Taxes on your Investments
Unlisted shares are taxed as capital assets and can benefit from indexation.
Fixed income instruments are taxed as capital assets and can benefit from indexation.
Equity funds and hybrid funds are taxed differently depending on portfolio holdings, investment time frame and inflation rate.
Equities are taxed as capital gains with tax benefits on long term holdings. Intraday trades are taxed as speculative business income.
Taxation on your investments depends on the country where the stocks are purchased.
Futures and options are taxed as Income from Business and may require an audit.
Tax Saving Techniques
Offset taxes on gains by selling loss making shares and buying them back after settlement.
Save your taxes by selling bonus shares and buying them back while keeping the original holdings.
Earn a tax-free dividend and then gain a tax advantage from the fallen stock price once it goes ex-dividend.