Holding Company Structuring
Group structures for control, investments and succession
- 1AnalyseCurrent structure and goals.
- 2DesignTarget structure and steps.
- 3ImplementTransfers and filings.
Share your details. We’ll reply on WhatsApp with the next steps and a checklist.
Pick a plan — the fee is adjusted if you hire us within 30 days.
About Holding Company Structuring
A clear overview, in simple terms — what it is, why it matters, and how we handle it.
A holding company owns shares in operating companies to centralise control, investments and succession. Dividends it receives are taxable, but it can deduct dividends it distributes onward under Section 80M, avoiding a cascade. If financial assets and financial income each exceed half of its total, it may need RBI registration as an NBFC or core investment company, so the structure must be designed with that test in mind.
Holding structures also help ring-fence businesses, bring in investors at different levels, and pass control to the next generation by transferring holding-company shares rather than each business.
We model tax on dividends and exits, test the NBFC criteria, and implement transfers into the holding company tax-efficiently.
| Dividend cascade relief | Section 80M |
|---|---|
| NBFC risk | Financial assets and income each > 50% |
| Uses | Control, ring-fencing, succession, investments |
Who this is for
Common scenarios where this service is a good fit.
- Promoter families with several companies
- Groups planning investments or listing
- Families planning succession
What you get
Clear deliverables so you know exactly what's included.
- Structure design
- Tax and NBFC analysis
- Implementation plan
Expert review before every submission — not just data entry.
Working notes and reconciliations you can rely on in future notices.
Resident Indians, NRIs, expats and cross-border businesses — all served.
Documents required
A practical checklist. We'll tell you if anything else is needed based on your case.
* This is a base checklist. After a quick pre-check, we may ask for additional items specific to your case.
Process
A simple, trackable workflow — designed to avoid back-and-forth.
Current structure and goals.
Target structure and steps.
Transfers and filings.
Get a quote
We share a clear quote on WhatsApp after a quick checklist pre-check.
- Fixed quote on WhatsApp after a short look at your facts and documents.
- Government fees, if any, are paid at actuals and shown separately.
| Factor | DIY | Indus Tax |
|---|---|---|
| Expert review | ❌ | ✅ |
| Notice risk reduction | ❌ | ✅ |
| Deduction optimisation | ❌ | ✅ |
| Audit-ready records | ❌ | ✅ |
| AIS/26AS reconciliation | ❌ | ✅ |
Share your facts and deadline. We'll reply with the right checklist and a clear quote.
Fee adjusted against our service fee if you go ahead within 30 days.
- Priority CA Call-backSkip the queue — a CA calls you within 30 minutes.₹255
- RecommendedCA Consultation (30 min)Talk one matter through properly with a CA.₹755
- In-depth CA Review (60 min)Documents reviewed before the call, written action plan after.₹1,155
Call-backs run Mon–Sat, 9 AM–6 PM IST. Booked outside these hours? We call you first thing the next working morning.
Compare the 3 plansFrequently asked questions
Answers to the most common questions we get.
Official sources
Indus Tax is a private professional services firm and is not affiliated with any government authority. Rules and fees change — we confirm current positions before filing.
