About Us

Manage Your Wealth Wisely with Experts

Your business has generated significant wealth now it is time to manage it expertly. We build personalized, multi-generational strategies for capital preservation, tax-efficient growth and enduring financial legacy.

95%

Client Satisfaction

150+

Trained Caregivers

80+

Families Served
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Trusted By 500+
Businesses Nationwide
Experience the difference of professional financial planning with our proven methodologies.
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Effortless GST Filing Stay Compliant, Maximize Savings

Navigating Goods and Services Tax can be complex. Easeupnow makes GST compliance simple, accurate, and stress-free for your business.

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Badly Planned Wealth Risk High Taxes and a Confusing Legacy.

Wealth is often disorganized, highly exposed to unnecessary taxes, and lacks the strategic structure required for long-term multi-generational growth.


We build integrated solutions that actively preserve capital, organize complex assets and ensure your wealth creates a lasting financial legacy.

200+

Clients Guided

10+

Years Experience

5+

Organizations

Our Wealth Management Services

Expert guidance to grow and protect your capital while controlling risk.

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How EaseUp Makes Wealth Management Simple & Smart

Strategic Discovery & Financial Audit

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We conduct a thorough review of all your personal and business assets, debts and risks to give you a clear picture of your entire wealth. This helps us find immediate ways to save you money.

Integrated Tax & Investment Planning

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We create personalized, tax-smart portfolio models and use advanced strategies to ensure your investments are growing quickly while being minimally impacted by taxes annually.

Personalized Strategy Development

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We craft a custom, integrated roadmap so you can receive a cohesive, actionable blueprint that actively preserves capital and outlines your legacy strategy.

Multi-Generational Legacy Plan

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We develop a clear, legally sound strategy to secure the financial future of your family and ensure your intentions are met without legal complications.

Ongoing Review and Adaptation

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We monitor your portfolio all the time, check its performance often and adjust it when your business or life changes. This way, an expert team keeps your strategy aligned with new opportunities.

This is the first tool developed
FOR and WITH the help of real Project masters..​

SAP S/4HANA

We recognize that managing complex workflow can be overwhelming.

SAP Concur

We recognize that managing complex workflow can be overwhelming.

Cross-Application

We recognize that managing complex workflow can be overwhelming.

Salesforce

We recognize that managing complex workflow can be overwhelming.

Workplay

We recognize that managing complex workflow can be overwhelming.

SAP SuccessFactor

We recognize that managing complex workflow can be overwhelming.

Why Choose EaseUp for Wealth Management?

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Integrated Tax-First Approach

We build portfolios focused on tax efficiency to protect your growth from unnecessary taxes.

Dedicated to Founder Complexity

We organize complex assets, and unique financial structures.

Focus on Legacy and Transfer

We organize capital to preserve wealth across generations and ensure seamless transfer.

Proactive Risk Mitigation

We use legal structuring and advanced strategies to protect your entire asset base from liability.

Specialized Accounting Built for Your Business

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Our Pricing Plans

Most Popular

Startup

Launching your business with fully compliant formation and investor-ready books.

₹9,999

/ per month

What you will get

Handling all incorporation and EIN setup.

Support for tracking stock, options, and early equity.

Monthly reporting optimized for funding rounds and due diligence.

S-Corp election planning and guidance on tax incentives.

E-commerce / D2C

Mastering multi-platform sales, inventory valuation, and complex sales tax compliance.

₹7,999

/ per month

What you will get

Seamless sync and reconciliation for Shopify, Amazon, etc.

FIFO/LIFO valuation and accurate Cost of Goods Sold tracking.

Monitoring sales tax nexus and compliance across state lines.

Linking ad platform expenses to specific revenue streams for true profitability insights.

Manufacturing

Tracking production costs, inventory levels, and optimizing profitability per unit.

₹12,999

/ per month

What you will get

Detailed tracking of Direct Materials, Direct Labor, and Manufacturing Overhead.

Accurate accounting for goods still in the production pipeline.

Tracking Raw Materials and Finished Goods to prevent stockouts/waste.

Proper depreciation scheduling for heavy machinery and equipment.

Beta Review

What Our Clients Say

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Before Autonest, our operations were scattered across multiple tools — tracking vehicle data, managing schedules, and monitoring performance all felt like a juggling act. As a fleet management company, every minute and every decision matters. We needed a smarter, more centralized system that could grow with us. Autonest exceeded our expectations.

From the onboarding process to daily use, the platform has been intuitive and seamless. Within the first month, we noticed a drastic reduction in administrative overhead. What used to take hours of manual tracking is now automated — reports, alerts, and analytics are all at our fingertips.

Rachel Kim

Finance Operations Lead,BigDoc

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We’ve evaluated dozens of SaaS platforms in the past five years, and very few have made the impact that Autonest has. Our team needed a reliable, scalable, and smart solution to manage our operational workflows. Autonest delivered — and then some.

Implementation was a breeze. The integrations with our existing tools (Slack, Zapier, and Google Workspace, to name a few) worked out of the box. Within days, we had streamlined several repetitive processes, freeing up our engineers and operations managers to focus on higher-value tasks.

Amelia Rodriguez

VP of Digital Banking Solutions
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Managing logistics operations at scale is chaotic by nature — shifting deadlines, unexpected delays, and constant coordination. We were desperate for a tool that didn’t just digitize our processes but actually organized them. That’s when we discovered Autonest.

Right from the demo, we were impressed by how thoughtful and feature-rich the platform was. The customization options allowed us to tailor workflows to our specific needs without writing a single line of code. The real-time notifications, centralized dashboard, and role-based access transformed how our teams communicated and collaborated.

Omar Hassan

Chief Financial Officer, NexLogix

Ready to Transform Your Wealth Strategy for Maximum Growth?

Book a consultation with EaseUp's wealth management experts. Get a personalized plan to protect your financial future and reach your long-term goals.

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Get Started with Stress-Free Wealth Management Journey

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Wealth Assessment & Goal Alignment

We evaluate your assets, liabilities, risk profile and long-term goals to create a clear wealth roadmap.

Portfolio Strategy & Structuring

We design a diversified, tax-efficient investment strategy aligned with your risk appetite and life objectives.

Ongoing Review & Optimization

We monitor performance, rebalance portfolios and adapt strategies to keep your wealth plan on track over time.

FAQ's

Top Wealth Management Queries

We offer flexible service tiers. While we generally cater to clients with assets over a certain threshold, we encourage you to contact us for a consultation to discuss your specific needs and if our services are the right fit for you.

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Your trusted partner for all your Financial needs.

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Finance Management

GST Filling

Bookkeeping

Accounting and Compliances

Virtual CFO

MIS Management

Vendor Management

Monthly Accounting

Payroll Management

Financial Audits

Due Diligence

Business Valuation

Strategic Services

Mergers and Acquisition

Fundraise Preparation

Prepare for Business Loan

Expansion Planning

Personal Finance Management

Wealth Management

International Trade

GST Notice Support

Income Tax Notice Support

TDS Notice Support

Contact Us

+91-9826266300

contact@easeupnow.com

Indore

Mumbai

Ahmedabad

Pune

Gurgaon

Bhilwara

Surat

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