Taxes

Taxes on your Investments

• Taxation of Unlisted Stocks

  Unlisted shares are taxed as capital assets and can benefit from indexation.

• Taxation of Bonds, Debentures, and Debt Mutual Funds

  Fixed income instruments are taxed as capital assets and can benefit from indexation.

• Taxation of Mutual Funds

  Equity funds and hybrid funds are taxed differently depending on portfolio holdings, investment time frame and inflation rate.

• Taxation of Listed Equities

  Equities are taxed as capital gains with tax benefits on long term holdings. Intraday trades are taxed as speculative business income.

• Taxation of International Equities

  Taxation on your investments depends on the country where the stocks are purchased.

• Taxation of Derivatives

  Futures and options are taxed as Income from Business and may require an audit.