Mutual Funds Taxation

Taxes has always raised eyebrows of peoples and are more concerned about reducing its impact. Taxation on investment reduces the net impact of return on investment. This post discusses mutual funds taxation in detail with focus on Equity Funds Taxation, Debt Funds Taxation, SIP Taxation, Balanced Funds Taxation, Index Funds Taxation , Mutual Fund Dividend Treatment/Taxation and ELSS Taxation.

Unlike interest from Fixed deposit which is taxed according to the income tax slab of the depositor,

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Post Office Sukanya Samriddhi Yojana (SSY): Scheme Details, How to open An Account

Sukanya Samriddhi Yojana is a govt scheme for the girl Child however very few people know that sukanya samriddhi account can be opened in post office as well. We discus about Post office Sukanya Samriddhi Yojana Scheme Details, how to open an account and tax benefits in this blog.

Gender discrimination is one of the grave problems we all face in India. In India where education of male child is given priority and where wedding expense

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Reliance Securities : Review, Brokerage Charges, Features

Reliance securities is a full-service online trading and investment platform and is the broking arm of Reliance Capital. In this blog we look at Reliance Securities Features, reviews, trading account opening and Brokerage Charges.

Reliance Securities started its operation in 2005. It has a strong presence across the country with 1000+ offices serving 8 Lakh customers.

Reliance Securities offers services in:

  1. Equities
  2. NCDs/Bonds
  3. Sovereign Gold Bond
  4. IPOs
  5. Mutual Funds
  6. Derivatives
  7. Currency
  8. Corporate

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KYC forms for mutual fund

KYC is an acronym for- Know Your Customer. It allows banks to understand and know their clients and their financial dealings in a better manner. This enables them to serve their clients in a superior way and also helps to manage risks sensibly. KYC forms for mutual funds are available with CAMS or CVL.

You can download CVL KYC form  for mutual funds here

You can download CAMS KYC mutual funds here 

Why KYC?

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National Pension scheme (NPS) Calculator

National Pension is one of the popular tax-saving schemes. In this post we look at various NPS Calculator and how NPS calculators work.

National Pension scheme calculator works on the below few factors:

  1. Age
  2. Amount of contribution made
  3. Rate of return as prescribed by government for that given period of time.

So we will discuss now how each of these factors affect NPS calculation.

  1. Age of the interested investor: Any contribution made under NPS scheme can be withdrawn only when the

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Best MIP Mutual fund to invest in 2017 – Best Investment plans for monthly Income

Monthly Income Plan or MIP as the name suggest is an investment strategy in which major part of the capital is invested in debt fund&money market instrument ( around 70-80%) to generate interest income which is given to investors in form of dividend and rest is invested in equity stocks (15-30%). MIPs are subject to volatility but the risk of downside is lesser. In this post, we look at best MIP mutual funds to

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ELSS vs SIP : Difference between ELSS and SIP

SIP is a way to invest into ELSS or other mutual funds in a recurring way. In this post we look at various aspects of investing into ELSS via SIP mode.

systematic investment plan (SIP) is a small and easy method to invest one’s money in mutual fund schemes. SIP is very much similar to recurring deposit scheme wherein an investor invests small amount of money on regular basis. The SIP scheme helps an individual investor to

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SBI Mutual Fund Fact Sheet

Updated on 11th of July 2017

SBI Mutual Fund is one of the biggest mutual fund houses in India. SBI AMC( asset management company). It has approximately 158 thousand crores of assets under management and runs 615 different mutual fund schemes.SBI Mutual Fund has schemes across equity, debt ( short term, long term), money market etc. SBI Mutual fund factsheet captures monthly performance of all SBI mutual fund schemes

Introduction to SBI Mutual funds