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 – A guide to how mutual funds are taxed Read More »
Understanding the tax change for life insurance policies brought about by Budget 2023 via the recent CBDT guideline.
Payout from a life insurance policy – when is it tax exempt and when is it not? Read More »
For Indian investors looking for regular income with the possibility of capital appreciation, Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs) are good vehicles. These entities own a bunch of real estate or infrastructure assets that throw up regular cash flows and distribute over 90% of their cash flows to their investors. As both their income and the value of the real estate or infrastructure portfolio they own can rise over time, REITs and InvITs offer the prospect of rising income with capital gains.
What has changed with REIT/InvIT taxation Read More »
Deposits, bonds and debt funds are great ways to diversify one’s portfolio. But the taxation on these instruments can decide whether an option is attractive or unattractive on a post-tax basis. Taxation, though varies across instruments and can be quite complex. The fact that not all debt instruments are taxed in the same way compounds the decision making dilemma on which option to choose. This write-up will break down the taxation aspect of popular debt instruments for resident individuals.
How are deposits, bonds and debt funds taxed? Read More »
In a mutual fund, you make returns in two ways. How are mutual funds taxed for each of these ways? It depends on the nature of return.
How are mutual funds taxed? Read More »
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