Mutual Funds

Taxation of Gold Investments for NRIs in India | All Types Explained

Gold remains a cornerstone of Indian portfolios, blending cultural appeal with financial prudence—especially for NRIs seeking diversification amid rupee volatility. Whether you’re buying physical bars for your locker or digital gold via apps, understanding the taxation of Gold Investments for NRIs is crucial to avoid surprises from the Income Tax Act, 1961, and GST laws.Read More

How NRIs Can Invest in India & Maximize Profit

by Madhupam Krishna

India is a land of opportunities for Non-Resident Indians (NRIs) looking to invest and grow their wealth. With its dynamic economy and evolving financial landscape, India offers a range of investment options, from equities and real estate to fixed deposits and mutual funds. Let’s check today how NRIs can Invest in India and benefit from theseRead More

How an Incapacitated Can Access Mutual Funds & Demat

by Madhupam Krishna

Caveats to Follow or Incapacitated Person to Access Mutual Funds or Demat Accounts, How Incapacitated Investor Access his Demat Account in India, How Incapacitated Investor Access his Mutual Funds in India, How Incapacitated Investor Access his Mutual Funds or Demat Account in India, SEBI's Process for Incapacitated Person to Access Mutual Funds or Demat Accounts, Where will Incapacitated Person to Access Mutual Funds or Demat Accounts will not work

In an unfortunate turn of events, an accident may make a person incapacitated and he may not be in a position to sign or make himself available to withdraw his investments. This money may be required for further treatment or some family needs. SEBI, on Jan 10, 2025, came up with the answer and ProcessRead More

SWP for Regular Income & it is Tax Efficient too

by Madhupam Krishna

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When it comes to receiving regular income from investments, there are a handful of options for an individual investor like interest from bank deposits, SWP (Systematic Withdrawal Plan) of mutual funds, etc. When it comes to tax efficiency, SWP reigns supreme. SWP for Regular Income is a great arrangement for retirees who want to investRead More

Difference between Absolute Returns CAGR XIRR

by Madhupam Krishna

ABSOLUTE RETURN, Absolute Return vs IRR, Absolute Returns CAGR XIRR, CAGR, COMPOUNDED ANNUAL GROWTH RATE, difference between Absolute Returns CAGR XIRR, EXTENDED INTERNAL RATE OF RETURN, What is Absolute Return?, What is CAGR, What is the Compounded Annual Growth Rate, What is the Extended Internal Rate of Return, xirr

You must have come across multiple terms to calculate Mutual Fund or investment performance such as Absolute Returns CAGR XIRR. Today let’s understand the difference between them and their relevance to your mutual fund portfolio. ABSOLUTE RETURN What is Absolute Return? Absolute Returns, also called Total Returns, help us in calculating how much gain orRead More

Guide to Tax Efficient Mutual Fund Investing

by Madhupam Krishna

Guide on Mutual Fund tax, Guide to Tax Efficient Mutual Fund Investing, mf taxation, MF Taxation in India, Mutual Fund Taxation, Tax in Mutual Fund Investing

Guide to Tax Efficient Mutual Fund Investing (Free Ebook to Download) Speaking of taxation, it is that time of the year when tax planning is on everyone’s mind. While one cannot avoid paying taxes, awareness about various aspects of taxation can help one to plan investments in a more tax-efficient manner. Bearing this in mind,Read More