Welcome to taxplan

We Will Help You Manage Your Taxes

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Welcome to C.C. Chokshi Advisors Private Limited

Expert Tax Solutions Backed by Decades of Experience

At C.C. Chokshi Advisors Private Limited, we go beyond numbers. With over 25 years of strategic advisory excellence, our tax experts help you navigate complexities, optimize savings, and stay fully compliant. Whether you’re a business or an individual, we tailor every solution to secure your financial future.

Expert-Led Strategic
Advisory

Leverage decades of experience in finance, structuring, and advisory. Our leadership brings hands-on insight into Investment Banking, AIFs, M&A, and global markets.

End-to-End AIF Structuring & Compliance

From fund setup to regulatory filings, we handle the entire lifecycle. Stay fully compliant while optimizing for tax efficiency and investor confidence.

Global Network, Local Expertise

Presence across India, Singapore, and the Middle East with strong institutional ties. Get access to international best practices with localized advisory precision.

About C.C. Chokshi Advisors Private Limited

Your one-stop destination for the best tax law experts.

At C. C. Chokshi Advisors Private Limited, we believe that true success is measured by the value we help create and sustain over time. As a leading investment banking and strategic advisory firm, we work hand in hand with forward-thinking entrepreneurs, family-led businesses, and progressive corporations to turn ambitious visions into lasting achievements.

With a legacy of over three decades, our team blends deep sector knowledge, sharp analytical skills, and a steadfast commitment to integrity. We offer guidance that goes far beyond individual transactions — whether supporting mergers and acquisitions, raising growth capital, or planning for seamless business succession, we approach each engagement with dedication and a focus on building long-term value.

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Take the Uncertainty Out of Tax Consulting

Confused about taxes or compliance? We make it simple, strategic, and stress-free.
Let our experts guide you every step of the way.

Our Value

Advisory Beyond Transactions — Focused on People, Growth, and Partnerships

For us, every deal is personal. We bring together financial expertise and a relationship-driven approach, ensuring that our clients feel supported, understood, and guided at every step of their business journey.
Our Vision

To be the most trusted partner for businesses seeking strategic financial clarity and sustainable growth, driven by innovation and integrity.

Our Mission

To simplify complex financial processes through personalized accounting, taxation, and advisory services—empowering clients to focus on what they do best.

What we offer

We talk a lot about teamwork helping

Ambitious goals need the right partners. We bring structured thinking and hands-on support to unlock value and reduce risk at every step.

Capital Raising
Assisting businesses in securing funds through equity, debt, or hybrid instruments to fuel growth and expansion.
Capital Raising
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Transaction Advisory
Providing strategic guidance on mergers, acquisitions, divestitures, and other complex business transactions.
Transaction Advisory
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Valuation Services
Delivering transparent, robust and insightful valuations for businesses, assets, and investments across industries.
Valuation Services
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Succession Planning and Inheritance
Structuring and safeguarding wealth through effective succession planning and estate management solutions.
Succession Planning and Inheritance
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Financial, Accounting and Tax Advisory
Offering expert financial, accounting and tax advisory solutions to ensure compliance, minimize liabilities, and optimize business outcomes.
Financial, Accounting and Tax Advisory
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NRI Services
Supporting Non-Resident Indians by providing personalized solutions that cater to their unique needs across legal, financial, tax, and estate-related matters
NRI Services
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AIF Services
End-to-end support for setting up and managing Alternative Investment Funds including regulatory compliance.
AIF Services
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Testimonials

I have been working with Sunil Shukla at C. C. Chokshi Advisors for the last 12 months, seeking his advice and support with fundraising for our India insure-tech opportunities. Sunil has been focussed on introducing selected investors to my team and me. He briefs the investors of the opportunity so we have meaningful meetings. Other investment arrangers tend to just make introductions to investors. The team at C. C. Chokshi Advisors has also been supportive with our engagement. They have given valuable inputs to our investor pitch, supported the development of full P&L numbers to support our investor case and made introductions to potential investors. I would recommend Sunil and C. C. Chokshi Advisors to anyone seeking investors in India.

Ian Watts CEO Percepta technologies

Working with Sunil from C. C. Chokshi Advisors on our joint venture with Angel One was a fantastic experience. C. C. Chokshi Advisors played a big role in helping us get the deal across the line, from connecting us with the relevant management at AOL, to being fully involved in the fundraising meetings, to making sure we stayed focused on the investors that really mattered for LivWell. What we appreciated most was how professional yet practical C. C. Chokshi Advisors was throughout the process. Sunil's outreach was always on point, and he had a real sense of timing, making sure things moved forward when we needed them to. CC wasn’t just introducing contacts Sunil understood the investor landscape deeply for Insurance and towards the right fit, which was critical in shaping how the JV came together.

Nikhil Verma Co-founder/CEO LivWell.Asia

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