About Us

Manage Your Wealth Wisely with Experts

Your business has generated significant wealth now it is time to manage it expertly. We build personalized, multi-generational strategies for capital preservation, tax-efficient growth and enduring financial legacy.

95%

Client Satisfaction

150+

Trained Caregivers

80+

Families Served
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Trusted By
200+ Businesses
Experience the difference of professional financial planning with our proven methodologies.
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Effortless GST Filing Stay Compliant, Maximize Savings

Navigating Goods and Services Tax can be complex. Easeupnow makes GST compliance simple, accurate, and stress-free for your business.

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Protect What You’ve Built with Precision.

Wealth is often disorganized, highly exposed to unnecessary taxes, and lacks the strategic structure required for long-term multi-generational growth.

We provide the architectural oversight needed to unify your assets, minimize liabilities, and ensure your capital works as hard for your family as it did for your business.

200+

Clients Guided

10+

Years Experience

5+

Organizations

Our Wealth Management Services

Expert guidance to grow and protect your capital while controlling risk.

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How EaseUp Makes Wealth Management Simple & Smart

Strategic Discovery & Financial Audit

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We conduct a thorough review of all your personal and business assets, debts and risks to give you a clear picture of your entire wealth. This helps us find immediate ways to save you money.

Integrated Tax & Investment Planning

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We create personalized, tax-smart portfolio models and use advanced strategies to ensure your investments are growing quickly while being minimally impacted by taxes annually.

Personalized Strategy Development

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We craft a custom, integrated roadmap so you can receive a cohesive, actionable blueprint that actively preserves capital and outlines your legacy strategy.

Multi-Generational Legacy Plan

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We develop a clear, legally sound strategy to secure the financial future of your family and ensure your intentions are met without legal complications.

Ongoing Review and Adaptation

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We monitor your portfolio all the time, check its performance often and adjust it when your business or life changes. This way, an expert team keeps your strategy aligned with new opportunities.

This is the first tool developed
FOR and WITH the help of real Project masters..​

SAP S/4HANA

We recognize that managing complex workflow can be overwhelming.

SAP Concur

We recognize that managing complex workflow can be overwhelming.

Cross-Application

We recognize that managing complex workflow can be overwhelming.

Salesforce

We recognize that managing complex workflow can be overwhelming.

Workplay

We recognize that managing complex workflow can be overwhelming.

SAP SuccessFactor

We recognize that managing complex workflow can be overwhelming.

Why Choose EaseUp for Wealth Management?

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Integrated Tax-First Approach

We build portfolios focused on tax efficiency to protect your growth from unnecessary taxes.

Dedicated to Founder Complexity

We organize complex assets, and unique financial structures.

Focus on Legacy and Transfer

We organize capital to preserve wealth across generations and ensure seamless transfer.

Proactive Risk Mitigation

We use legal structuring and advanced strategies to protect your entire asset base from liability.

Testimonials

12 Years of Trust

and experience in serving businesses of all sizes

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"Transitioning to EaseUp’s integrated platform saved our team hours of manual work. Their ability to handle complex compliance while providing real-time financial insights is a game-changer for any modern SME."

Ajay Bansal

Founder

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"When we faced a complex tax inquiry, EaseUp stepped in with expert precision. Their technically sound responses and professional representation resolved the matter quickly, giving us total peace of mind."

Amit

Founder

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"From GST filings to due diligence, EaseUp manages the heavy lifting. They have a remarkable follow-up system that ensures we never miss a deadline, allowing us to focus entirely on our core business."

Ashish Upadhya

Founder

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"EaseUp didn't just organize our books; they gave us a financial roadmap. Their Virtual CFO services provided the clarity we needed to scale without the overhead of a full-time hire. Truly a strategic partner for our growth."

Ayush Jain

Founder

Ready to Transform Your Wealth Strategy for Maximum Growth?

Book a consultation with EaseUp's wealth management experts. Get a personalized plan to protect your financial future and reach your long-term goals.

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Get Started with Stress-Free Wealth Management Journey

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Wealth Assessment & Goal Alignment

We evaluate your assets, liabilities, risk profile and long-term goals to create a clear wealth roadmap.

Portfolio Strategy & Structuring

We design a diversified, tax-efficient investment strategy aligned with your risk appetite and life objectives.

Ongoing Review & Optimization

We monitor performance, rebalance portfolios and adapt strategies to keep your wealth plan on track over time.

FAQs

Top Wealth Management Queries

We offer flexible service tiers. While we generally cater to clients with assets over a certain threshold, we encourage you to contact us for a consultation to discuss your specific needs and if our services are the right fit for you.

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Your trusted partner for all your Financial needs.

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Finance Management

GST Filling

Bookkeeping

Accounting and Compliances

Virtual CFO

MIS Management

Vendor Management

Monthly Accounting

Payroll Management

Financial Audits

Due Diligence

Business Valuation

Strategic Services

Mergers and Acquisition

Fundraise Preparation

Prepare for Business Loan

Expansion Planning

Personal Finance Management

Wealth Management

International Trade

GST Notice Support

Income Tax Notice Support

TDS Notice Support

Contact Us

+91-9826266300

contact@easeupnow.com

Indore

Mumbai

Ahmedabad

Pune

Gurgaon

Bhilwara

Surat

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