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Module Group 4 · Tax · Reporting · Business Intelligence

Tax Done Right. Reports
That Tell the Full Story.

Aranidhi's Tax, Reporting & BI module delivers filing-ready tax reports, live GST compliance tracking, and AI-powered business intelligence dashboards — all from one unified platform.

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Filing-Ready
ITR Reports
GST
Automation
AI
BI Dashboard
AIS/26AS
Reconciliation

Report Coverage

  • ITR data & capital gains statements
  • GST returns & e-way bill management
  • TDS reconciliation & Form 26AS match
  • AI business intelligence dashboards
  • Cohort analytics & revenue intelligence
Tax Regime

Optimal Old vs New Regime Recommendation

Filing-Ready

Reports for ITR, GST, AIS Reconciliation

AI Models

Income Forecast, Risk Detection, Behaviour

Multi-Dimensional

Reports by Person, Category, Time Period

Tax Intelligence Engine

From Raw Data to Filing-Ready in Hours

Connecting AIS, GST and 26AS data with Aranidhi's financial intelligence means capital gains are computed automatically, regime optimization is instant, and tax forecasting is always updated as transactions come in.

  • AIS (Annual Information Statement) integration and reconciliation
  • GST data integration — GST-linked transactions auto-classified
  • 26AS data import and mismatch detection with income entries
  • Capital gains computation: STCG and LTCG by asset class, indexed cost
  • Tax regime optimization: old vs new — Aranidhi recommends optimal regime
  • Tax forecasting: estimated liability updated real-time as year progresses
See it in action
From Raw Data to Filing-Ready in Hours
Reports That Actually Answer Your Questions

Multi-Dimensional Reporting

Reports That Actually Answer Your Questions

One-click multi-dimensional reports across every financial dimension — by person, family, category, account, asset class and time period. All downloadable in graph + tabular formats, all with AI-generated insights.

  • Cashflow reports: monthly, quarterly, yearly P&L
  • Asset performance reports by class, individual asset and portfolio
  • Income analysis: source-wise, season-wise, stability-scored
  • Expense deep-dives: category, sub-category, merchant and family member
  • Tax summary reports: capital gains, deductions, regime comparison, AIS
  • All reports downloadable in PDF, Excel and JSON formats
See it in action

AI & Predictive Models

The AI Brain Layer for Proactive Finance

Aranidhi's AI models don't just report the past — they predict the future. Income forecasting, expense prediction, liquidity risk detection and behavioral pattern analysis power proactive financial decisions for clients and advisors.

  • Income forecasting: predicted income for next 3, 6 and 12 months
  • Expense prediction: expected spend by category with confidence intervals
  • Overspend alerts: triggered before the month ends, not after
  • Liquidity risk detection: flag accounts at risk of insufficient funds
  • Behavioral pattern analysis: lifestyle creep detection, impulse spending
  • Explainable AI (XAI): every prediction comes with a plain-English explanation
See it in action
The Right View for Every Stakeholder

Multi-Level Dashboard Architecture

The Right View for Every Stakeholder

Aranidhi has three distinct dashboard tiers — each designed for a specific stakeholder with the right data, the right controls and the right level of aggregation.

  • Client Dashboard: net worth, cashflow, AI insights, alerts and goals
  • Advisor / Admin Dashboard: multi-client portfolio view, compliance tracking, client alerts
  • Super Admin Dashboard: platform governance, risk incidents, data quality, policy enforcement
  • All dashboards are real-time, mobile-responsive and export-ready
  • White-label ready for institutional deployments
See it in action
Performance-Based Pricing

You Pay Only When You Profit

Aranidhi charges a small percentage on your actual returns — not a flat subscription fee. No returns, no charge. Pure alignment of interests.

Minimum eligibility: ₹10 Cr total net worth or ₹5 Cr digital & liquid portfolio

Returns-Based Fee

Our fee is a percentage of the actual profits generated — charged only when you gain.

Zero Flat Fees

No monthly subscription. No setup cost. No hidden charges. Your success is our business model.

Full Transparency

Every fee deduction is visible in your dashboard — auditable and SEBI-compliant.

Growth

For HNI Investors

Performance Fee

10%

on actual returns generated

Min: ₹5 Cr liquid or ₹10 Cr total
Book a Consultation
  • Unified Wealth Dashboard
  • Multi-Asset Portfolio Tracking
  • Goal Planning & Projections
  • Tax & XIRR Reports
  • Dedicated Wealth Advisor
  • Family Office Features
Most Chosen

Elite

For Ultra-HNI Investors

Performance Fee

8%

on actual returns generated

Min: ₹10 Cr total net worth
Book a Consultation
  • Everything in Growth
  • Advanced Risk Analytics
  • PMS & AIF Integration
  • Quarterly Strategy Review
  • Priority Relationship Manager
  • Estate & Succession Planning

Institutional

Family Offices & Institutions

Performance Fee

Bespoke

Negotiated based on corpus & complexity

Net Worth: ₹10 Cr+ all assets
Contact Our Team
  • Everything in Elite
  • Family Office Dashboard
  • Multi-Entity & Multi-Member
  • Private Credit & Alternatives
  • White-Glove Onboarding
  • 24×7 Dedicated Support

Who Uses Tax, Reporting & BI

Individual Clients

Understand exactly what you owe in tax, when to pay and how to optimize your regime — without a CA visit.

CAs & Tax Advisors

File-ready reports, AIS reconciliation, capital gains computation and regime analysis for every client in minutes.

Enterprises & Institutions

Cohort analytics, advisor productivity dashboards and business intelligence for platform-scale decision making.

Platform Operators

Monetize intelligence: identify HNIs, segment demand and drive product decisions with platform-wide BI.