Portfolio Management Services (PMS) offer structural advantages over mutual funds, allowing for concentrated portfolios, significant cash h...

Retiring with Rs 1.5 cr can provide a monthly income, but the amount depends on risk appetite and investment returns. Experts suggest withd...

Manoj Soman had not filed an ITR for the relevant assessment year, which is FY 10-11 in this case. Based on information available through t...

Planning your retirement corpus is crucial. A Rs 2 crore fund may not last 20 years with high withdrawals. Experts suggest a bucket strateg...

Global economic turbulence is high. However, India's company earnings are performing well. Deepak Shenoy advises investors to focus on fund...

From glossy returns to tax drag, what an equity PMS earns investors often trails what is advertised.

Investors are reassessing investment choices due to rising fixed deposit rates and market fluctuations. Experts advise maintaining a long-t...

According to Bhavik Thakkar of Abans Wealth and Investment Managers, the difference between Bank FD returns and Corporate Debt MF returns a...

Budget 2023 has taken away the taxation advantage which the debt funds have been enjoying so far as LTCG tax on debt fund was applicable if...

To encourage retail investors to invest in gold through the mutual fund route rather than buying physical gold, AMFI had proposed that LTCG...

It is Union Budget time, and time to discuss taxation aspects, among other things. Let us discuss the tax treatment differential between in...

Once your daughter sells these investments any time in the future, the cost and period of holding at your end will be considered for calcul...

At present, most ULIPs offer several free switches from one fund to another and even from a debt fund to equity fund and vice versa. Howeve...

UAE, the UK and the USA were the largest investors together accounting for one-third of the MF units held by non-residents.

Liquid funds, income funds, gilt funds, capital protection schemes are classified as debt-oriented schemes for taxation.

Mutual fund (MF) investors have something to cheer from the budget. Scheme mergers will no longer be considered as fresh investments.

The proposed sections in the revised direct tax code which deal with taxation of shares and mutual fund units could affect investor sentime...