Mutual Fund Taxation โ A guide to how mutual funds are taxed
Mutual fund taxation doesn’t have to be cumbersome. Here is a one-stop shop to understand how the various types of schemes are taxed.
Mutual fund taxation doesn’t have to be cumbersome. Here is a one-stop shop to understand how the various types of schemes are taxed.
An overview of taxation of interest income, capital gains and TDS of various types of bonds – G-secs, NCDs and more.
A highly unorganized sector with a huge addressable opportunity and consolidation potential. Play it with this diagnostic stock!
An update on the sugar stock that we have a โBUYโ call on in the wake of the curbs placed on manufacture of ethanol in the 23-24 season.
With the tax treatment of endowment plans changing recently, we take a look at whether there is any merit left in buying one of these plans.
Understanding the tax change for life insurance policies brought about by Budget 2023 via the recent CBDT guideline.
Many investors have a soft spot for investment products that let you save on taxes. Here we take a quick look at what ELSS funds are and then at the pros and cons of ELSS funds.
We think the time is right to partially sell your holdings of this API maker and hold the rest.
Becoming a parent affects every aspect of your life and your money is no exception. You not only have to plan for your own life goals, but for those of your children as well, such as education. For the purpose of building a corpus for young daughters, the Sukanya Samriddhi Account Scheme is an attractive option to evaluate.
However, when evaluating the Sukanya Samriddhi option, a common question is how it compares with child mutual funds. So if it is Sukanya Samriddhi vs Child mutual fund, which one should you choose?
Pharma companies in the API (Active Pharmaceutical Ingredient) space in India have struggled in the past couple of years, confronted by rising input costs, poor price realization and competition from China even while remaining dependent on China for inputs. All these also impact the even-otherwise modest margins.
Some of these challenges appear to be abating, providing an opportunity to pick select API players in the pharma space.
We at PrimeInvestor, recommend reinforcing your insurance arsenal with a critical illness cover in addition to a hospitalization plan in order to secure your finances against medical emergencies. We have covered what you should look for when shopping for a critical illness cover in our earlier article titled โWhat to look for in a critical illness health planโ. We have also shortlisted a few critical illness covers in the market based on these criteria and reviewed them in detail.
The plans we have reviewed so far are:
Activ Secure Critical Illness Plan by Aditya Birla Health Insurance,
Criti Care policy by Bajaj Alianz General Insurance,
IFFCO Tokioโs Critical Illness Benefit Policy and
Star Critical Illness Multipay Insurance Policy.
Here, we add to this list with our review of Tata AIGโs Criti-MediCare Insurance.
Picking a stock in the pharma space is not easy. The businesses are complex and can leave you feeling like you are preparing for a mini-MBBS. Whatโs more โ no two companies are alike. To compound matters, it is also a heavily regulated space (and rightly so) with complex supply chains very often, heavily reliant on China. Not only do most end products have names that sound like tongue twisters but can be governed by complex patent regulations.
The purpose of these disclosures is to provide essential information about the Research Services in a manner to assist and enable the prospective client/client in making an informed decision for engaging in Research services before onboarding. History, Present business and Background: PrimeInvestor Financial Research Private Limited is registered with SEBI as Research Analyst with registration no. INH200008653. The Research Analyst got its registration on August 19, 2021 and is engaged in offering research and recommendation services. Terms and conditions of Research Services: The Research Services will be limited to providing independent research recommendation and shall not be involved in any advisory or portfolio allocation services. The Research Analyst never guarantees the returns on the recommendation provided. Investor shall take note that Investment/trading in stocks/Index or other securities is always subject to market risk. Past performance is never a guarantee of same future results. The Research Analyst shall not be responsible for any loss to the Investors. Disciplinary history: There are no pending material litigations or legal proceedings against the Research Analyst. As on date, no penalties / directions have been issued by SEBI under the SEBI Act or Regulations made there under against the Research Analyst relating to Research Analyst services. Details of its associates: No associates. Disclosures with respect to Research and Recommendations Services: The Research Analyst or its directors or any of its officer/employee does not trade in securities which are subject matter of recommendation. There are no actual or potential conflicts of interest arising from any connection to or association with any issuer of products/ securities, including any material information or facts that might compromise its objectivity or independence in the carrying on of Research Analyst services. Such conflict of interest shall be disclosed to the client as and when they arise. Research Analyst or its directors or its employee or its associates have not received any compensation from the company which is subject matter of recommendation. Research Analyst or its directors or its employee or its associates have not managed or co-managed the public offering of any company. Research Analyst or its directors or its employee or its associates have not received any compensation for investment banking or merchant banking of brokerage services from the subject company. Research Analyst or its directors or its employee or its associates have not received any compensation for products or services other than above from the subject company. Research Analyst or its directors or its employee or its associates have not received any compensation or other benefits from the Subject Company or 3rd party in connection with the research report/ recommendation. The subject company was not a client of Research Analyst or its directors or its employee or its associates during twelve months preceding the date of recommendation services provided. Research Analysts or its directors or its employee or its associates has not served as an officer, director or employee of the subject company. Research Analysts has not been engaged in market making activity of the subject company.
Full disclosures and disclaimers
ย
Compliance Officer Details: Name: Srikanth Meenakshi; Email: contact@primeinvestor.
Grievance Officer Details: Name: Srikanth Meenakshi; Email: contact@primeinvestor.