Investments that can help you save taxes | ft. Rajani Tandale скачать в хорошем качестве

Investments that can help you save taxes | ft. Rajani Tandale

Most investors focus only on returns, but tax plays an equally important role in shaping financial well-being. In this conversation, Drashti Thaker is joined by Rajani Tandale, a mutual funds professional with over a decade of experience, who also opens up about her own taxation journey and how she managed her investments to keep her tax bill in check. From turning losses into savings with tax-loss harvesting to strategies that minimise capital gains tax, Rajani offers clear, actionable insights to help you plan with clarity. Because understanding tax isn’t just about compliance, it’s about protecting your gains, reducing stress, and creating lasting financial well-being. 00:00 Introduction 00:56 Understanding taxation on mutual funds 02:11 How to save taxes on capital gains 07:30 Tax-saving with a loss-making portfolio 10:15 Effective tax-saving strategies for couples 11:25 Saving tax while investing in your child’s name 13:52 Tax benefits of NPS investments 15:39 When to exit mutual funds & whom to consult 17:05 Key points to avoid adverse tax impact 18:34 Key takeaways 1 Finance: https://1finance.org.in/Financialplan... 1 Finance is a ​​SEBI-registered fee-only Registered Investment Advisor (RIA), built to give individuals peace of mind through unbiased, holistic financial advice, delivered by Qualified Financial Advisors. Follow us on - LinkedIn -   / 1financehq   Twitter -   / 1financehq   Instagram -   / 1financehq