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ndsadvisors.com

Case Studies

Real engagements, measurable outcomes.

A selection of work from across audit, taxation, GST, and litigation — how NDS Advisors has helped businesses and individuals across Mumbai, Navi Mumbai, and beyond turn compliance into clarity.

15+Years of practice
15Engagements profiled
4Practice areas
ICAIRegistered firm

Audit & Assurance

07 Engagements
№ 01 · ManufacturingAudit

Manufacturing & Industrial

Client
Power appliances & UPS systems manufacturer
Engagement
Statutory Audit
Expertise
Fixed-asset auditing · depreciation computation · capital asset management · regulatory compliance
Read full case
№ 02 · Import / ExportAudit

Import / Export & Trade

Client
Trading company · chemical import & distribution
Engagement
Statutory Audit
Critical Expertise
Customs evasion detection & prevention · RoDTEP incentive booking · import-export compliance
Read full case
№ 03 · Consumer GoodsAudit

Cosmetics & Consumer Goods

Client
Cosmetics & consumer products · multi-state distribution
Engagement
Internal Audit · GST · TDS · Income Tax Returns
Expertise
Internal audit systems · GST–book reconciliation · multi-state operations · director ITR · capital gains planning
Read full case
№ 04 · Financial ServicesAudit

Financial Services & Investment Banking

Client
Investment banking · PE/VC advisory · M&A services
Engagement
Ongoing Statutory Audit
Expertise
Deal-contingent revenue recognition · forex management · service-based tax compliance · financial-volatility auditing
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№ 05 · TechnologyAudit

Technology & Software Services

Client
ERP & software implementation · USA-based parent
Engagement
Statutory Audit · Transfer Pricing
Expertise
Transfer-pricing strategy · revenue recognition · multi-state labour compliance · forex · foreign-income taxation
Read full case
№ 06 · Non-Profit / TrustAudit

Non-Profit & Trust Sector

Client
Religious trust · charitable organisation
Engagement
Statutory Audit · Income Tax Return
Expertise
Trust compliance framework · donation management · income-application optimisation · religious-trust accounting
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№ 07 · FintechAudit

Fintech Startup — Statutory Cleanup for Series B Readiness

Client
High-growth fintech · Private Limited · Series B due diligence
Engagement
Due-diligence readiness audit · secretarial reconstruction
Expertise
Cap-table reconciliation · PAS-3 & SH-7 verification · minutes under Sec 118/121/46 · FEMA & FC-GPR remediation · data-room build
Result
Series B closed with zero conditions precedent on historical compliance — full valuation leverage preserved.
Read full case

Taxation & GST

05 Engagements
№ 08 · Real EstateIncome Tax

Real Estate Group — Notice & Compliance Management

Client
Multi-entity group · partnerships, LLPs & companies · construction & development
Services
Income-tax compliance · notice management · tax advisory
Expertise
Multi-entity tax coordination · authority response · construction-sector advisory · time-sensitive delivery
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№ 09 · Real EstateIncome Tax

Real Estate Group — Strategic Tax & Capital Gains

Client
Multi-entity group of construction companies
Services
ITR · tax audit reports · capital gains planning · CIT appeals · notice management
Expertise
Capital-gains optimisation (Sec 54/54F) · stock-in-trade classification · group-wide financial coordination
Read full case
№ 10 · NRI TaxationIncome Tax

NRI Property Seller — Lower TDS Certificate (Form 13)

Client
London-based NRI · Mumbai residential property sale
Engagement
Form 13 application · International Taxation ward liaison
Expertise
Indexed cost of acquisition · Form 13 strategy · evidence dossier · pre-transaction execution
Result
TDS cut from 20%+ to a low single-digit rate — immediate liquidity at closing instead of an 18-month frozen refund.
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№ 11 · RetailGST

Retail Chain — GST Input Tax Credit Mismatch Defence

Client
Pan-India retail chain · ₹40 Cr+ turnover
Engagement
DRC-01 reply · adjudication representation
Expertise
Automated GSTR-2A/2B reconciliation · vendor enforcement · Sec 16(2) defence · vendor-compliance dashboard
Result
80% reduction in the total demand; associated penalties waived entirely on the merits of the evidence.
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№ 12 · IT ServicesGST

Tech Services Exporter — GST Refund on Zero-Rated Supplies

Client
Software export LLP · 100% US exports · ₹15 Cr turnover
Engagement
LUT filing · RFD-01 refund cycle · deficiency-memo defence
Expertise
Unutilised-ITC refund framework · FIRC–invoice matching · place-of-supply & "intermediary" defence
Result
~₹18 lakh in trapped ITC recovered; a disciplined refund cycle lifted operating cash flow by 15%.
Read full case

Litigation & Appeals

03 Engagements
№ 13 · NRI TaxationLitigation

NRI Reassessment — ₹29.99 Lakh Addition Deleted at CIT(A)

Client
Non-resident individual · medical professional (overseas)
Engagement
Reassessment proceedings · CIT(A) appeal · ~8 months
Expertise
Cross-border fund-trail verification · NRE banking analysis · appellate litigation
Result
Complete deletion of the ₹29.99 lakh addition — overseas earnings held not taxable in India.
Read full case
№ 14 · Personal TaxLitigation

Reassessment Notice Quashed by ITAT — Sec 151 Defect

Client
Individual taxpayer · real-estate transaction
Engagement
CIT(A) appeal review · ITAT representation · ~5 months
Expertise
Sec 147/148/148A/151 expertise · jurisdiction & limitation analysis · precedent research
Result
Entire reassessment quashed on a pure question of law — invalid Section 151 approval — without going to merits.
Read full case
№ 15 · Education / TrustLitigation

12AB & 80G Registration Restored by ITAT for Educational Trust

Client
Educational charitable trust
Engagement
12AB registration · 80G approval · ITAT representation · ~10 months
Expertise
Exemption litigation (Sec 11/12A/12AB/80G) · documentation review · appellate representation
Result
ITAT directed restoration of both 12AB and 80G — tax-exempt status and donor-benefit eligibility fully restored.
Read full case
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Names withheld for client confidentiality. Each engagement reflects active work by our partners and tax teams across Mumbai, Navi Mumbai, and Vashi.

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