The Union Budget 2024-25 brought some changes in taxation with regards to certain categories of mutual funds. Here’s how your taxation will be affected after the change Taxation On MFs…
Posts TaggedTaxation
Decoding LTCG. Navigating The New Taxation Scenario
The Union Budget 2024 has brought about uniformity in taxation rules: the holding period is one year for listed instruments and two years for unlisted instruments/physical investments The Union Budget…
Last-Minute Tax Saving Tip: Tax-Breaks Are Important, But Prioritise Your Financial Goals
Buy insurance, not just for income-tax breaks, but because you really need an insurance policy. Consider Public Provident Fund to be a great investment, even without tax breaks. This is…
Tax Smart. Generating Tax Efficiency In Systematic Withdrawal Plan
Depending on your requirements, you can try to modulate your systematic withdrawal plan amount in such a manner that the capital gains are within ₹1 lakh per financial year. Systematic…
Know The Taxability Of Your Investment Returns
Like your salary or business income, your investment returns are taxable as well Most of our income and expenses are subject to tax. It is useful to be aware in what…
Tax Math. It’s Time To Plan Your Investments, Finances
The old tax regime exists with exemptions wherein you can invest in those avenues and reduce your tax outgo; under the new tax regime, the rates are lower, but exemptions…
Finance Act And The Way Forward For Debt Funds
SYNOPSISThe recent tax changes have created three categories in mutual fund taxation. In a growing economy like India, with an expanding base of investors, any investment vehicle that is built…
Here Is How To Distribute Debt Funds Post Change In Taxation
Debt funds are no longer subject to indexation benefits. Now the big question is how to sell debt funds to clients? From April 1, 2023, there will be no LTCG…
The Dichotomy Between Taxation Of Bond And Bond Mutual Funds
SYNOPSISHolding period for LTCG eligibility is one year for bonds and three years for bond funds. We have discussed previously, the rules of taxation for bond and bond mutual funds….
‘Arbitrage Fund Can’t Be A Substitute For Liquid Fund’
Arbitrage funds can replace money market funds but not liquid funds. Arbitrage funds are often compared with liquid funds to park short term money. In fact, many MFDs recommend arbitrage…
Your Money: Need A Debt-Linked Savings Scheme Now
The popularity of ELSS shows the combination of tax benefit and decent performance works well. When we discuss categories of mutual funds, we discuss parameters of performance, quantum of funds…
Generating Tax Efficiencies In Your MF Investments
SYNOPSISExecute your investments within your risk appetite, and try to generate higher returns. Investment decisions should be based on its fundamental aspects and suitability. Having said that, for an investment…