Counsel that reads the numbers and the law.
Vinayak Agarwal is a Chartered Accountant and CFA Charterholder who leads Agarwal Taxcon Pvt. Ltd. — a New Delhi practice with a legacy of over twenty-five years advising businesses and individuals.
The practice spans direct tax and litigation, GST and indirect tax, statutory and internal audit for unlisted entities, cross-border and NRI tax advisory, and accounting automation. Every engagement is handled with the rigour of an auditor and the perspective of someone who follows the capital markets closely.
Vinayak cleared both the CA and the CFA programme in close succession, and holds a BBA in Financial Investment Analysis from Delhi University. That blend — statutory discipline alongside an investor's read of risk — shapes how the practice approaches every problem, from a routine filing to a contested assessment.
Clients are served across India and abroad, with most engagements beginning as a brief, unhurried conversation.
A full-spectrum advisory
From statutory compliance to cross-border structuring, rendered with the rigour of an auditor and the perspective of a markets practitioner.
Direct Tax Litigation & Advisory
Representation and strategy across the spectrum of income tax proceedings — from scrutiny to appellate forums.
- Summons, Inquiry Notices, Scrutiny & Income Escaping Assessments
- Case law research, reply drafting & representation
- ITR filings for individuals, firms, companies & charitable trusts
- MAT Reports, Tax Audit Reports & Charitable Trust Audit Reports
- Tax planning & compliance for individuals and entities
Indirect Tax & GST Litigation
End-to-end handling of GST disputes, audits, and anti-evasion matters before State and Central authorities.
- GST Audits, Assessments & Show-Cause Proceedings
- Representation before GST Dept., Anti-Evasion Wing
- Reply drafting, documentation & hearing support
- GST registration, filings & ongoing compliance
Statutory & Tax Audits
Statutory and tax audits with portfolio-valuation depth — including the valuation lead on a ₹30,000-crore investment portfolio.
- Statutory audits — unlisted entities
- Tax audits, internal audits, CSR project audits
- Portfolio valuation — equity, debt, derivatives, IRS
- Charitable trust & MAT audit reporting
NRI Advisory & Wealth Structuring
Dedicated counsel for non-resident Indians navigating India-linked tax, remittance, and investment obligations.
- NRI tax planning, DTAA & FEMA compliance
- Investment Policy Statements & asset allocation
- Retirement planning & cross-border structuring
- Repatriation, RBI reporting & ROC filings
Accounting & Automation
Modern, platform-agnostic bookkeeping with a focus on automation and actionable management reporting.
- Full-cycle accounting — Tally, Zoho & cloud platforms
- Automation workflows & reconciliation tooling
- MIS reporting, dashboards & financial analysis
- ROC filings, compliance calendars & secretarial
Two of the world's most demanding charters, cleared in succession.
- 2025 CA FinalThe Institute of Chartered Accountants of India 70% · 420/600
- 2023 CFA Level IIICFA Institute, USA Passed
- 2022 CFA Level IICFA Institute, USA > 90ᵗʰ percentile
- 2022 CFA Level ICFA Institute, USA > 90ᵗʰ percentile
- 2022 CA IntermediateICAI 66.75% · 534/800
- 2022 BBA — Financial Investment AnalysisShaheed Sukhdev College of Business Studies · Delhi University 9.38 CGPA
- 2021 CA FoundationICAI 79.50% · 318/400
- 2019 AISSCE (Commerce)G.D. Goenka Public School, Delhi 95.60% · 478/500
A personal interest in markets, kept transparent.
A personal track record
A personal, cash-plus trading record in Indian index derivatives — published for transparency, not as a service offering.
A multi-year performance log. Margin-funded against pledged securities. No capital deployed in cash terms.
Vinayak Agarwal is not registered with SEBI as an Investment Adviser, Research Analyst, or Portfolio Manager. The track record is personal — not investment advice, not a solicitation, not a recommendation. Past performance does not indicate future results.
View the Track Record →Perspectives & Tools
Analyses of markets, options strategies, economic policy, and taxation — with interactive instruments to explore the ideas yourself.
Frequently asked
What services does the practice offer?
Where are you based, and do you work with clients outside Delhi?
Do you advise non-resident Indians (NRIs)?
What are your qualifications?
Are you a SEBI-registered investment adviser?
How do engagements and fees work?
Begin a conversation.
Most engagements start with a brief, unhurried call. Share a few details below, or reach out directly.
Direct channels
For existing clients and urgent matters, the quickest routes are below. New enquiries are welcome on any channel.