Portfolio Management & Tax Insights

Expert insights on Indian taxation, portfolio management, and investment strategies from financial technology leaders.

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Featured Articles

Tax Planning8 min read

Complete Guide to Capital Gains Grandfathering Rules 2024

Everything you need to know about LTCG grandfathering rules, fair market value calculations, and how it affects your tax liability.

15/1/2024
Investment Tools12 min read

Best Portfolio Management Software for Indian Investors 2024

Comprehensive comparison of portfolio tracking tools available in India, features to look for, and pricing analysis.

10/1/2024

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Capital gains, ITR filing, tax optimization strategies

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Regulatory updates, compliance best practices

Latest Articles

Tax Compliance10 min read

ITR Filing for Capital Gains: Step-by-Step Guide

Detailed guide on reporting capital gains in your ITR, common mistakes to avoid, and documentation requirements.

8/1/2024
Investment Tax9 min read

Mutual Fund Taxation in India: Complete Guide 2024

Understanding STCG, LTCG, dividend taxation, and tax-saving strategies for mutual fund investments.

5/1/2024
Technology7 min read

AI-Powered Stock Portfolio Optimization Strategies

How artificial intelligence is revolutionizing portfolio management and investment decision-making.

3/1/2024
Professional Services11 min read

Portfolio Management Best Practices for CAs

Professional tips for Chartered Accountants managing multiple client portfolios efficiently.

1/1/2024

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