SEBI : The regulator prohibited mutual funds from participating in pre-IPO placements due to concerns over illiquidity, valuation uncerta...
Finance : This case explains the importance of using SIP calculators for estimating mutual fund returns. It highlights that such tools provi...
Finance : The issue is how investors can efficiently monitor mutual fund investments. The article explains that online platforms, apps, and ...
Finance : The content explains how SIP calculators help estimate potential returns and simplify investment decisions. It highlights their ro...
Finance : Market fluctuations often create uncertainty for investors. Using a mutual fund calculator provides perspective by focusing on lon...
SEBI : SEBI has proposed extending standing instruction facilities for SWP and STP to mutual fund units held in demat form. The move aims...
SEBI : Rapid industry growth and layered amendments made the old rules complex and bulky. The new regulations consolidate, simplify, and ...
SEBI : SEBI releases a consultation paper for a comprehensive review of the 1996 Mutual Fund Regulations, aiming for simplification, clar...
SEBI : SEBI seeks public comments on allowing liquid mutual funds as deposit option for Investment Advisers and Research Analysts. Submit...
SEBI : Securities and Exchange Board of India Monday 30th September 2024– SEBI Board Meeting Sub: Amendments to the Securities and Exch...
Income Tax : Denial of DTAA benefits to UAE resident over capital gains on debt mutual funds. The case examines whether 'liable to tax' require...
Income Tax : ITAT Mumbai rules on Anushka Shah vs ITO case, addressing capital gains taxability on mutual fund units under the India-Singapore ...
Income Tax : ITAT Mumbai allows tax exemption on capital gains for NRI under India-Singapore DTAA, rejecting AO's classification of mutual fund...
Income Tax : Explore the DCIT vs K.E. Faizal case where the ITAT Cochin ruled on taxation of mutual fund gains, analyzing the application of In...
Finance : Franklin Templeton Trustee Services Private Limited and Another Vs Amruta Garg and Others (Supreme Court of India) Prior-consent f...
SEBI : SEBI clarified conditions under which mutual funds can use intraday borrowings to address redemption payout timing mismatches. The...
SEBI : SEBI has introduced a voluntary lock-in facility allowing investors to freeze debits from mutual fund folios. The measure aims to ...
SEBI : SEBI has superseded Clause 2.6 of the Master Circular, introducing revised scheme categories, overlap limits, and standardized nam...
SEBI : SEBI has reclassified REITs as equity-related instruments from January 1, 2026, enabling mutual funds and SIFs to increase partici...
SEBI : SEBI's latest amendment includes REIT units in mutual fund investment rules, raises the liquid scheme limit to 97%, and adjusts cr...
Discover the benefits of ELSS funds and their tax-saving advantages. Learn how you can invest in equity and save on taxes with ELSS mutual funds.
Read our blog to learn what are ULIPs how to maximise your ULIP returns and the Advantages of Investing in ULIPs.
Most investors think replicating a mutual fund portfolio and creating their own portfolio with the same stocks is quite easy. It is the greatest misconception ever.
A trust that gathers funds from various investors with a shared investing goal. The money is then invested in stocks, bonds, money market instruments, and other securities.
SEBI mandated submission of nomination details/declaration for opting out of nomination for investors subscribing to mutual fund units on or after August 1, 2022.
Dematerialized accounts or Demat Accounts were introduced to make stock market trading easier and monitor holdings efficiently. However, as time went by, it became more advanced with more features to ease trading and holding investments.
In the past, it was observed that a Registrar and Transfer Agent of a Mutual Fund had redeemed all its units from a scheme, being privy to certain sensitive information pertaining to scheme of Mutual Fund
Investors subscribing to mutual fund units on or after August 1, 2022, shall have the choice of: a. Providing nomination in the format specified in fourth schedule of SEBI (Mutual Funds) Regulations, 1996 (or) b. Opting out of nomination through a signed Declaration form
Mutual Funds/ AMCs are mandated to conduct comprehensive cyber audit at least 2 times in a financial year. Along with the cyber audit reports, henceforth, all Mutual Funds/ AMCs are directed to submit a declaration from the Managing Director (MD)/ Chief Executive Officer (CEO) certifying compliance by the Mutual Funds/ AMCs with all SEBI Circulars and advisories related to cyber security from time to time.
Discover effective techniques to save tax on Capital Gains from the sale of Shares or Mutual Funds. Maximize your investment returns with smart tax planning strategies.
