Birbal (Raja Birbal), was one of the main Hindu advisors in the Mughal Darbar(court). He was famous in the entire Indian subcontinent for his extreme wisdom and was recognized as navaratnas (nine jewels). Every customer being a king deserves to have his own Birbal. Taking a clue from this our leadership team introduced the concept of “TaxBirbal” – “The Perfect Advisor” for our customers.
“TaxBirbal is a new generation tax and investment services platform powered by Wiseminds Finotax Private Limited, aiming to make your tax filing and investment experience most pleasant and worry-free.
At TaxBirbal we focus on providing the most appropriate solution suitable to your tax situation and investment needs, adding value through our efforts, saving each possible penny of your hard-earned money.
Through our focused approach, years of experience, use of latest technology, flawless advisory, and year-round support, “TaxBirbal” aims to be “The Perfect Advisor” on whom you can rely completely for all your tax and investment needs just like the great Birbal.
With more than a decade of experience and an impressive career graph in taxation and investment advisory, our leadership is thriving relentlessly to help each of our client and to provide the desired value addition through their expertise and experience.
Chetan brings with him 13+ years of working experience in the field of taxation, tax litigation, international taxation, accounting, auditing, finance, etc.. Soon after passing his law degree in 2007, he started his professional journey with CA articleship at C.R. Sagdeo and Co. Pune and kept on acquiring new career highs since then. Over the past decade, he has worked with different multinational organizations in diverse capacities.
In his working with H&R Block (I)Pvt. Ltd. he managed the retail office, lead the tax content team, training, headed the tax research team. He pioneered and lead the tax scrutiny support service division of the company helping hundreds of clients in successfully representing their tax assessment cases (especially related to foreign assets verification) before different tax authorities. He was the face of the company for all media communication and has authored many articles, blogs, guides published in leading news papers in the country. He was also a panel member on various TV shows and radio interviews on tax matters.
In his latest working experience with Mindcrest (I) Pvt. Ltd. managed an international tax tracker project for one of the biggest publishing houses in the USA with a team of 20 lawyers reporting to him. With his dedication and passion, he earned the tag of being “The Perfect Advisor” amongst his clients, colleagues, friends, etc. Once someone jokingly called him “TaxBirbal” which is the inspiration behind his new venture.
Pooja brings with her 13+ years of experience in the field insurance and investment advisory. She is a post-graduate in commerce and working as an independent insurance consultant with Bajaj Allianz Life Insurance Company since 2007. As a matter of passion in providing the most meaningful advisory to her clients on insurance and investment products and related tax implication she got attracted to the taxation and worked with H&R Block as an independent tax advisor for a couple of years. Since then she is continuously helping all her clients with insurance, investment, and tax matter.