RDA Wealth Intelligence · a service of RDA Tax Advisory
An AI-assisted, human-approved advisory house for India's most complex financial decisions. A 15-desk investment committee reviews your situation; a qualified professional signs the plan before it reaches you.
No PAN or Aadhaar required to begin · Advice-only, no commissions · Fully audited
The parent practice, in numbers
RDA Tax Advisory Services · Baner, Pune · verified as of 2026-07
Independent verification
4.9/ 5
109 verified reviews
Google Business Profile · verified
About
RDA Wealth Intelligence brings the discipline of an institutional investment committee to individual households. Technology does the heavy lifting — extracting documents, reconciling figures, and stress-testing every recommendation — but the judgement, and the accountability, stay with qualified RDA professionals.
We are advice-only and compliance-first: recommendations are drafted, reviewed by a multi-desk committee, adjudicated where they conflict, and approved by a professional before you ever see them. Nothing is executed on your behalf, and every step is recorded in a tamper-evident audit trail.
How it works
An 8-section profile with a 20-question risk assessment. No PAN, Aadhaar, or home address at intake — only what's needed to understand your situation.
Upload your CAS, Form 16, and statements. We extract and normalise the figures, then reconcile what you told us against what your documents show.
A 15-desk committee — risk, tax, insurance, estate, behavioural, compliance and more — reviews your case, each desk citing its evidence.
Where desks disagree, a Chief Investment Officer layer adjudicates and records the house view, with the reasoning kept on file.
Nothing reaches you as advice until a qualified RDA professional has reviewed and approved it. AI drafts; a person signs.
You receive a clear, signed plan — then continuous monitoring of drift, concentration, and life-stage changes, not a one-off document.
What "wealth intelligence" actually means
The AI layer
Automated extraction from CAS, Form 16 and statements. Reconciliation between what you told us and what your documents show. Stress-tests across scenarios. Pattern-matching against precedents. All of it prepared, cited, and pressure-tested before any human touches it.
The committee layer
Risk, tax, insurance, estate, behavioural, compliance, and more — each desk reviews your situation against its own criteria and cites the evidence for its verdict. Conflicts are surfaced, not swept aside. A CIO layer adjudicates where desks disagree, and records the house view with its reasoning.
The accountability layer
Nothing reaches you as advice until a named RDA professional has reviewed and approved it. Every override, every rationale, every approval is captured in an append-only, hash-chained audit trail — so the 'why' behind your plan is always recoverable.
Platform preview
Real product surfaces — the same components, tokens and language your case will be reviewed through. Illustrative data; no confidential client information is shown.
Client · /app/status
Your case progress, in plain language
Internal states (committee, CIO adjudication, QA) are deliberately collapsed into “AI analysis” on the client view.
RDA internal · /rda/committee
15-desk house view
Flagged and failed desks route to CIO adjudication; the house view + reasoning is recorded.
RDA internal · /rda/reviewer · evidence tab
Fact reconciliation with cited evidence
Fact · equity allocation 62%
Source chain and every access are logged in a hash-chained audit trail.
Client · /app/reports
Signed plan · #RDA-2026-0042
Household plan · reviewed by 15 desks, adjudicated where needed, signed by a qualified RDA professional.
Named accountability
Every recommendation carries a name. These are the practitioners of the parent firm — chartered accountants, company secretaries and advocates — whose review gate the platform runs through.
CA Rahul Dang
Founder & Practice Lead
Tax, wealth advisory, capital raising
CA Bhagyashree Dang
Co-Founder & Practice Lead
Audit, financial planning, NRI advisory
CS Rashmi Mhaske
Corporate Law Expert
ROC, secretarial, FEMA compliance
CA Malay Godbole
IFRS & Cross-Border Specialist
IFRS, transfer pricing, cross-border tax
CA Saimanohar S. Prabhu
Registered Valuer · M&A Advisory
Business valuation, M&A structuring
Advocate Sachin Kumar
Legal & Tax Litigation Expert
IT scrutiny, GST litigation, disputes
The advisory lifecycle
An engagement isn’t a one-off document. It is a relationship structured around recurring, evidence-backed review.
Discovery
A no-obligation confidential conversation to understand what you're solving for.
Onboarding
Consent, KYC-lite, and the questionnaire — starting with what's genuinely needed.
Document intake
Secure upload of CAS, Form 16, and statements. Password-protected files accepted.
Reconciliation
Automated extraction; your figures matched against your documents.
Committee review
15 desks each cite their evidence; conflicts are flagged for CIO adjudication.
CIO adjudication
Where desks disagree, the house view is recorded with its reasoning.
Professional sign-off
A qualified RDA professional reviews and signs the plan. Only then does it reach you.
Report
A clear, itemised plan with cited evidence, delivered in your client workspace.
Monitoring
Continuous drift, concentration, and life-stage tracking — not a one-off document.
Periodic review
The plan is revisited when your circumstances change or the market does.
Why RDA
Every recommendation carries the name of a qualified professional who reviewed it. This is advice you can hold someone accountable for — not a black-box score.
The depth of a 15-specialist review, applied consistently to every household — the kind of rigour usually reserved for the largest mandates.
We ask for sensitive identifiers only at the point they're genuinely required, and never at intake. Confidential working papers stay internal.
Every decision, override, and approval is captured in an append-only, hash-chained audit trail — so the 'why' behind your plan is always recoverable.
Built to a SEBI-RIA-ready standard and aligned with the DPDP Act, 2023 — advice-only, with disclosures complete and execution kept separate.
Recommendations cite the reconciled facts and the precedents behind them. Where the evidence is thin, we say so rather than guess.
From the parent practice
Shared with client permission · sourced from the public rdatax.in testimonials page. The parent-firm practice has been running for years across audit, tax, MahaRERA and capital raising — the same team gates WIOS reviews.
“Working with RDA across audit, GST, income tax and secretarial compliance gave us one team that understood every regulatory touchpoint of the business — instead of chasing four different consultants for each filing cycle.”
Paresh Raut
Ex-Director, Innerworking India Pvt Ltd
Audit · Tax · Compliance
“RDA's team handled our project compliance end-to-end — from registration through quarterly reports. The legal acumen showed up especially when we needed it during a project extension application.”
Girish Utge
Director, Icon Group
MahaRERA Compliance
“Running a Pvt Ltd company means a long list of yearly compliances — ROC, audit, tax, secretarial. RDA covers all of it on a single retainer, which means I'm not coordinating between four different professionals every quarter.”
Anurag Jha
Director, Greencraft
Corporate Compliance · End-to-End
“RDA helped us with the full corporate stack for Anvitel — and separately walked us through a Pune property purchase from selection to registration. Having one firm that understands both your business and your personal financial decisions is rare.”
Anil Kharade
Director, Anvitel Solutions
Corporate · Property Strategy
Engagement
Every household is different, so fees are scoped to complexity rather than a fixed price list. You start with a confidential assessment at no obligation.
If it makes sense to go further, we share a clear, itemised proposal — scope, deliverables, and fee — before any commitment. Advice is delivered on a professional engagement basis; we do not earn commissions on the products we recommend.
FAQ
No. Software prepares and pressure-tests the analysis, but a qualified RDA professional reviews and signs every plan before it reaches you. You are never handed an automated recommendation.
A digital investment committee spanning risk, tax, insurance, estate, behavioural and compliance desks, adjudicated by a CIO layer, and finally approved by a qualified professional who signs it.
We collect the minimum needed and never ask for PAN, Aadhaar, or your home address during the questionnaire. Internal working papers are held under strict confidentiality tiers, and every access is audited.
Just enough to build your profile: your goals, dependents, and broad financial picture — plus documents like your CAS and Form 16 when you're ready to move from assessment to a full plan.
Fees are scoped to the complexity of your situation rather than a fixed list price. Start with a confidential assessment and we'll share a clear proposal before any commitment.
No. We are advice-only. We don't earn commissions on the mutual funds, insurance, or products we recommend. Our compensation comes from you, so our incentives stay aligned with yours.
RDA Wealth Intelligence is a service of RDA Tax Advisory Services Pvt Ltd — a Baner, Pune-based practice with 17 years of combined partner expertise, 700+ clients, and 4.9/5 on 109 verified Google reviews. The parent practice covers tax, audit, MahaRERA, and capital raising.
The platform is designed to a SEBI-RIA-ready standard: advice-only, disclosures complete, execution kept separate. Formal registration status is confirmed during onboarding.
Yes. The parent practice actively serves NRI clients across 8 countries — Income Tax, FEMA, RBI compliance, NRE/NRO, property TDS, capital-gains repatriation, and returning-resident transitions.
You sign in with email OTP (no passwords) and see a short guided questionnaire. Nothing is committed and nothing is charged. If it makes sense to go further after the assessment, we send you an itemised proposal to review.
Start when you’re ready
No PAN or Aadhaar to begin, no obligation, and a qualified professional behind every recommendation.