The challenge
Employees holding foreign company shares receive broker statements as dense PDFs and spreadsheets, and computing Indian capital gains from them - lot-wise costs, vesting dates, exchange rates, broker charges - is slow and error-prone.
What we built
We built tools that parse the broker statements, match every sale to its acquisition lots, apply the correct exchange rate per lot, allocate transfer charges to the right transactions, and produce a clean capital gains workpaper formatted for Indian tax filing. Computations that took hours per client are now generated in seconds, with consistent treatment year after year.
The result
Before: hours per client. Now: seconds.