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Mutual Fund Taxation in India (HINDI)
 
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Mutual Fund Taxation in India is bit complex as the equity and debt mutual funds are taxed differently. I receive a lot of queries from viewers on Mutual Fund Taxation in India. In this video, i will answer all the queries. In equity mutual funds, the short term capital gain is taxed at 15% and long term capital gain is taxed at 10% with an exemption of 1 lakh on gains across all equity investments. The holding period for classification of STCG and LTCG is 1 Year. The short term capital gain in debt mutual funds are taxed at 15% if the holding period is 3 years or less than 3 years. The long term capital gain is taxed at 20% with indexation benefit. The investors who have opted for dividend option are not aware that dividend distribution tax is deducted at source at the rate of 10% for equity mutual funds and 25% for debt mutual funds. The classification of balance fund between equity and debt depends on the equity exposure. if the equity investment is more than 65% then the fund is classified is equity else it is debt. If the total income of an investor is below the basic exemption limit then short capital gain tax is exempted if the after clubbing STCG in income is below the basic exemption limit. If you liked this video, You can "Subscribe" to my YouTube Channel. The link is as follows https://goo.gl/nsh0Oh By subscribing, You can daily watch a new Educational and Informative video in your own Hindi language. For more such interesting and informative content, join me at: Website: http://www.nitinbhatia.in/ T: http://twitter.com/nitinbhatia121 G+: https://plus.google.com/+NitinBhatia #NitinBhatia
Views: 24505 Nitin Bhatia
Mutual Fund Taxation (Hindi)
 
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Iss video mein hamane Mutual Fund Taxation Post Budget ke bareinme baat ki hai. Jahapar agar aap Equity ya Debt Investor ho to kaise tax bachakar aap apana mutual fund returns badha sakate ho. Share, Support & Subscribe !!! Facebook : https://www.facebook.com/bankinguruji Google+ : https://goo.gl/Khz0o5 Twitter : https://twitter.com/bankinguruji Instagram :https://www.instagram.com/bankinguruji Disclaimer : The information provided on this channel and its videos are for general purposes only. All opinions expressed here are my own & am not compensated by any financial institution for this.
Views: 6908 Banking Guruji
How are mutual funds taxed?  (Latest rules - 2018)
 
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An overview of how mutual funds are taxed. MF FAQ by freefincal.com Also see: Equity Fund LTCG with grandfathering https://www.youtube.com/watch?v=4iirhDWgjlY Also see the difference between a lump sum and SIP https://youtu.be/mwhtIKWanjY Download 6 free e-books and 100s of free calculators to manage your money from https://freefincal.com/
Mutual Funds and Shares New Rule | 10% LTCG Tax on Stocks/Equity Mutual Funds | Budget 2018
 
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Namaskar Dosto jaisa ki apko pata hoga ki yha par LTCG aa gya hai ab Equity Shares aur Mutual FUnds pe 10% ka . To aaj hum isi ke upar detail me bat krenge. he government on Thursday reintroduced Long Term Capital Gains (LTCG) tax in Union Budget 2018-19. Long term capital gains exceeding Rs 1 lakh on sale of equity shares/units of Equity oriented Fund are proposed to be taxed at 10% without allowing any indexation benefit, said Finance Minister Arun Jaitley in Lok Sabha during his Budget speech. "I propose to tax such long term capital gains exceeding Rs 1 lakh at the rate of 10% without allowing the benefit of any indexation. However, all gains up to 31 January, 2018 will be grandfathered" Jaitley said. FULL COVERAGE: UNION BUDGET 2018 Explaining the tax further, Jaitley said: If an equity share is purchased six months before 31st January, 2018 at Rs 100/- and the highest price quoted on January 31 2018 in respect of this share is Rs 120/-, there will be no tax on the gain of Rs 20/- if this share is sold after one year from the date of purchase. However, any gain in excess of Rs 20 earned after January 31, 2018 will be taxed at 10% if this share is sold after July 31, 2018. The gains from equity share held up to one year will remain short term capital gain and will continue to be taxed at the rate of 15%. However, existing investors will be exempted from capital gains tax up to January 31, 2018. All gains made thereafter this cut-off date will be taxed. The imposition of this tax will bring the government marginal revenue gain of about Rs 20,000 crore in the first year. Experts do not see a huge impact of LTCG tax on the market. Dr V K Vijayakumar, Chief Investment Strategist at Geojit said, "Fiscal slippage to 3.5 % from the target of 3.2 % and the 10 % tax on LTCG are negatives; but the grandfathering of LTCG on purchases till January 31, 2018 is welcome. The great relief is that the FM has done no major harm. From the market perspective a bit disappointing, but not worrisome." The Sensex fell over 400 points after finance minister announced the tax on equity transactions but later cut losses to trade over 233 points higher at 36,198. Mr Deepak Jasani, head, retail research said reintroduction of LTCG on listed equities may not impact FII flows to a large extent as 1. Most countries except a few levy tax on LTCG. 2. Foreign institutional investors (FIIs) are concerned with net return earned by them i.e. post tax return and if they feel that Indian markets or equities can give them a return (post LTCG) which is higher than their threshold or competing countries, they will still invest in India. 3. FIIs are watchful about currency moves i.e. USDINR moves. In case they feel that the rupee is likely to be stable or appreciate, then they will still remain bullish on India given the fact that India will still be the fastest growing economy in the near future. On the effect of LTCG tax on divestment programme of the government Jasani said, "Apart from the temporary negative effect on the equity markets, the govt divestment program can progress as planned subject to India's macros improving and there being no global shock. Facebook: https://www.facebook.com/MARKETMAESTROO Twitter : https://twitter.com/marketmaestroo Youtube : https://Youtube.com/marketmaestroo For any BUSINESS INQUIRY - [email protected]
Views: 50633 Market Maestroo
Mutual funds : Taxation & Indexation | Calculate Tax with indexation Hindi |
 
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Taxation & Indexation | Calculate Tax with indexation Hindi | How to calculate tax in Mutual funds | ------------------------------------------------------------------------------------------------------- Open Demat account :https://zerodha.com/open-account?c=ZMPASV ------------------------------------------------------------------------------------------------------ CII Index Link : https://www.incometaxindia.gov.in/charts%20%20tables/cost-inflation-index.htm Share, Support, Subscribe!!! Subscribe: https://goo.gl/yNw13g Youtube: http://www.youtube.com/c/Finbaba Twitter: http://www.twitter.com/finbabaIndia Facebook: http://www.facebook.com/finbabaIndia Instagram: http://instagram.com/finbabaIndia ----------------------------------------------------------------------------------------------------- Subscribe Our Channel click Here for Latest Video https://goo.gl/yNw13g ----------------------------------------------------------------------------------------------------- Related Videos : playlist Link https://www.youtube.com/playlist?list=PL3cFiqLUjlYPuV6PlAp3BAcg_-X9soSGN You can watch this video https://youtu.be/xYd2Kh_uAGk? SIP investment : https://youtu.be/Zh7dmWzqXWY Save Tax under section 80C : https://youtu.be/y5Sat6TcJHs Mutual funds : https://youtu.be/-gP4HfMCeBQ Gold ETFS :https://youtu.be/EPjiho6m1XI Arbitrage fund : https://youtu.be/3oyryG22H4I How to find stop loss : https://youtu.be/jZugeeEVSP0 FCNR account : https://youtu.be/G4GFoQFy_RI Stock Market Tax : https://youtu.be/hcYDeXEW6eY Stock Split : https://youtu.be/NQpW2oBemyk How to Buy Share Onlie https://youtu.be/g8Eb1LVNXM0 What is Cnadle stick https://youtu.be/-Sjhv7h3IT8 ------------------------------------------------------------------------------------------------------- Open Demat account :https://zerodha.com/open-account?c=ZMPASV ------------------------------------------------------------------------------------------------------- About: FinBaba is a you-tube channel, where you can get Information about Banking, finance, Stock market basic and Advance, Forex, Mutual funds and many more. Thanks For Watching this Video. !
Views: 7923 Fin Baba
Mutual fund taxation
 
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Taxation Before investing in a fund, you should consider the tax consequences. Here, one of the most important questions you should ask is, "Is this fund going to be taxable or will it be sheltered in a retirement account?" The answer will affect which fund you should select. Always ask "Is this for a retirement account?" Whenever someone asks me, "Which fund should I invest in?" I always reply, "What's the objective of the investment?" If they respond, "Retirement", my second question always is, "Are you investing this money through a retirement account like an IRA or a 401(k)?" If you're saving through a retirement account, picking mutual funds becomes much simpler because you don't have to worry about taxes until you retire and begin to withdraw the funds. Let's say that you've invested in mutual funds through an IRA or 401(k) type account. You can trade those funds as many times as you want inside the retirement account and you won't have to pay any capital gains taxes or taxes on the distributions made by the fund until you retire. Keep trading and income funds inside retirement accounts So if you like to trade, you should do your trading inside your retirement accounts. Likewise, you should keep funds that have high distributions inside your retirement accounts. Here's an example to show how you might want to manage mutual funds in taxable and non-taxable accounts. Assume you're 35 years old, single, and don't have a retirement plan at work. Since you're on your own, you figure you need to save at least $4,000 per year for retirement. About the only retirement account option for you is an IRA, but your contributions to an IRA are limited to $2,000 or your earned income. You could save for retirement through an annuity, but annuities are expensive and inflexible, so this isn't a great option. So to minimize your taxes and have a balanced portfolio, here's what you could do. Put $2,000 into your IRA, and the other $2,000 into a normal, non-sheltered mutual fund. You're still pretty young, so you can afford to put most of your retirement money into stocks. Of the $2,000 that you put into your IRA, you might want to put $1,000 into bonds, and $1,000 into blue chip stocks. Of the remaining $2,000 which can't be put into the IRA, you might want to put this into a an index fund which invests in small company stocks. If you do this your total portfolio provides you with good diversification across bonds and various types of stocks, and ensures that you'll pay a minimum in taxes. Bond funds tend to make high distributions of their interest earnings. By placing the bond portion of your portfolio inside the IRA, you won't have to pay taxes on the interest earnings until you retire. Blue chip stock funds also tend to make high distributions of dividends paid by established companies. By placing these high-dividend-paying stocks inside your IRA, you again avoid paying taxes until you retire. Use small cap index funds outside of retirement accounts Finally, your unsheltered investment in the small company stock index fund saves you in taxes as well. Index funds simply buy and hold a predetermined basket of stocks like the Standard & Poors 500 index for large companies, or the Russell 2000 for small companies. Index funds don't have many internal trades, so they don't have many internally realized capital gains distributions. This reduces your annual tax payments. Also, small company stocks usually make low dividend payments. They're growing companies, so they don't want to pay out their profits as dividends. They reinvest their profits in the business so the business can grow further. The low dividend payments made by these companies means that they'll probably grow faster than the more established blue chip companies. This hopefully will translate into a higher share price for you. But you won't have to pay any capital gains taxes on the higher share prices until you sell the shares. Money market funds simplify your taxes So when you invest in mutual funds outside of a retirement account, try to minimize your taxes by selecting a fund with low trading activity and low distributions. However, even the most tax-efficient stock or bond fund will complicate your taxes if it's not inside a retirement account. Money market mutual funds, however, don't complicate your taxes because these funds try to maintain a stable share price. All the money you make with money market funds is essentially interest income, and you shouldn't have any capital gains or losses. But if you invest in a bond or stock fund, your taxes become more complex because of capital gains. In fact, because of tax complications, you may want to think twice about investing in bond funds outside of a retirement account. Bond funds versus CDs - tax complications Copyright 1997 by David Luhman
Views: 6270 MoneyHop.com
LTCG TAX Impact on Mutual Funds
 
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Namaskar Dosto Aaj hum LTCG se padne wale Impact ke bare me bat krenge EQUITY MUTUAL FUNDS me aur inko alag alag case study ke sath samjhenge aur apko batayenge ki kaise apko LTCG calculate karna hai. Facebook: https://www.facebook.com/MARKETMAESTROO Twitter : https://twitter.com/marketmaestroo Youtube : https://Youtube.com/marketmaestroo For any BUSINESS INQUIRY - [email protected]
Views: 13188 Market Maestroo
Taxation of Mutual Funds (including NRIs)  and Income Tax Slab Rates for AY 2018-19 and AY 2019-20
 
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This video contains the Tax Laws relating to capital gain on Mutual Funds (including NRIs) and Income Tax Slab Rates including Surcharge, Education Cess for FY 2017-18 and FY 2018-19 with practical examples. Other videos uploaded: 1. MS Excel shortcuts ABCD- https://youtu.be/t5f4rAQUE0k 2. Find Text in Cell or in range of Cells in MS Excel - https://youtu.be/19tVZCMKgmk 3. Income tax return Due dates, ITR forms and fees for delay in filing- https://youtu.be/Cp-n40868hs 4.Technique to check -Social media news - Real or Fake- https://youtu.be/RH6i0zARBzU 5. Taxation of Shares including Bonus Shares, Right Issue, Stock-Split Shares for AY 2018-19 and AY 2019-20 https://youtu.be/h9VzdxHEgic 6. Apply Data Validation formula one sheet to another sheet in MS Excel -- https://youtu.be/315AqdTIlTU 7. Password Manager without any special software using MS Excel special feature - https://youtu.be/DKqMjKXPGyg 8. Consolidate Feature for consolidation of Data from various files in MS Excel - https://youtu.be/kS-iQMZdl6I 9.How to create Pivot Table in MS Excel and generate reports in simplest way - https://youtu.be/Kg5jE8jyrNM 10. How to create Pivot Table using Data in Multiple Sheets or Multiple Files in MS Excel https://youtu.be/DdGH38CtWTY 11. How to use Report Filter Option under Pivot Table in MS Excel - https://youtu.be/BSbnwNRzkzk
Views: 279 guptaeducationworld
4 Ways to Reduce Mutual Fund Taxes
 
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It's 1099 season: Brendan Conway and Jack Otter discuss ways to reduce the capital gains hit from your funds. Subscribe to the WSJ channel here: http://bit.ly/14Q81Xy Visit the WSJ channel for more video: https://www.youtube.com/wsjdigitalnetwork More from the Wall Street Journal: Visit WSJ.com: http://online.wsj.com/home-page Follow WSJ on Facebook: http://www.facebook.com/wsjlive Follow WSJ on Google+: https://plus.google.com/+wsj/posts Follow WSJ on Twitter: https://twitter.com/WSJLive Follow WSJ on Instagram: http://instagram.com/wsj Follow WSJ on Pinterest: http://www.pinterest.com/wsj/ Follow WSJ on Tumblr: http://www.tumblr.com/tagged/wall-street-journal Don’t miss a WSJ video, subscribe here: http://bit.ly/14Q81Xy More from the Wall Street Journal: Visit WSJ.com: http://www.wsj.com Visit the WSJ Video Center: https://wsj.com/video On Facebook: https://www.facebook.com/pg/wsj/videos/ On Twitter: https://twitter.com/WSJ On Snapchat: https://on.wsj.com/2ratjSM
Views: 2893 Wall Street Journal
How are SIPs taxed?
 
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Live answers to your investment queries.
Views: 4258 Value Research
Mutual Fund Taxation
 
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Hello Freinds.Is video me hum Mutual fund taxation ki bat krenge. Aapko kitna tax dena pdega mutual fund ke scheme me redeemption k tym. Umeed h aapko video pasand ayega. Mutual funds , Banking , Finance se related info k liye SUBSCRIBE kijiye. Facebook: https://www.facebook.com/MARKETMAESTROO
Views: 30263 Market Maestroo
Tax On Equity Mutual Funds | Taxation Details of Mutual Funds
 
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What Tax you have to pay on Equity Mutual Funds is the main thing which we have to consider while we invest in mutual funds.In this video I have explained how much tax you will have to pay on equity mutual fund schemes also you will come to know what is short term capital gain and long term capital gain. In my Videos I help you to understand about investment products,best way to invest cash ,where to invest money to get more returns. one of the safest ways to invest money in financial market or stock is mutual funds. My videos cover information about best mutual to invest online, top mutual funds to invest in India,best mutual fund mangers,how to compare mutual funds,new mutual funds to invest,which are biggest mutual fund companies,personal finance and how to set goal and do Mutual fund selections Disclaimer- All views are my Personal views and for any investment decision Please consult certified financial adviser. Disclaimer- I don't own any of the images shown in this video ,credit goes to creators and owners of the images. Acoustic Meditation 2 by Audionautix is licensed under a Creative Commons Attribution licence (https://creativecommons.org/licenses/by/4.0/) Artist: http://audionautix.com/
Views: 5740 ImSambhaji Choudhary
Mutual Funds Distributions Explained
 
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Tangerine’s Joe Snyder addresses the most frequently asked questions about Mutual Fund distributions, starting with a simple explanation of what they are.
Views: 28194 Tangerine
Taxes on mutual fund distributions
 
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It is still early, but the potential for taxes on your mutual fund income may be troubling you already. Subscribe to WMUR on YouTube now: http://bit.ly/1lOjX9C Get more Manchester news: http://www.wmur.com/ Like us: https://www.facebook.com/wmur9 Follow us: https://twitter.com/WMUR9 Google+: http://plus.google.com/+wmur
Views: 730 WMUR-TV
FIXED DEPOSITS VS DEBT MUTUAL FUND(FROM TAXATION PERASPECTIVE)
 
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Recorded with ScreenCastify (https://www.screencastify.com), the screen video recorder for Chrome
Views: 624 INVEST EYE
Long term Capital Gain Tax on Share and Mutual fund | Excel Calculation to Find LTCG of Mutual fund
 
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Long term Capital Gain Tax on Shares and Mutual funds | Excel Calculation to Find LTCG| Budget 2018 New Changes | LTCG on ELSS| ---------------------------------------------------------------------------------------------------- Share, Support, Subscribe!!! Subscribe: https://goo.gl/yNw13g Youtube: http://www.youtube.com/c/Finbaba Twitter: http://www.twitter.com/finbabaIndia Facebook: http://www.facebook.com/finbabaIndia Instagram: http://instagram.com/finbabaIndia ----------------------------------------------------------------------------------------------------- Subscribe Our Channel click Here for Latest Video https://goo.gl/yNw13g ----------------------------------------------------------------------------------------------------- Link https://drive.google.com/open?id=1Q1MYmMTwCLnOVZGJaNCZULgL0IPsI1jt Password finbaba Related Videos : SIP investment : https://youtu.be/Zh7dmWzqXWY Save Tax under section 80C : https://youtu.be/y5Sat6TcJHs Mutual funds : https://youtu.be/-gP4HfMCeBQ Gold ETFS :https://youtu.be/EPjiho6m1XI Arbitrage fund : https://youtu.be/3oyryG22H4I How to find stop loss : https://youtu.be/jZugeeEVSP0 FCNR account : https://youtu.be/G4GFoQFy_RI Stock Market Tax : https://youtu.be/hcYDeXEW6eY Stock Split : https://youtu.be/NQpW2oBemyk How to Buy Share Onlie https://youtu.be/g8Eb1LVNXM0 What is Cnadle stick https://youtu.be/-Sjhv7h3IT8 ------------------------------------------------------------------------------------------------------- Open Demat account :https://zerodha.com/open-account?c=ZMPASV ------------------------------------------------------------------------------------------------------- About: FinBaba is a you-tube channel, where you can get Information about Banking, finance, Stock market basic and Advance, Forex, Mutual funds and many more. Thanks For Watching this Video. !
Views: 81638 Fin Baba
How to Calculate LTCG and STCG Tax on Mutual Funds? | MySipOnline
 
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LTCG Tax 2018 | Long Term Capital Gain Tax | LTCG on Mutual Fund | Short Term Capital Gain Tax Have you been wondering on what to do with capital gains tax implications on your Mutual funds after the 2018 budget? We’ve got it covered for you in this informative video that talks about calculating tax on Mutual Fund investments, especially focusing on Long Term Capital Gains tax in Equity Mutual Funds, while also discussing separate tax provisions of Equity and Debt categories. We’ve broken it down to a simple formula, with elaborate cases, that will help you understand how to strategically withdraw or make investments in the future. We have discussed the definitions of Capital Gain and Capital Loss. Talking first about the Equity Mutual Funds, we discuss the STCG, that is Short Term Capital Gains, and LTCG, that is Long Term Capital Gains, within it, and how taxes are calculated for these two. We also blow apart the LTCG tax calculations, and discuss, through three scenarios, redemption of investment before 31st March, 2018 and redemption after 1st April, 2018 where the Grandfather Provision is applicable for the investment done before 31st January, 2018. Lastly, we implore a case where investment was made after 31st January, 2018. After Budget 2018, the norms of calculating taxes on LTCG have changed. Through in-depth breakdown of the new calculation system by MySIPOnline experts, we bring to you the new way of calculating taxes on LTCG in an easy-to-understand manner, while discussing tax calculation on LTCG and STCG in both, Equity and Debt Mutual Funds. For taxation on Short Term Capital Gains and Long Term Capital Gains in Debt Mutual Funds, you can look up the Income Tax Slab Table and Capital Gain Index here: https://www.mysiponline.com/tax-saving-guide.php Further, you can read about this in detail here: https://www.mysiponline.com/investment-tips/how-taxation-on-mutual-funds-will-play-after-budget-2018-19
Capital Gains Tax on Mutual Funds Explained | LTCG & STCG Taxes
 
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Capital Gains Taxes ( LTCG & STCG Taxes ) Short Term Capital gains STCG ( duration) Less than or Equal to 1 year for Equity oriented scheme Less than or Equal to 3 years for Non Equity Schemes Long Term Capital gains LTCG ( Duration ) Greater than 1 year for Equity Schemes Greater than 3 Years for Non Equity Schemes Equity Schemes Schemes Short Term 15% Long Term 10% for gains exceeding Rs 1 Lakh Non Equity Schemes Short Term Marginal Rate Long Term 20% after Indexation NRI – LTCG tax Non Equity Listed Schemes - 20% after indexation Unlisted – 10% without indexation Companies – STCG tax Non Equity 25% if total Turnover is less than 250 crore
Views: 5268 MODELEXAM
How Are Liquid Funds Taxed
 
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Three things that you must know about the impact of tax on liquid funds, offered by mutual funds. Website: www.fundoomoney.com Subscribe: https://www.youtube.com/channel/UCQTqvgT_qzPZn1D1bHsxtKw?sub_confirmation=1 Visit YouTube channel: https://www.youtube.com/c/FundooMoneyWorld Share Video: https://youtu.be/GLetZH3uiIk Edited highlights 0:31 How are liquid funds taxed? 2:11 Liquid funds invest in debt securities such as government debt securities and corporate debt securities 2:18 The maturities of these securities are of 3-6 months 2:23 In liquid funds, you don't face the fluctuation of returns and they are very liquid 2:28 You can access your money very easily 2:32 Liquid funds great to earmark of emergency needs and be part of your emergency fund 2:50 If you hold the liquid fund investment for less than three years, the capital gains get added to your income and taxed according to your tax slab 3:08 If you hold the liquid fund investment for more than three years, you get the benefit of inflation indexation 3:20 The cost at which you acquired the units gets enhanced by the inflation index 3:25 The amount of capital gains for taxation purposes becomes lesser 3:30 You have to pay 20% of the lessened amount of capital gains as tax 3:41 If you opt for the dividend option of the liquid fund, the fund house pays dividend distribution tax (DDT) 3:51 In your hands, it is tax-free FundooMoney Useful Links Facebook: https://www.facebook.com/fundoomoney/ Pinterest: https://in.pinterest.com/fundoomoney/ Twitter: https://twitter.com/FundooMoney Google+ : https://plus.google.com/u/0/+FundooMoneyWorld Sound Cloud: soundcloud.com/fundoomoney Slideshare: www.slideshare.net/FundooMoneyWorld LinkedIn: https://www.linkedin.com/company/fundoomoney
Views: 7393 FundooMoney
How Are Mutual Funds Taxed in India ? Mutual Funds Taxation
 
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Hello Friends aaj hum dekhenge ki Mutual Funds India me kaise taxed hota hai.. chahe bat kre SIP ki chahe Share ki etc ki kaise kam karta hai Mutual Funds Taxation Facebook: https://www.facebook.com/MARKETMAESTROO Twitter : https://twitter.com/marketmaestroo Youtube : https://Youtube.com/marketmaestroo For any BUSINESS INQUIRY - [email protected]
Views: 6499 Market Maestroo
How to Calculate Long Term Capital Gain Tax on Equity/Mutual Funds
 
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This video tells you how you can save your LTCG tax and also how to calculate long term capital gain tax as per new rules. Government of India presented its Union Budget 2018 where it has introduced Long Term Capital Gain on equity markets or shares or mutual funds Content 1-Budget 2018 announcement on Long Term Capital Gain on Equity 2-Grandfather Clause 3-What is Long Term capital gain 4-LTCG tax rate in India 5-How to calculate long term capital gain as per new rules in india
Views: 11598 Average Indian
Taxation of Debt Funds | Tax Liability on Debt Funds | What is Indexation
 
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With Debt Funds becoming popular among investors, tax on debt funds/Bonds/Debentures is something which needs to be understood before investing in Debt Funds. Tax is computed differently for short term i.e. less than 3 years and long term i.e. greater than 3 Years investments. For Details, please watch the video. It is very informative. Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/yadnyaacademy Facebook Group - https://goo.gl/y57Qcr Twitter - https://twitter.com/investyadnya
How will Long Term Capital Gains Tax on Mutual Funds work? | LTCG Tax Explained | CNBC TV18
 
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In this video, Surabhi Upadhyay describes How is LTCG TAX ON Mutual Funds Levied? CNBC-TV18 is India's No.1 Business medium and the undisputed leader in business news. The channel's benchmark coverage extends from corporate news, financial markets coverage, expert perspective on investing and management to industry verticals and beyond. CNBC-TV18 has been constantly innovating with new genres of programming that helps make business more relevant to different constituencies across India. India's most able business audience consumes CNBC-TV18 for their information & investing needs. This audience is highly diversified at one level comprising of key groups such as business leaders, professionals, retail investors, brokers and traders, intermediaries, self-employed professionals, High Net Worth individuals, students and even homemakers but shares a distinct commonality in terms of their spirit of enterprise. Subscribe to our Channel: https://www.youtube.com/user/CNBCTV18 Like us on Facebook: https://www.facebook.com/cnbctv18india/ Follow us on Twitter: https://twitter.com/CNBCTV18News Website: http://www.moneycontrol.com/cnbctv18/
Views: 2506 CNBC-TV18
Best Tax Saving Funds for 2018-19 | Top ELSS Mutual Funds 2018
 
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Top 5 Tax Saver Mutual Funds 2018-19 | Best ELSS Mutual Funds in India | Top Performing ELSS Schemes | 5 Best Tax Saving Schemes For 2018 This time the research desk experts at MySIPonline have brought you the list of the best ELSS funds for the year, 2018. We firmly believe that it’s better to start your tax planning exercise at the beginning of the new financial year. So, it’s high time you invest in a suitable tax saving fund as per your objective and risk appetite. The video also includes a brief discussion on the parameters that we considered to filter out these best tax saving options. We hope you find the exact reasons as to why an ELSS mutual fund is vital for your portfolio. To find a detailed description of what ELSS funds are, Watch: Link. To invest online in ELSS Mutual Funds visit at https://goo.gl/j95wXt For more information, connect with us through our official website https://www.mysiponline.com/ If you wish to start investing, download our mobile app now https://play.google.com/store/apps/details?id=com.mysiponline&hl=en_IN For further queries or suggestions regarding mutual fund investments, find us on social media and stay connected: Facebook Page - https://www.facebook.com/mysiponline Google Plus - https://plus.google.com/+MySIPonlineOfficial Pinterest - https://in.pinterest.com/mysiponline Instagram -https://www.instagram.com/mysiponline/ Twitter - https://twitter.com/MySIPonline #toptaxsaverfunds #ELSS #5besttaxsavingschemes #ELSSmutualfunds Keywords:- tax saving mutual funds best tax saving funds elss elss funds best 5 elss funds 2018 tax saving mutual funds 2018 best elss funds best tax saving mutual funds tax saving options elss mutual funds tax saver mutual fund top elss funds elss scheme best elss tax saving plans best tax saver mutual fund top tax saving mutual funds best tax saving plan 2018-19 best tax saving investments best saving options mutual funds elss top elss elss india elss in india top 5 elss funds Reliance tax saver aditya birla tax relief 96 fund DSP tax saver fund axis long term fund L&T tax advantage fund
Mutual funds Updates 2018 | mutual funds online Investment | Tax in Mutual funds
 
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Mutual funds Updates 2018 | mutual funds online Investment | Tax in Mutual funds ---------------------------------------------------------------------------------------------------- Share, Support, Subscribe!!! Subscribe: https://goo.gl/yNw13g Youtube: http://www.youtube.com/c/Finbaba Twitter: http://www.twitter.com/finbabaIndia Facebook: http://www.facebook.com/finbabaIndia Instagram: http://instagram.com/finbabaIndia ----------------------------------------------------------------------------------------------------- Subscribe Our Channel click Here for Latest Video https://goo.gl/yNw13g ----------------------------------------------------------------------------------------------------- Related Videos : SIP investment : https://youtu.be/Zh7dmWzqXWY Save Tax under section 80C : https://youtu.be/y5Sat6TcJHs Mutual funds : https://youtu.be/-gP4HfMCeBQ Gold ETFS :https://youtu.be/EPjiho6m1XI Arbitrage fund : https://youtu.be/3oyryG22H4I How to find stop loss : https://youtu.be/jZugeeEVSP0 FCNR account : https://youtu.be/G4GFoQFy_RI Stock Market Tax : https://youtu.be/hcYDeXEW6eY Stock Split : https://youtu.be/NQpW2oBemyk How to Buy Share Onlie https://youtu.be/g8Eb1LVNXM0 What is Cnadle stick https://youtu.be/-Sjhv7h3IT8 ------------------------------------------------------------------------------------------------------- Open Demat account :https://zerodha.com/open-account?c=ZMPASV ------------------------------------------------------------------------------------------------------- About: FinBaba is a you-tube channel, where you can get Information about Banking, finance, Stock market basic and Advance, Forex, Mutual funds and many more. Thanks For Watching this Video. !
Views: 86329 Fin Baba
What are Equity Mutual Funds (Updated with LTCG Tax Impact) | Equity Mutual Fund Explained by Yadnya
 
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What are Equity Mutual Funds? (Mutual Funds Explained) An equity Mutual fund is a type of mutual fund that buys ownership in businesses (hence the term "equity") in the form of publicly traded common stock/shares. These fund are managed by professional fund houses. The common denominator with an equity fund is the desire for fund management to find good opportunities to invest in businesses that will grow and give good profits, as opposed to a bond fund or fixed income fund, which uses shareholder money to make loans to companies or governments, collecting interest income. Make your Free Financial Plan today: http://wealth.investyadnya.in/Login.aspx Yadnya Book - 108 Questions & Answers on Mutual Funds & SIP - Available here: Amazon: https://goo.gl/WCq89k Flipkart: https://goo.gl/tCs2nR Infibeam: https://goo.gl/acMn7j Notionpress: https://goo.gl/REq6To Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
1279 (Mutual Funds) How to file tax returns for Mutual funds?
 
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1279 (Mutual Funds) How to file tax returns for Mutual funds? Video Link - https://www.youtube.com/watch?v=RLtaVRA8Dcw Project - Make Knowledge free By - Amlan Dutta. Mutual Funds can be equity oriented or debt oriented in composition For Equity oriented mutual funds STCG is taxed at 15 % LTCG is exempt For Debt oriented Mutual funds , STCG is taxed as per income slabs LTCG is taxed at 10 % without indexation and 20 % with indexation Deduction benefits under section 48 i.e cost of funds , brokerage is allowed to arrive at gains Long term capital gains from Mutual funds must be shown in the exempt income schedule Dividends received from Mutual funds are exempt.
Views: 12146 Make Knowledge Free
Income Tax Filing: Income from Equity Mutual Funds
 
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Gains made from the sale of equities and equity funds can make a difference to the income you report during income tax filing. Find out the essential details. Subscribe: https://www.youtube.com/channel/UCQTqvgT_qzPZn1D1bHsxtKw?sub_confirmation=1 Visit YouTube channel: https://www.youtube.com/c/FundooMoneyWorld Share video: https://youtu.be/bXhXiUfN_OM Edited transcripts Udayan Ray: Hi there! Welcome to FundooMoney web series on tax filing. We are discussing various aspects people need to keep in mind while filing for taxes. Now, a lot of buy equity mutual funds since they don’t have the time or the wherewithal to buy stocks. We are basically talking of mutual funds that invest in stocks. So, what does a person who sold equity mutual funds (last financial year) do now, when he is filing for taxes? Now, with me is Swami Saran Sharma, eminent tax expert. He will give us some insights as to how this particular income i.e. from selling equity mutual funds, will be treated in the tax return. Swami Saran Sharma: Udayan, actually the treatment of equity mutual funds is the same as making equity investments yourself. Suppose, you directly invest into the market or you invest through a mutual fund, the treatment of gain taxation is the same. If you hold the equity mutual fund for a year and then sell, the entire amount of gain is exempt from tax. In case you hold for less than a year, you pay a flat tax at the rate of 15% on the gains you made on the sales. Udayan Ray: So, the message is quite clear. So, if you held the equity mutual fund units for more than a year—no tax. But if you held it for less than a year, there is some tax you need to pay. There are more such bits of useful information that we are letting out on our social media platforms and also on our website www.fundoomoney.com. Visit it, benefit from it.
Views: 4574 FundooMoney
How to save Tax through Mutual Funds?
 
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Watch Mr. Sushil Jain - Group Head, Financial Planning, decoding ELSS (Equity Linked Saving Scheme) and why it should be a part of your investment portfolio. You can invest in ELSS through lumpsum as well as through SIP (Systematic Investment Planning), which makes ELSS an affordable tax saving investment option. It also comes with shortest lock-in-period i.e. only 3 years which makes ELSS more liquid as compared to PPF (Public Provident Fund) or other tax saving options. ELSS also provides the benefits of Exempt Exempt Exempt which mean your Investments in ELSS, get tax deduction under Section 80C, so you don't have to pay tax on the amount invested in the ELSS fund. The capital gains generated by the fund are also exempt from tax as the investments are not withdrawn.
Views: 13645 Bajaj Capital Ltd.
Taxation on Debt Funds - Hindi | Debt Funds पे Tax कैसे calculate करें? | What is Indexation?
 
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Debt Mutual Funds मूलत: विभिन्‍न Time Horizons पर आधारित Fixed Income Securities जैसे कि Treasury Bills, Government Securities, Corporate Bonds, Money Market Instruments व अन्‍य प्रकार की Debt Securities में ही Invest करते हैं और सामान्‍यत: सभी Debt Securities का एक Fixed Maturity Date व Fixed Interest Rate होता है। Debt Mutual Funds में आपको indexation benefit मिलता है जिससे आपका टैक्स बच सकता है। Yadnya's Book - 108 Questions on Mutual Funds & SIP is available here - goo.gl/WCq89k Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
Tax on Mutual Funds Return
 
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This video explains taxation on Equity and Debt Mutual Funds. You can get details for both Growth and Dividend options.
Dividend Tax on Equity Mutual Funds | How To Avoid DDT on Mutual Funds
 
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Hello Friends Growth vs Dividend - https://www.youtube.com/watch?v=5f0FpSFM4RU&t=9s The introduction of a 10% tax on income distributed by equity funds will pinch investors used to earning tax-free dividend. The dividend distribution tax (DDT) will hit those who have opted for the regular dividend option in equity funds. A systematic withdrawal plans (SWP) could be a suitable alternative now Over the past few years, many fund houses had been pushing the dividend option of equity-oriented balanced funds to investors as a safe way of earning assured monthly income. This nudge to rely on dividend income from equity funds prone to market volatility put investors on the wrong path Both growth and dividend option of equity schemes benefited from zero taxation earlier. This tax on dividends now makes the growth option preferable as investors can continue to claim exemption on capital gains up to Rs 1 lakh. Under the dividend option, any dividend paid by the scheme will attract the 10% tax, irrespective of the amount instead of opting for dividends, the SWP route now becomes more relevant for fetching regular income from equity funds. SWPs guarantee a steady income and let investors customise the income according to their needs. On the other hand, dividends are at the discretion of the fund house and could fluctuate with the fund's performance. Initiating an SWP after a year from purchase of the equity fund will allow an investor to earn a guaranteed monthly income. Besides, a small investor may be able to a to avoid tax on his gains altogether if the long term capital gains accrued on the amount withdrawn under the SWP remains below the Rs 1 lakh threshold Facebook: https://www.facebook.com/MARKETMAESTROO Twitter : https://twitter.com/marketmaestroo Youtube : https://Youtube.com/marketmaestroo For any BUSINESS INQUIRY - [email protected]
Views: 7292 Market Maestroo
LTCG 2018 | budget 2018 | tax on mutual fund new changes
 
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long term capital gain tax on mutual fund, should we invest or not in mutual fund.
Views: 19210 Versatile Ashutosh
What is Mutual Funds , Types of Mutual funds and TAX associated
 
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Doston is video main aapko mutual funds ke baare main poora samjhaoonga. Mutual funds kya hote hain , kitne prakaar ke hote hain aur Unpe kaise tax lagta hain. WHAT IS MUTUAL FUND ADVANTAGES OF MUTUAL FUNDS MUTUAL FUND TYPES REGULAR vs DIRECT PLANS / GROWTH vs DIVIDEND/Equity vs Debt TAXATION on MUTUAL FUNDS Email : [email protected] Whatsapp : 9838479931 Open best Trading and Demat account -Lowest Brokerage Zerodha or Upstox Trading account (Flat 20rs Brokerage) with us and enjoy Multiple benefits worth 10000 rupees Free !! 1:Free Live Intraday market Calls for educational Purpose . 2:Intraday Training Webinar on Selecting Stocks for intraday. 3:Access to Screener to select stocks for intraday for 6 months 4:Zerodha Pi Stock selection Alert Codes(For Zerodha accounts). UPSTOX :Click below link to open account and get benefits. Remember use link below only! To open , click https://upstox.com/open-demat-account/?f=dlmk Zerodha: Click below link to open account and get benefits. Remember use link below only! To open, click https://zerodha.com/open-account?c=ZMPXXL Website : www.jaanoaurseekho.com Training: https://jaanoaurseekho.com/stock-market-training Screener: https://jaanoaurseekho.com/intraday-realtime-stock-screener/ Full Video on how to open Zerodha account instantly - https://www.youtube.com/watch?v=l2RbKniOQBg Full Video on how to open upstox account instantly - https://youtu.be/s6Mqd5yPOJs
Views: 37969 Jaano Aur Seekho
How to reduce the impact of LTCG Tax from your Equity Mutual Funds ?
 
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Namaskar Dosto Aaj Hum bat krenge ki Kaise aap Equity Mutual Funds se LTCG TAX remove kar sakte hai.. Tarika bhut hi simple hai jo ki humne is video me apko bataya hai ki kaise aap 10% ka LTCG tax bde hi asani ke sath reduce kar sakte hai aur Maturity amount bina LTCG tax ke paa sakte hai. If you are holding equity oriented mutual funds then LTCG tax of 10 per cent would be applicable on your gains, provided you have held the units for more than one year. For holding period below one year, short term capital gain of 15 per cent is applicable and that has been in existence for several years Everyone seems to be of the opinion that given that the gain has been grandfathered, there is no point in exiting your investment based on the introduction of LTCG tax. However, based on the way mutual fund investment is largely done, there is a distinct possibility of reducing the impact of the LTCG tax to a very large extent Most of us invest our money through intermediaries like brokers and advisors. If that is how you invest then most likely you are holding regular plan of mutual fund schemes. You can reduce the impact of LTCG tax on current holding to at least some extent by switching your investment from Regular Plans to Direct Plans if you plan to hold on to the investment for at least one more year Direct plans are replicas of regular plans in terms of shares and other assets they invest in, except in case of the direct plan, the investment is done by the end user without any broker or intermediary. Mutual funds do not have to pay commission to intermediaries and hence the return on the direct fund (especially equity oriented fund) is higher. This difference could even exceed 1 per cent p.a. Let's say that you plan to hold on to these units for another three years and expect a return of 10 per cent p.a. In three-year time, the value of your holding in the regular plan will be Rs 13.31 lakh. Assuming the NAV of 20 pertained to 31st Jan 2018, you need to pay tax 10 per cent LTCG on Rs 3.31 lakh that you have made over the value for Rs10 lakh beyond 31 Jan 2018 The additional return generated by the direct fund would help us offset at least some impact of 10 per cent LTCG tax on existing MF holding if they are in regular plans. Take help of your financial advisor, if required. To umeed hai apko ye video pasand ayega Facebook: https://www.facebook.com/MARKETMAESTROO Twitter : https://twitter.com/marketmaestroo Youtube : https://Youtube.com/marketmaestroo For any BUSINESS INQUIRY - [email protected]
Views: 14628 Market Maestroo
7 Common Mistakes while Buying ELSS | Common Errors while purchasing Tax Saving Mutual Funds
 
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Equity Linked Savings Scheme i.e. ELSS, also known as Tax Saving Mutual Funds are becoming preferred choice for Section 80C investments for many investors. This trend is majorly due to exceptional returns in last few years, least lock in period among all Section 80c investments, and it also enjoys EEE status which means all the returns earned are completely tax free too unlike Tax Saving FDs or NSC where interest earned are not tax free. With all these benefits, we should also understand that ELSS are also the riskiest section 80c investment option and therefore should be treated differently while investing. In this video we will discuss 7 common mistakes we make while investing in ELSS. These mistakes are unique to ELSS investments and are not relevant for other section 80c investments. Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
Best Tax Saving Funds- ELSS Mutual funds 2019 2020
 
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Which are those top 5 Tax Savings Funds to Invest in 2019-2020 Here i have suggested some best 5 funds for tax saving to i would suggest, even if you wanted to know from plethora of good funds how to choose best funds on the basis of consistency. Rolling returns of the mutual fund will always tell you to choose the funds on its volatality and consistency.i have explained it in details here. #taxsavingmutualfunds #Elssfunds #besttaxsavingmutualfunds 🔹 Follow us Blog ► ISPEAKSFORUM BLOG ✦ https://ispeaksforum.com/ 🔹 Follow us On twitter https://goo.gl/vyGx9p 🔹 Please like the Video and share it with your Friends🔹 ► LIKE THE VIDEO ► SUBSCRIBE THE CHANNEL & bell icon 🔔 ► SHARE THE VIDEO ► ISPEAKSFORUM BLOG ✦ https://ispeaksforum.com/ ► FACEBOOK PAGE ✦ https://www.facebook.com/speak2india/ ► TWITTER ✦ https://twitter.com/ispeaksforum ► ASK QUESTIONS ON QUORA ✦https://ispeaksforum.quora.com/ ► ABOUT ME ✦ https://about.me/sharmaparitosh ▓▓▓▒▒▒░░░ DISCLAIMER ░░░▒▒▒▓▓▓ All Video blog of ispeaksforum are for information only. No Vlog should be considered as an investment advice or as a recommendation. The user must self-analyze all securities before investing in one.
Views: 5484 I SPEAKS
Mutual Fund Taxation in Hindi | How Mutual Funds are taxed in India
 
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#MutualFundTaxation #Tax #LongTermCapitalGains DISCLAIMER: These videos/comments and all other forms of communication are for educational purposes only and must NOT be taken as professional/ investment advice.This information is collected from the Internet. Vyapar Munch shall NOT be held liable for any loss suffered in any form by any person.
Views: 296 Vyapar Munch
Income Tax Filing: NRI Income from Equity Funds
 
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Gains made from the sale of equities and equity funds are important while preparing returns during income tax filing. Here are essential details. Website: www.fundoomoney.com Subscribe: https://www.youtube.com/channel/UCQTqvgT_qzPZn1D1bHsxtKw?sub_confirmation=1 Visit YouTube channel: https://www.youtube.com/c/FundooMoneyWorld Share video: https://youtu.be/U7W8GDMtx3I Edited transcripts Udayan Ray: Hi there! Welcome to Fundoomoney web series on tax filing. We are discussing various aspects people need to keep in mind while filing for taxes. In this segment, we will be talking about what NRIs need to keep in mind while filing for taxes when they have made some money after having sold equity mutual funds. Equity mutual funds are mutual funds which invest the money of investors in stocks (or equities). With me is tax expert, Swami Saran Sharma. He is going to tell us how this particular income is going to be treated when filing for taxes. Swami Saran Sharma: Udayan, actually the treatment for equity mutual funds is the same as buying equity shares in the open stock market. So, instead of buying the stocks yourself, you are going to the stockmarket through a mutual fund or an asset management company. Once you hold the units for more than a year and sell, there is no taxation. Income that you earn from the sale of those units is fully exempt from income tax in India. You may have to include the same in the return in the country of your tax residence. You are subject to provisions where non residents are taxed. But if the holding is for less than a year, the taxation rate is flat at 15% which you have to pay in India. Udayan Ray: That’s really useful information. I am sure non-residents who are going through this particular segment will find it useful. They can actually get far more information about tax filing by following this web series. They are on all leading social media platforms and they can always come to our site www.fundoomoney.com. Useful Links Facebook: https://www.facebook.com/fundoomoney/ Pinterest: https://in.pinterest.com/fundoomoney/ Twitter: https://twitter.com/FundooMoney Google+ : https://plus.google.com/u/0/+FundooMoneyWorld Sound Cloud: soundcloud.com/fundoomoney Slideshare: www.slideshare.net/FundooMoneyWorld LinkedIn: https://www.linkedin.com/company/fundoomoney
Views: 1057 FundooMoney
What are Arbitrage Funds? (Updated with LTCG Tax Impact) | Arbitrage Mutual Funds India
 
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An arbitrage fund - a type of equity mutual fund - rides on the mispricing between the cash markets or spot markets on the one hand and derivatives or futures markets on the other. The arbitrage opportunities arising out of substantial volatility bring relatively risk-free returns to the investors Make your Free Financial Plan today: http://wealth.investyadnya.in/Login.aspx Yadnya Book - 108 Questions & Answers on Mutual Funds & SIP - Available here: Amazon: https://goo.gl/WCq89k Flipkart: https://goo.gl/tCs2nR Infibeam: https://goo.gl/acMn7j Notionpress: https://goo.gl/REq6To Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
Long Term Capital Gains Tax (LTCG) on Shares & Equity Mutual Funds - Calculation & Impact
 
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Long Term Capital Gains Tax (LTCG) on Shares and Equity Mutual Funds introduced in Budget 2018 - 19, explained with calculation & impact in Hindi. LTCGT will be applicable on Stocks, Mutual Funds and ELSS. It will not be applicable on ULIPs. This is in addition to Securities Transaction Tax (STT). Long Term Capital Gains Tax on equity stocks will be applicable from 1 April 2018. However, to calculate Capital Gains, grandfather concept is introduced with a cut-off date of 31 January 2018. Related Videos: Modicare/ NaMoCare:: https://youtu.be/PVml1fMAiVA इस वीडियो में बजट 2018 - 19 में पेश किए गए शेयर्स और इक्विटी म्यूचुअल फंड्स पर लॉन्ग टर्म कैपिटल गेन टैक्स (एलटीसीजी) की कैलकुलेशन और इफ़ेक्ट को हिंदी साथ समझाया गया। एलटीसीजीटी स्टॉक, म्यूचुअल फंड और ईएलएसएस पर लागू होगा। लेकिन यूएलआईपी पर लागू नहीं होगा। यह सिक्योरिटीज ट्रांजैक्शन टैक्स (एसटीटी) के अतिरिक्त शामिल किया गया है। इक्विटी स्टॉक पर लांग टर्म कैपिटल गेन टैक्स 1 अप्रैल 2018 से लागू होगा। हालांकि, कैपिटल गेन्स की गणना करने के लिए, ग्रांडफादर कांसेप्ट को कट ऑफ डेट 31 जनवरी 2018 के साथ इंट्रोड्यूस किया गया है। Share this Video: https://youtu.be/yyO_t8Mx-KQ Subscribe To Our Channel and Get More Property and Real Estate Tips: https://www.youtube.com/channel/UCsNxHPbaCWL1tKw2hxGQD6g If you want to become an Expert Real Estate investor, please visit our website https://assetyogi.com now and Subscribe to our newsletter. In this video, we have explained: How the long-term capital gains tax is applicable on shares and equity mutual funds? How long-term capital gains tax is calculated? How capital gains can be calculated using the grandfather concept? What are the important points to remember about the LTCG tax on shares and equity mutual funds? Is long-term capital gains tax applicable on ULIPs? From which date the long-term capital gains tax is applicable? How to calculate long-term capital gains? What is the method for LTCG tax calculation? Make sure to Like and Share this video. Other Great Resources AssetYogi – http://assetyogi.com/ Follow Us: Instagram - http://instagram.com/assetyogi Linkedin - http://www.linkedin.com/company/asset-yogi Twitter - http://twitter.com/assetyogi Facebook – https://www.facebook.com/assetyogi Google Plus – https://plus.google.com/+assetyogi-ay Pinterest - http://pinterest.com/assetyogi/ Hope you liked this video in Hindi on “Long-Term Capital Gains Tax”.
Views: 5810 Asset Yogi
LTCG or Long Term Capital Gain Tax on Stocks and Equity Mutual Funds
 
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LTCG or Long Term Capital Gain Tax is back on stocks and equity mutual funds. India is very few countries where both LTCG tax and STT or Securities Transaction Tax are levied. W.e.f 1st April 2018 LTCG tax will be levied on equity investments at 10% on the LTCG of more than 1 lakh during the financial year. It includes both stocks and equity mutual funds. The gross LTCG tax will be 10.4% including 4% cess. For an existing investor, the LTCG till 31st Jan 2018 is fully protected i.e. long-term capital gain tax is NIL. A formula is derived to ensure that existing gains are protected. It is important for existing investors to understand the fair market value or FMV as on 31st Jan 2018. There are 3 scenarios 1. Selling Price is more than both Purchase Price and FMV & FMV is more than the Purchase price. In this case, higher of PP or FMV will be considered as the purchase price for the purpose of calculation of LTCG tax. 2. If FMV is greater than Selling Price and Selling Price is greater than Purchase Price. In this case, the selling price will be presumed as the purchase price. 3. In the last scenario, if the PP is more than FMV then the actual purchase price will be PP for the purpose of calculation of LTCG tax. The indexation benefit is not applicable in case of LTCG or Long Term Capital Gain Tax on Stocks and Equity Mutual Funds If you liked this video, You can "Subscribe" to my YouTube Channel. The link is as follows https://goo.gl/nsh0Oh By subscribing, You can daily watch a new Educational and Informative video in your own Hindi language. For more such interesting and informative content, join me at: Website: http://www.nitinbhatia.in/ T: http://twitter.com/nitinbhatia121 G+: https://plus.google.com/+NitinBhatia #NitinBhatia
Views: 44289 Nitin Bhatia
top 5 mutual funds  2018 | Top 5 Best SIP Mutual Funds in India in 2018 | Tax savings mutual funds
 
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Hello friends in this video we will see Top Mutual funds in 2018. Equity Based mutual funds in large cap companies. SIP investment in 2018. ---------------------------------------------------------------------------------------------------- Share, Support, Subscribe!!! Subscribe: https://goo.gl/yNw13g Youtube: http://www.youtube.com/c/Finbaba Twitter: http://www.twitter.com/finbabaIndia Facebook: http://www.facebook.com/finbabaIndia Instagram: http://instagram.com/finbabaIndia ----------------------------------------------------------------------------------------------------- Subscribe Our Channel click Here for Latest Video https://goo.gl/yNw13g ----------------------------------------------------------------------------------------------------- Related Videos : SIP investment : https://youtu.be/Zh7dmWzqXWY Save Tax under section 80C : https://youtu.be/y5Sat6TcJHs Mutual funds : https://youtu.be/-gP4HfMCeBQ Gold ETFS :https://youtu.be/EPjiho6m1XI Arbitrage fund : https://youtu.be/3oyryG22H4I How to find stop loss : https://youtu.be/jZugeeEVSP0 FCNR account : https://youtu.be/G4GFoQFy_RI Stock Market Tax : https://youtu.be/hcYDeXEW6eY Stock Split : https://youtu.be/NQpW2oBemyk How to Buy Share Onlie https://youtu.be/g8Eb1LVNXM0 What is Cnadle stick https://youtu.be/-Sjhv7h3IT8 ------------------------------------------------------------------------------------------------------- Open Demat account :https://zerodha.com/open-account?c=ZMPASV ------------------------------------------------------------------------------------------------------- About: FinBaba is a you-tube channel, where you can get Information about Banking, finance, Stock market basic and Advance, Forex, Mutual funds and many more. Thanks For Watching this Video. !
Views: 49124 Fin Baba
How to Calculate Long Term Capital Gains Tax on Mutual Funds ?
 
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LTCG Tax – Non Equity - INDEXATION Indexation is Adjusting the Purchase Cost for Inflation Inflation Numbers are taken from CII CII – Cost Inflation Index CII Base Year – 2001-02 Base Value – 100 CII for 2018-19 is 280 Illustration - Fund – XYZ Ultra Short Term Fund Investment – Rs 1 Lakh, 18 /7/14. Purchase NAV - 25. Redemption NAV - 35 Redemption Date – 25/06/18 Calculate LTCG Tax Payable Number of Units Bought = (1,00,000 / Rs 25) = 4000 Redemption Value = Units X Redemption NAV Redemption Value = 4000 X 35 = Rs 1,40,000 Profit = Redemption – Indexed Cost Tax @ 20% for Profit Indexed Cost = Purchase Price X CII of Year Exit / CII of Year Entry CII of 2014-15 – 240 CII of 2018-19 – 280 Indexed Cost = 100000 X 280 / 240 Indexed Cost = Rs 1,16,666 Profit = Rs 1,40,000- Rs 1,16,666 Profit = Rs 23,333.33 Tax @ 20% = Rs 4,666
Views: 4886 MODELEXAM
What is ELSS (Updated with LTCG Tax Impact) | Equity Linked Saving Scheme | Tax Saving Funds India
 
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What is ELSS? ELSS (Equity Linked Savings Scheme) is a type of diversified equity mutual fund which is qualified for tax exemption under section 80C of the Indian Income Tax Act, and offers the twin-advantage of capital appreciation and tax benefits. It comes with a lock-in period of three years. Make your Free Financial Plan today: http://wealth.investyadnya.in/Login.aspx Yadnya Book - 108 Questions & Answers on Mutual Funds & SIP - Available here: Amazon: https://goo.gl/WCq89k Flipkart: https://goo.gl/tCs2nR Infibeam: https://goo.gl/acMn7j Notionpress: https://goo.gl/REq6To Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
Mutual Funds Tips by Experts - How to Invest in ELSS? when to invest in elss?
 
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Equity Linked Saving Scheme or ELSS is a tax saving mutual fund where you can save up to Rs. 1.5 lakh in a financial year under Section 80C. According to studies, these days many young investors are flocking in to invest in ELSS for tax benefit. Most of the investors are investing in this fund mainly because of its short-term locking period of 3 years. However, many do not know how to organize this fund appropriately. This series discusses in detail how to plan your ELSS portfolio. In this video, we give you top money saving tips by 5 leading finance experts. The experts tell you how to plan your investment in ELSS very carefully so that it does not make a mockery of your other investments. #elssmutualfunds
Views: 13398 B Wealthy
Best 5 tax Saving Funds
 
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Hi, Here i have suggested some best 5 funds for tax saving to i would suggest, even if you wanted to know from plethora of good funds how to choose best funds on the basis of consistency. Rolling returns of the mutual fund will always tell you to choose the funds on its volatality and consistency.i have explained it in details here. 🔹How to save money at every age - Guest post on Relakhs.com https://www.relakhs.com/how-much-money-you-should-have-saved/ 🔹 Follow us On twitter https://goo.gl/vyGx9p #taxsavingfunds #elss #taxsaving ⚫️Discussed in the video⚫️ ✔️ How much should i invest in tax savings fund ✔️Which are best 5 tax savings funds ( My preferred) ✔️How to choose best 2 from 5 good tax saving funds 🔹 Please like the Video and share it with your Friends🔹 ► LIKE THE VIDEO ► SUBSCRIBE THE CHANNEL & bell icon 🔔 ► SHARE THE VIDEO ► ISPEAKSFORUM BLOG ✦ https://ispeaksforum.com/ ► FACEBOOK PAGE ✦ https://www.facebook.com/speak2india/ ► TWITTER ✦ https://twitter.com/ispeaksforum ► ASK QUESTIONS ON QUORA ✦https://ispeaksforum.quora.com/ ► ABOUT ME ✦ https://about.me/sharmaparitosh ▓▓▓▒▒▒░░░ SUBSCRIBE US FOR MORE VIDEO ░░░▒▒▒▓▓▓ ▓▓▓▒▒▒░░░ DISCLAIMER ░░░▒▒▒▓▓▓ All blog posts of ispeaks are for information only. No blog posts should be considered as an investment advice or as a recommendation. The user must self-analyze all securities before investing in one.
Views: 2749 I SPEAKS
ELSS Mutual Funds खरीदते समय इन 7 गलतियों का ध्यान रखे  | 7 Mistakes while buying ELSS in Hindi
 
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Equity Linked Savings Scheme i.e. ELSS, also known as Tax Saving Mutual Funds are becoming preferred choice for Section 80C investments for many investors. This trend is majorly due to exceptional returns in last few years, least lock in period among all Section 80c investments, and it also enjoys EEE status which means all the returns earned are completely tax free too unlike Tax Saving FDs or NSC where interest earned are not tax free. With all these benefits, we should also understand that ELSS are also the riskiest section 80c investment option and therefore should be treated differently while investing. In this video we will discuss 7 common mistakes we make while investing in ELSS. These mistakes are unique to ELSS investments and are not relevant for other section 80c investments. Yadnya Book - 108 Questions & Answers on Mutual Funds & SIP - Available here: Amazon: https://goo.gl/WCq89k Flipkart: https://goo.gl/tCs2nR Infibeam: https://goo.gl/acMn7j Notionpress: https://goo.gl/REq6To Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
How to Save Tax? | ELSS and PPF Explained (In Hindi) ? Income Tax कैसे बचाएं और पैसे भी कमाए ELSS
 
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Kaise paye 20% tak ka return aur income tax bhi bachaye. Paise bachaye bhi aur paise kamaye bhi. Aaj hum dekhenge 5 Best Tax saving Mutual Funds 2019 ke liye jo ki aap kam me le sakte hai Do invest in Direct mutual funds for FREE | One click Regular to Direct Plan Free of Cost | No Hidden Fees Limited offer - Get 200 Coins As a sign up Bonus ( By Ankit) To Manage Family Account & Joint Account Kuvera Link - https://kuvera.in/signup?referral=ANKIT Purchase Directly with Respective AMCs Links 1) Aditya Birla - https://mutualfund.adityabirlacapital.com/ 2) Axis Mutual Funds - https://www.axismf.com/ Topics Covered 1) Best Mutual Funds 2019 2) best elss funds 3) best tax saving mutual funds 4) elss funds 5) 5 best mutual funds for sip 6) income tax 7) best tax saving option 8) mutual funds sahai hai 9) ELSS fund 10) Market Maestroo 11) axis long term equity fund 12) aditya birla sunlife tax relief 96 fund Facebook: https://www.facebook.com/MARKETMAESTROO Twitter : https://twitter.com/marketmaestroo Subscribe : https://www.youtube.com/marketmaestroo For any BUSINESS INQUIRY - [email protected]
Views: 7836 Market Maestroo
Tax Saving Mutual Funds 2018-19 | Best ELSS mutual funds for 2018-19
 
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What are ELSS funds? ELSS or equity linked savings schemes are tax saving mutual fund investments which invest majority of their corpus in equity and equity related instruments. ELSS is the only option under Section 80C which allows you to reap the benefits of the returns generated by the equity markets and at the same time offer complete tax shield at the lowest cost possible. Here are some of the important points which you should consider while investing in ELSS: Attractive returns: ELSS funds primarily invest in equities and equity-related instruments. Though equity returns are extremely volatile in short-term, in the long run, equities can provide superior returns. An investor with a long-term investment horizon can expect annualized returns between 12 to 15%. Let me give you an example. Rs 1.5 lakhs mandatory 80C investments, done year after year for 25 years can create a portfolio of ~Rs 3.2 CR at 15% return and only ~Rs 1.1 CR at 8% ROI, which is an average return for a fixed income debt product. However, if 15% annualized returns do not attract you, then this is not the right investment for you! Lowest lock-in period: As compared to other tax saving investment options under Section 80C of the Income Tax Act, 1961 ELSS have the lowest lock-in period of 3 years. In all the other alternatives the lock-in period varies from anywhere between 5 to 15 years with the restriction on withdrawals. ELSS, on the other hand, can be withdrawn fully after 3 years. However, if you want to keep your investments locked in for a longer tenure, then this is not the right investment for you! Tax Efficiency: From a taxation perspective, ELSS enjoys the triple tax advantage. The amount invested in ELSS up to the limit of Rs. 1.5 lakh is exempt under Section 80C. ELSS funds are equity oriented and dividend income and the long-term capital gains on them are exempt from tax thus making the maturity proceeds entirely tax-free for an investor. Whereas, in case of tax-saving FDs, post office FDs and NSC the interest earned is taxable as per your income tax slab; investments in NPS and pension plans are taxed at the time of maturity. Insurance is also an EEE (exempt-exempt-exempt) investment but it is not a pure investment product. Though PPF enjoys the EEE benefit like ELSS, investments in PPF are extremely illiquid with the highest lock-in period. So, you may consider other investment options only if tax efficiency is not something that you need to consider! Opportunity for wealth creation: Equity markets though volatile in the short run, historically, it is the best asset class for wealth creation. ELSS funds are professionally managed which offer tax advantage and opportunity to participate in the equity markets. Yes equity market has market risks but it doesn’t have the other risks like interest rate risk, reinvestment risk, liquidity risk, etc. Thus, if you are ok with the short-term volatility of equity markets and looking for long-term wealth you can invest Rs. 1.5 lakh in ELSS every year without batting an eyelid. And if you have any more doubts or are still convinced that ELSS is not a good investment option, then let us know! We are yet to find the most convincing reason to not invest in ELSS. Do let us know, we are awaiting your feedback! To know more about mutual funds: Visit MyWay wealth website: https://mywaywealth.com Or Download android app: http://bit.ly/2OMEWvn Download ios app: https://apple.co/2PVqN2C
Views: 10633 MyWay wealth