from which claims are paid. The loss is in fact paid for by the policyholder making the claim and by all the other policyholders who have not suffered in the same way. Insurers are professional risk takers. They know the probability of different types of risk happening. They can calculate the premiums needed to create a fund large enough to cover likely loss payments. Clearly, only a proportion of policyholders will require compensation from the fund at any one time. So two important factors arise when calculating the premium. Firstly, the general likelihood that a loss will occur. Secondly, whether the particular policyholder is above or below average in risk.

View Complete Details

Yes, I am interested!

Scrutiny Cases Taxation Service
Interested in this product?
Get Best Quote
Scrutiny is the process of selecting some income-tax returns and examining them closely by calling for extra information and seeing if the details furnished are correct. It is a verification of income in the income-tax return filed by the taxpayer to assess his real tax liability.

If Tax Man Comes Calling:
  • AIR (annual information return)
  • CASS(computer assisted selection scrutiny)
In case a discrepancy is found, the ITO calls for the further information. The following steps can be taken from the beginning itself to AVOID A SCRUTINY
STEPS TO AVOID A SCRUTINY
  • Do not borrow cash loan beyond Rs. 20000/- .Loan beyond Rs. 20000 should be in cheque/DD
  • Each receipt entry in your bank account should be self explanatory
  • The object/purpose of any cash/cheque deposited in your account and which is not part of your income should be clear.
  • Gift in excess of Rs. 50000 from any person (other than relatives as specified I IT rules) is taxable. The purpose of such a gift should be clear.
  • Make sure that in case of joint account, transactions made in respect of each account holder have been accounted for.
  • Income from house property by way of rent should be taken into account of owner of properties.
  • If re-investing long term capital gain arising out of sale of property, please ensure that the property has been held for at least a period of  3years or more.
  • Inform us in case of the following

View Complete Details

Yes, I am interested!

Pan Card Services
Interested in this product?
Get Best Quote

Pan Card Services

Get Latest Price

As per Securities and Exchange Board of India (SEBI) Circular dated April 27, 2007, Permanent Account Number (PAN) has been made the sole identification number for all participants transacting in the securities market, irrespective of the amount of transaction, effective July 02, 2007. This means that submission of copy of PAN card is mandatory for all investors (including NRIs) for investing with mutual funds with effect from July 02, 2007. Those investors not having a PAN card should apply for PAN immediately and applications for investment should be accompanied by evidence of having applied for PAN (acknowledgement copy of Form 49A).

View Complete Details

Yes, I am interested!
Tell us what you need, and we’ll help you get quotes
Tell us what you
need
Receive seller
details
Seal the deal
Pay with IndiaMART
Tell us what you need, and we’ll help you get quotes
I agree to the terms and privacy policy