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.
Episode 15 of the Prime Podcast
With the Sensex zooming past 70k, if you are wondering whether to book profits, then you should read this.
The HDFC Nifty Realty Index fund NFO closes on March 21, 2024 and is an open-ended passive fund that replicates the Nifty Realty Index. Does it suit you? Find out in this review.
Taking a loan against mutual fund investments without breaking them can seem like an attractive option to tide over a temporary cash crunch. Aarati Krishnan evaluates the merits of this financing arrangement.
Gilt funds vs constant maturity funds – they may share several similarities but which one should you choose? Find out here!
The removal of indexation benefits for debt funds, has led many investors to look for alternatives. Are hybrid funds the answer? Find out here.
Feature update on our Portfolio Review Pro tool
MF platforms do a poor job of telling customers how to make the best investing decisions. Read this article to understand how you can overcome this.
In this quarterly review of Prime Funds and Prime ETFs, we have made very few changes. Nevertheless, stay updated!
A performance review of Prime Portfolios – our readymade portfolios – and changes we’ve made this quarter.
A year-end report card of how Prime Funds have fared in 2023.
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.