Reaching the ₹1 crore investment milestone is commendable, but maintaining and growing this wealth demands strategic diversification beyond mutual funds. Yet, many investors hesitate to explore Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) , specifically tailored for High Net-Worth Individuals (HNIs). Consider this scenario: ● Amit and Ravi each have ₹5 crore in

The Finance Ministry’s recent directive to the ICAI to review the Income Tax Bill 2025 has set the stage for what could be a landmark overhaul. As a Chartered Accountant, I welcome this move—it’s a golden opportunity to address long-standing pain points in India’s tax system and make it more equitable and efficient for taxpayers

The SME IPO segment has long been a crucial avenue for small and medium enterprises to access capital and drive growth. Since its inception in 2008, the platform has empowered hundreds of companies. With market dynamics evolving rapidly, SEBI’s latest reforms aim to balance robust growth with enhanced investor protection. Key Highlights of the New

2024 was a year that truly tested the mettle of Category III alternative investment strategies inIndia. Despite facing a market that wasn’t as robust as previous years, these funds have proventheir worth by delivering balanced returns while effectively managing risk.Here are some insights from the past year: ● Dynamic Long-Short Strategies: These strategies stood out

The year 2024 proved pivotal for India’s Alternative Investment Funds—even in a market environment that lagged behind previous years, AIFs delivered compelling risk-adjusted returns.Here’s a snapshot of what we observed: Long-Short Strategies: Long-Only Funds: Investor Commitment: Investor allocations to Category III AIFs surged by 77%, reaching ₹1.83 lakh crore by September 2024—a clear indication of

Category I & II AIFs: Harnessing the Pass-Through Benefit ● Non-Business Income:For capital gains and other income (excluding business income), these funds offer apass-through mechanism. This means that instead of the fund being taxed, the taxliability flows directly to you—the investor—at your applicable rate.● Business Income:If a fund qualifies its earnings as business income, that

With the new tax regime, there’s been a lot of buzz around “tax-free income up to ₹12.75L.” But what does that really mean? Let’s break it down with three practical scenarios: Scenario 1: Income = ₹11.5L (Below ₹12L) ● Tax Calculation:– Since your income is below ₹12L, you automatically qualify for a full rebate.– Total

Budget 2025 is not just another fiscal update—it’s a transformational shift in policy that promises to redefine our economic landscape. Under the New Tax Regime, salaried individuals earning up to ₹12.75 lakh will now enjoy no income tax . This bold move is far more than a tax cut; it’s a systemic correction that aligns

Have you ever wondered how a bold reimagining of global borders could potentially alter theway we invest, plan, and grow our businesses? As a Chartered Accountant and Investor , I spend much of my time evaluating howgeopolitical shifts impact finance, trade, and long-term economic strategies. Recently, I’ve beenintrigued by former President Donald Trump’s highly charged

Goods and Services Tax (GST) is a single, unified tax system that replaced multiple indirect taxes in India, such as VAT, service tax, and excise duty. It was introduced on 1st July 2017 with the aim of simplifying the tax structure and making it more transparent. Before GST, businesses had to deal with different tax