Investments can help you get exemptions of up to ₹50 lakh per year in capital gains tax A popular option for saving long-term capital gains tax on sale of property…
Posts TaggedTaxation
Opinion | Tax Rules On Financial Assets And The Message From the Government
Tax exemptions or any beneficial tax treatment, in the context of investments, are not only about the exemptions but also carry a message from the government. The message is about…
Equity Investments: Why 10 PCT LTCG Tax Isn’t That Big A Blow
Since the Union Budget was presented on February 1, 2018, there have been lots of reactions initially, and then discussions on how to optimise the impact of long-term capital gains…
Mutual Funds: Investing In Balanced Funds? Look Beyond Tax Gains
The highest percentage growth has been in Balanced Funds. The reasons for this growth are as follows: (a) equity valuations being stretched, the exposure to the market is defensive as…
Why Investments Must Be For Long-Term; It Is Not Only Just About Tax Efficiency; 3 Power Points
Investments should be in the growth option rather than in the dividend option. This is not only about tax efficiency but about the principle of building your long-term corpus. Expecting…
Balanced Funds Vis-à-Vis Focused Allocation: Which Is The Better Option?
If your rationale for choosing a balanced fund is the marginal tax efficiency over a focused allocation, where the debt component gets taxed as debt fund, it is not a…
Your Mutual Fund Investment Tax Efficient? Here Are 3 Steps To Ensure Utmost Efficiency For Your Portfolio
Ensuring that your mutual fund portfolio has the utmost tax efficiency is essential. Fund taxation depends on the nature of the fund and holding period. But decide your investments on…
How Do Mutual Funds Compare With Bank Deposits On Tax Front?
Bank deposits and fixed income mutual funds differ with each other on a key parameter. Two deployment avenues are to be compared on the parameters of safety, liquidity, returns, ease…
Why You Should Prefer Recommending Open End Debt Funds Over FMPs
Go for FMPs only if your client does not want volatility; else you should recommend open end debt funds. With the financial year nearing its end, many fund houses have…
Bond Investments Through Secondary Market Can Offer You A Better Deal
For retail investors intending to purchase bonds in lot size of say few lakh rupees, when there is no primary issue available or the primary issue is not matching up…
Preference Shares: Relevant For Fixed Income Investors
Preference shares depict features of bonds when one looks at risk-return profile. The term preference share evokes mixed reactions in terms of the risk-return profile, and is perceived as a…
Should You Invest In A Bank Perpetual Bond?
The acceptability of these bonds is increasing gradually as more financial institutions and HNIs are taking exposure. We have seen a host of Bank Additional Tier I (AT1) Perpetual Bond…