/tags/pass-investment-adviser-level-2/ Recent content in PASS Investment Adviser (Level 2) on Learn with Akhilesh Gururani /images/papermod-cover.png /images/papermod-cover.png Hugo -- 0.147.7 en 2026 Learn with Akhilesh Gururani Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s17-1-q04-understanding-the-distinction-between-trading-activity-and-long-term-investing/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s17-1-q04-understanding-the-distinction-between-trading-activity-and-long-term-investing/ Understanding the distinction between trading activity and long-term investing. Companion read for Section 17.1 — Role of emotions in goal setting. /posts/investment-adviser2-s19-2-q07-the-active-vs-passive-management-debate/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s19-2-q07-the-active-vs-passive-management-debate/ The active vs. passive management debate. Companion read for Section 19.2 — Attribute portfolio performance and Evaluation of investment alternatives. /posts/investment-adviser2-s18-3-q05-the-role-of-the-investment-adviser-in-model-portfolio-application/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s18-3-q05-the-role-of-the-investment-adviser-in-model-portfolio-application/ The role of the investment adviser in model portfolio application. Companion read for Section 18.3 — Role of Risk Profiling in Asset Allocation. /posts/investment-adviser2-s18-2-q02-evaluating-if-this-exposure-aligns-with-the-client-s-risk-profile-category/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s18-2-q02-evaluating-if-this-exposure-aligns-with-the-client-s-risk-profile-category/ Evaluating if this exposure aligns with the client's risk profile category. Companion read for Section 18.2 — Parameters for Risk Profiling. /posts/investment-adviser2-s18-1-q03-assessment-of-other-family-information-factors/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s18-1-q03-assessment-of-other-family-information-factors/ Assessment of other family information factors. Companion read for Section 18.1 — Risk Profiling for Investors and Risk Profiling Approach. /posts/investment-adviser2-s20-4-q09-advisors-must-help-clients-overcome-these-biases/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q09-advisors-must-help-clients-overcome-these-biases/ Advisors must help clients overcome these biases. Companion read for Section 20.4 — Case 4. /posts/investment-adviser2-s18-3-q04-understanding-the-limitations-of-model-portfolios/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s18-3-q04-understanding-the-limitations-of-model-portfolios/ Understanding the limitations of model portfolios. Companion read for Section 18.3 — Role of Risk Profiling in Asset Allocation. /posts/investment-adviser2-s19-1-q01-the-next-section-will-explore-the-specific-metrics-used-to-evaluate-the-risks-associated-with-these-investment-products/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s19-1-q01-the-next-section-will-explore-the-specific-metrics-used-to-evaluate-the-risks-associated-with-these-investment-products/ The next section will explore the specific metrics used to evaluate the risks associated with these investment products. Companion read for Section 19.1 — Performance data for investment products. /posts/investment-adviser2-s19-2-q10-balancing-safety-with-long-term-financial-goals/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s19-2-q10-balancing-safety-with-long-term-financial-goals/ Balancing safety with long-term financial goals. Companion read for Section 19.2 — Attribute portfolio performance and Evaluation of investment alternatives. /posts/investment-adviser2-s19-3-q02-diversification-strategies-for-retirement-accumulation/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s19-3-q02-diversification-strategies-for-retirement-accumulation/ Diversification strategies for retirement accumulation. Companion read for Section 19.3 — Other Comparatives. /posts/investment-adviser2-s18-3-q03-application-of-tactical-allocation-models/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s18-3-q03-application-of-tactical-allocation-models/ Application of tactical allocation models. Companion read for Section 18.3 — Role of Risk Profiling in Asset Allocation. /posts/investment-adviser2-s19-2-q08-comparing-tax-saving-instruments-across-risk-profiles/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s19-2-q08-comparing-tax-saving-instruments-across-risk-profiles/ Comparing tax-saving instruments across risk profiles. Companion read for Section 19.2 — Attribute portfolio performance and Evaluation of investment alternatives. /posts/investment-adviser2-s20-4-q12-structuring-long-term-portfolios/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q12-structuring-long-term-portfolios/ Structuring long-term portfolios. Companion read for Section 20.4 — Case 4. /posts/investment-adviser2-s20-4-q02-estate-planning-should-differentiate-between-testamentary-and-immediate-transfer-mechanisms/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q02-estate-planning-should-differentiate-between-testamentary-and-immediate-transfer-mechanisms/ Estate planning should differentiate between testamentary and immediate transfer mechanisms. Companion read for Section 20.4 — Case 4. /posts/investment-adviser2-s20-4-q10-estate-planning-requires-active-lifetime-management/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q10-estate-planning-requires-active-lifetime-management/ Estate planning requires active lifetime management. Companion read for Section 20.4 — Case 4. /posts/investment-adviser2-s18-3-q07-impact-of-concentration-on-portfolio-risk/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s18-3-q07-impact-of-concentration-on-portfolio-risk/ Impact of concentration on portfolio risk. Companion read for Section 18.3 — Role of Risk Profiling in Asset Allocation. /posts/investment-adviser2-s17-1-q02-establishing-asset-allocation-limits-as-the-cure-for-performance-chasing/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s17-1-q02-establishing-asset-allocation-limits-as-the-cure-for-performance-chasing/ Establishing asset allocation limits as the cure for performance chasing. Companion read for Section 17.1 — Role of emotions in goal setting. /posts/investment-adviser2-s19-2-q03-evaluating-credit-risk-in-fixed-income-instruments/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s19-2-q03-evaluating-credit-risk-in-fixed-income-instruments/ Evaluating credit risk in fixed income instruments. Companion read for Section 19.2 — Attribute portfolio performance and Evaluation of investment alternatives. /posts/investment-adviser2-s16-6-q01-understanding-market-coordination-failures/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s16-6-q01-understanding-market-coordination-failures/ Understanding market coordination failures. Companion read for Section 16.6 — Behavioural Finance explains Bubbles and Crashes. /posts/investment-adviser2-s20-4-q04-analyzing-product-structure-is-critical-for-advisors/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q04-analyzing-product-structure-is-critical-for-advisors/ Analyzing product structure is critical for advisors. Companion read for Section 20.4 — Case 4. /posts/investment-adviser2-s18-2-q01-understanding-the-design-requirements-of-compliance-focused-documentation/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s18-2-q01-understanding-the-design-requirements-of-compliance-focused-documentation/ Understanding the design requirements of compliance-focused documentation. Companion read for Section 18.2 — Parameters for Risk Profiling. /posts/investment-adviser2-s19-2-q13-advanced-performance-metrics-for-passive-funds/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s19-2-q13-advanced-performance-metrics-for-passive-funds/ Advanced performance metrics for passive funds. Companion read for Section 19.2 — Attribute portfolio performance and Evaluation of investment alternatives. /posts/investment-adviser2-s18-1-q01-understanding-that-positive-expected-value-does-not-always-translate-to-actual-participation-due-to-risk-aversion/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s18-1-q01-understanding-that-positive-expected-value-does-not-always-translate-to-actual-participation-due-to-risk-aversion/ Understanding that positive expected value does not always translate to actual participation due to risk aversion. Companion read for Section 18.1 — Risk Profiling for Investors and Risk Profiling Approach. /posts/investment-adviser2-s16-3-q04-understanding-the-role-of-framing-in-risk-assessment/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s16-3-q04-understanding-the-role-of-framing-in-risk-assessment/ Understanding the role of framing in risk assessment. Companion read for Section 16.3 — Categorization of Biases. /posts/investment-adviser2-s20-2-q01-understanding-future-value-leads-directly-to-determining-the-necessary-initial-corpus/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-2-q01-understanding-future-value-leads-directly-to-determining-the-necessary-initial-corpus/ Understanding future value leads directly to determining the necessary initial corpus. Companion read for Section 20.2 — Case 2. /posts/investment-adviser2-s20-2-q03-future-costs-are-the-base-figures-for-determining-investment-allocation/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-2-q03-future-costs-are-the-base-figures-for-determining-investment-allocation/ Future costs are the base figures for determining investment allocation. Companion read for Section 20.2 — Case 2. /posts/investment-adviser2-s16-4-q02-assessing-the-impact-of-frequent-rebalancing-on-net-returns/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s16-4-q02-assessing-the-impact-of-frequent-rebalancing-on-net-returns/ Assessing the impact of frequent rebalancing on net returns. Companion read for Section 16.4 — Fusion Investing. /posts/investment-adviser2-s20-4-q06-asset-allocation-should-be-tailored-to-specific-goals/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q06-asset-allocation-should-be-tailored-to-specific-goals/ Asset allocation should be tailored to specific goals. Companion read for Section 20.4 — Case 4. /posts/investment-adviser2-s17-3-q01-discussing-the-mechanics-of-goal-based-wealth-management/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s17-3-q01-discussing-the-mechanics-of-goal-based-wealth-management/ Discussing the mechanics of goal-based wealth management. Companion read for Section 17.3 — Role of Investment Adviser in management of client emotions. /posts/investment-adviser2-s19-2-q06-the-benefits-of-gold-proxies-for-investors/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s19-2-q06-the-benefits-of-gold-proxies-for-investors/ The benefits of gold proxies for investors. Companion read for Section 19.2 — Attribute portfolio performance and Evaluation of investment alternatives. /posts/investment-adviser2-s19-2-q02-tax-implications-of-various-insurance-linked-products/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s19-2-q02-tax-implications-of-various-insurance-linked-products/ Tax implications of various insurance-linked products. Companion read for Section 19.2 — Attribute portfolio performance and Evaluation of investment alternatives. /posts/investment-adviser2-s18-3-q08-reviewing-investments-to-ensure-goal-alignment/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s18-3-q08-reviewing-investments-to-ensure-goal-alignment/ Reviewing investments to ensure goal alignment. Companion read for Section 18.3 — Role of Risk Profiling in Asset Allocation. /posts/investment-adviser2-s19-2-q01-understanding-the-liquidity-differences-between-various-asset-classes/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s19-2-q01-understanding-the-liquidity-differences-between-various-asset-classes/ Understanding the liquidity differences between various asset classes. Companion read for Section 19.2 — Attribute portfolio performance and Evaluation of investment alternatives. /posts/investment-adviser2-s20-4-q08-dcf-analysis-is-standard-for-corpus-calculation/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q08-dcf-analysis-is-standard-for-corpus-calculation/ DCF analysis is standard for corpus calculation. Companion read for Section 20.4 — Case 4. /posts/investment-adviser2-s16-3-q03-exploring-the-impact-of-the-framing-effect-on-investment-decisions/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s16-3-q03-exploring-the-impact-of-the-framing-effect-on-investment-decisions/ Exploring the impact of the framing effect on investment decisions. Companion read for Section 16.3 — Categorization of Biases. /posts/investment-adviser2-s20-1-q01-this-figure-is-the-baseline-for-calculating-the-required-retirement-corpus/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-1-q01-this-figure-is-the-baseline-for-calculating-the-required-retirement-corpus/ This figure is the baseline for calculating the required retirement corpus. Companion read for Section 20.1 — Case 1. /posts/investment-adviser2-s20-4-q05-understanding-insurance-terms-prevents-client-dissatisfaction-during-claims/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q05-understanding-insurance-terms-prevents-client-dissatisfaction-during-claims/ Understanding insurance terms prevents client dissatisfaction during claims. Companion read for Section 20.4 — Case 4. /posts/investment-adviser2-s20-4-q18-calculating-the-irr-of-the-investment-component-using-the-rate-function-in-excel/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q18-calculating-the-irr-of-the-investment-component-using-the-rate-function-in-excel/ Calculating the IRR of the investment component using the RATE function in Excel. Companion read for Section 20.4 — Case 4. /posts/investment-adviser2-s20-4-q13-leverage-analysis/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q13-leverage-analysis/ Leverage analysis. Companion read for Section 20.4 — Case 4. /posts/investment-adviser2-s20-1-q02-this-real-rate-is-then-used-in-the-pv-formula-to-find-the-total-capital-needed/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-1-q02-this-real-rate-is-then-used-in-the-pv-formula-to-find-the-total-capital-needed/ This real rate is then used in the PV formula to find the total capital needed. Companion read for Section 20.1 — Case 1. /posts/investment-adviser2-s20-1-q03-this-rate-serves-as-the-i-variable-in-the-present-value-annuity-formula/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-1-q03-this-rate-serves-as-the-i-variable-in-the-present-value-annuity-formula/ This rate serves as the 'i' variable in the Present Value annuity formula. Companion read for Section 20.1 — Case 1. /posts/investment-adviser2-s20-4-q01-understanding-real-returns-is-essential-for-long-term-corpus-projections/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q01-understanding-real-returns-is-essential-for-long-term-corpus-projections/ Understanding real returns is essential for long-term corpus projections. Companion read for Section 20.4 — Case 4. /posts/investment-adviser2-s19-2-q11-understanding-the-risk-profile-of-derivative-instruments/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s19-2-q11-understanding-the-risk-profile-of-derivative-instruments/ Understanding the risk profile of derivative instruments. Companion read for Section 19.2 — Attribute portfolio performance and Evaluation of investment alternatives. /posts/investment-adviser2-s19-2-q04-the-impact-of-minimum-investment-requirements-on-product-selection/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s19-2-q04-the-impact-of-minimum-investment-requirements-on-product-selection/ The impact of minimum investment requirements on product selection. Companion read for Section 19.2 — Attribute portfolio performance and Evaluation of investment alternatives. /posts/investment-adviser2-s17-1-q06-the-role-of-the-adviser-in-moderating-the-impact-of-perceived-skill/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s17-1-q06-the-role-of-the-adviser-in-moderating-the-impact-of-perceived-skill/ The role of the adviser in moderating the impact of perceived skill. Companion read for Section 17.1 — Role of emotions in goal setting. /posts/investment-adviser2-s16-3-q01-moving-into-the-specific-mechanics-of-cognitive-processing-errors/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s16-3-q01-moving-into-the-specific-mechanics-of-cognitive-processing-errors/ Moving into the specific mechanics of cognitive processing errors. Companion read for Section 16.3 — Categorization of Biases. /posts/investment-adviser2-s20-3-q01-taxation-of-deferred-retirement-accounts/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-3-q01-taxation-of-deferred-retirement-accounts/ Taxation of deferred retirement accounts. Companion read for Section 20.3 — Case 3. /posts/investment-adviser2-s19-2-q09-the-mechanics-of-exchange-traded-products/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s19-2-q09-the-mechanics-of-exchange-traded-products/ The mechanics of exchange-traded products. Companion read for Section 19.2 — Attribute portfolio performance and Evaluation of investment alternatives. /posts/investment-adviser2-s16-3-q02-analyzing-how-framing-affects-risk-perception/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s16-3-q02-analyzing-how-framing-affects-risk-perception/ Analyzing how framing affects risk perception. Companion read for Section 16.3 — Categorization of Biases. /posts/investment-adviser2-s20-4-q16-understanding-the-impact-of-inflation-adjustment-on-such-survivor-benefits/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q16-understanding-the-impact-of-inflation-adjustment-on-such-survivor-benefits/ Understanding the impact of inflation adjustment on such survivor benefits. Companion read for Section 20.4 — Case 4. /posts/investment-adviser2-s20-4-q14-understanding-the-regulatory-framework/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q14-understanding-the-regulatory-framework/ Understanding the regulatory framework. Companion read for Section 20.4 — Case 4. /posts/investment-adviser2-s17-2-q01-the-next-section-explores-the-psychological-traps-of-loss-aversion-and-how-these-nudges-specifically-counteract-them/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s17-2-q01-the-next-section-explores-the-psychological-traps-of-loss-aversion-and-how-these-nudges-specifically-counteract-them/ The next section explores the psychological traps of 'Loss Aversion' and how these nudges specifically counteract them. Companion read for Section 17.2 — Nudging the investor to behave better. /posts/investment-adviser2-s19-2-q05-differentiating-between-open-ended-and-close-ended-fund-liquidity/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s19-2-q05-differentiating-between-open-ended-and-close-ended-fund-liquidity/ Differentiating between open-ended and close-ended fund liquidity. Companion read for Section 19.2 — Attribute portfolio performance and Evaluation of investment alternatives. /posts/investment-adviser2-s17-1-q05-determining-the-golden-mean-of-portfolio-diversification/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s17-1-q05-determining-the-golden-mean-of-portfolio-diversification/ Determining the 'golden mean' of portfolio diversification. Companion read for Section 17.1 — Role of emotions in goal setting. /posts/investment-adviser2-s20-4-q19-evaluating-the-optimal-combination-of-base-and-top-up-covers-for-a-retiree-s-health-portfolio/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q19-evaluating-the-optimal-combination-of-base-and-top-up-covers-for-a-retiree-s-health-portfolio/ Evaluating the optimal combination of base and top-up covers for a retiree's health portfolio. Companion read for Section 20.4 — Case 4. /posts/investment-adviser2-s20-4-q03-super-top-up-policies-offer-better-coverage-by-aggregating-claims/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q03-super-top-up-policies-offer-better-coverage-by-aggregating-claims/ Super top-up policies offer better coverage by aggregating claims. Companion read for Section 20.4 — Case 4. /posts/investment-adviser2-s20-4-q07-selecting-the-right-insurance-product-is-vital-for-cost-optimization/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q07-selecting-the-right-insurance-product-is-vital-for-cost-optimization/ Selecting the right insurance product is vital for cost optimization. Companion read for Section 20.4 — Case 4. /posts/investment-adviser2-s19-2-q12-choosing-between-pooled-and-bespoke-investment-management/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s19-2-q12-choosing-between-pooled-and-bespoke-investment-management/ Choosing between pooled and bespoke investment management. Companion read for Section 19.2 — Attribute portfolio performance and Evaluation of investment alternatives. /posts/investment-adviser2-s20-3-q02-health-insurance-continuity/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-3-q02-health-insurance-continuity/ Health insurance continuity. Companion read for Section 20.3 — Case 3. /posts/investment-adviser2-s20-4-q11-insurance-portfolio-design-protects-the-corpus/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q11-insurance-portfolio-design-protects-the-corpus/ Insurance portfolio design protects the corpus. Companion read for Section 20.4 — Case 4. /posts/investment-adviser2-s16-6-q02-the-impact-of-re-entry-risk-in-speculative-cycles/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s16-6-q02-the-impact-of-re-entry-risk-in-speculative-cycles/ The impact of re-entry risk in speculative cycles. Companion read for Section 16.6 — Behavioural Finance explains Bubbles and Crashes. /posts/investment-adviser2-s20-1-q05-asset-allocation-provides-a-view-of-risk-exposure-at-the-threshold-of-retirement/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-1-q05-asset-allocation-provides-a-view-of-risk-exposure-at-the-threshold-of-retirement/ Asset allocation provides a view of risk exposure at the threshold of retirement. Companion read for Section 20.1 — Case 1. /posts/investment-adviser2-s18-3-q06-the-importance-of-periodic-rebalancing/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s18-3-q06-the-importance-of-periodic-rebalancing/ The importance of periodic rebalancing. Companion read for Section 18.3 — Role of Risk Profiling in Asset Allocation. /posts/investment-adviser2-s17-3-q03-implementing-behavioral-discipline-in-portfolio-reviews/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s17-3-q03-implementing-behavioral-discipline-in-portfolio-reviews/ Implementing behavioral discipline in portfolio reviews. Companion read for Section 17.3 — Role of Investment Adviser in management of client emotions. /posts/investment-adviser2-s18-2-q03-managing-client-expectations-regarding-the-ongoing-nature-of-the-advisory-relationship/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s18-2-q03-managing-client-expectations-regarding-the-ongoing-nature-of-the-advisory-relationship/ Managing client expectations regarding the ongoing nature of the advisory relationship. Companion read for Section 18.2 — Parameters for Risk Profiling. /posts/investment-adviser2-s18-1-q02-application-of-risk-profile-classification-to-portfolio-construction/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s18-1-q02-application-of-risk-profile-classification-to-portfolio-construction/ Application of risk profile classification to portfolio construction. Companion read for Section 18.1 — Risk Profiling for Investors and Risk Profiling Approach. /posts/investment-adviser2-s17-3-q02-techniques-for-managing-client-expectations/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s17-3-q02-techniques-for-managing-client-expectations/ Techniques for managing client expectations. Companion read for Section 17.3 — Role of Investment Adviser in management of client emotions. /posts/investment-adviser2-s16-6-q03-the-role-of-short-selling-in-market-efficiency/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s16-6-q03-the-role-of-short-selling-in-market-efficiency/ The role of short selling in market efficiency. Companion read for Section 16.6 — Behavioural Finance explains Bubbles and Crashes. /posts/investment-adviser2-s18-3-q01-understanding-the-mechanics-of-strategic-asset-allocation/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s18-3-q01-understanding-the-mechanics-of-strategic-asset-allocation/ Understanding the mechanics of Strategic Asset Allocation. Companion read for Section 18.3 — Role of Risk Profiling in Asset Allocation. /posts/investment-adviser2-s20-4-q15-drafting-effective-estate-plans/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q15-drafting-effective-estate-plans/ Drafting effective estate plans. Companion read for Section 20.4 — Case 4. /posts/investment-adviser2-s17-1-q01-discussing-how-physical-cash-or-specific-debit-accounts-creates-friction-to-combat-impulsive-urges/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s17-1-q01-discussing-how-physical-cash-or-specific-debit-accounts-creates-friction-to-combat-impulsive-urges/ Discussing how physical cash or specific debit accounts creates 'friction' to combat impulsive urges. Companion read for Section 17.1 — Role of emotions in goal setting. /posts/investment-adviser2-s19-3-q01-application-of-insurance-in-financial-planning-scenarios/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s19-3-q01-application-of-insurance-in-financial-planning-scenarios/ Application of insurance in financial planning scenarios. Companion read for Section 19.3 — Other Comparatives. /posts/investment-adviser2-s20-3-q03-practical-management-of-health-insurance/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-3-q03-practical-management-of-health-insurance/ Practical management of health insurance. Companion read for Section 20.3 — Case 3. /posts/investment-adviser2-s20-3-q04-conclusion-of-case-study/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-3-q04-conclusion-of-case-study/ Conclusion of case study. Companion read for Section 20.3 — Case 3. /posts/investment-adviser2-s18-3-q02-distinguishing-between-strategic-and-tactical-approaches/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s18-3-q02-distinguishing-between-strategic-and-tactical-approaches/ Distinguishing between strategic and tactical approaches. Companion read for Section 18.3 — Role of Risk Profiling in Asset Allocation. /posts/investment-adviser2-s16-3-q05-concluding-on-the-importance-of-checklist-based-decision-making/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s16-3-q05-concluding-on-the-importance-of-checklist-based-decision-making/ Concluding on the importance of checklist-based decision making. Companion read for Section 16.3 — Categorization of Biases. /posts/investment-adviser2-s16-5-q01-the-next-section-will-discuss-specific-strategies-to-mitigate-these-behavioral-biases-in-portfolio-management/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s16-5-q01-the-next-section-will-discuss-specific-strategies-to-mitigate-these-behavioral-biases-in-portfolio-management/ The next section will discuss specific strategies to mitigate these behavioral biases in portfolio management. Companion read for Section 16.5 — Behavioural Finance explains Market Anomalies. /posts/investment-adviser2-s20-1-q04-this-highlights-the-importance-of-career-linked-savings-growth/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-1-q04-this-highlights-the-importance-of-career-linked-savings-growth/ This highlights the importance of career-linked savings growth. Companion read for Section 20.1 — Case 1. /posts/investment-adviser2-s16-4-q01-understanding-the-risk-of-transaction-costs/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s16-4-q01-understanding-the-risk-of-transaction-costs/ Understanding the risk of transaction costs. Companion read for Section 16.4 — Fusion Investing. /posts/investment-adviser2-s20-2-q02-assessing-inflation-risk-is-essential-for-accurate-long-term-budgeting/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-2-q02-assessing-inflation-risk-is-essential-for-accurate-long-term-budgeting/ Assessing inflation risk is essential for accurate long-term budgeting. Companion read for Section 20.2 — Case 2. /posts/investment-adviser2-s17-1-q03-the-importance-of-separating-risk-protection-from-capital-growth/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s17-1-q03-the-importance-of-separating-risk-protection-from-capital-growth/ The importance of separating risk protection from capital growth. Companion read for Section 17.1 — Role of emotions in goal setting. /posts/investment-adviser2-s20-4-q17-differentiating-between-will-and-gift-deed-for-immediate-asset-transfer/ Mon, 08 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s20-4-q17-differentiating-between-will-and-gift-deed-for-immediate-asset-transfer/ Differentiating between 'Will' and 'Gift Deed' for immediate asset transfer. Companion read for Section 20.4 — Case 4. /posts/investment-adviser2-s14-1-q03-how-liabilities-impact-the-distribution-of-personal-assets/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-1-q03-how-liabilities-impact-the-distribution-of-personal-assets/ How liabilities impact the distribution of personal assets. Companion read for Section 14.1 — Estate Planning. /posts/investment-adviser2-s10-3-q56-impact-of-accounting-methods-on-reporting-interest-income-in-the-tax-return/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q56-impact-of-accounting-methods-on-reporting-interest-income-in-the-tax-return/ Impact of accounting methods on reporting interest income in the tax return. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s12-3-q48-compare-equity-allocation-limits-between-active-and-auto-choice-models/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q48-compare-equity-allocation-limits-between-active-and-auto-choice-models/ Compare equity allocation limits between Active and Auto choice models. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s6-4-q01-understanding-client-values/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-4-q01-understanding-client-values/ Understanding client values. Companion read for Section 6.4 — Concept of Philanthropy. /posts/investment-adviser2-s2-7-q03-assess-your-risk-appetite-before-selecting-a-ulip/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-7-q03-assess-your-risk-appetite-before-selecting-a-ulip/ Assess your risk appetite before selecting a ULIP. Companion read for Section 2.7 — Criteria to evaluate various life insurance products. /posts/investment-adviser2-s3-3-q01-understanding-how-these-payout-models-impact-the-insured-s-cash-flow-during-long-term-recovery-phases/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s3-3-q01-understanding-how-these-payout-models-impact-the-insured-s-cash-flow-during-long-term-recovery-phases/ Understanding how these payout models impact the insured's cash flow during long-term recovery phases. Companion read for Section 3.3 — Comparison between Insurance Policies. /posts/investment-adviser2-s4-5-q03-tax-benefits-of-contributions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-5-q03-tax-benefits-of-contributions/ Tax benefits of contributions. Companion read for Section 4.5 — Superannuation Benefits to Employees. /posts/investment-adviser2-s12-2-q10-this-confirms-the-tax-efficient-nature-of-the-product/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q10-this-confirms-the-tax-efficient-nature-of-the-product/ This confirms the tax-efficient nature of the product. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s5-3-q07-comparison-with-private-insurance-annuities/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q07-comparison-with-private-insurance-annuities/ Comparison with private insurance annuities. Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s15-6-q13-designing-custom-trust-structures/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q13-designing-custom-trust-structures/ Designing custom trust structures. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s5-3-q01-understanding-the-trade-off-between-legacy-goals-and-immediate-cash-flow/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q01-understanding-the-trade-off-between-legacy-goals-and-immediate-cash-flow/ Understanding the trade-off between legacy goals and immediate cash flow. Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s12-3-q03-this-helps-users-choose-the-right-account-balance-based-on-their-need-for-liquidity-versus-long-term-security/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q03-this-helps-users-choose-the-right-account-balance-based-on-their-need-for-liquidity-versus-long-term-security/ This helps users choose the right account balance based on their need for liquidity versus long-term security. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s12-3-q11-this-highlights-the-trade-off-between-tax-benefits-and-liquidity-in-the-nps-structure/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q11-this-highlights-the-trade-off-between-tax-benefits-and-liquidity-in-the-nps-structure/ This highlights the trade-off between tax benefits and liquidity in the NPS structure. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s12-3-q14-this-illustrates-how-nps-platforms-use-behavioral-finance-for-user-friendly-decision-making/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q14-this-illustrates-how-nps-platforms-use-behavioral-finance-for-user-friendly-decision-making/ This illustrates how NPS platforms use behavioral finance for user-friendly decision-making. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s1-6-q03-selecting-between-specialized-investment-products/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-6-q03-selecting-between-specialized-investment-products/ Selecting between specialized investment products. Companion read for Section 1.6 — Investing through Insurance. /posts/investment-adviser2-s7-5-q03-the-role-of-physical-presence-in-tax-law/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-5-q03-the-role-of-physical-presence-in-tax-law/ The role of physical presence in tax law. Companion read for Section 7.5 — Scope of Income. /posts/investment-adviser2-s15-2-q06-the-importance-of-writing-a-will/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-2-q06-the-importance-of-writing-a-will/ The importance of writing a Will. Companion read for Section 15.2 — Concept of Wills. /posts/investment-adviser2-s8-3-q03-other-special-holding-period-provisions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-3-q03-other-special-holding-period-provisions/ Other special holding period provisions. Companion read for Section 8.3 — Types of Capital Asset. /posts/investment-adviser2-s14-1-q04-exploring-the-tools-used-to-preserve-assets-once-distributed/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-1-q04-exploring-the-tools-used-to-preserve-assets-once-distributed/ Exploring the tools used to preserve assets once distributed. Companion read for Section 14.1 — Estate Planning. /posts/investment-adviser2-s9-4-q03-taxation-of-debt-products-in-the-following-chapter/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s9-4-q03-taxation-of-debt-products-in-the-following-chapter/ Taxation of debt products in the following chapter. Companion read for Section 9.4 — Gift of Securities. /posts/investment-adviser2-s6-4-q03-importance-of-follow-up/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-4-q03-importance-of-follow-up/ Importance of follow-up. Companion read for Section 6.4 — Concept of Philanthropy. /posts/investment-adviser2-s11-1-q15-conclusion-of-tax-product-chapter/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q15-conclusion-of-tax-product-chapter/ Conclusion of tax product chapter. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s2-2-q01-transitioning-to-the-needs-based-approach-sensitivity/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-2-q01-transitioning-to-the-needs-based-approach-sensitivity/ Transitioning to the needs-based approach sensitivity. Companion read for Section 2.2 — Life Insurance Needs Analysis. /posts/investment-adviser2-s11-6-q02-treatment-of-other-non-interest-expenses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-6-q02-treatment-of-other-non-interest-expenses/ Treatment of other non-interest expenses. Companion read for Section 11.6 — Tax Treatment of Mutual Funds. /posts/investment-adviser2-s13-10-q01-trustees-can-also-initiate-based-on-their-opinion/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-10-q01-trustees-can-also-initiate-based-on-their-opinion/ Trustees can also initiate based on their opinion. Companion read for Section 13.10 — Taxation in case of winding up of Mutual Funds. /posts/investment-adviser2-s3-1-q04-identifying-other-corporate-risk-management-tools/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s3-1-q04-identifying-other-corporate-risk-management-tools/ Identifying other corporate risk management tools. Companion read for Section 3.1 — Non-Life Insurance. /posts/investment-adviser2-s2-2-q05-long-term-financial-planning-applications/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-2-q05-long-term-financial-planning-applications/ Long-term financial planning applications. Companion read for Section 2.2 — Life Insurance Needs Analysis. /posts/investment-adviser2-s6-2-q08-real-returns-are-the-metric-that-matters-for-purchasing-power/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-2-q08-real-returns-are-the-metric-that-matters-for-purchasing-power/ Real returns are the metric that matters for purchasing power. Companion read for Section 6.2 — Calculations for Retirement Planning. /posts/investment-adviser2-s15-4-q04-limitations-of-corporate-succession-planning/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-4-q04-limitations-of-corporate-succession-planning/ Limitations of corporate succession planning. Companion read for Section 15.4 — Gifts, Joint Holding and Nominations. /posts/investment-adviser2-s15-5-q11-combining-valuation-methods/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-5-q11-combining-valuation-methods/ Combining valuation methods. Companion read for Section 15.5 — Family Settlement. /posts/investment-adviser2-s11-7-q09-hedging-utility-of-derivatives/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-7-q09-hedging-utility-of-derivatives/ Hedging utility of derivatives. Companion read for Section 11.7 — Tax Treatment of Derivatives. /posts/investment-adviser2-s10-7-q01-application-of-tax-rates-for-other-instruments/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-7-q01-application-of-tax-rates-for-other-instruments/ Application of tax rates for other instruments. Companion read for Section 10.7 — Summary of Taxation of Debt Products. /posts/investment-adviser2-s12-2-q13-valuing-the-security-features-of-the-product/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q13-valuing-the-security-features-of-the-product/ Valuing the security features of the product. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s11-8-q01-understanding-how-this-affects-the-long-term-capital-gains-calculation-when-the-bonus-units-are-eventually-sold/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-8-q01-understanding-how-this-affects-the-long-term-capital-gains-calculation-when-the-bonus-units-are-eventually-sold/ Understanding how this affects the long-term capital gains calculation when the bonus units are eventually sold. Companion read for Section 11.8 — Bonus Stripping. /posts/investment-adviser2-s10-7-q04-asset-class-differentiation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-7-q04-asset-class-differentiation/ Asset class differentiation. Companion read for Section 10.7 — Summary of Taxation of Debt Products. /posts/investment-adviser2-s15-4-q03-procedural-mechanics-of-claim-settlement/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-4-q03-procedural-mechanics-of-claim-settlement/ Procedural mechanics of claim settlement. Companion read for Section 15.4 — Gifts, Joint Holding and Nominations. /posts/investment-adviser2-s7-6-q09-taxability-of-other-income-heads/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q09-taxability-of-other-income-heads/ Taxability of other income heads. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s15-9-q03-flexibility-in-planning-tools-allows-for-adjustments-during-one-s-lifetime/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-9-q03-flexibility-in-planning-tools-allows-for-adjustments-during-one-s-lifetime/ Flexibility in planning tools allows for adjustments during one's lifetime. Companion read for Section 15.9 — Caselets. /posts/investment-adviser2-s13-1-q03-taxation-under-pgbp/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-1-q03-taxation-under-pgbp/ Taxation under PGBP Companion read for Section 13.1 — Taxation of Bonus Shares. /posts/investment-adviser2-s5-2-q01-understanding-the-interplay-between-client-emotion-and-logical-asset-allocation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-2-q01-understanding-the-interplay-between-client-emotion-and-logical-asset-allocation/ Understanding the interplay between client emotion and logical asset allocation. Companion read for Section 5.2 — Portfolio created by an Investment Adviser. /posts/investment-adviser2-s12-3-q60-review-learning-objectives-of-chapter-7/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q60-review-learning-objectives-of-chapter-7/ Review learning objectives of Chapter 7. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s5-1-q14-targeting-diverse-socio-economic-segments/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q14-targeting-diverse-socio-economic-segments/ Targeting diverse socio-economic segments. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s13-7-q02-calculating-the-total-capital-gain/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-7-q02-calculating-the-total-capital-gain/ Calculating the total capital gain. Companion read for Section 13.7 — Taxation in case of conversion of Preference Shares into Equity Shares. /posts/investment-adviser2-s13-4-q04-calculating-gain-on-the-sale-of-shares/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-4-q04-calculating-gain-on-the-sale-of-shares/ Calculating gain on the sale of shares. Companion read for Section 13.4 — Taxation of Rights Issues. /posts/investment-adviser2-s13-9-q02-reviewing-capital-gains-calculation-methods-for-equity-oriented-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-9-q02-reviewing-capital-gains-calculation-methods-for-equity-oriented-funds/ Reviewing capital gains calculation methods for equity-oriented funds. Companion read for Section 13.9 — Taxation in case of Consolidation of Mutual Fund schemes or plans. /posts/investment-adviser2-s13-2-q01-understanding-the-cost-basis-calculation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-2-q01-understanding-the-cost-basis-calculation/ Understanding the cost basis calculation. Companion read for Section 13.2 — Taxation on Share Split or Consolidation of Shares. /posts/investment-adviser2-s11-10-q01-the-next-logical-discussion-involves-the-specific-tax-rates-applied-to-the-remaining-taxable-capital-gains-amount/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-10-q01-the-next-logical-discussion-involves-the-specific-tax-rates-applied-to-the-remaining-taxable-capital-gains-amount/ The next logical discussion involves the specific tax rates applied to the remaining taxable capital gains amount. Companion read for Section 11.10 — Adjustment of Exemption Limit from Capital Gains. /posts/investment-adviser2-s7-16-q02-evaluating-effective-annual-growth-rates-after-accounting-for-interest-taxation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-16-q02-evaluating-effective-annual-growth-rates-after-accounting-for-interest-taxation/ Evaluating effective annual growth rates after accounting for interest taxation. Companion read for Section 7.16 — Taxation Regime. /posts/investment-adviser2-s11-1-q13-tax-rate-for-long-term-capital-gains/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q13-tax-rate-for-long-term-capital-gains/ Tax rate for long-term capital gains. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s5-3-q11-understanding-the-yield-of-government-backed-pension-schemes/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q11-understanding-the-yield-of-government-backed-pension-schemes/ Understanding the yield of government-backed pension schemes. Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s12-3-q10-this-helps-in-estimating-the-actual-cash-available-upon-retirement/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q10-this-helps-in-estimating-the-actual-cash-available-upon-retirement/ This helps in estimating the actual cash available upon retirement. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s4-1-q01-understanding-the-duration-of-the-retirement-phase-allows-for-more-accurate-long-term-savings-projections/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-1-q01-understanding-the-duration-of-the-retirement-phase-allows-for-more-accurate-long-term-savings-projections/ Understanding the duration of the retirement phase allows for more accurate long-term savings projections. Companion read for Section 4.1 — Need for Retirement Planning. /posts/investment-adviser2-s10-5-q01-understanding-the-tax-calculation-formula/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-5-q01-understanding-the-tax-calculation-formula/ Understanding the tax calculation formula. Companion read for Section 10.5 — Taxation of Market Linked Debentures. /posts/investment-adviser2-s7-17-q01-understanding-how-surcharges-modify-the-effective-tax-rate-in-higher-slabs/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-17-q01-understanding-how-surcharges-modify-the-effective-tax-rate-in-higher-slabs/ Understanding how surcharges modify the effective tax rate in higher slabs. Companion read for Section 7.17 — Maximum Marginal Rate of Tax. /posts/investment-adviser2-s13-5-q02-distinguishing-between-capital-assets-and-stock-in-trade/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-5-q02-distinguishing-between-capital-assets-and-stock-in-trade/ Distinguishing between capital assets and stock-in-trade. Companion read for Section 13.5 — Taxation in case of Mergers & Acquisitions. /posts/investment-adviser2-s13-2-q03-conclusion-of-capital-gains-treatment/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-2-q03-conclusion-of-capital-gains-treatment/ Conclusion of capital gains treatment. Companion read for Section 13.2 — Taxation on Share Split or Consolidation of Shares. /posts/investment-adviser2-s7-6-q23-transfer-of-capital-assets-and-non-transfer-definitions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q23-transfer-of-capital-assets-and-non-transfer-definitions/ Transfer of capital assets and non-transfer definitions. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s7-3-q01-the-next-section-explores-the-legal-distinction-between-capital-receipts-and-revenue-receipts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-3-q01-the-next-section-explores-the-legal-distinction-between-capital-receipts-and-revenue-receipts/ The next section explores the legal distinction between capital receipts and revenue receipts. Companion read for Section 7.3 — Income. /posts/investment-adviser2-s1-7-q01-understanding-the-categorization-of-insurance-needs/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-7-q01-understanding-the-categorization-of-insurance-needs/ Understanding the categorization of insurance needs. Companion read for Section 1.7 — Role of Insurance Adviser. /posts/investment-adviser2-s13-10-q16-requirement-for-reporting-to-sebi-upon-completion-of-winding-up/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-10-q16-requirement-for-reporting-to-sebi-upon-completion-of-winding-up/ Requirement for reporting to SEBI upon completion of winding up. Companion read for Section 13.10 — Taxation in case of winding up of Mutual Funds. /posts/investment-adviser2-s4-1-q02-early-planning-helps-mitigate-the-impact-of-other-variables-like-inflation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-1-q02-early-planning-helps-mitigate-the-impact-of-other-variables-like-inflation/ Early planning helps mitigate the impact of other variables like inflation. Companion read for Section 4.1 — Need for Retirement Planning. /posts/investment-adviser2-s13-10-q05-communication-is-a-legal-prerequisite-for-business-cessation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-10-q05-communication-is-a-legal-prerequisite-for-business-cessation/ Communication is a legal prerequisite for business cessation. Companion read for Section 13.10 — Taxation in case of winding up of Mutual Funds. /posts/investment-adviser2-s3-4-q02-evaluating-the-costs-of-domestic-versus-foreign-issued-policies/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s3-4-q02-evaluating-the-costs-of-domestic-versus-foreign-issued-policies/ Evaluating the costs of domestic versus foreign-issued policies. Companion read for Section 3.4 — Global coverage for different General Insurance Products. /posts/investment-adviser2-s10-3-q18-contrast-the-features-of-pmvvy-with-post-office-monthly-income-schemes/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q18-contrast-the-features-of-pmvvy-with-post-office-monthly-income-schemes/ Contrast the features of PMVVY with Post Office Monthly Income Schemes. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s5-3-q19-taxation-comparisons-between-insurance-annuities-and-mutual-fund-swps/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q19-taxation-comparisons-between-insurance-annuities-and-mutual-fund-swps/ Taxation comparisons between insurance annuities and mutual fund SWPs. Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s1-4-q07-why-corporate-health-policies-often-have-smoother-cashless-processes/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-4-q07-why-corporate-health-policies-often-have-smoother-cashless-processes/ Why corporate health policies often have smoother cashless processes. Companion read for Section 1.4 — Concepts in Insurance. /posts/investment-adviser2-s2-3-q06-role-of-insurance-riders/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-3-q06-role-of-insurance-riders/ Role of insurance riders. Companion read for Section 2.3 — Types of Life Insurance Products. /posts/investment-adviser2-s7-6-q10-definition-of-annual-value/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q10-definition-of-annual-value/ Definition of Annual Value. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s1-8-q01-understanding-the-distinction-between-guaranteed-and-non-guaranteed-benefits/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-8-q01-understanding-the-distinction-between-guaranteed-and-non-guaranteed-benefits/ Understanding the distinction between guaranteed and non-guaranteed benefits. Companion read for Section 1.8 — Regulations pertaining to Insurance. /posts/investment-adviser2-s3-1-q01-understanding-benefit-triggers-in-complex-health-policies/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s3-1-q01-understanding-benefit-triggers-in-complex-health-policies/ Understanding benefit triggers in complex health policies. Companion read for Section 3.1 — Non-Life Insurance. /posts/investment-adviser2-s12-8-q04-exemptions-provided-under-section-10-10d/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-8-q04-exemptions-provided-under-section-10-10d/ Exemptions provided under Section 10(10D). Companion read for Section 12.8 — Tax aspects of Life Insurance Products. /posts/investment-adviser2-s11-1-q17-impact-of-section-50aa-on-the-final-tax-liability-of-mlds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q17-impact-of-section-50aa-on-the-final-tax-liability-of-mlds/ Impact of Section 50AA on the final tax liability of MLDs. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s11-1-q26-taxation-methodology-for-these-funds-under-section-50aa/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q26-taxation-methodology-for-these-funds-under-section-50aa/ Taxation methodology for these funds under Section 50AA. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s11-1-q04-tax-treatment-of-specified-mutual-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q04-tax-treatment-of-specified-mutual-funds/ Tax treatment of Specified Mutual Funds. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s12-3-q32-taxation-of-nps-vatsalya-upon-account-closure/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q32-taxation-of-nps-vatsalya-upon-account-closure/ Taxation of NPS Vatsalya upon account closure. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s1-6-q01-understanding-the-cost-structure-of-different-insurance-policies/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-6-q01-understanding-the-cost-structure-of-different-insurance-policies/ Understanding the cost structure of different insurance policies. Companion read for Section 1.6 — Investing through Insurance. /posts/investment-adviser2-s2-3-q05-evaluating-investment-returns-in-insurance/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-3-q05-evaluating-investment-returns-in-insurance/ Evaluating investment returns in insurance. Companion read for Section 2.3 — Types of Life Insurance Products. /posts/investment-adviser2-s2-3-q01-understanding-the-cost-structure-of-endowment-plans/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-3-q01-understanding-the-cost-structure-of-endowment-plans/ Understanding the cost structure of endowment plans. Companion read for Section 2.3 — Types of Life Insurance Products. /posts/investment-adviser2-s2-7-q01-always-evaluate-insurance-needs-independently-of-investment-objectives/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-7-q01-always-evaluate-insurance-needs-independently-of-investment-objectives/ Always evaluate insurance needs independently of investment objectives. Companion read for Section 2.7 — Criteria to evaluate various life insurance products. /posts/investment-adviser2-s7-6-q14-defining-appurtenant-land/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q14-defining-appurtenant-land/ Defining 'appurtenant land'. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s7-6-q03-annual-value-calculation-for-different-property-types/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q03-annual-value-calculation-for-different-property-types/ Annual Value calculation for different property types. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s5-1-q24-atal-pension-yojana-eligibility/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q24-atal-pension-yojana-eligibility/ Atal Pension Yojana eligibility. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s7-6-q21-capital-gains-computation-basics/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q21-capital-gains-computation-basics/ Capital Gains computation basics. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s7-5-q05-defining-control-and-management-in-international-business/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-5-q05-defining-control-and-management-in-international-business/ Defining 'control and management' in international business. Companion read for Section 7.5 — Scope of Income. /posts/investment-adviser2-s8-5-q08-definition-of-full-value-of-consideration/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-5-q08-definition-of-full-value-of-consideration/ Definition of full value of consideration. Companion read for Section 8.5 — Computation of Capital Gains from Transfers. /posts/investment-adviser2-s11-2-q10-understanding-the-logic-behind-tax-neutral-grandfathering-outcomes/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-2-q10-understanding-the-logic-behind-tax-neutral-grandfathering-outcomes/ Understanding the logic behind tax-neutral grandfathering outcomes. Companion read for Section 11.2 — Listed Equity Shares. /posts/investment-adviser2-s7-6-q12-specific-types-of-income-under-this-head/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q12-specific-types-of-income-under-this-head/ Specific types of income under this head. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s1-1-q02-understanding-the-function-of-premiums/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-1-q02-understanding-the-function-of-premiums/ Understanding the function of premiums. Companion read for Section 1.1 — Some Simplistic/ Common Examples. /posts/investment-adviser2-s11-1-q32-impact-of-section-50aa-on-specified-mutual-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q32-impact-of-section-50aa-on-specified-mutual-funds/ Impact of Section 50AA on Specified Mutual Funds. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s10-6-q01-understanding-the-exclusion-of-cost-of-improvement-calculations/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-6-q01-understanding-the-exclusion-of-cost-of-improvement-calculations/ Understanding the exclusion of cost of improvement calculations. Companion read for Section 10.6 — Benefits not allowed from capital gain arising from Market Linked Debentures (MLDs) or the 2 types of Specified Mutual Funds (SMFs) (mentioned in 4.3.4 and 4.3.5) under Section 50AA. /posts/investment-adviser2-s12-2-q17-calculation-of-redemption-prices-for-gold-bonds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q17-calculation-of-redemption-prices-for-gold-bonds/ Calculation of redemption prices for gold bonds. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s13-1-q01-understanding-the-cost-of-acquisition/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-1-q01-understanding-the-cost-of-acquisition/ Understanding the cost of acquisition Companion read for Section 13.1 — Taxation of Bonus Shares. /posts/investment-adviser2-s11-6-q08-taxation-of-capital-gains-arising-from-swp-withdrawals/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-6-q08-taxation-of-capital-gains-arising-from-swp-withdrawals/ Taxation of capital gains arising from SWP withdrawals. Companion read for Section 11.6 — Tax Treatment of Mutual Funds. /posts/investment-adviser2-s11-1-q10-mld-taxation-rules/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q10-mld-taxation-rules/ MLD taxation rules. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s11-1-q24-taxation-differences-between-protected-and-non-protected-mlds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q24-taxation-differences-between-protected-and-non-protected-mlds/ Taxation differences between protected and non-protected MLDs. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s6-3-q03-strategies-for-inflation-adjusted-income-streams/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-3-q03-strategies-for-inflation-adjusted-income-streams/ Strategies for inflation-adjusted income streams. Companion read for Section 6.3 — Criteria to evaluate various retirement benefit products. /posts/investment-adviser2-s15-6-q03-differences-between-determinate-and-discretionary-trusts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q03-differences-between-determinate-and-discretionary-trusts/ Differences between determinate and discretionary trusts. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s10-4-q03-eligibility-criteria-for-individuals/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-4-q03-eligibility-criteria-for-individuals/ Eligibility criteria for individuals. Companion read for Section 10.4 — Taxation of Non-residents. /posts/investment-adviser2-s13-4-q03-distinction-between-long-term-and-short-term-holding-periods/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-4-q03-distinction-between-long-term-and-short-term-holding-periods/ Distinction between long-term and short-term holding periods. Companion read for Section 13.4 — Taxation of Rights Issues. /posts/investment-adviser2-s7-4-q02-conditions-for-ror-status/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-4-q02-conditions-for-ror-status/ Conditions for ROR status. Companion read for Section 7.4 — Residential status. /posts/investment-adviser2-s12-1-q01-understanding-the-cost-basis-for-capital-gains/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-1-q01-understanding-the-cost-basis-for-capital-gains/ Understanding the cost basis for capital gains. Companion read for Section 12.1 — Taxation of Employees Stock Option Plan. /posts/investment-adviser2-s8-1-q01-the-next-section-explores-the-legal-definitions-of-what-specifically-constitutes-a-capital-asset-versus-stock-in-trade/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-1-q01-the-next-section-explores-the-legal-definitions-of-what-specifically-constitutes-a-capital-asset-versus-stock-in-trade/ The next section explores the legal definitions of what specifically constitutes a capital asset versus stock-in-trade. Companion read for Section 8.1 — Basic Concepts. /posts/investment-adviser2-s9-3-q01-taxability-of-capital-gains-versus-business-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s9-3-q01-taxability-of-capital-gains-versus-business-income/ Taxability of capital gains versus business income. Companion read for Section 9.3 — Interest on Securities. /posts/investment-adviser2-s11-11-q03-differentiating-between-investment-income-and-trading-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-11-q03-differentiating-between-investment-income-and-trading-income/ Differentiating between investment income and trading income. Companion read for Section 11.11 — Summary of Taxation of Equity Products and Other Capital Assets. /posts/investment-adviser2-s12-3-q46-differentiate-between-tax-benefits-for-government-vs-non-government-nps-subscribers/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q46-differentiate-between-tax-benefits-for-government-vs-non-government-nps-subscribers/ Differentiate between tax benefits for government vs. non-government NPS subscribers. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s13-5-q03-computation-methods-for-business-income-versus-capital-gains/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-5-q03-computation-methods-for-business-income-versus-capital-gains/ Computation methods for business income versus capital gains. Companion read for Section 13.5 — Taxation in case of Mergers & Acquisitions. /posts/investment-adviser2-s2-2-q04-re-evaluating-assets/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-2-q04-re-evaluating-assets/ Re-evaluating assets. Companion read for Section 2.2 — Life Insurance Needs Analysis. /posts/investment-adviser2-s1-7-q04-maintaining-the-relevance-of-insurance-coverage-over-time/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-7-q04-maintaining-the-relevance-of-insurance-coverage-over-time/ Maintaining the relevance of insurance coverage over time. Companion read for Section 1.7 — Role of Insurance Adviser. /posts/investment-adviser2-s1-6-q02-evaluating-the-efficiency-of-this-capital-allocation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-6-q02-evaluating-the-efficiency-of-this-capital-allocation/ Evaluating the efficiency of this capital allocation. Companion read for Section 1.6 — Investing through Insurance. /posts/investment-adviser2-s14-1-q02-identifying-the-specific-documents-required-to-avoid-these-default-legal-consequences/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-1-q02-identifying-the-specific-documents-required-to-avoid-these-default-legal-consequences/ Identifying the specific documents required to avoid these default legal consequences. Companion read for Section 14.1 — Estate Planning. /posts/investment-adviser2-s5-3-q15-assessing-the-suitability-of-other-assets/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q15-assessing-the-suitability-of-other-assets/ Assessing the suitability of other assets. Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s15-8-q04-capacity-requirements-for-donors/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-8-q04-capacity-requirements-for-donors/ Capacity requirements for donors. Companion read for Section 15.8 — Powers of Attorney. /posts/investment-adviser2-s6-1-q01-transition-to-the-specific-metrics-used-for-evaluating-income-sustainability/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-1-q01-transition-to-the-specific-metrics-used-for-evaluating-income-sustainability/ Transition to the specific metrics used for evaluating income sustainability. Companion read for Section 6.1 — Advisor’s role in Retirement Planning. /posts/investment-adviser2-s2-3-q11-individual-vs-group-coverage-needs/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-3-q11-individual-vs-group-coverage-needs/ Individual vs. Group coverage needs. Companion read for Section 2.3 — Types of Life Insurance Products. /posts/investment-adviser2-s2-3-q02-calculating-irr-on-insurance-products/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-3-q02-calculating-irr-on-insurance-products/ Calculating IRR on insurance products. Companion read for Section 2.3 — Types of Life Insurance Products. /posts/investment-adviser2-s2-1-q03-evaluating-investment-linked-features/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-1-q03-evaluating-investment-linked-features/ Evaluating investment-linked features. Companion read for Section 2.1 — Life Insurance Products. /posts/investment-adviser2-s2-3-q04-mortgage-insurance-characteristics/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-3-q04-mortgage-insurance-characteristics/ Mortgage insurance characteristics. Companion read for Section 2.3 — Types of Life Insurance Products. /posts/investment-adviser2-s4-5-q05-general-retirement-chapter-overview/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-5-q05-general-retirement-chapter-overview/ General Retirement Chapter overview. Companion read for Section 4.5 — Superannuation Benefits to Employees. /posts/investment-adviser2-s2-8-q02-evaluating-the-suitability-of-such-foreign-investments-requires-comparing-them-against-domestic-options/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-8-q02-evaluating-the-suitability-of-such-foreign-investments-requires-comparing-them-against-domestic-options/ Evaluating the suitability of such foreign investments requires comparing them against domestic options. Companion read for Section 2.8 — Global coverage for different Life Insurance Products. /posts/investment-adviser2-s10-3-q27-compare-the-tax-rates-of-the-old-and-new-tax-regimes/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q27-compare-the-tax-rates-of-the-old-and-new-tax-regimes/ Compare the tax rates of the old and new tax regimes. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s15-6-q14-cost-benefit-analysis-of-trust-creation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q14-cost-benefit-analysis-of-trust-creation/ Cost-benefit analysis of trust creation. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s15-6-q12-balancing-the-advantages-and-disadvantages/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q12-balancing-the-advantages-and-disadvantages/ Balancing the advantages and disadvantages. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s14-4-q13-execution-of-trusts-created-under-the-act/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-4-q13-execution-of-trusts-created-under-the-act/ Execution of trusts created under the Act. Companion read for Section 14.4 — Applicable Laws. /posts/investment-adviser2-s5-1-q36-addressing-the-specific-eligibility-and-regulations-for-nps-vatsalya/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q36-addressing-the-specific-eligibility-and-regulations-for-nps-vatsalya/ Addressing the specific eligibility and regulations for NPS Vatsalya. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s13-10-q02-asset-disposal-must-be-handled-in-the-best-interest-of-the-unitholders/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-10-q02-asset-disposal-must-be-handled-in-the-best-interest-of-the-unitholders/ Asset disposal must be handled in the best interest of the unitholders. Companion read for Section 13.10 — Taxation in case of winding up of Mutual Funds. /posts/investment-adviser2-s15-7-q03-fiduciary-liabilities-and-investment-performance-standards/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-7-q03-fiduciary-liabilities-and-investment-performance-standards/ Fiduciary liabilities and investment performance standards. Companion read for Section 15.7 — Guardianship. /posts/investment-adviser2-s15-7-q01-understanding-the-fiduciary-nature-of-these-roles-is-essential-for-interpreting-liability/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-7-q01-understanding-the-fiduciary-nature-of-these-roles-is-essential-for-interpreting-liability/ Understanding the fiduciary nature of these roles is essential for interpreting liability. Companion read for Section 15.7 — Guardianship. /posts/investment-adviser2-s1-3-q02-distinction-between-financial-and-insurable-interests/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-3-q02-distinction-between-financial-and-insurable-interests/ Distinction between financial and insurable interests. Companion read for Section 1.3 — Fundamental Principles of Insurance. /posts/investment-adviser2-s15-8-q02-procedures-for-formal-revocation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-8-q02-procedures-for-formal-revocation/ Procedures for formal revocation. Companion read for Section 15.8 — Powers of Attorney. /posts/investment-adviser2-s11-7-q06-comparison-with-swap-agreements/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-7-q06-comparison-with-swap-agreements/ Comparison with Swap agreements. Companion read for Section 11.7 — Tax Treatment of Derivatives. /posts/investment-adviser2-s16-2-q01-understanding-the-transition-from-satisficing-to-prospect-theory/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s16-2-q01-understanding-the-transition-from-satisficing-to-prospect-theory/ Understanding the transition from satisficing to prospect theory. Companion read for Section 16.2 — How do individuals make decision?. /posts/investment-adviser2-s15-5-q04-comparing-trusts-to-gift-deeds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-5-q04-comparing-trusts-to-gift-deeds/ Comparing trusts to gift deeds. Companion read for Section 15.5 — Family Settlement. /posts/investment-adviser2-s10-3-q55-taxation-of-debt-funds-bought-before-april-1-2023/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q55-taxation-of-debt-funds-bought-before-april-1-2023/ Taxation of debt funds bought before April 1, 2023. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q59-calculation-of-ltcg-on-equity-assets-acquired-before-jan-31-2018/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q59-calculation-of-ltcg-on-equity-assets-acquired-before-jan-31-2018/ Calculation of LTCG on equity assets acquired before Jan 31, 2018. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s1-1-q01-discussing-the-law-of-large-numbers/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-1-q01-discussing-the-law-of-large-numbers/ Discussing the Law of Large Numbers. Companion read for Section 1.1 — Some Simplistic/ Common Examples. /posts/investment-adviser2-s7-7-q03-distinguishing-between-income-assignment-and-asset-transfer-is-critical-for-compliance/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-7-q03-distinguishing-between-income-assignment-and-asset-transfer-is-critical-for-compliance/ Distinguishing between income assignment and asset transfer is critical for compliance. Companion read for Section 7.7 — Clubbing of Income. /posts/investment-adviser2-s3-2-q01-understanding-the-fundamental-nature-of-different-insurance-categories/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s3-2-q01-understanding-the-fundamental-nature-of-different-insurance-categories/ Understanding the fundamental nature of different insurance categories. Companion read for Section 3.2 — Benefits and Limitations of having multiple Insurance Policies. /posts/investment-adviser2-s5-3-q03-diversification-across-different-financial-institutions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q03-diversification-across-different-financial-institutions/ Diversification across different financial institutions. Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s1-1-q03-exploring-the-difference-between-insurance-and-savings-products/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-1-q03-exploring-the-difference-between-insurance-and-savings-products/ Exploring the difference between insurance and savings products. Companion read for Section 1.1 — Some Simplistic/ Common Examples. /posts/investment-adviser2-s5-2-q02-integrating-foundational-benefits-into-broader-diversified-strategies/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-2-q02-integrating-foundational-benefits-into-broader-diversified-strategies/ Integrating foundational benefits into broader diversified strategies. Companion read for Section 5.2 — Portfolio created by an Investment Adviser. /posts/investment-adviser2-s2-1-q05-estate-planning-via-insurance/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-1-q05-estate-planning-via-insurance/ Estate planning via insurance. Companion read for Section 2.1 — Life Insurance Products. /posts/investment-adviser2-s7-7-q01-understanding-that-losses-are-clubbed-reinforces-the-concept-of-total-economic-integration-for-tax-purposes/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-7-q01-understanding-that-losses-are-clubbed-reinforces-the-concept-of-total-economic-integration-for-tax-purposes/ Understanding that losses are clubbed reinforces the concept of total economic integration for tax purposes. Companion read for Section 7.7 — Clubbing of Income. /posts/investment-adviser2-s6-4-q04-societal-context-of-philanthropy/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-4-q04-societal-context-of-philanthropy/ Societal context of philanthropy. Companion read for Section 6.4 — Concept of Philanthropy. /posts/investment-adviser2-s5-3-q18-the-concept-of-reverse-mortgage-loan-enabled-annuity-rmlea/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q18-the-concept-of-reverse-mortgage-loan-enabled-annuity-rmlea/ The concept of Reverse Mortgage Loan Enabled Annuity (RMLEA). Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s15-2-q14-distinction-between-joint-and-mutual-wills/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-2-q14-distinction-between-joint-and-mutual-wills/ Distinction between joint and mutual Wills. Companion read for Section 15.2 — Concept of Wills. /posts/investment-adviser2-s12-3-q09-this-understanding-facilitates-better-long-term-career-transition-planning/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q09-this-understanding-facilitates-better-long-term-career-transition-planning/ This understanding facilitates better long-term career transition planning. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s12-3-q22-reverse-mortgage-loan-rml-features/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q22-reverse-mortgage-loan-rml-features/ Reverse Mortgage Loan (RML) features. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s12-2-q09-this-adds-a-layer-of-liquidity-and-utility-to-the-bond/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q09-this-adds-a-layer-of-liquidity-and-utility-to-the-bond/ This adds a layer of liquidity and utility to the bond. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s4-5-q02-tax-related-benefits-for-employers/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-5-q02-tax-related-benefits-for-employers/ Tax-related benefits for employers. Companion read for Section 4.5 — Superannuation Benefits to Employees. /posts/investment-adviser2-s1-4-q03-similarities-between-critical-illness-policies-and-life-insurance/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-4-q03-similarities-between-critical-illness-policies-and-life-insurance/ Similarities between critical illness policies and life insurance. Companion read for Section 1.4 — Concepts in Insurance. /posts/investment-adviser2-s12-2-q04-this-impacts-cash-flow-management-for-the-investor/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q04-this-impacts-cash-flow-management-for-the-investor/ This impacts cash flow management for the investor. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s12-1-q04-the-impact-of-tax-deferment-on-cash-flow/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-1-q04-the-impact-of-tax-deferment-on-cash-flow/ The impact of tax deferment on cash flow. Companion read for Section 12.1 — Taxation of Employees Stock Option Plan. /posts/investment-adviser2-s5-1-q07-access-to-retirement-funds-before-retirement/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q07-access-to-retirement-funds-before-retirement/ Access to retirement funds before retirement. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s16-2-q02-application-of-loss-aversion-to-portfolio-management-strategies/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s16-2-q02-application-of-loss-aversion-to-portfolio-management-strategies/ Application of loss aversion to portfolio management strategies. Companion read for Section 16.2 — How do individuals make decision?. /posts/investment-adviser2-s1-2-q01-the-role-of-moral-hazard-in-insurance-design/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-2-q01-the-role-of-moral-hazard-in-insurance-design/ The role of moral hazard in insurance design. Companion read for Section 1.2 — Need for Insurance. /posts/investment-adviser2-s4-2-q06-managing-risk-tolerance-as-retirement-approaches/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-2-q06-managing-risk-tolerance-as-retirement-approaches/ Managing risk tolerance as retirement approaches. Companion read for Section 4.2 — Financial Goals and Retirement. /posts/investment-adviser2-s5-3-q02-impact-of-market-volatility-on-the-longevity-of-the-fund/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q02-impact-of-market-volatility-on-the-longevity-of-the-fund/ Impact of market volatility on the longevity of the fund. Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s5-1-q17-treatment-of-unclaimed-funds-after-7-years/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q17-treatment-of-unclaimed-funds-after-7-years/ Treatment of unclaimed funds after 7 years. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s15-5-q09-requirements-for-registration/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-5-q09-requirements-for-registration/ Requirements for registration. Companion read for Section 15.5 — Family Settlement. /posts/investment-adviser2-s2-6-q01-understanding-the-underwriting-implications-of-aggregate-risk-exposure/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-6-q01-understanding-the-underwriting-implications-of-aggregate-risk-exposure/ Understanding the underwriting implications of aggregate risk exposure. Companion read for Section 2.6 — Benefits, Limitation and Provisions when insurance taken from multiple companies. /posts/investment-adviser2-s3-2-q02-calculation-of-aggregate-versus-per-claim-thresholds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s3-2-q02-calculation-of-aggregate-versus-per-claim-thresholds/ Calculation of aggregate versus per-claim thresholds. Companion read for Section 3.2 — Benefits and Limitations of having multiple Insurance Policies. /posts/investment-adviser2-s12-6-q02-reporting-requirements-for-distributed-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-6-q02-reporting-requirements-for-distributed-income/ Reporting requirements for distributed income. Companion read for Section 12.6 — Alternative Investment Funds. /posts/investment-adviser2-s12-3-q15-this-is-a-key-constraint-for-investors-who-prefer-active-portfolio-management-over-the-automated-life-cycle-model/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q15-this-is-a-key-constraint-for-investors-who-prefer-active-portfolio-management-over-the-automated-life-cycle-model/ This is a key constraint for investors who prefer active portfolio management over the automated life-cycle model. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s13-1-q04-computation-of-capital-gains/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-1-q04-computation-of-capital-gains/ Computation of capital gains Companion read for Section 13.1 — Taxation of Bonus Shares. /posts/investment-adviser2-s10-3-q43-capital-gains-computation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q43-capital-gains-computation/ Capital gains computation. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s11-6-q01-tax-rate-applicability-for-long-term-versus-short-term-gains/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-6-q01-tax-rate-applicability-for-long-term-versus-short-term-gains/ Tax rate applicability for long-term versus short-term gains. Companion read for Section 11.6 — Tax Treatment of Mutual Funds. /posts/investment-adviser2-s12-1-q02-capital-gains-calculation-post-allotment/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-1-q02-capital-gains-calculation-post-allotment/ Capital gains calculation post-allotment. Companion read for Section 12.1 — Taxation of Employees Stock Option Plan. /posts/investment-adviser2-s7-6-q04-capital-gains-tax-implications/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q04-capital-gains-tax-implications/ Capital Gains tax implications. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s7-13-q01-understanding-the-specific-deductions-allowed-under-chapter-vi-a/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-13-q01-understanding-the-specific-deductions-allowed-under-chapter-vi-a/ Understanding the specific deductions allowed under Chapter VI-A. Companion read for Section 7.13 — Total Income. /posts/investment-adviser2-s3-2-q04-the-hierarchy-of-claims-settlement/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s3-2-q04-the-hierarchy-of-claims-settlement/ The hierarchy of claims settlement. Companion read for Section 3.2 — Benefits and Limitations of having multiple Insurance Policies. /posts/investment-adviser2-s1-8-q02-impact-of-policy-breaks-on-portability-and-continuity-benefits/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-8-q02-impact-of-policy-breaks-on-portability-and-continuity-benefits/ Impact of policy breaks on portability and continuity benefits. Companion read for Section 1.8 — Regulations pertaining to Insurance. /posts/investment-adviser2-s13-8-q01-understanding-the-cost-allocation-method/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-8-q01-understanding-the-cost-allocation-method/ Understanding the cost allocation method. Companion read for Section 13.8 — Taxation in case of Segregated Portfolios of Mutual Funds. /posts/investment-adviser2-s13-7-q01-understanding-the-cost-basis-carry-forward/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-7-q01-understanding-the-cost-basis-carry-forward/ Understanding the cost basis carry-forward. Companion read for Section 13.7 — Taxation in case of conversion of Preference Shares into Equity Shares. /posts/investment-adviser2-s8-5-q11-right-shares-treatment/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-5-q11-right-shares-treatment/ Right shares treatment. Companion read for Section 8.5 — Computation of Capital Gains from Transfers. /posts/investment-adviser2-s8-4-q02-the-mechanics-of-cost-of-acquisition-carry-over/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-4-q02-the-mechanics-of-cost-of-acquisition-carry-over/ The mechanics of cost of acquisition carry-over. Companion read for Section 8.4 — Transfer of Capital Asset. /posts/investment-adviser2-s8-5-q01-understanding-cost-of-acquisition-basis/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-5-q01-understanding-cost-of-acquisition-basis/ Understanding cost of acquisition basis. Companion read for Section 8.5 — Computation of Capital Gains from Transfers. /posts/investment-adviser2-s8-5-q05-cost-of-improvement-rules/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-5-q05-cost-of-improvement-rules/ Cost of improvement rules. Companion read for Section 8.5 — Computation of Capital Gains from Transfers. /posts/investment-adviser2-s9-3-q02-conditions-for-claiming-deductions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s9-3-q02-conditions-for-claiming-deductions/ Conditions for claiming deductions. Companion read for Section 9.3 — Interest on Securities. /posts/investment-adviser2-s5-3-q10-managing-depletion-risk/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q10-managing-depletion-risk/ Managing depletion risk. Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s15-6-q21-application-of-dni-in-preventing-double-taxation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q21-application-of-dni-in-preventing-double-taxation/ Application of DNI in preventing double taxation. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s12-7-q03-liquidity-characteristics-of-etfs/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-7-q03-liquidity-characteristics-of-etfs/ Liquidity characteristics of ETFs. Companion read for Section 12.7 — Exchange Traded Funds (ETFs). /posts/investment-adviser2-s6-2-q10-proper-use-of-excel-syntax-is-essential-for-financial-modeling-accuracy/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-2-q10-proper-use-of-excel-syntax-is-essential-for-financial-modeling-accuracy/ Proper use of Excel syntax is essential for financial modeling accuracy. Companion read for Section 6.2 — Calculations for Retirement Planning. /posts/investment-adviser2-s11-2-q08-fifo-implications-for-demat-accounts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-2-q08-fifo-implications-for-demat-accounts/ FIFO implications for Demat accounts. Companion read for Section 11.2 — Listed Equity Shares. /posts/investment-adviser2-s8-3-q05-fifo-methodology-in-practice/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-3-q05-fifo-methodology-in-practice/ FIFO methodology in practice. Companion read for Section 8.3 — Types of Capital Asset. /posts/investment-adviser2-s11-2-q13-fifo-methodology-for-long-term-classification/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-2-q13-fifo-methodology-for-long-term-classification/ FIFO methodology for long-term classification. Companion read for Section 11.2 — Listed Equity Shares. /posts/investment-adviser2-s10-3-q20-explain-the-application-of-laddering-to-fixed-deposits/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q20-explain-the-application-of-laddering-to-fixed-deposits/ Explain the application of laddering to Fixed Deposits. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s5-1-q01-understanding-calculation-variables-is-essential-for-estimating-end-of-service-benefits/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q01-understanding-calculation-variables-is-essential-for-estimating-end-of-service-benefits/ Understanding calculation variables is essential for estimating end-of-service benefits. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s10-1-q02-analysis-of-how-different-holding-periods-impact-the-tax-rate-for-capital-gains/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-1-q02-analysis-of-how-different-holding-periods-impact-the-tax-rate-for-capital-gains/ Analysis of how different holding periods impact the tax rate for capital gains. Companion read for Section 10.1 — Sources of Income from Debt Products. /posts/investment-adviser2-s10-2-q01-understanding-the-holding-period-is-the-first-step-before-calculating-the-tax-liability/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q01-understanding-the-holding-period-is-the-first-step-before-calculating-the-tax-liability/ Understanding the holding period is the first step before calculating the tax liability. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s8-2-q03-distinction-between-long-term-and-short-term-capital-assets/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-2-q03-distinction-between-long-term-and-short-term-capital-assets/ Distinction between long-term and short-term capital assets. Companion read for Section 8.2 — Capital asset. /posts/investment-adviser2-s10-2-q07-holding-periods-directly-dictate-which-tax-rate-applies-to-the-exit/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q07-holding-periods-directly-dictate-which-tax-rate-applies-to-the-exit/ Holding periods directly dictate which tax rate applies to the exit. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s13-7-q03-long-term-vs-short-term-classification/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-7-q03-long-term-vs-short-term-classification/ Long-term vs. short-term classification. Companion read for Section 13.7 — Taxation in case of conversion of Preference Shares into Equity Shares. /posts/investment-adviser2-s8-2-q02-impact-of-holding-period-on-capital-gains-calculation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-2-q02-impact-of-holding-period-on-capital-gains-calculation/ Impact of holding period on capital gains calculation. Companion read for Section 8.2 — Capital asset. /posts/investment-adviser2-s10-3-q42-income-from-house-property-computation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q42-income-from-house-property-computation/ Income from house property computation. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s11-4-q01-application-of-indexation-rules/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-4-q01-application-of-indexation-rules/ Application of indexation rules. Companion read for Section 11.4 — Tax Treatment of Preference Shares. /posts/investment-adviser2-s4-3-q06-factoring-inflation-into-long-term-financial-modeling/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-3-q06-factoring-inflation-into-long-term-financial-modeling/ Factoring inflation into long-term financial modeling. Companion read for Section 4.3 — Retirement Planning. /posts/investment-adviser2-s4-4-q02-calculating-inflation-adjustments-for-subsequent-years/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-4-q02-calculating-inflation-adjustments-for-subsequent-years/ Calculating inflation adjustments for subsequent years. Companion read for Section 4.4 — Estimating Retirement Corpus. /posts/investment-adviser2-s6-2-q07-precision-in-rate-calculation-ensures-the-monthly-savings-target-is-accurate/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-2-q07-precision-in-rate-calculation-ensures-the-monthly-savings-target-is-accurate/ Precision in rate calculation ensures the monthly savings target is accurate. Companion read for Section 6.2 — Calculations for Retirement Planning. /posts/investment-adviser2-s5-1-q03-investment-risk-management/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q03-investment-risk-management/ Investment risk management. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s12-3-q04-this-explains-the-automated-risk-management-features-built-into-the-nps-platform/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q04-this-explains-the-automated-risk-management-features-built-into-the-nps-platform/ This explains the automated risk management features built into the NPS platform. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s13-6-q03-margin-requirements/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-6-q03-margin-requirements/ Margin requirements. Companion read for Section 13.6 — Taxation in case of Stock Lending and Borrowing. /posts/investment-adviser2-s11-1-q12-market-liquidity-of-g-secs/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q12-market-liquidity-of-g-secs/ Market liquidity of G-Secs. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s2-3-q12-determining-insurance-needs/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-3-q12-determining-insurance-needs/ Determining insurance needs. Companion read for Section 2.3 — Types of Life Insurance Products. /posts/investment-adviser2-s10-3-q50-taxation-of-non-speculative-business-income-and-unabsorbed-depreciation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q50-taxation-of-non-speculative-business-income-and-unabsorbed-depreciation/ Taxation of non-speculative business income and unabsorbed depreciation. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s12-3-q44-nomination-rules-in-nps/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q44-nomination-rules-in-nps/ Nomination rules in NPS. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s5-1-q34-evaluating-tax-exemptions-for-nps-withdrawals/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q34-evaluating-tax-exemptions-for-nps-withdrawals/ Evaluating tax exemptions for NPS withdrawals. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s12-3-q17-rules-for-changing-pension-scheme-or-fund-manager/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q17-rules-for-changing-pension-scheme-or-fund-manager/ Rules for changing pension scheme or fund manager. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s12-3-q27-calculation-of-period-of-holding-for-different-assets/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q27-calculation-of-period-of-holding-for-different-assets/ Calculation of period of holding for different assets. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s1-4-q05-comparison-of-contestability-in-health-vs-life-insurance/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-4-q05-comparison-of-contestability-in-health-vs-life-insurance/ Comparison of contestability in health vs. life insurance. Companion read for Section 1.4 — Concepts in Insurance. /posts/investment-adviser2-s7-6-q19-pre-construction-period-interest-calculation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q19-pre-construction-period-interest-calculation/ Pre-construction period interest calculation. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s2-1-q04-importance-of-premium-to-sum-assured-ratios/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-1-q04-importance-of-premium-to-sum-assured-ratios/ Importance of premium-to-sum-assured ratios. Companion read for Section 2.1 — Life Insurance Products. /posts/investment-adviser2-s5-1-q13-procedural-compliance-for-account-holders/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q13-procedural-compliance-for-account-holders/ Procedural compliance for account holders. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s10-4-q02-impact-of-reinvestment-timing/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-4-q02-impact-of-reinvestment-timing/ Impact of reinvestment timing. Companion read for Section 10.4 — Taxation of Non-residents. /posts/investment-adviser2-s8-4-q01-understanding-the-nature-of-rights-based-transfers/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-4-q01-understanding-the-nature-of-rights-based-transfers/ Understanding the nature of rights-based transfers. Companion read for Section 8.4 — Transfer of Capital Asset. /posts/investment-adviser2-s5-1-q22-risk-variants-under-msf/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q22-risk-variants-under-msf/ Risk variants under MSF. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s10-3-q16-discuss-the-reverse-mortgage-loan-enabled-annuity-rmlea-extension/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q16-discuss-the-reverse-mortgage-loan-enabled-annuity-rmlea-extension/ Discuss the Reverse Mortgage Loan Enabled Annuity (RMLEA) extension. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s9-4-q01-understanding-how-to-value-unquoted-shares-under-rule-11ua/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s9-4-q01-understanding-how-to-value-unquoted-shares-under-rule-11ua/ Understanding how to value unquoted shares under Rule 11UA. Companion read for Section 9.4 — Gift of Securities. /posts/investment-adviser2-s10-1-q01-understanding-the-taxability-of-specific-exemptions-under-section-10/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-1-q01-understanding-the-taxability-of-specific-exemptions-under-section-10/ Understanding the taxability of specific exemptions under Section 10. Companion read for Section 10.1 — Sources of Income from Debt Products. /posts/investment-adviser2-s7-9-q01-moving-forward-we-will-analyze-the-specific-conditions-required-to-qualify-for-these-exemptions-under-section-10/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-9-q01-moving-forward-we-will-analyze-the-specific-conditions-required-to-qualify-for-these-exemptions-under-section-10/ Moving forward, we will analyze the specific conditions required to qualify for these exemptions under Section 10. Companion read for Section 7.9 — Exempt incomes. /posts/investment-adviser2-s12-7-q01-understanding-section-111a-vs-112a/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-7-q01-understanding-section-111a-vs-112a/ Understanding Section 111A vs 112A. Companion read for Section 12.7 — Exchange Traded Funds (ETFs). /posts/investment-adviser2-s10-3-q58-other-specific-exclusions-from-transfer-under-section-47/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q58-other-specific-exclusions-from-transfer-under-section-47/ Other specific exclusions from 'transfer' under Section 47. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s8-3-q04-section-50aa-provisions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-3-q04-section-50aa-provisions/ Section 50AA provisions. Companion read for Section 8.3 — Types of Capital Asset. /posts/investment-adviser2-s12-2-q20-tax-deduction-under-section-80ccd-1b/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q20-tax-deduction-under-section-80ccd-1b/ Tax deduction under Section 80CCD(1B). Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s12-3-q49-discuss-the-employer-s-contribution-limits-under-80ccd-2/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q49-discuss-the-employer-s-contribution-limits-under-80ccd-2/ Discuss the employer's contribution limits under 80CCD(2). Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s11-2-q03-taxation-on-short-term-gains/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-2-q03-taxation-on-short-term-gains/ Taxation on short-term gains. Companion read for Section 11.2 — Listed Equity Shares. /posts/investment-adviser2-s15-6-q18-conditions-for-slab-rate-taxation-for-business-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q18-conditions-for-slab-rate-taxation-for-business-income/ Conditions for slab-rate taxation for business income. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s7-10-q02-applying-statutory-caps-to-real-world-financial-data/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-10-q02-applying-statutory-caps-to-real-world-financial-data/ Applying statutory caps to real-world financial data. Companion read for Section 7.10 — Deductions under Chapter VI-A. /posts/investment-adviser2-s2-1-q01-understanding-regulatory-compliance-for-sum-assured-levels/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-1-q01-understanding-regulatory-compliance-for-sum-assured-levels/ Understanding regulatory compliance for sum assured levels. Companion read for Section 2.1 — Life Insurance Products. /posts/investment-adviser2-s10-3-q11-differences-between-equity-oriented-and-debt-oriented-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q11-differences-between-equity-oriented-and-debt-oriented-funds/ Differences between equity-oriented and debt-oriented funds. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s12-2-q14-ensuring-correct-income-classification-for-tax-filing/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q14-ensuring-correct-income-classification-for-tax-filing/ Ensuring correct income classification for tax filing. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s12-3-q18-taxation-rules-for-nps-partial-withdrawals/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q18-taxation-rules-for-nps-partial-withdrawals/ Taxation rules for NPS partial withdrawals. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s11-2-q15-end-of-chapter-summary/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-2-q15-end-of-chapter-summary/ End of chapter summary. Companion read for Section 11.2 — Listed Equity Shares. /posts/investment-adviser2-s12-2-q02-this-highlights-a-primary-tax-saving-feature-of-the-sgb-instrument/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q02-this-highlights-a-primary-tax-saving-feature-of-the-sgb-instrument/ This highlights a primary tax-saving feature of the SGB instrument. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s7-8-q01-review-the-specific-carry-forward-timelines-for-each-head/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-8-q01-review-the-specific-carry-forward-timelines-for-each-head/ Review the specific carry-forward timelines for each head. Companion read for Section 7.8 — Set off and Carry forward of Losses. /posts/investment-adviser2-s12-6-q01-understanding-the-tax-withholding-obligations-for-non-business-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-6-q01-understanding-the-tax-withholding-obligations-for-non-business-income/ Understanding the tax withholding obligations for non-business income. Companion read for Section 12.6 — Alternative Investment Funds. /posts/investment-adviser2-s10-3-q53-identifying-who-qualifies-as-a-relative-under-the-income-tax-act/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q53-identifying-who-qualifies-as-a-relative-under-the-income-tax-act/ Identifying who qualifies as a 'relative' under the Income Tax Act. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s11-11-q01-understanding-the-tax-rate-associated-with-these-long-term-assets/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-11-q01-understanding-the-tax-rate-associated-with-these-long-term-assets/ Understanding the tax rate associated with these long-term assets. Companion read for Section 11.11 — Summary of Taxation of Equity Products and Other Capital Assets. /posts/investment-adviser2-s14-4-q16-the-next-topic-explores-the-specific-legal-nuances-of-wasiyat-muslim-wills-and-the-constraints-on-testamentary-disposition/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-4-q16-the-next-topic-explores-the-specific-legal-nuances-of-wasiyat-muslim-wills-and-the-constraints-on-testamentary-disposition/ The next topic explores the specific legal nuances of 'Wasiyat' (Muslim Wills) and the constraints on testamentary disposition. Companion read for Section 14.4 — Applicable Laws. /posts/investment-adviser2-s10-3-q49-definition-and-exceptions-to-the-capital-asset-category/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q49-definition-and-exceptions-to-the-capital-asset-category/ Definition and exceptions to the 'Capital Asset' category. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s5-1-q25-age-limits-for-apy/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q25-age-limits-for-apy/ Age limits for APY. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s10-3-q41-five-heads-of-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q41-five-heads-of-income/ Five heads of income. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s1-5-q01-understanding-the-hierarchy-of-financial-needs/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-5-q01-understanding-the-hierarchy-of-financial-needs/ Understanding the hierarchy of financial needs. Companion read for Section 1.5 — Role of Insurance in Personal Finance. /posts/investment-adviser2-s7-11-q02-the-hierarchy-of-tax-adjustments-in-income-tax-computation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-11-q02-the-hierarchy-of-tax-adjustments-in-income-tax-computation/ The hierarchy of tax adjustments in income tax computation. Companion read for Section 7.11 — Rebate under section 87A. /posts/investment-adviser2-s14-1-q01-understanding-the-specific-legal-tools-used-for-each-type-of-planning/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-1-q01-understanding-the-specific-legal-tools-used-for-each-type-of-planning/ Understanding the specific legal tools used for each type of planning. Companion read for Section 14.1 — Estate Planning. /posts/investment-adviser2-s12-3-q59-discuss-the-maximum-marginal-rate-mmr-definition/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q59-discuss-the-maximum-marginal-rate-mmr-definition/ Discuss the Maximum Marginal Rate (MMR) definition. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s15-6-q17-the-mechanism-of-formal-revocation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q17-the-mechanism-of-formal-revocation/ The mechanism of formal revocation. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s4-2-q05-incorporating-real-rates-into-long-term-financial-modeling/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-2-q05-incorporating-real-rates-into-long-term-financial-modeling/ Incorporating real rates into long-term financial modeling. Companion read for Section 4.2 — Financial Goals and Retirement. /posts/investment-adviser2-s4-2-q04-defining-the-real-rate-of-return/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-2-q04-defining-the-real-rate-of-return/ Defining the real rate of return. Companion read for Section 4.2 — Financial Goals and Retirement. /posts/investment-adviser2-s15-2-q13-procedural-steps-for-registering-a-will/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-2-q13-procedural-steps-for-registering-a-will/ Procedural steps for registering a Will. Companion read for Section 15.2 — Concept of Wills. /posts/investment-adviser2-s10-3-q06-definition-of-debt-oriented-mutual-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q06-definition-of-debt-oriented-mutual-funds/ Definition of debt-oriented mutual funds. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s7-5-q01-understanding-the-specific-triggers-for-foreign-income-taxation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-5-q01-understanding-the-specific-triggers-for-foreign-income-taxation/ Understanding the specific triggers for foreign income taxation. Companion read for Section 7.5 — Scope of Income. /posts/investment-adviser2-s12-3-q55-describe-the-scope-of-income-for-non-resident-assessees/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q55-describe-the-scope-of-income-for-non-resident-assessees/ Describe the scope of income for non-resident assessees. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s12-3-q20-specific-rules-for-senior-citizens-savings-scheme/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q20-specific-rules-for-senior-citizens-savings-scheme/ Specific rules for Senior Citizens' Savings Scheme. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s6-3-q01-transitioning-from-accumulation-to-distribution-models/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-3-q01-transitioning-from-accumulation-to-distribution-models/ Transitioning from accumulation to distribution models. Companion read for Section 6.3 — Criteria to evaluate various retirement benefit products. /posts/investment-adviser2-s11-1-q08-tax-rates-on-capital-gains/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q08-tax-rates-on-capital-gains/ Tax rates on capital gains. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s11-5-q02-application-of-tax-rates-to-capital-gains/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-5-q02-application-of-tax-rates-to-capital-gains/ Application of tax rates to capital gains. Companion read for Section 11.5 — Tax Treatment of Shares Warrants. /posts/investment-adviser2-s7-14-q01-understanding-the-hierarchy-of-deductions-versus-additions-is-essential-for-accurate-tax-filing-compliance/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-14-q01-understanding-the-hierarchy-of-deductions-versus-additions-is-essential-for-accurate-tax-filing-compliance/ Understanding the hierarchy of deductions versus additions is essential for accurate tax filing compliance. Companion read for Section 7.14 — Computation of Tax Payable. /posts/investment-adviser2-s8-3-q02-tax-rates-for-ltcg-vs-stcg/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-3-q02-tax-rates-for-ltcg-vs-stcg/ Tax rates for LTCG vs STCG. Companion read for Section 8.3 — Types of Capital Asset. /posts/investment-adviser2-s10-3-q30-conclude-the-module-on-income-from-other-sources-taxation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q30-conclude-the-module-on-income-from-other-sources-taxation/ Conclude the module on 'Income from Other Sources' taxation. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q08-understanding-the-taxability-of-dividend-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q08-understanding-the-taxability-of-dividend-income/ Understanding the taxability of dividend income. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q28-discuss-the-tax-treatment-of-dividends-received-from-mutual-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q28-discuss-the-tax-treatment-of-dividends-received-from-mutual-funds/ Discuss the tax treatment of dividends received from mutual funds. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s11-5-q04-taxation-of-short-term-capital-gains/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-5-q04-taxation-of-short-term-capital-gains/ Taxation of short-term capital gains. Companion read for Section 11.5 — Tax Treatment of Shares Warrants. /posts/investment-adviser2-s13-3-q02-taxation-of-dividends-under-income-from-other-sources/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-3-q02-taxation-of-dividends-under-income-from-other-sources/ Taxation of dividends under 'Income from Other Sources'. Companion read for Section 13.3 — Taxation of Buyback of Shares. /posts/investment-adviser2-s15-6-q01-understanding-the-parties-involved-in-a-trust-agreement/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q01-understanding-the-parties-involved-in-a-trust-agreement/ Understanding the parties involved in a trust agreement. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s6-2-q05-correctly-identifying-nper-is-foundational-to-accurate-pv-pmt-usage/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-2-q05-correctly-identifying-nper-is-foundational-to-accurate-pv-pmt-usage/ Correctly identifying nper is foundational to accurate PV/PMT usage. Companion read for Section 6.2 — Calculations for Retirement Planning. /posts/investment-adviser2-s15-5-q15-structuring-trust-instruments/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-5-q15-structuring-trust-instruments/ Structuring trust instruments. Companion read for Section 15.5 — Family Settlement. /posts/investment-adviser2-s15-2-q17-modes-and-legal-requirements-for-the-revocation-of-a-will/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-2-q17-modes-and-legal-requirements-for-the-revocation-of-a-will/ Modes and legal requirements for the revocation of a Will. Companion read for Section 15.2 — Concept of Wills. /posts/investment-adviser2-s1-3-q01-application-of-disclosure-in-claim-investigations/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-3-q01-application-of-disclosure-in-claim-investigations/ Application of disclosure in claim investigations. Companion read for Section 1.3 — Fundamental Principles of Insurance. /posts/investment-adviser2-s14-3-q01-understanding-the-distinction-between-medical-directives-and-financial-instruments/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-3-q01-understanding-the-distinction-between-medical-directives-and-financial-instruments/ Understanding the distinction between medical directives and financial instruments. Companion read for Section 14.3 — Elements of Estate Planning. /posts/investment-adviser2-s15-9-q01-understanding-the-rights-of-legal-heirs-is-essential-for-preventing-estate-litigation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-9-q01-understanding-the-rights-of-legal-heirs-is-essential-for-preventing-estate-litigation/ Understanding the rights of legal heirs is essential for preventing estate litigation. Companion read for Section 15.9 — Caselets. /posts/investment-adviser2-s10-3-q32-bond-laddering-and-interest-rate-risk/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q32-bond-laddering-and-interest-rate-risk/ Bond laddering and interest rate risk. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s4-2-q03-strategies-to-mitigate-longevity-risk/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-2-q03-strategies-to-mitigate-longevity-risk/ Strategies to mitigate longevity risk. Companion read for Section 4.2 — Financial Goals and Retirement. /posts/investment-adviser2-s5-1-q37-comparing-the-roles-of-mutual-funds-and-insurance-companies-in-retirement-planning/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q37-comparing-the-roles-of-mutual-funds-and-insurance-companies-in-retirement-planning/ Comparing the roles of mutual funds and insurance companies in retirement planning. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s9-3-q03-methods-of-accounting-under-the-income-tax-act/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s9-3-q03-methods-of-accounting-under-the-income-tax-act/ Methods of accounting under the Income Tax Act. Companion read for Section 9.3 — Interest on Securities. /posts/investment-adviser2-s12-3-q37-investment-choice-limitations-in-active-choice/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q37-investment-choice-limitations-in-active-choice/ Investment choice limitations in Active Choice. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s12-6-q05-reporting-of-loss-pass-through-in-tax-forms/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-6-q05-reporting-of-loss-pass-through-in-tax-forms/ Reporting of loss pass-through in tax forms. Companion read for Section 12.6 — Alternative Investment Funds. /posts/investment-adviser2-s12-6-q06-compliance-deadlines-for-tax-reporting/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-6-q06-compliance-deadlines-for-tax-reporting/ Compliance deadlines for tax reporting. Companion read for Section 12.6 — Alternative Investment Funds. /posts/investment-adviser2-s11-7-q07-requirements-for-books-of-accounts-under-this-scheme/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-7-q07-requirements-for-books-of-accounts-under-this-scheme/ Requirements for books of accounts under this scheme. Companion read for Section 11.7 — Tax Treatment of Derivatives. /posts/investment-adviser2-s13-4-q05-general-business-income-taxation-principles/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-4-q05-general-business-income-taxation-principles/ General business income taxation principles. Companion read for Section 13.4 — Taxation of Rights Issues. /posts/investment-adviser2-s15-5-q06-challenges-of-funding-core-vs-branch-operations/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-5-q06-challenges-of-funding-core-vs-branch-operations/ Challenges of funding core vs. branch operations. Companion read for Section 15.5 — Family Settlement. /posts/investment-adviser2-s8-5-q16-understanding-the-specific-treatment-of-exemptions-like-section-54-in-the-context-of-this-parallel-tax-calculation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-5-q16-understanding-the-specific-treatment-of-exemptions-like-section-54-in-the-context-of-this-parallel-tax-calculation/ Understanding the specific treatment of exemptions like Section 54 in the context of this parallel tax calculation. Companion read for Section 8.5 — Computation of Capital Gains from Transfers. /posts/investment-adviser2-s10-3-q03-capital-gains-taxation-for-other-mutual-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q03-capital-gains-taxation-for-other-mutual-funds/ Capital gains taxation for other mutual funds. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s11-1-q02-taxation-of-capital-gains-on-bonds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q02-taxation-of-capital-gains-on-bonds/ Taxation of capital gains on bonds. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s8-5-q17-differentiating-the-conversion-rules-for-foreign-currency-transactions-involving-non-residents-versus-residents/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-5-q17-differentiating-the-conversion-rules-for-foreign-currency-transactions-involving-non-residents-versus-residents/ Differentiating the conversion rules for foreign currency transactions involving non-residents versus residents. Companion read for Section 8.5 — Computation of Capital Gains from Transfers. /posts/investment-adviser2-s13-10-q18-comparison-of-capital-gains-tax-rates-under-section-111a-and-112a/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-10-q18-comparison-of-capital-gains-tax-rates-under-section-111a-and-112a/ Comparison of capital gains tax rates under Section 111A and 112A. Companion read for Section 13.10 — Taxation in case of winding up of Mutual Funds. /posts/investment-adviser2-s10-3-q24-explain-the-set-off-and-carry-forward-rules-for-capital-losses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q24-explain-the-set-off-and-carry-forward-rules-for-capital-losses/ Explain the set-off and carry-forward rules for capital losses. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s13-3-q01-understanding-the-set-off-mechanisms-for-capital-losses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-3-q01-understanding-the-set-off-mechanisms-for-capital-losses/ Understanding the set-off mechanisms for capital losses. Companion read for Section 13.3 — Taxation of Buyback of Shares. /posts/investment-adviser2-s8-5-q15-chapter-9-overview/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-5-q15-chapter-9-overview/ Chapter 9 overview. Companion read for Section 8.5 — Computation of Capital Gains from Transfers. /posts/investment-adviser2-s11-1-q29-other-conditions-to-qualify-for-chapter-xii-a-benefits/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q29-other-conditions-to-qualify-for-chapter-xii-a-benefits/ Other conditions to qualify for Chapter XII-A benefits. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s11-1-q18-conditions-for-availing-chapter-xii-a-concessional-rates/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q18-conditions-for-availing-chapter-xii-a-concessional-rates/ Conditions for availing Chapter XII-A concessional rates. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s14-4-q10-division-of-shares-among-other-class-i-heirs/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-4-q10-division-of-shares-among-other-class-i-heirs/ Division of shares among other Class I heirs. Companion read for Section 14.4 — Applicable Laws. /posts/investment-adviser2-s7-7-q02-this-demonstrates-the-efficacy-of-the-anti-avoidance-provision-in-negating-the-tax-benefit-of-income-shifting/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-7-q02-this-demonstrates-the-efficacy-of-the-anti-avoidance-provision-in-negating-the-tax-benefit-of-income-shifting/ This demonstrates the efficacy of the anti-avoidance provision in negating the tax benefit of income shifting. Companion read for Section 7.7 — Clubbing of Income. /posts/investment-adviser2-s8-5-q12-compulsory-acquisition-rules/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-5-q12-compulsory-acquisition-rules/ Compulsory acquisition rules. Companion read for Section 8.5 — Computation of Capital Gains from Transfers. /posts/investment-adviser2-s7-8-q03-explain-the-process-of-condonation-of-delay/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-8-q03-explain-the-process-of-condonation-of-delay/ Explain the process of condonation of delay. Companion read for Section 7.8 — Set off and Carry forward of Losses. /posts/investment-adviser2-s15-5-q12-mitigation-strategies-for-distribution-conflicts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-5-q12-mitigation-strategies-for-distribution-conflicts/ Mitigation strategies for distribution conflicts. Companion read for Section 15.5 — Family Settlement. /posts/investment-adviser2-s14-4-q09-legal-implications-of-blood-relationship-types-on-inheritance/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-4-q09-legal-implications-of-blood-relationship-types-on-inheritance/ Legal implications of blood relationship types on inheritance. Companion read for Section 14.4 — Applicable Laws. /posts/investment-adviser2-s12-10-q01-the-next-section-explores-specific-tax-provisions-for-corporate-actions-like-bonus-issues-and-share-buybacks/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-10-q01-the-next-section-explores-specific-tax-provisions-for-corporate-actions-like-bonus-issues-and-share-buybacks/ The next section explores specific tax provisions for corporate actions like bonus issues and share buybacks. Companion read for Section 12.10 — Taxation of other Derivative Products. /posts/investment-adviser2-s1-8-q03-responsibilities-of-corporate-agents-in-bancassurance/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-8-q03-responsibilities-of-corporate-agents-in-bancassurance/ Responsibilities of corporate agents in bancassurance. Companion read for Section 1.8 — Regulations pertaining to Insurance. /posts/investment-adviser2-s15-5-q05-corporate-insolvency-resolution-processes/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-5-q05-corporate-insolvency-resolution-processes/ Corporate insolvency resolution processes. Companion read for Section 15.5 — Family Settlement. /posts/investment-adviser2-s15-5-q13-aggressive-vs-passive-creditor-types/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-5-q13-aggressive-vs-passive-creditor-types/ Aggressive vs. passive creditor types. Companion read for Section 15.5 — Family Settlement. /posts/investment-adviser2-s2-8-q01-understanding-the-limits-of-international-consumer-protection-is-essential-before-committing-capital/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-8-q01-understanding-the-limits-of-international-consumer-protection-is-essential-before-committing-capital/ Understanding the limits of international consumer protection is essential before committing capital. Companion read for Section 2.8 — Global coverage for different Life Insurance Products. /posts/investment-adviser2-s7-15-q02-application-of-tax-rates-across-different-jurisdictions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-15-q02-application-of-tax-rates-across-different-jurisdictions/ Application of tax rates across different jurisdictions. Companion read for Section 7.15 — Double Tax Avoidance Agreement. /posts/investment-adviser2-s8-5-q06-currency-conversion-logic/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-5-q06-currency-conversion-logic/ Currency conversion logic. Companion read for Section 8.5 — Computation of Capital Gains from Transfers. /posts/investment-adviser2-s11-1-q11-summary-of-debt-taxation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q11-summary-of-debt-taxation/ Summary of debt taxation. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s9-1-q02-treatment-of-specific-deductions-under-section-56/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s9-1-q02-treatment-of-specific-deductions-under-section-56/ Treatment of specific deductions under section 56. Companion read for Section 9.1 — Introduction. /posts/investment-adviser2-s10-7-q02-restrictions-on-further-deductions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-7-q02-restrictions-on-further-deductions/ Restrictions on further deductions. Companion read for Section 10.7 — Summary of Taxation of Debt Products. /posts/investment-adviser2-s7-6-q22-computation-of-income-from-other-sources-deductible-expenses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q22-computation-of-income-from-other-sources-deductible-expenses/ Computation of income from other sources (deductible expenses). Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s7-6-q02-deductions-under-the-new-tax-regime/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q02-deductions-under-the-new-tax-regime/ Deductions under the New Tax Regime. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s9-2-q01-understanding-the-distinction-between-capital-gains-and-deemed-dividends-in-corporate-actions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s9-2-q01-understanding-the-distinction-between-capital-gains-and-deemed-dividends-in-corporate-actions/ Understanding the distinction between capital gains and deemed dividends in corporate actions. Companion read for Section 9.2 — Dividend Income. /posts/investment-adviser2-s7-5-q02-analyzing-deemed-income-scenarios/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-5-q02-analyzing-deemed-income-scenarios/ Analyzing deemed income scenarios. Companion read for Section 7.5 — Scope of Income. /posts/investment-adviser2-s7-6-q18-treatment-of-deemed-let-out-properties/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q18-treatment-of-deemed-let-out-properties/ Treatment of 'deemed let-out' properties. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s7-6-q07-deemed-ownership-in-cooperative-societies/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q07-deemed-ownership-in-cooperative-societies/ Deemed ownership in cooperative societies. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s10-3-q36-post-office-mis-pomis-deposit-limits/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q36-post-office-mis-pomis-deposit-limits/ Post Office MIS (POMIS) deposit limits. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s12-3-q30-benefits-not-allowed-from-capital-gains/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q30-benefits-not-allowed-from-capital-gains/ Benefits not allowed from capital gains. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s12-5-q01-taxation-of-dividends-from-spvs/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-5-q01-taxation-of-dividends-from-spvs/ Taxation of dividends from SPVs. Companion read for Section 12.5 — Infrastructure Investment Trust. /posts/investment-adviser2-s9-1-q01-taxability-of-specific-items-like-dividend-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s9-1-q01-taxability-of-specific-items-like-dividend-income/ Taxability of specific items like dividend income. Companion read for Section 9.1 — Introduction. /posts/investment-adviser2-s10-3-q09-deductions-from-dividend-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q09-deductions-from-dividend-income/ Deductions from dividend income. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q07-taxation-of-dividends-for-residents/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q07-taxation-of-dividends-for-residents/ Taxation of dividends for residents. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s7-5-q04-evaluating-tax-credits-for-income-taxed-in-two-jurisdictions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-5-q04-evaluating-tax-credits-for-income-taxed-in-two-jurisdictions/ Evaluating tax credits for income taxed in two jurisdictions. Companion read for Section 7.5 — Scope of Income. /posts/investment-adviser2-s10-4-q01-understanding-the-specific-forms-for-tax-compliance/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-4-q01-understanding-the-specific-forms-for-tax-compliance/ Understanding the specific forms for tax compliance. Companion read for Section 10.4 — Taxation of Non-residents. /posts/investment-adviser2-s10-3-q52-practical-application-of-dtaa-credits-in-income-tax-returns/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q52-practical-application-of-dtaa-credits-in-income-tax-returns/ Practical application of DTAA credits in income tax returns. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s7-18-q01-application-of-effective-rates-to-varying-income-brackets/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-18-q01-application-of-effective-rates-to-varying-income-brackets/ Application of effective rates to varying income brackets. Companion read for Section 7.18 — Effective Rate of Tax. /posts/investment-adviser2-s8-5-q14-conversion-of-egrs/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-5-q14-conversion-of-egrs/ Conversion of EGRs. Companion read for Section 8.5 — Computation of Capital Gains from Transfers. /posts/investment-adviser2-s8-5-q18-detailed-criteria-for-eligible-investment-under-various-exemption-sections/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-5-q18-detailed-criteria-for-eligible-investment-under-various-exemption-sections/ Detailed criteria for 'eligible investment' under various exemption sections. Companion read for Section 8.5 — Computation of Capital Gains from Transfers. /posts/investment-adviser2-s12-2-q21-double-taxation-and-perquisite-rules-for-employer-contributions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q21-double-taxation-and-perquisite-rules-for-employer-contributions/ Double taxation and perquisite rules for employer contributions. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s12-1-q06-employer-obligations-regarding-tds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-1-q06-employer-obligations-regarding-tds/ Employer obligations regarding TDS. Companion read for Section 12.1 — Taxation of Employees Stock Option Plan. /posts/investment-adviser2-s7-2-q01-application-of-tax-liabilities-to-different-legal-entities/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-2-q01-application-of-tax-liabilities-to-different-legal-entities/ Application of tax liabilities to different legal entities. Companion read for Section 7.2 — Key concepts. /posts/investment-adviser2-s5-1-q08-employment-specific-contribution-rules/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q08-employment-specific-contribution-rules/ Employment-specific contribution rules. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s12-3-q28-deferment-of-esop-tax-for-eligible-start-ups/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q28-deferment-of-esop-tax-for-eligible-start-ups/ Deferment of ESOP tax for eligible start-ups. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s15-2-q11-powers-and-duties-of-administrators/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-2-q11-powers-and-duties-of-administrators/ Powers and duties of administrators. Companion read for Section 15.2 — Concept of Wills. /posts/investment-adviser2-s3-1-q06-understanding-the-impact-of-deductibles-on-fidelity-claims/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s3-1-q06-understanding-the-impact-of-deductibles-on-fidelity-claims/ Understanding the impact of deductibles on fidelity claims. Companion read for Section 3.1 — Non-Life Insurance. /posts/investment-adviser2-s2-1-q02-impact-of-financial-distress-on-policy-status/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-1-q02-impact-of-financial-distress-on-policy-status/ Impact of financial distress on policy status. Companion read for Section 2.1 — Life Insurance Products. /posts/investment-adviser2-s7-15-q04-reconciling-worldwide-income-with-foreign-tax-credits/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-15-q04-reconciling-worldwide-income-with-foreign-tax-credits/ Reconciling worldwide income with foreign tax credits. Companion read for Section 7.15 — Double Tax Avoidance Agreement. /posts/investment-adviser2-s14-4-q02-calculation-of-shares-for-other-sharers/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-4-q02-calculation-of-shares-for-other-sharers/ Calculation of shares for other sharers. Companion read for Section 14.4 — Applicable Laws. /posts/investment-adviser2-s15-5-q16-the-next-section-could-cover-the-legal-implications-of-fraudulent-transfer-in-the-context-of-asset-protection-and-creditor-claims/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-5-q16-the-next-section-could-cover-the-legal-implications-of-fraudulent-transfer-in-the-context-of-asset-protection-and-creditor-claims/ The next section could cover the legal implications of 'fraudulent transfer' in the context of asset protection and creditor claims. Companion read for Section 15.5 — Family Settlement. /posts/investment-adviser2-s10-3-q13-exemptions-from-gift-tax/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q13-exemptions-from-gift-tax/ Exemptions from gift tax. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s11-2-q06-scenarios-where-the-sale-value-is-lower-than-the-fmv/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-2-q06-scenarios-where-the-sale-value-is-lower-than-the-fmv/ Scenarios where the sale value is lower than the FMV. Companion read for Section 11.2 — Listed Equity Shares. /posts/investment-adviser2-s5-1-q18-tax-exemption-limits-for-gratuity/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q18-tax-exemption-limits-for-gratuity/ Tax exemption limits for gratuity. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s15-2-q12-eligibility-criteria-for-legal-heirs/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-2-q12-eligibility-criteria-for-legal-heirs/ Eligibility criteria for legal heirs. Companion read for Section 15.2 — Concept of Wills. /posts/investment-adviser2-s14-6-q01-understanding-the-distinction-between-class-i-and-class-ii-heirs-is-essential-for-identifying-potential-beneficiaries-in-intestate-scenarios/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-6-q01-understanding-the-distinction-between-class-i-and-class-ii-heirs-is-essential-for-identifying-potential-beneficiaries-in-intestate-scenarios/ Understanding the distinction between Class I and Class II heirs is essential for identifying potential beneficiaries in intestate scenarios. Companion read for Section 14.6 — Caselet. /posts/investment-adviser2-s8-3-q06-exceptions-to-the-holding-period-rule/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-3-q06-exceptions-to-the-holding-period-rule/ Exceptions to the holding period rule. Companion read for Section 8.3 — Types of Capital Asset. /posts/investment-adviser2-s10-3-q12-thresholds-for-listed-units-in-the-same-category/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q12-thresholds-for-listed-units-in-the-same-category/ Thresholds for listed units in the same category. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s12-2-q05-understanding-the-holding-period-tax-threshold-is-vital-for-exit-strategy/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q05-understanding-the-holding-period-tax-threshold-is-vital-for-exit-strategy/ Understanding the holding period tax threshold is vital for exit strategy. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s12-7-q02-impact-of-holding-period-on-asset-classification/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-7-q02-impact-of-holding-period-on-asset-classification/ Impact of holding period on asset classification. Companion read for Section 12.7 — Exchange Traded Funds (ETFs). /posts/investment-adviser2-s16-1-q01-understanding-specific-cognitive-biases-like-home-bias/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s16-1-q01-understanding-specific-cognitive-biases-like-home-bias/ Understanding specific cognitive biases like home bias. Companion read for Section 16.1 — Behavioural Finance versus Standard Finance. /posts/investment-adviser2-s7-6-q06-comparison-with-new-tax-regime-interest-rules/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q06-comparison-with-new-tax-regime-interest-rules/ Comparison with New Tax Regime interest rules. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s10-3-q47-impact-of-home-loan-interest-deductions-in-the-new-versus-old-tax-regime/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q47-impact-of-home-loan-interest-deductions-in-the-new-versus-old-tax-regime/ Impact of home loan interest deductions in the new versus old tax regime. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s7-8-q05-contrast-this-with-the-treatment-under-the-new-tax-regime/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-8-q05-contrast-this-with-the-treatment-under-the-new-tax-regime/ Contrast this with the treatment under the new tax regime. Companion read for Section 7.8 — Set off and Carry forward of Losses. /posts/investment-adviser2-s10-3-q01-understanding-the-tax-impact-on-hybrid-and-other-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q01-understanding-the-tax-impact-on-hybrid-and-other-funds/ Understanding the tax impact on hybrid and other funds. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s15-6-q25-limits-on-income-accumulation-periods/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q25-limits-on-income-accumulation-periods/ Limits on income accumulation periods. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s11-1-q31-understanding-the-distinction-between-income-sources-and-holding-periods-for-tax-purposes/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q31-understanding-the-distinction-between-income-sources-and-holding-periods-for-tax-purposes/ Understanding the distinction between income sources and holding periods for tax purposes. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s7-2-q02-tax-return-filing-deadlines-for-different-assessment-years/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-2-q02-tax-return-filing-deadlines-for-different-assessment-years/ Tax return filing deadlines for different assessment years. Companion read for Section 7.2 — Key concepts. /posts/investment-adviser2-s14-4-q07-general-rules-regarding-muslim-inheritance-of-future-heirs/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-4-q07-general-rules-regarding-muslim-inheritance-of-future-heirs/ General rules regarding Muslim inheritance of future heirs. Companion read for Section 14.4 — Applicable Laws. /posts/investment-adviser2-s7-10-q03-understanding-inter-dependency-of-tax-sections/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-10-q03-understanding-inter-dependency-of-tax-sections/ Understanding inter-dependency of tax sections. Companion read for Section 7.10 — Deductions under Chapter VI-A. /posts/investment-adviser2-s7-6-q05-interest-on-home-loan-deductions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q05-interest-on-home-loan-deductions/ Interest on home loan deductions. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s2-2-q02-impact-of-varying-interest-rates/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-2-q02-impact-of-varying-interest-rates/ Impact of varying interest rates. Companion read for Section 2.2 — Life Insurance Needs Analysis. /posts/investment-adviser2-s1-8-q05-comparison-between-individual-agents-and-corporate-agent-limits/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-8-q05-comparison-between-individual-agents-and-corporate-agent-limits/ Comparison between individual agents and corporate agent limits. Companion read for Section 1.8 — Regulations pertaining to Insurance. /posts/investment-adviser2-s12-4-q05-check-dtaa-applicability/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-4-q05-check-dtaa-applicability/ Check DTAA applicability. Companion read for Section 12.4 — Real Estate Investment Trust. /posts/investment-adviser2-s14-2-q03-the-role-of-the-civil-court-in-the-administration-of-intestate-estates/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-2-q03-the-role-of-the-civil-court-in-the-administration-of-intestate-estates/ The role of the civil court in the administration of intestate estates. Companion read for Section 14.2 — Constituents of Estate. /posts/investment-adviser2-s15-2-q03-role-and-powers-of-the-administrator/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-2-q03-role-and-powers-of-the-administrator/ Role and powers of the administrator. Companion read for Section 15.2 — Concept of Wills. /posts/investment-adviser2-s14-4-q08-distribution-among-class-ii-heirs/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-4-q08-distribution-among-class-ii-heirs/ Distribution among Class II heirs. Companion read for Section 14.4 — Applicable Laws. /posts/investment-adviser2-s15-3-q01-understanding-the-hierarchy-of-legal-authority-in-estate-management/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-3-q01-understanding-the-hierarchy-of-legal-authority-in-estate-management/ Understanding the hierarchy of legal authority in estate management. Companion read for Section 15.3 — Probate. /posts/investment-adviser2-s15-2-q04-applications-of-different-legal-certificates/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-2-q04-applications-of-different-legal-certificates/ Applications of different legal certificates. Companion read for Section 15.2 — Concept of Wills. /posts/investment-adviser2-s15-3-q03-the-role-of-objections-in-legal-proceedings/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-3-q03-the-role-of-objections-in-legal-proceedings/ The role of objections in legal proceedings. Companion read for Section 15.3 — Probate. /posts/investment-adviser2-s4-3-q05-the-transitions-between-life-stages/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-3-q05-the-transitions-between-life-stages/ The transitions between life stages. Companion read for Section 4.3 — Retirement Planning. /posts/investment-adviser2-s5-3-q05-liquidity-constraints-of-government-backed-savings/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q05-liquidity-constraints-of-government-backed-savings/ Liquidity constraints of government-backed savings. Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s5-1-q05-liquidity-options-in-long-term-products/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q05-liquidity-options-in-long-term-products/ Liquidity options in long-term products. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s12-3-q07-understanding-the-liquidity-constraints-of-tier-i-is-important-for-realistic-planning/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q07-understanding-the-liquidity-constraints-of-tier-i-is-important-for-realistic-planning/ Understanding the liquidity constraints of Tier I is important for realistic planning. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s10-3-q34-premature-exit-penalties-in-scss/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q34-premature-exit-penalties-in-scss/ Premature exit penalties in SCSS. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s12-3-q42-withdrawal-restrictions-for-tier-ii-accounts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q42-withdrawal-restrictions-for-tier-ii-accounts/ Withdrawal restrictions for Tier II accounts. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s11-1-q27-consequences-of-transferring-the-new-asset-within-three-years/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q27-consequences-of-transferring-the-new-asset-within-three-years/ Consequences of transferring the new asset within three years. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s10-3-q04-the-tax-rate-applicable-to-long-term-capital-gains/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q04-the-tax-rate-applicable-to-long-term-capital-gains/ The tax rate applicable to long-term capital gains. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s12-1-q03-tax-rates-for-long-term-capital-gains/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-1-q03-tax-rates-for-long-term-capital-gains/ Tax rates for long-term capital gains. Companion read for Section 12.1 — Taxation of Employees Stock Option Plan. /posts/investment-adviser2-s10-3-q51-comparing-tax-liabilities-across-different-income-slabs-in-the-new-regime/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q51-comparing-tax-liabilities-across-different-income-slabs-in-the-new-regime/ Comparing tax liabilities across different income slabs in the new regime. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s12-8-q03-holding-period-requirements-for-different-insurance-products/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-8-q03-holding-period-requirements-for-different-insurance-products/ Holding period requirements for different insurance products. Companion read for Section 12.8 — Tax aspects of Life Insurance Products. /posts/investment-adviser2-s3-1-q05-analyzing-the-scope-of-third-party-vs-comprehensive-claims/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s3-1-q05-analyzing-the-scope-of-third-party-vs-comprehensive-claims/ Analyzing the scope of third-party vs. comprehensive claims. Companion read for Section 3.1 — Non-Life Insurance. /posts/investment-adviser2-s14-3-q02-exploring-the-difference-between-beneficial-nominees-and-standard-custodians/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-3-q02-exploring-the-difference-between-beneficial-nominees-and-standard-custodians/ Exploring the difference between beneficial nominees and standard custodians. Companion read for Section 14.3 — Elements of Estate Planning. /posts/investment-adviser2-s11-1-q33-differential-tax-treatment-for-non-resident-dividend-recipients/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q33-differential-tax-treatment-for-non-resident-dividend-recipients/ Differential tax treatment for non-resident dividend recipients. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s11-1-q05-dividend-taxation-for-non-residents/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q05-dividend-taxation-for-non-residents/ Dividend taxation for non-residents. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s11-2-q09-taxation-of-dividend-income-for-non-residents/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-2-q09-taxation-of-dividend-income-for-non-residents/ Taxation of dividend income for non-residents. Companion read for Section 11.2 — Listed Equity Shares. /posts/investment-adviser2-s7-4-q06-exemptions-for-non-residents/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-4-q06-exemptions-for-non-residents/ Exemptions for non-residents. Companion read for Section 7.4 — Residential status. /posts/investment-adviser2-s11-1-q14-general-taxation-of-non-residents/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q14-general-taxation-of-non-residents/ General taxation of non-residents. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s11-1-q25-exceptions-where-deductions-are-disallowed-for-non-residents/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q25-exceptions-where-deductions-are-disallowed-for-non-residents/ Exceptions where deductions are disallowed for non-residents. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s12-9-q01-understanding-the-specific-conditions-for-notified-schemes-is-essential-for-compliance/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-9-q01-understanding-the-specific-conditions-for-notified-schemes-is-essential-for-compliance/ Understanding the specific conditions for 'notified schemes' is essential for compliance. Companion read for Section 12.9 — Tax aspects of Reverse Mortgage. /posts/investment-adviser2-s12-3-q38-exploring-the-auto-choice-mechanics/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q38-exploring-the-auto-choice-mechanics/ Exploring the 'Auto Choice' mechanics. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s12-3-q35-comparing-the-auto-choice-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q35-comparing-the-auto-choice-funds/ Comparing the Auto Choice funds. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s12-3-q12-understanding-who-is-covered-is-essential-for-benefit-eligibility-checks/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q12-understanding-who-is-covered-is-essential-for-benefit-eligibility-checks/ Understanding who is covered is essential for benefit eligibility checks. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s10-3-q48-nuances-of-nps-taxation-for-government-vs-private-sector-employees/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q48-nuances-of-nps-taxation-for-government-vs-private-sector-employees/ Nuances of NPS taxation for government vs. private sector employees. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s5-1-q33-analyzing-exit-and-withdrawal-rules-under-nps/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q33-analyzing-exit-and-withdrawal-rules-under-nps/ Analyzing exit and withdrawal rules under NPS. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s12-3-q45-exit-and-withdrawal-guidelines/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q45-exit-and-withdrawal-guidelines/ Exit and withdrawal guidelines. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s12-3-q47-explain-the-exit-options-under-the-multiple-scheme-framework/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q47-explain-the-exit-options-under-the-multiple-scheme-framework/ Explain the exit options under the Multiple Scheme Framework. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s5-1-q20-exit-rules-at-age-60/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q20-exit-rules-at-age-60/ Exit rules at age 60. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s5-1-q32-understanding-the-multiple-scheme-framework-msf-under-nps/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q32-understanding-the-multiple-scheme-framework-msf-under-nps/ Understanding the Multiple Scheme Framework (MSF) under NPS. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s5-1-q31-transitioning-to-the-auto-choice-life-cycle-fund-mechanics/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q31-transitioning-to-the-auto-choice-life-cycle-fund-mechanics/ Transitioning to the Auto Choice/Life Cycle Fund mechanics. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s5-1-q21-comparing-specific-life-cycle-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q21-comparing-specific-life-cycle-funds/ Comparing specific life-cycle funds. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s5-1-q11-annuity-obligations-at-maturity/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q11-annuity-obligations-at-maturity/ Annuity obligations at maturity. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s5-1-q26-withdrawal-rules-for-smaller-corpus-amounts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q26-withdrawal-rules-for-smaller-corpus-amounts/ Withdrawal rules for smaller corpus amounts. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s5-3-q09-alternative-investment-avenues-for-nris/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q09-alternative-investment-avenues-for-nris/ Alternative investment avenues for NRIs. Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s15-6-q10-compliance-and-reporting-for-offshore-trusts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q10-compliance-and-reporting-for-offshore-trusts/ Compliance and reporting for offshore trusts. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s10-3-q60-computational-mechanics-of-the-parallel-calculation-for-real-estate/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q60-computational-mechanics-of-the-parallel-calculation-for-real-estate/ Computational mechanics of the 'parallel calculation' for real estate. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s1-8-q06-regulations-regarding-partial-withdrawals-after-the-lock-in-period/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-8-q06-regulations-regarding-partial-withdrawals-after-the-lock-in-period/ Regulations regarding partial withdrawals after the lock-in period. Companion read for Section 1.8 — Regulations pertaining to Insurance. /posts/investment-adviser2-s12-3-q08-this-highlights-the-evolution-of-nps-toward-more-personalized-investment-portfolios/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q08-this-highlights-the-evolution-of-nps-toward-more-personalized-investment-portfolios/ This highlights the evolution of NPS toward more personalized investment portfolios. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s11-6-q03-application-of-the-grandfathering-rule-to-post-2018-investments/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-6-q03-application-of-the-grandfathering-rule-to-post-2018-investments/ Application of the grandfathering rule to post-2018 investments. Companion read for Section 11.6 — Tax Treatment of Mutual Funds. /posts/investment-adviser2-s15-5-q10-post-admission-resolution-processes/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-5-q10-post-admission-resolution-processes/ Post-admission resolution processes. Companion read for Section 15.5 — Family Settlement. /posts/investment-adviser2-s5-1-q30-calculation-limits-for-ppf-withdrawals/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q30-calculation-limits-for-ppf-withdrawals/ Calculation limits for PPF withdrawals. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s10-3-q19-discuss-the-premature-closure-penalties-for-pomis/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q19-discuss-the-premature-closure-penalties-for-pomis/ Discuss the premature closure penalties for POMIS. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s15-3-q02-state-specific-fee-caps-and-variations/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-3-q02-state-specific-fee-caps-and-variations/ State-specific fee caps and variations. Companion read for Section 15.3 — Probate. /posts/investment-adviser2-s14-3-q03-evaluating-the-pros-and-cons-of-probate-subject-trusts-vs-other-trust-types/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-3-q03-evaluating-the-pros-and-cons-of-probate-subject-trusts-vs-other-trust-types/ Evaluating the pros and cons of probate-subject trusts vs. other trust types. Companion read for Section 14.3 — Elements of Estate Planning. /posts/investment-adviser2-s11-2-q12-listing-requirements-for-public-companies/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-2-q12-listing-requirements-for-public-companies/ Listing requirements for public companies. Companion read for Section 11.2 — Listed Equity Shares. /posts/investment-adviser2-s15-6-q23-conditions-under-which-such-a-trust-becomes-fully-public/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q23-conditions-under-which-such-a-trust-becomes-fully-public/ Conditions under which such a trust becomes fully public. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s4-3-q08-calculating-the-real-rate-of-return/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-3-q08-calculating-the-real-rate-of-return/ Calculating the real rate of return. Companion read for Section 4.3 — Retirement Planning. /posts/investment-adviser2-s5-1-q06-regulatory-influence-on-benefit-calculation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q06-regulatory-influence-on-benefit-calculation/ Regulatory influence on benefit calculation. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s1-8-q04-the-role-of-sebi-regulations-for-agents-offering-non-insurance-products/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-8-q04-the-role-of-sebi-regulations-for-agents-offering-non-insurance-products/ The role of SEBI regulations for agents offering non-insurance products. Companion read for Section 1.8 — Regulations pertaining to Insurance. /posts/investment-adviser2-s12-4-q08-explore-non-stt-scenarios/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-4-q08-explore-non-stt-scenarios/ Explore non-STT scenarios. Companion read for Section 12.4 — Real Estate Investment Trust. /posts/investment-adviser2-s12-4-q02-familiarize-with-tax-forms/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-4-q02-familiarize-with-tax-forms/ Familiarize with tax forms. Companion read for Section 12.4 — Real Estate Investment Trust. /posts/investment-adviser2-s12-4-q03-compare-with-non-resident-rates/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-4-q03-compare-with-non-resident-rates/ Compare with non-resident rates. Companion read for Section 12.4 — Real Estate Investment Trust. /posts/investment-adviser2-s12-4-q06-analyze-non-pass-through-income-classification/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-4-q06-analyze-non-pass-through-income-classification/ Analyze non-pass-through income classification. Companion read for Section 12.4 — Real Estate Investment Trust. /posts/investment-adviser2-s7-15-q01-understanding-how-residence-status-shifts-the-focus-to-global-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-15-q01-understanding-how-residence-status-shifts-the-focus-to-global-income/ Understanding how residence status shifts the focus to global income. Companion read for Section 7.15 — Double Tax Avoidance Agreement. /posts/investment-adviser2-s12-2-q08-understanding-the-residency-rules-of-the-instrument/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q08-understanding-the-residency-rules-of-the-instrument/ Understanding the residency rules of the instrument. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s10-3-q23-discuss-the-taxation-of-global-income-based-on-different-residential-statuses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q23-discuss-the-taxation-of-global-income-based-on-different-residential-statuses/ Discuss the taxation of global income based on different residential statuses. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s12-3-q23-differences-between-residential-status-under-fema-and-income-tax-act/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q23-differences-between-residential-status-under-fema-and-income-tax-act/ Differences between Residential Status under FEMA and Income Tax Act. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s12-3-q53-explain-the-difference-between-resident-and-ordinarily-resident-vs-resident-but-not-ordinarily-resident/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q53-explain-the-difference-between-resident-and-ordinarily-resident-vs-resident-but-not-ordinarily-resident/ Explain the difference between 'Resident and Ordinarily Resident' vs 'Resident but Not Ordinarily Resident'. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s10-3-q46-understanding-the-tax-scope-differences-between-ror-rnor-and-nr-status/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q46-understanding-the-tax-scope-differences-between-ror-rnor-and-nr-status/ Understanding the tax scope differences between ROR, RNOR, and NR status. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q40-residential-status-for-tax-purposes/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q40-residential-status-for-tax-purposes/ Residential status for tax purposes. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s12-5-q03-taxation-of-other-sums-not-covered-by-specific-exemptions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-5-q03-taxation-of-other-sums-not-covered-by-specific-exemptions/ Taxation of other sums not covered by specific exemptions. Companion read for Section 12.5 — Infrastructure Investment Trust. /posts/investment-adviser2-s15-2-q02-formalities-for-specific-types-of-bequests/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-2-q02-formalities-for-specific-types-of-bequests/ Formalities for specific types of bequests. Companion read for Section 15.2 — Concept of Wills. /posts/investment-adviser2-s11-1-q21-criteria-for-specified-person-under-section-89a/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q21-criteria-for-specified-person-under-section-89a/ Criteria for 'specified person' under Section 89A. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s3-4-q01-understanding-the-role-of-overseas-travel-policies/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s3-4-q01-understanding-the-role-of-overseas-travel-policies/ Understanding the role of overseas travel policies. Companion read for Section 3.4 — Global coverage for different General Insurance Products. /posts/investment-adviser2-s7-6-q01-taxation-of-allowances-under-the-two-regimes/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q01-taxation-of-allowances-under-the-two-regimes/ Taxation of allowances under the two regimes. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s10-3-q17-explain-deposit-limits-and-premature-withdrawal-penalties-for-scss/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q17-explain-deposit-limits-and-premature-withdrawal-penalties-for-scss/ Explain deposit limits and premature withdrawal penalties for SCSS. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s5-3-q17-maturity-and-extension-rules-for-scss/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q17-maturity-and-extension-rules-for-scss/ Maturity and extension rules for SCSS. Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s11-6-q10-overview-of-regulatory-compliance-requirements/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-6-q10-overview-of-regulatory-compliance-requirements/ Overview of regulatory compliance requirements. Companion read for Section 11.6 — Tax Treatment of Mutual Funds. /posts/investment-adviser2-s12-6-q04-exemptions-available-under-section-10-4d/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-6-q04-exemptions-available-under-section-10-4d/ Exemptions available under Section 10(4D). Companion read for Section 12.6 — Alternative Investment Funds. /posts/investment-adviser2-s13-1-q02-tax-rates-under-section-112a/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-1-q02-tax-rates-under-section-112a/ Tax rates under section 112A Companion read for Section 13.1 — Taxation of Bonus Shares. /posts/investment-adviser2-s9-2-q02-application-of-tds-rates-under-section-194/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s9-2-q02-application-of-tds-rates-under-section-194/ Application of TDS rates under Section 194. Companion read for Section 9.2 — Dividend Income. /posts/investment-adviser2-s8-5-q09-exemptions-for-agricultural-land/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-5-q09-exemptions-for-agricultural-land/ Exemptions for agricultural land. Companion read for Section 8.5 — Computation of Capital Gains from Transfers. /posts/investment-adviser2-s7-4-q07-section-6-1a-implications/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-4-q07-section-6-1a-implications/ Section 6(1A) implications. Companion read for Section 7.4 — Residential status. /posts/investment-adviser2-s5-1-q15-sector-specific-financial-regulations/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q15-sector-specific-financial-regulations/ Sector-specific financial regulations. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s13-6-q04-eligibility-of-securities/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-6-q04-eligibility-of-securities/ Eligibility of securities. Companion read for Section 13.6 — Taxation in case of Stock Lending and Borrowing. /posts/investment-adviser2-s10-3-q33-scss-eligibility-criteria/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q33-scss-eligibility-criteria/ SCSS eligibility criteria. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s7-12-q02-understanding-the-limits-of-set-off-provisions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-12-q02-understanding-the-limits-of-set-off-provisions/ Understanding the limits of set-off provisions. Companion read for Section 7.12 — Gross Total Income. /posts/investment-adviser2-s12-2-q06-liquidity-options-are-a-key-feature-of-the-bond-structure/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q06-liquidity-options-are-a-key-feature-of-the-bond-structure/ Liquidity options are a key feature of the bond structure. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s12-2-q16-investment-limits-and-joint-holding-rules/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q16-investment-limits-and-joint-holding-rules/ Investment limits and joint holding rules. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s12-2-q11-tax-differentiation-based-on-the-status-of-the-investor/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q11-tax-differentiation-based-on-the-status-of-the-investor/ Tax differentiation based on the status of the investor. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s14-4-q11-application-of-sharia-in-indian-courts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-4-q11-application-of-sharia-in-indian-courts/ Application of Sharia in Indian courts. Companion read for Section 14.4 — Applicable Laws. /posts/investment-adviser2-s10-5-q02-applicable-tax-slab-rates-for-the-investor/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-5-q02-applicable-tax-slab-rates-for-the-investor/ Applicable tax slab rates for the investor. Companion read for Section 10.5 — Taxation of Market Linked Debentures. /posts/investment-adviser2-s11-11-q04-taxation-at-slab-rates-for-short-term-assets/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-11-q04-taxation-at-slab-rates-for-short-term-assets/ Taxation at slab rates for short-term assets. Companion read for Section 11.11 — Summary of Taxation of Equity Products and Other Capital Assets. /posts/investment-adviser2-s12-3-q19-conditions-for-lump-sum-withdrawals-for-smaller-corpora/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q19-conditions-for-lump-sum-withdrawals-for-smaller-corpora/ Conditions for lump-sum withdrawals for smaller corpora. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s11-1-q06-role-of-chapter-xii-a-for-nris/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q06-role-of-chapter-xii-a-for-nris/ Role of Chapter XII-A for NRIs. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s12-3-q56-explain-the-set-off-rules-for-speculative-business-losses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q56-explain-the-set-off-rules-for-speculative-business-losses/ Explain the set-off rules for speculative business losses. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s12-4-q07-review-other-spv-income-types/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-4-q07-review-other-spv-income-types/ Review other SPV income types. Companion read for Section 12.4 — Real Estate Investment Trust. /posts/investment-adviser2-s11-2-q07-stamp-duty-implications/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-2-q07-stamp-duty-implications/ Stamp duty implications. Companion read for Section 11.2 — Listed Equity Shares. /posts/investment-adviser2-s15-4-q01-impact-of-specific-acts-on-beneficiary-rights/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-4-q01-impact-of-specific-acts-on-beneficiary-rights/ Impact of specific Acts on beneficiary rights. Companion read for Section 15.4 — Gifts, Joint Holding and Nominations. /posts/investment-adviser2-s12-4-q04-distinguish-between-stt-and-non-stt-scenarios/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-4-q04-distinguish-between-stt-and-non-stt-scenarios/ Distinguish between STT and non-STT scenarios. Companion read for Section 12.4 — Real Estate Investment Trust. /posts/investment-adviser2-s12-1-q05-application-of-stt-on-capital-gains/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-1-q05-application-of-stt-on-capital-gains/ Application of STT on capital gains. Companion read for Section 12.1 — Taxation of Employees Stock Option Plan. /posts/investment-adviser2-s15-2-q18-differences-between-succession-certificate-and-legal-heir-certificate/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-2-q18-differences-between-succession-certificate-and-legal-heir-certificate/ Differences between Succession Certificate and Legal Heir Certificate. Companion read for Section 15.2 — Concept of Wills. /posts/investment-adviser2-s14-4-q04-hierarchy-of-inheritance-agnates-vs-cognates/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-4-q04-hierarchy-of-inheritance-agnates-vs-cognates/ Hierarchy of inheritance: Agnates vs. Cognates. Companion read for Section 14.4 — Applicable Laws. /posts/investment-adviser2-s14-4-q01-class-ii-heirs-are-only-considered-if-no-class-i-heirs-are-present/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-4-q01-class-ii-heirs-are-only-considered-if-no-class-i-heirs-are-present/ Class II heirs are only considered if no Class I heirs are present. Companion read for Section 14.4 — Applicable Laws. /posts/investment-adviser2-s14-4-q12-formal-vs-informal-wills/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-4-q12-formal-vs-informal-wills/ Formal vs. Informal Wills. Companion read for Section 14.4 — Applicable Laws. /posts/investment-adviser2-s11-2-q04-impact-of-surcharges-on-high-income-earners/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-2-q04-impact-of-surcharges-on-high-income-earners/ Impact of surcharges on high-income earners. Companion read for Section 11.2 — Listed Equity Shares. /posts/investment-adviser2-s16-1-q02-the-impact-of-systematic-biases-on-portfolio-diversification/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s16-1-q02-the-impact-of-systematic-biases-on-portfolio-diversification/ The impact of systematic biases on portfolio diversification. Companion read for Section 16.1 — Behavioural Finance versus Standard Finance. /posts/investment-adviser2-s13-1-q05-applicable-tax-rates/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-1-q05-applicable-tax-rates/ Applicable tax rates Companion read for Section 13.1 — Taxation of Bonus Shares. /posts/investment-adviser2-s11-7-q02-thresholds-for-mandatory-tax-audits/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-7-q02-thresholds-for-mandatory-tax-audits/ Thresholds for mandatory tax audits. Companion read for Section 11.7 — Tax Treatment of Derivatives. /posts/investment-adviser2-s7-6-q16-classification-of-categories-of-house-property-self-occupied-let-out-and-deemed-let-out/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q16-classification-of-categories-of-house-property-self-occupied-let-out-and-deemed-let-out/ Classification of categories of house property: self-occupied, let-out, and deemed let-out. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s7-11-q01-understanding-the-interaction-between-slab-rates-and-marginal-relief/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-11-q01-understanding-the-interaction-between-slab-rates-and-marginal-relief/ Understanding the interaction between slab rates and marginal relief. Companion read for Section 7.11 — Rebate under section 87A. /posts/investment-adviser2-s11-2-q05-differences-in-taxation-for-non-residents/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-2-q05-differences-in-taxation-for-non-residents/ Differences in taxation for non-residents. Companion read for Section 11.2 — Listed Equity Shares. /posts/investment-adviser2-s5-1-q09-managing-tax-liabilities-in-savings-portfolios/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q09-managing-tax-liabilities-in-savings-portfolios/ Managing tax liabilities in savings portfolios. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s11-7-q04-conditions-for-setting-off-losses-against-other-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-7-q04-conditions-for-setting-off-losses-against-other-income/ Conditions for setting off losses against other income. Companion read for Section 11.7 — Tax Treatment of Derivatives. /posts/investment-adviser2-s7-15-q03-the-mechanism-of-tax-credits/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-15-q03-the-mechanism-of-tax-credits/ The mechanism of tax credits. Companion read for Section 7.15 — Double Tax Avoidance Agreement. /posts/investment-adviser2-s11-9-q02-understanding-the-interaction-between-different-income-heads-and-deduction-availability/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-9-q02-understanding-the-interaction-between-different-income-heads-and-deduction-availability/ Understanding the interaction between different income heads and deduction availability. Companion read for Section 11.9 — Benefits not allowed from Capital Gains. /posts/investment-adviser2-s11-8-q02-considering-how-investors-might-structure-portfolios-to-remain-compliant-while-still-seeking-tax-efficiency/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-8-q02-considering-how-investors-might-structure-portfolios-to-remain-compliant-while-still-seeking-tax-efficiency/ Considering how investors might structure portfolios to remain compliant while still seeking tax efficiency. Companion read for Section 11.8 — Bonus Stripping. /posts/investment-adviser2-s10-3-q02-taxability-of-dividends-for-non-resident-investors/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q02-taxability-of-dividends-for-non-resident-investors/ Taxability of dividends for non-resident investors. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-2-q16-taxation-of-non-resident-unit-holders/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q16-taxation-of-non-resident-unit-holders/ Taxation of non-resident unit holders. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s10-2-q04-this-provision-is-specific-to-funds-with-65-or-more-in-debt-instruments/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q04-this-provision-is-specific-to-funds-with-65-or-more-in-debt-instruments/ This provision is specific to funds with 65% or more in debt instruments. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s15-5-q01-tax-implications-of-alternative-transfer-methods/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-5-q01-tax-implications-of-alternative-transfer-methods/ Tax implications of alternative transfer methods. Companion read for Section 15.5 — Family Settlement. /posts/investment-adviser2-s5-1-q04-tax-compliance-for-early-withdrawals/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q04-tax-compliance-for-early-withdrawals/ Tax compliance for early withdrawals. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s2-7-q02-understand-the-tax-implications-of-high-premium-insurance-policies/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-7-q02-understand-the-tax-implications-of-high-premium-insurance-policies/ Understand the tax implications of high-premium insurance policies. Companion read for Section 2.7 — Criteria to evaluate various life insurance products. /posts/investment-adviser2-s2-3-q09-the-impact-of-finance-act-2021-on-insurance/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-3-q09-the-impact-of-finance-act-2021-on-insurance/ The impact of Finance Act 2021 on insurance. Companion read for Section 2.3 — Types of Life Insurance Products. /posts/investment-adviser2-s13-8-q03-tax-implications-of-unit-transfers/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-8-q03-tax-implications-of-unit-transfers/ Tax implications of unit transfers. Companion read for Section 13.8 — Taxation in case of Segregated Portfolios of Mutual Funds. /posts/investment-adviser2-s12-8-q01-understanding-the-taxability-of-proceeds-when-thresholds-are-breached/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-8-q01-understanding-the-taxability-of-proceeds-when-thresholds-are-breached/ Understanding the taxability of proceeds when thresholds are breached. Companion read for Section 12.8 — Tax aspects of Life Insurance Products. /posts/investment-adviser2-s10-7-q03-taxation-of-secondary-market-transactions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-7-q03-taxation-of-secondary-market-transactions/ Taxation of secondary market transactions. Companion read for Section 10.7 — Summary of Taxation of Debt Products. /posts/investment-adviser2-s8-2-q01-understanding-tax-treatment-for-depreciable-vs-non-depreciable-assets/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-2-q01-understanding-tax-treatment-for-depreciable-vs-non-depreciable-assets/ Understanding tax treatment for depreciable vs non-depreciable assets. Companion read for Section 8.2 — Capital asset. /posts/investment-adviser2-s7-4-q05-tax-liability-of-ror-vs-nor/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-4-q05-tax-liability-of-ror-vs-nor/ Tax liability of ROR vs NOR. Companion read for Section 7.4 — Residential status. /posts/investment-adviser2-s11-2-q01-understanding-the-tax-consequences-of-the-fifo-method/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-2-q01-understanding-the-tax-consequences-of-the-fifo-method/ Understanding the tax consequences of the FIFO method. Companion read for Section 11.2 — Listed Equity Shares. /posts/investment-adviser2-s11-1-q16-understanding-the-distinction-between-general-g-secs-and-specifically-notified-savings-bonds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q16-understanding-the-distinction-between-general-g-secs-and-specifically-notified-savings-bonds/ Understanding the distinction between general G-Secs and specifically notified savings bonds. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s11-5-q01-the-next-step-is-applying-the-correct-tax-rate-to-the-resulting-gain/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-5-q01-the-next-step-is-applying-the-correct-tax-rate-to-the-resulting-gain/ The next step is applying the correct tax rate to the resulting gain. Companion read for Section 11.5 — Tax Treatment of Shares Warrants. /posts/investment-adviser2-s10-2-q19-tax-implications-of-debt-oriented-hybrid-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q19-tax-implications-of-debt-oriented-hybrid-funds/ Tax implications of debt-oriented hybrid funds. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s7-16-q01-analyzing-how-shifting-tax-regimes-impacts-long-term-investment-liquidity/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-16-q01-analyzing-how-shifting-tax-regimes-impacts-long-term-investment-liquidity/ Analyzing how shifting tax regimes impacts long-term investment liquidity. Companion read for Section 7.16 — Taxation Regime. /posts/investment-adviser2-s7-6-q13-comparison-of-regime-benefits/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q13-comparison-of-regime-benefits/ Comparison of regime benefits. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s10-3-q29-explain-the-concept-of-eee-eet-and-ete-taxation-categories/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q29-explain-the-concept-of-eee-eet-and-ete-taxation-categories/ Explain the concept of 'EEE', 'EET', and 'ETE' taxation categories. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s7-4-q04-ror-vs-nor-criteria/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-4-q04-ror-vs-nor-criteria/ ROR vs NOR criteria. Companion read for Section 7.4 — Residential status. /posts/investment-adviser2-s7-10-q01-understanding-the-shift-in-policy-toward-simplified-tax-structures/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-10-q01-understanding-the-shift-in-policy-toward-simplified-tax-structures/ Understanding the shift in policy toward simplified tax structures. Companion read for Section 7.10 — Deductions under Chapter VI-A. /posts/investment-adviser2-s11-3-q02-impact-of-tax-slab-changes-on-overall-portfolio-returns/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-3-q02-impact-of-tax-slab-changes-on-overall-portfolio-returns/ Impact of tax slab changes on overall portfolio returns. Companion read for Section 11.3 — Tax Treatment of Unlisted Equity Shares. /posts/investment-adviser2-s7-12-q01-application-of-tax-slabs-on-total-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-12-q01-application-of-tax-slabs-on-total-income/ Application of tax slabs on Total Income. Companion read for Section 7.12 — Gross Total Income. /posts/investment-adviser2-s7-13-q02-tax-rate-application-on-the-resulting-total-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-13-q02-tax-rate-application-on-the-resulting-total-income/ Tax rate application on the resulting Total Income. Companion read for Section 7.13 — Total Income. /posts/investment-adviser2-s12-3-q02-understanding-tax-limits-is-critical-for-efficient-financial-planning/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q02-understanding-tax-limits-is-critical-for-efficient-financial-planning/ Understanding tax limits is critical for efficient financial planning. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s5-3-q04-tds-implications-on-quarterly-interest-credits/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q04-tds-implications-on-quarterly-interest-credits/ TDS implications on quarterly interest credits. Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s14-4-q05-the-impact-of-sharia-on-testamentary-freedom/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-4-q05-the-impact-of-sharia-on-testamentary-freedom/ The impact of Sharia on testamentary freedom. Companion read for Section 14.4 — Applicable Laws. /posts/investment-adviser2-s15-5-q14-role-of-wills-under-these-acts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-5-q14-role-of-wills-under-these-acts/ Role of Wills under these acts. Companion read for Section 15.5 — Family Settlement. /posts/investment-adviser2-s10-2-q06-this-gain-is-then-subject-to-the-12-5-tax-rate-for-listed-bonds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q06-this-gain-is-then-subject-to-the-12-5-tax-rate-for-listed-bonds/ This gain is then subject to the 12.5% tax rate for listed bonds. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s2-5-q02-analyzing-the-impact-of-the-2015-insurance-act-amendments-on-beneficiary-rights/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-5-q02-analyzing-the-impact-of-the-2015-insurance-act-amendments-on-beneficiary-rights/ Analyzing the impact of the 2015 Insurance Act amendments on beneficiary rights. Companion read for Section 2.5 — Insurance under Married Women’s Property Act (MWPA). /posts/investment-adviser2-s11-6-q09-the-65-threshold-for-direct-equity-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-6-q09-the-65-threshold-for-direct-equity-funds/ The 65% threshold for direct equity funds. Companion read for Section 11.6 — Tax Treatment of Mutual Funds. /posts/investment-adviser2-s12-3-q39-ups-assured-payout-conditions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q39-ups-assured-payout-conditions/ UPS assured payout conditions. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s12-2-q19-tier-i-and-tier-ii-account-structures-in-nps/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q19-tier-i-and-tier-ii-account-structures-in-nps/ Tier I and Tier II account structures in NPS. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s15-8-q01-understanding-the-limits-of-agency/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-8-q01-understanding-the-limits-of-agency/ Understanding the limits of agency. Companion read for Section 15.8 — Powers of Attorney. /posts/investment-adviser2-s11-1-q01-understanding-cash-system-implications/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q01-understanding-cash-system-implications/ Understanding cash system implications. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s10-3-q44-clubbing-of-income-provisions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q44-clubbing-of-income-provisions/ Clubbing of income provisions. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s12-6-q03-tax-treatment-of-historical-losses-before-2019/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-6-q03-tax-treatment-of-historical-losses-before-2019/ Tax treatment of historical losses before 2019. Companion read for Section 12.6 — Alternative Investment Funds. /posts/investment-adviser2-s11-11-q02-impact-of-exceeding-the-exemption-threshold/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-11-q02-impact-of-exceeding-the-exemption-threshold/ Impact of exceeding the exemption threshold. Companion read for Section 11.11 — Summary of Taxation of Equity Products and Other Capital Assets. /posts/investment-adviser2-s15-2-q15-accountability-of-estate-executors/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-2-q15-accountability-of-estate-executors/ Accountability of estate executors. Companion read for Section 15.2 — Concept of Wills. /posts/investment-adviser2-s12-3-q24-five-heads-of-income-classification/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q24-five-heads-of-income-classification/ Five heads of income classification. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s14-4-q03-the-role-of-the-1925-act-in-general-succession/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-4-q03-the-role-of-the-1925-act-in-general-succession/ The role of the 1925 Act in general succession. Companion read for Section 14.4 — Applicable Laws. /posts/investment-adviser2-s13-10-q15-the-process-is-now-legally-active/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-10-q15-the-process-is-now-legally-active/ The process is now legally active. Companion read for Section 13.10 — Taxation in case of winding up of Mutual Funds. /posts/investment-adviser2-s12-3-q36-analyzing-age-50-allocations/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q36-analyzing-age-50-allocations/ Analyzing Age 50 allocations. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s14-4-q06-limitations-of-this-act-regarding-agency-and-pre-nuptial-debts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-4-q06-limitations-of-this-act-regarding-agency-and-pre-nuptial-debts/ Limitations of this act regarding agency and pre-nuptial debts. Companion read for Section 14.4 — Applicable Laws. /posts/investment-adviser2-s11-2-q02-taxation-threshold-for-ltcg/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-2-q02-taxation-threshold-for-ltcg/ Taxation threshold for LTCG. Companion read for Section 11.2 — Listed Equity Shares. /posts/investment-adviser2-s10-3-q05-conditions-for-short-term-capital-gains-calculation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q05-conditions-for-short-term-capital-gains-calculation/ Conditions for short-term capital gains calculation. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s1-4-q10-exceptions-to-the-health-insurance-moratorium-such-as-fraud/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-4-q10-exceptions-to-the-health-insurance-moratorium-such-as-fraud/ Exceptions to the health insurance moratorium, such as fraud. Companion read for Section 1.4 — Concepts in Insurance. /posts/investment-adviser2-s8-5-q04-long-term-tax-rates/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-5-q04-long-term-tax-rates/ Long-term tax rates. Companion read for Section 8.5 — Computation of Capital Gains from Transfers. /posts/investment-adviser2-s10-3-q10-taxation-of-capital-gains-for-debt-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q10-taxation-of-capital-gains-for-debt-funds/ Taxation of capital gains for debt funds. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s15-6-q08-exceptions-to-the-rule-against-perpetuity/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q08-exceptions-to-the-rule-against-perpetuity/ Exceptions to the rule against perpetuity. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s8-5-q02-impact-of-indexation-on-older-assets/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-5-q02-impact-of-indexation-on-older-assets/ Impact of indexation on older assets. Companion read for Section 8.5 — Computation of Capital Gains from Transfers. /posts/investment-adviser2-s1-4-q06-circumstances-under-which-contribution-is-triggered/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-4-q06-circumstances-under-which-contribution-is-triggered/ Circumstances under which contribution is triggered. Companion read for Section 1.4 — Concepts in Insurance. /posts/investment-adviser2-s15-1-q01-the-next-section-will-explore-the-specific-legal-requirements-and-limitations-of-the-probate-process/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-1-q01-the-next-section-will-explore-the-specific-legal-requirements-and-limitations-of-the-probate-process/ The next section will explore the specific legal requirements and limitations of the probate process. Companion read for Section 15.1 — Tools for Estate Planning. /posts/investment-adviser2-s13-10-q12-the-procedure-is-clearly-codified/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-10-q12-the-procedure-is-clearly-codified/ The procedure is clearly codified. Companion read for Section 13.10 — Taxation in case of winding up of Mutual Funds. /posts/investment-adviser2-s12-3-q01-understanding-the-regulatory-framework-helps-in-recognizing-the-safety-and-structure-of-the-scheme/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q01-understanding-the-regulatory-framework-helps-in-recognizing-the-safety-and-structure-of-the-scheme/ Understanding the regulatory framework helps in recognizing the safety and structure of the scheme. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s15-6-q09-the-process-of-revoking-a-trust/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q09-the-process-of-revoking-a-trust/ The process of revoking a trust. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s4-3-q04-risk-return-trade-off-during-retirement-phases/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-3-q04-risk-return-trade-off-during-retirement-phases/ Risk-return trade-off during retirement phases. Companion read for Section 4.3 — Retirement Planning. /posts/investment-adviser2-s12-3-q34-understanding-the-role-of-pension-fund-managers/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q34-understanding-the-role-of-pension-fund-managers/ Understanding the role of Pension Fund Managers. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s15-7-q02-transitioning-from-natural-guardianship-to-court-appointed-guardianship/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-7-q02-transitioning-from-natural-guardianship-to-court-appointed-guardianship/ Transitioning from natural guardianship to court-appointed guardianship. Companion read for Section 15.7 — Guardianship. /posts/investment-adviser2-s11-1-q07-types-of-government-securities/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q07-types-of-government-securities/ Types of government securities. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s2-3-q07-understanding-group-insurance-benefits/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-3-q07-understanding-group-insurance-benefits/ Understanding group insurance benefits. Companion read for Section 2.3 — Types of Life Insurance Products. /posts/investment-adviser2-s12-3-q16-taxation-of-nps-tier-ii-accounts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q16-taxation-of-nps-tier-ii-accounts/ Taxation of NPS Tier II accounts. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s11-6-q05-impact-of-stt-on-the-tax-rate-applied/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-6-q05-impact-of-stt-on-the-tax-rate-applied/ Impact of STT on the tax rate applied. Companion read for Section 11.6 — Tax Treatment of Mutual Funds. /posts/investment-adviser2-s7-4-q01-taxation-of-huf-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-4-q01-taxation-of-huf-income/ Taxation of HUF income. Companion read for Section 7.4 — Residential status. /posts/investment-adviser2-s15-6-q16-understanding-the-tax-implications-of-such-mixed-structures/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q16-understanding-the-tax-implications-of-such-mixed-structures/ Understanding the tax implications of such mixed structures. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s10-2-q18-distinction-between-listed-and-unlisted-mutual-fund-taxation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q18-distinction-between-listed-and-unlisted-mutual-fund-taxation/ Distinction between listed and unlisted mutual fund taxation. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s15-6-q02-taxation-of-private-vs-public-trusts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q02-taxation-of-private-vs-public-trusts/ Taxation of private vs public trusts. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s7-1-q01-the-next-section-will-explore-the-specific-distinction-between-capital-gains-and-business-income-classifications/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-1-q01-the-next-section-will-explore-the-specific-distinction-between-capital-gains-and-business-income-classifications/ The next section will explore the specific distinction between capital gains and business income classifications. Companion read for Section 7.1 — Framework. /posts/investment-adviser2-s12-2-q22-taxability-of-pension-income-received-from-nps/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q22-taxability-of-pension-income-received-from-nps/ Taxability of pension income received from NPS. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s15-4-q02-tax-implications-of-asset-management/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-4-q02-tax-implications-of-asset-management/ Tax implications of asset management. Companion read for Section 15.4 — Gifts, Joint Holding and Nominations. /posts/investment-adviser2-s12-5-q02-tax-treatment-of-unlisted-units/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-5-q02-tax-treatment-of-unlisted-units/ Tax treatment of unlisted units. Companion read for Section 12.5 — Infrastructure Investment Trust. /posts/investment-adviser2-s10-2-q17-taxation-of-capital-gains-for-smfs/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q17-taxation-of-capital-gains-for-smfs/ Taxation of capital gains for SMFs. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s5-1-q27-taxation-of-employer-contributions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q27-taxation-of-employer-contributions/ Taxation of employer contributions. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s8-3-q01-taxation-of-depreciable-assets/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-3-q01-taxation-of-depreciable-assets/ Taxation of depreciable assets. Companion read for Section 8.3 — Types of Capital Asset. /posts/investment-adviser2-s12-3-q33-taxability-of-annuity-payments/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q33-taxability-of-annuity-payments/ Taxability of annuity payments. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s10-2-q12-short-term-capital-gains-are-added-to-total-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q12-short-term-capital-gains-are-added-to-total-income/ Short-term capital gains are added to total income. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s8-5-q10-timing-of-indexation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-5-q10-timing-of-indexation/ Timing of indexation. Companion read for Section 8.5 — Computation of Capital Gains from Transfers. /posts/investment-adviser2-s7-6-q17-the-limit-of-two-houses-for-the-self-occupied-status/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q17-the-limit-of-two-houses-for-the-self-occupied-status/ The limit of two houses for the self-occupied status. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s10-2-q05-g-secs-range-from-short-term-t-bills-to-long-term-dated-securities/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q05-g-secs-range-from-short-term-t-bills-to-long-term-dated-securities/ G-Secs range from short-term T-Bills to long-term dated securities. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s14-5-q02-the-consequences-of-failing-to-clear-dues-before-attempting-title-transfers/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-5-q02-the-consequences-of-failing-to-clear-dues-before-attempting-title-transfers/ The consequences of failing to clear dues before attempting title transfers. Companion read for Section 14.5 — Mutation. /posts/investment-adviser2-s3-4-q03-assessing-university-mandated-insurance-conditions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s3-4-q03-assessing-university-mandated-insurance-conditions/ Assessing university-mandated insurance conditions. Companion read for Section 3.4 — Global coverage for different General Insurance Products. /posts/investment-adviser2-s2-4-q01-understanding-the-rights-of-nominees-vs-assignees/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-4-q01-understanding-the-rights-of-nominees-vs-assignees/ Understanding the rights of nominees vs. assignees. Companion read for Section 2.4 — Facilities available under Life Insurance Policies. /posts/investment-adviser2-s1-4-q04-legal-status-of-nominees-in-bank-accounts-vs-insurance/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-4-q04-legal-status-of-nominees-in-bank-accounts-vs-insurance/ Legal status of nominees in bank accounts vs. insurance. Companion read for Section 1.4 — Concepts in Insurance. /posts/investment-adviser2-s10-2-q02-taxation-of-dividend-income-for-non-residents-differs-as-no-deductions-are-permitted/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q02-taxation-of-dividend-income-for-non-residents-differs-as-no-deductions-are-permitted/ Taxation of dividend income for non-residents differs as no deductions are permitted. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s12-3-q05-understanding-employer-side-benefits-helps-in-salary-structuring/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q05-understanding-employer-side-benefits-helps-in-salary-structuring/ Understanding employer-side benefits helps in salary structuring. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s11-1-q09-impact-of-dtaa-on-dividend-rates/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q09-impact-of-dtaa-on-dividend-rates/ Impact of DTAA on dividend rates. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s10-4-q04-evaluating-dtaa-vs-domestic-law/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-4-q04-evaluating-dtaa-vs-domestic-law/ Evaluating DTAA vs domestic law. Companion read for Section 10.4 — Taxation of Non-residents. /posts/investment-adviser2-s5-3-q20-diversification-benefits-of-laddering-across-different-banks-or-issuers/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q20-diversification-benefits-of-laddering-across-different-banks-or-issuers/ Diversification benefits of laddering across different banks or issuers. Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s1-4-q09-optimal-deductible-strategy-for-health-insurance/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-4-q09-optimal-deductible-strategy-for-health-insurance/ Optimal deductible strategy for health insurance. Companion read for Section 1.4 — Concepts in Insurance. /posts/investment-adviser2-s3-2-q06-evaluating-the-cost-effectiveness-of-single-large-policies-versus-multiple-layers/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s3-2-q06-evaluating-the-cost-effectiveness-of-single-large-policies-versus-multiple-layers/ Evaluating the cost-effectiveness of single large policies versus multiple layers. Companion read for Section 3.2 — Benefits and Limitations of having multiple Insurance Policies. /posts/investment-adviser2-s12-3-q43-diversification-benefits-of-the-multiple-scheme-framework/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q43-diversification-benefits-of-the-multiple-scheme-framework/ Diversification benefits of the Multiple Scheme Framework. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s11-1-q22-rules-for-re-investment-of-proceeds-under-chapter-xii-a/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q22-rules-for-re-investment-of-proceeds-under-chapter-xii-a/ Rules for re-investment of proceeds under Chapter XII-A. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s10-7-q06-impact-of-holding-period-on-tax-efficiency/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-7-q06-impact-of-holding-period-on-tax-efficiency/ Impact of holding period on tax efficiency. Companion read for Section 10.7 — Summary of Taxation of Debt Products. /posts/investment-adviser2-s10-3-q45-set-off-and-carry-forward-of-losses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q45-set-off-and-carry-forward-of-losses/ Set-off and carry-forward of losses. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-7-q05-taxation-of-long-term-assets/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-7-q05-taxation-of-long-term-assets/ Taxation of long-term assets. Companion read for Section 10.7 — Summary of Taxation of Debt Products. /posts/investment-adviser2-s5-3-q13-planning-for-the-rs-1-25-lakh-annual-exemption/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q13-planning-for-the-rs-1-25-lakh-annual-exemption/ Planning for the Rs 1.25 lakh annual exemption. Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s11-1-q34-exemption-conditions-for-reinvestment-of-long-term-capital-gains-under-chapter-xii-a/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q34-exemption-conditions-for-reinvestment-of-long-term-capital-gains-under-chapter-xii-a/ Exemption conditions for reinvestment of long-term capital gains under Chapter XII-A. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s11-9-q01-taxpayers-must-perform-a-bifurcated-tax-calculation-to-optimize-their-rebate-usage/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-9-q01-taxpayers-must-perform-a-bifurcated-tax-calculation-to-optimize-their-rebate-usage/ Taxpayers must perform a bifurcated tax calculation to optimize their rebate usage. Companion read for Section 11.9 — Benefits not allowed from Capital Gains. /posts/investment-adviser2-s6-1-q02-discussing-how-restructuring-investments-can-potentially-lower-this-tax-burden/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-1-q02-discussing-how-restructuring-investments-can-potentially-lower-this-tax-burden/ Discussing how restructuring investments can potentially lower this tax burden. Companion read for Section 6.1 — Advisor’s role in Retirement Planning. /posts/investment-adviser2-s15-5-q02-implications-of-ownership-structures-on-estate-liquidity/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-5-q02-implications-of-ownership-structures-on-estate-liquidity/ Implications of ownership structures on estate liquidity. Companion read for Section 15.5 — Family Settlement. /posts/investment-adviser2-s2-3-q03-transparency-differences-in-insurance-products/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-3-q03-transparency-differences-in-insurance-products/ Transparency differences in insurance products. Companion read for Section 2.3 — Types of Life Insurance Products. /posts/investment-adviser2-s15-2-q16-conditions-for-bequests-to-charitable-or-religious-institutions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-2-q16-conditions-for-bequests-to-charitable-or-religious-institutions/ Conditions for bequests to charitable or religious institutions. Companion read for Section 15.2 — Concept of Wills. /posts/investment-adviser2-s3-1-q02-exploring-the-portability-of-bonus-benefits-when-changing-vehicles/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s3-1-q02-exploring-the-portability-of-bonus-benefits-when-changing-vehicles/ Exploring the portability of bonus benefits when changing vehicles. Companion read for Section 3.1 — Non-Life Insurance. /posts/investment-adviser2-s7-5-q06-calculating-the-precise-duration-of-stays-for-residential-tests/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-5-q06-calculating-the-precise-duration-of-stays-for-residential-tests/ Calculating the precise duration of stays for residential tests. Companion read for Section 7.5 — Scope of Income. /posts/investment-adviser2-s10-2-q15-these-definitions-help-investors-predict-tax-outcomes/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q15-these-definitions-help-investors-predict-tax-outcomes/ These definitions help investors predict tax outcomes. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s11-4-q02-comparison-with-indexation-benefits/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-4-q02-comparison-with-indexation-benefits/ Comparison with indexation benefits. Companion read for Section 11.4 — Tax Treatment of Preference Shares. /posts/investment-adviser2-s6-2-q12-financial-health-during-transitions-defines-long-term-success/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-2-q12-financial-health-during-transitions-defines-long-term-success/ Financial health during transitions defines long-term success. Companion read for Section 6.2 — Calculations for Retirement Planning. /posts/investment-adviser2-s6-2-q04-maintaining-service-history-avoids-cascading-tax-liabilities/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-2-q04-maintaining-service-history-avoids-cascading-tax-liabilities/ Maintaining service history avoids cascading tax liabilities. Companion read for Section 6.2 — Calculations for Retirement Planning. /posts/investment-adviser2-s2-3-q13-concluding-summary-of-financial-product-selection/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-3-q13-concluding-summary-of-financial-product-selection/ Concluding summary of financial product selection. Companion read for Section 2.3 — Types of Life Insurance Products. /posts/investment-adviser2-s13-10-q09-this-confirms-the-proportional-distribution-mandate/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-10-q09-this-confirms-the-proportional-distribution-mandate/ This confirms the proportional distribution mandate. Companion read for Section 13.10 — Taxation in case of winding up of Mutual Funds. /posts/investment-adviser2-s3-1-q07-evaluating-the-inclusion-of-valuables-through-add-ons/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s3-1-q07-evaluating-the-inclusion-of-valuables-through-add-ons/ Evaluating the inclusion of valuables through add-ons. Companion read for Section 3.1 — Non-Life Insurance. /posts/investment-adviser2-s1-3-q03-establishing-interest-in-non-blood-relationships/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-3-q03-establishing-interest-in-non-blood-relationships/ Establishing interest in non-blood relationships. Companion read for Section 1.3 — Fundamental Principles of Insurance. /posts/investment-adviser2-s15-2-q09-proving-the-intention-of-a-testator/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-2-q09-proving-the-intention-of-a-testator/ Proving the intention of a testator. Companion read for Section 15.2 — Concept of Wills. /posts/investment-adviser2-s6-2-q02-future-value-of-money-dictates-the-need-for-higher-future-corpuses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-2-q02-future-value-of-money-dictates-the-need-for-higher-future-corpuses/ Future value of money dictates the need for higher future corpuses. Companion read for Section 6.2 — Calculations for Retirement Planning. /posts/investment-adviser2-s1-2-q04-measuring-financial-loss/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-2-q04-measuring-financial-loss/ Measuring financial loss. Companion read for Section 1.2 — Need for Insurance. /posts/investment-adviser2-s6-2-q11-longevity-risk-is-a-critical-variable-in-comprehensive-planning/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-2-q11-longevity-risk-is-a-critical-variable-in-comprehensive-planning/ Longevity risk is a critical variable in comprehensive planning. Companion read for Section 6.2 — Calculations for Retirement Planning. /posts/investment-adviser2-s1-5-q02-analyzing-the-impact-of-income-shocks-on-financial-goals/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-5-q02-analyzing-the-impact-of-income-shocks-on-financial-goals/ Analyzing the impact of income shocks on financial goals. Companion read for Section 1.5 — Role of Insurance in Personal Finance. /posts/investment-adviser2-s4-3-q03-estimating-the-retirement-corpus-size/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-3-q03-estimating-the-retirement-corpus-size/ Estimating the retirement corpus size. Companion read for Section 4.3 — Retirement Planning. /posts/investment-adviser2-s15-2-q08-when-to-use-a-codicil-versus-a-new-will/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-2-q08-when-to-use-a-codicil-versus-a-new-will/ When to use a Codicil versus a new Will. Companion read for Section 15.2 — Concept of Wills. /posts/investment-adviser2-s2-2-q03-asset-deduction-impact/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-2-q03-asset-deduction-impact/ Asset deduction impact. Companion read for Section 2.2 — Life Insurance Needs Analysis. /posts/investment-adviser2-s7-6-q11-deduction-of-municipal-taxes/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q11-deduction-of-municipal-taxes/ Deduction of municipal taxes. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s10-3-q38-retirement-planning-calculations/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q38-retirement-planning-calculations/ Retirement planning calculations. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s6-2-q01-understanding-expense-composition-is-vital-for-accurate-pv-calculations/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-2-q01-understanding-expense-composition-is-vital-for-accurate-pv-calculations/ Understanding expense composition is vital for accurate PV calculations. Companion read for Section 6.2 — Calculations for Retirement Planning. /posts/investment-adviser2-s4-4-q01-understanding-net-cash-flow-needs-versus-gross-salary-replacement/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-4-q01-understanding-net-cash-flow-needs-versus-gross-salary-replacement/ Understanding net cash flow needs versus gross salary replacement. Companion read for Section 4.4 — Estimating Retirement Corpus. /posts/investment-adviser2-s13-8-q02-adjusting-the-main-portfolio-cost-base/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-8-q02-adjusting-the-main-portfolio-cost-base/ Adjusting the main portfolio cost base. Companion read for Section 13.8 — Taxation in case of Segregated Portfolios of Mutual Funds. /posts/investment-adviser2-s15-6-q24-registration-act-requirements-for-immovable-property/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q24-registration-act-requirements-for-immovable-property/ Registration Act requirements for immovable property. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s15-8-q03-registration-requirements-for-property-transactions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-8-q03-registration-requirements-for-property-transactions/ Registration requirements for property transactions. Companion read for Section 15.8 — Powers of Attorney. /posts/investment-adviser2-s13-10-q11-this-is-one-of-the-three-legal-methods-for-initiating-winding-up/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-10-q11-this-is-one-of-the-three-legal-methods-for-initiating-winding-up/ This is one of the three legal methods for initiating winding up. Companion read for Section 13.10 — Taxation in case of winding up of Mutual Funds. /posts/investment-adviser2-s8-4-q04-the-impact-of-regulatory-oversight-on-tax-characterization/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-4-q04-the-impact-of-regulatory-oversight-on-tax-characterization/ The impact of regulatory oversight on tax characterization. Companion read for Section 8.4 — Transfer of Capital Asset. /posts/investment-adviser2-s10-2-q14-reporting-correctly-prevents-double-taxation-issues/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q14-reporting-correctly-prevents-double-taxation-issues/ Reporting correctly prevents double taxation issues. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s7-4-q03-implications-of-residential-status/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-4-q03-implications-of-residential-status/ Implications of residential status. Companion read for Section 7.4 — Residential status. /posts/investment-adviser2-s5-3-q14-considering-the-impact-on-long-term-estate-value/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q14-considering-the-impact-on-long-term-estate-value/ Considering the impact on long-term estate value. Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s5-3-q06-estate-planning-implications-for-heirs/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q06-estate-planning-implications-for-heirs/ Estate planning implications for heirs. Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s5-1-q28-risk-management-in-pension-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q28-risk-management-in-pension-funds/ Risk management in pension funds. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s13-10-q04-sebi-oversight-is-pervasive-throughout-the-lifecycle/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-10-q04-sebi-oversight-is-pervasive-throughout-the-lifecycle/ SEBI oversight is pervasive throughout the lifecycle. Companion read for Section 13.10 — Taxation in case of winding up of Mutual Funds. /posts/investment-adviser2-s12-2-q15-this-concludes-the-understanding-of-secondary-market-transaction-mechanics/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q15-this-concludes-the-understanding-of-secondary-market-transaction-mechanics/ This concludes the understanding of secondary market transaction mechanics. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s4-5-q01-understanding-the-role-of-irrevocable-trusts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-5-q01-understanding-the-role-of-irrevocable-trusts/ Understanding the role of irrevocable trusts. Companion read for Section 4.5 — Superannuation Benefits to Employees. /posts/investment-adviser2-s7-6-q20-presumptive-taxation-schemes/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q20-presumptive-taxation-schemes/ Presumptive taxation schemes. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s12-2-q01-understanding-the-issuance-authority-helps-clarify-the-sovereign-nature-of-the-bond/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q01-understanding-the-issuance-authority-helps-clarify-the-sovereign-nature-of-the-bond/ Understanding the issuance authority helps clarify the sovereign nature of the bond. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s10-2-q11-government-securities-are-designed-for-institutional-and-retail-stability/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q11-government-securities-are-designed-for-institutional-and-retail-stability/ Government securities are designed for institutional and retail stability. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s13-6-q05-summary-of-benefits/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-6-q05-summary-of-benefits/ Summary of benefits. Companion read for Section 13.6 — Taxation in case of Stock Lending and Borrowing. /posts/investment-adviser2-s5-1-q10-strategic-use-of-tier-i-vs-tier-ii/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q10-strategic-use-of-tier-i-vs-tier-ii/ Strategic use of Tier I vs Tier II. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s12-2-q23-none-completion-of-this-set/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q23-none-completion-of-this-set/ None - completion of this set. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s12-2-q03-investment-limits-are-essential-for-compliance-planning/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q03-investment-limits-are-essential-for-compliance-planning/ Investment limits are essential for compliance planning. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s11-6-q06-comparison-with-sip-and-swp/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-6-q06-comparison-with-sip-and-swp/ Comparison with SIP and SWP. Companion read for Section 11.6 — Tax Treatment of Mutual Funds. /posts/investment-adviser2-s8-5-q13-section-54ec-bonds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-5-q13-section-54ec-bonds/ Section 54EC bonds. Companion read for Section 8.5 — Computation of Capital Gains from Transfers. /posts/investment-adviser2-s8-5-q03-exemption-mechanisms-under-the-act/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-5-q03-exemption-mechanisms-under-the-act/ Exemption mechanisms under the Act. Companion read for Section 8.5 — Computation of Capital Gains from Transfers. /posts/investment-adviser2-s11-2-q14-offsetting-capital-losses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-2-q14-offsetting-capital-losses/ Offsetting capital losses. Companion read for Section 11.2 — Listed Equity Shares. /posts/investment-adviser2-s2-4-q02-considering-when-bank-loans-are-actually-preferable-despite-higher-interest/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-4-q02-considering-when-bank-loans-are-actually-preferable-despite-higher-interest/ Considering when bank loans are actually preferable despite higher interest. Companion read for Section 2.4 — Facilities available under Life Insurance Policies. /posts/investment-adviser2-s12-2-q12-tax-planning-requires-attention-to-holding-duration/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q12-tax-planning-requires-attention-to-holding-duration/ Tax planning requires attention to holding duration. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s13-4-q02-understanding-the-tax-treatment-of-exercising-the-right/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-4-q02-understanding-the-tax-treatment-of-exercising-the-right/ Understanding the tax treatment of exercising the right. Companion read for Section 13.4 — Taxation of Rights Issues. /posts/investment-adviser2-s13-6-q06-conclusion-of-section/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-6-q06-conclusion-of-section/ Conclusion of section. Companion read for Section 13.6 — Taxation in case of Stock Lending and Borrowing. /posts/investment-adviser2-s1-7-q02-analyzing-cost-benefit-of-insurance-duration/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-7-q02-analyzing-cost-benefit-of-insurance-duration/ Analyzing cost-benefit of insurance duration. Companion read for Section 1.7 — Role of Insurance Adviser. /posts/investment-adviser2-s10-3-q37-reverse-mortgage-eligibility/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q37-reverse-mortgage-eligibility/ Reverse Mortgage eligibility. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q25-discuss-the-carry-forward-period-for-different-types-of-capital-losses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q25-discuss-the-carry-forward-period-for-different-types-of-capital-losses/ Discuss the carry-forward period for different types of capital losses. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q54-detailed-rules-for-set-off-and-carry-forward-of-different-types-of-capital-losses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q54-detailed-rules-for-set-off-and-carry-forward-of-different-types-of-capital-losses/ Detailed rules for set-off and carry forward of different types of capital losses. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s7-8-q04-analyze-the-remaining-carry-forward-amounts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-8-q04-analyze-the-remaining-carry-forward-amounts/ Analyze the remaining carry-forward amounts. Companion read for Section 7.8 — Set off and Carry forward of Losses. /posts/investment-adviser2-s7-6-q15-carry-forward-of-house-property-losses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q15-carry-forward-of-house-property-losses/ Carry forward of house property losses. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s5-1-q02-post-retirement-account-management/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q02-post-retirement-account-management/ Post-retirement account management. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s7-8-q02-discuss-the-carry-forward-period-for-speculative-losses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-8-q02-discuss-the-carry-forward-period-for-speculative-losses/ Discuss the carry-forward period for speculative losses. Companion read for Section 7.8 — Set off and Carry forward of Losses. /posts/investment-adviser2-s7-6-q08-carry-forward-of-losses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s7-6-q08-carry-forward-of-losses/ Carry-forward of losses. Companion read for Section 7.6 — Five Heads of Income. /posts/investment-adviser2-s11-7-q08-carry-forward-rules-for-unabsorbed-losses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-7-q08-carry-forward-rules-for-unabsorbed-losses/ Carry forward rules for unabsorbed losses. Companion read for Section 11.7 — Tax Treatment of Derivatives. /posts/investment-adviser2-s11-1-q23-conditions-where-they-might-choose-to-opt-out-of-chapter-xii-a/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q23-conditions-where-they-might-choose-to-opt-out-of-chapter-xii-a/ Conditions where they might choose to opt out of Chapter XII-A. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s3-2-q03-best-practices-in-policy-consolidation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s3-2-q03-best-practices-in-policy-consolidation/ Best practices in policy consolidation. Companion read for Section 3.2 — Benefits and Limitations of having multiple Insurance Policies. /posts/investment-adviser2-s1-7-q03-techniques-for-premium-optimization/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-7-q03-techniques-for-premium-optimization/ Techniques for premium optimization. Companion read for Section 1.7 — Role of Insurance Adviser. /posts/investment-adviser2-s12-1-q07-strategic-importance-of-esops-for-talent-retention/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-1-q07-strategic-importance-of-esops-for-talent-retention/ Strategic importance of ESOPs for talent retention. Companion read for Section 12.1 — Taxation of Employees Stock Option Plan. /posts/investment-adviser2-s2-3-q10-evaluating-standalone-vs-accelerated-riders/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-3-q10-evaluating-standalone-vs-accelerated-riders/ Evaluating standalone vs. accelerated riders. Companion read for Section 2.3 — Types of Life Insurance Products. /posts/investment-adviser2-s3-2-q05-comparing-the-performance-of-different-top-up-structures/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s3-2-q05-comparing-the-performance-of-different-top-up-structures/ Comparing the performance of different top-up structures. Companion read for Section 3.2 — Benefits and Limitations of having multiple Insurance Policies. /posts/investment-adviser2-s5-3-q12-evaluating-annuity-types-for-retirees/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q12-evaluating-annuity-types-for-retirees/ Evaluating annuity types for retirees. Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s8-5-q07-section-54-exemptions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-5-q07-section-54-exemptions/ Section 54 exemptions. Companion read for Section 8.5 — Computation of Capital Gains from Transfers. /posts/investment-adviser2-s10-3-q15-application-of-set-off-rules-to-other-heads-of-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q15-application-of-set-off-rules-to-other-heads-of-income/ Application of set-off rules to other heads of income. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s11-7-q01-impact-on-loss-set-off-rules/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-7-q01-impact-on-loss-set-off-rules/ Impact on loss set-off rules. Companion read for Section 11.7 — Tax Treatment of Derivatives. /posts/investment-adviser2-s12-3-q26-carry-forward-periods-for-different-losses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q26-carry-forward-periods-for-different-losses/ Carry forward periods for different losses. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s11-3-q01-understanding-the-impact-of-the-holding-period-on-tax-liability/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-3-q01-understanding-the-impact-of-the-holding-period-on-tax-liability/ Understanding the impact of the holding period on tax liability. Companion read for Section 11.3 — Tax Treatment of Unlisted Equity Shares. /posts/investment-adviser2-s5-3-q08-strategic-timing-of-account-closures/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q08-strategic-timing-of-account-closures/ Strategic timing of account closures. Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s6-4-q02-timing-of-client-conversations/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-4-q02-timing-of-client-conversations/ Timing of client conversations. Companion read for Section 6.4 — Concept of Philanthropy. /posts/investment-adviser2-s4-1-q03-progression-through-these-phases-ensures-a-structured-approach-to-life-cycle-financial-goals/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-1-q03-progression-through-these-phases-ensures-a-structured-approach-to-life-cycle-financial-goals/ Progression through these phases ensures a structured approach to life-cycle financial goals. Companion read for Section 4.1 — Need for Retirement Planning. /posts/investment-adviser2-s4-3-q09-structuring-the-budget-for-retirement/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-3-q09-structuring-the-budget-for-retirement/ Structuring the budget for retirement. Companion read for Section 4.3 — Retirement Planning. /posts/investment-adviser2-s1-4-q01-application-of-subrogation-in-motor-vehicle-accidents/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-4-q01-application-of-subrogation-in-motor-vehicle-accidents/ Application of subrogation in motor vehicle accidents. Companion read for Section 1.4 — Concepts in Insurance. /posts/investment-adviser2-s15-5-q07-impact-of-capital-gains-tax-on-succession-planning/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-5-q07-impact-of-capital-gains-tax-on-succession-planning/ Impact of capital gains tax on succession planning. Companion read for Section 15.5 — Family Settlement. /posts/investment-adviser2-s6-2-q03-linking-savings-to-income-growth-ensures-goal-attainment/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-2-q03-linking-savings-to-income-growth-ensures-goal-attainment/ Linking savings to income growth ensures goal attainment. Companion read for Section 6.2 — Calculations for Retirement Planning. /posts/investment-adviser2-s4-5-q06-conclusion-of-retirement-planning-basics/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-5-q06-conclusion-of-retirement-planning-basics/ Conclusion of retirement planning basics. Companion read for Section 4.5 — Superannuation Benefits to Employees. /posts/investment-adviser2-s11-1-q35-distinction-between-t-bills-and-dated-government-securities-regarding-taxability/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q35-distinction-between-t-bills-and-dated-government-securities-regarding-taxability/ Distinction between T-Bills and Dated Government Securities regarding taxability. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s11-11-q05-tax-planning-for-high-income-earners/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-11-q05-tax-planning-for-high-income-earners/ Tax planning for high-income earners. Companion read for Section 11.11 — Summary of Taxation of Equity Products and Other Capital Assets. /posts/investment-adviser2-s5-1-q16-understanding-the-tax-implications-of-employer-vs-employee-contributions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q16-understanding-the-tax-implications-of-employer-vs-employee-contributions/ Understanding the tax implications of employer vs employee contributions. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s11-1-q30-summary-comparison-with-other-gold-related-investment-products/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q30-summary-comparison-with-other-gold-related-investment-products/ Summary comparison with other gold-related investment products. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s8-4-q05-the-difference-between-physical-gold-and-sgb-tax-treatment/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-4-q05-the-difference-between-physical-gold-and-sgb-tax-treatment/ The difference between physical gold and SGB tax treatment. Companion read for Section 8.4 — Transfer of Capital Asset. /posts/investment-adviser2-s5-3-q16-taxation-aspects-of-different-income-generating-products/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-3-q16-taxation-aspects-of-different-income-generating-products/ Taxation aspects of different income-generating products. Companion read for Section 5.3 — Distribution Related Products. /posts/investment-adviser2-s10-3-q21-explain-the-taxation-of-swp-withdrawals-for-debt-vs-equity-funds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q21-explain-the-taxation-of-swp-withdrawals-for-debt-vs-equity-funds/ Explain the taxation of SWP withdrawals for debt vs. equity funds. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q31-taxation-of-capital-gains-in-swp/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q31-taxation-of-capital-gains-in-swp/ Taxation of capital gains in SWP. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-3-q14-the-impact-of-post-april-2025-sales-for-this-category/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q14-the-impact-of-post-april-2025-sales-for-this-category/ The impact of post-April 2025 sales for this category. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s13-4-q01-taxability-of-the-shares-themselves/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-4-q01-taxability-of-the-shares-themselves/ Taxability of the shares themselves. Companion read for Section 13.4 — Taxation of Rights Issues. /posts/investment-adviser2-s11-7-q03-tax-treatment-of-lapsed-options/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-7-q03-tax-treatment-of-lapsed-options/ Tax treatment of lapsed options. Companion read for Section 11.7 — Tax Treatment of Derivatives. /posts/investment-adviser2-s13-10-q03-taxation-applies-to-these-proceeds-as-normal-redemption/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-10-q03-taxation-applies-to-these-proceeds-as-normal-redemption/ Taxation applies to these proceeds as normal redemption. Companion read for Section 13.10 — Taxation in case of winding up of Mutual Funds. /posts/investment-adviser2-s13-10-q17-tax-treatment-of-the-final-amount-received-by-unit-holders/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-10-q17-tax-treatment-of-the-final-amount-received-by-unit-holders/ Tax treatment of the final amount received by unit holders. Companion read for Section 13.10 — Taxation in case of winding up of Mutual Funds. /posts/investment-adviser2-s13-10-q06-investors-must-apply-capital-gains-rules-accordingly/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-10-q06-investors-must-apply-capital-gains-rules-accordingly/ Investors must apply capital gains rules accordingly. Companion read for Section 13.10 — Taxation in case of winding up of Mutual Funds. /posts/investment-adviser2-s13-9-q01-moving-to-understand-how-tax-treatment-changes-if-the-consolidation-does-not-meet-these-criteria/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-9-q01-moving-to-understand-how-tax-treatment-changes-if-the-consolidation-does-not-meet-these-criteria/ Moving to understand how tax treatment changes if the consolidation does not meet these criteria. Companion read for Section 13.9 — Taxation in case of Consolidation of Mutual Fund schemes or plans. /posts/investment-adviser2-s15-6-q20-tax-implications-of-revocable-vs-irrevocable-offshore-trusts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q20-tax-implications-of-revocable-vs-irrevocable-offshore-trusts/ Tax implications of revocable vs irrevocable offshore trusts. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s13-5-q01-tax-treatment-of-shares-received-during-the-amalgamation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-5-q01-tax-treatment-of-shares-received-during-the-amalgamation/ Tax treatment of shares received during the amalgamation. Companion read for Section 13.5 — Taxation in case of Mergers & Acquisitions. /posts/investment-adviser2-s15-6-q07-tax-treatment-of-revocable-vs-irrevocable-trusts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q07-tax-treatment-of-revocable-vs-irrevocable-trusts/ Tax treatment of revocable vs irrevocable trusts. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s11-6-q07-exceptions-for-ifsc-based-transactions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-6-q07-exceptions-for-ifsc-based-transactions/ Exceptions for IFSC-based transactions. Companion read for Section 11.6 — Tax Treatment of Mutual Funds. /posts/investment-adviser2-s12-3-q31-understanding-the-interaction-between-employer-contributions-and-salary-head/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q31-understanding-the-interaction-between-employer-contributions-and-salary-head/ Understanding the interaction between Employer contributions and salary head. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s10-2-q13-this-rate-applies-equally-to-resident-and-non-resident-investors-for-listed-securities/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q13-this-rate-applies-equally-to-resident-and-non-resident-investors-for-listed-securities/ This rate applies equally to resident and non-resident investors for listed securities. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s15-6-q15-tax-planning-strategies-for-minor-children/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q15-tax-planning-strategies-for-minor-children/ Tax planning strategies for minor children. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s13-6-q02-borrower-tax-implications/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-6-q02-borrower-tax-implications/ Borrower tax implications. Companion read for Section 13.6 — Taxation in case of Stock Lending and Borrowing. /posts/investment-adviser2-s11-7-q05-computation-of-business-income-when-some-options-are-exercised/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-7-q05-computation-of-business-income-when-some-options-are-exercised/ Computation of business income when some options are exercised. Companion read for Section 11.7 — Tax Treatment of Derivatives. /posts/investment-adviser2-s10-2-q20-reporting-of-capital-gains-for-tax-free-bonds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q20-reporting-of-capital-gains-for-tax-free-bonds/ Reporting of capital gains for tax-free bonds. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s11-1-q19-comparison-of-this-rule-with-non-resident-taxation-for-the-same-income/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q19-comparison-of-this-rule-with-non-resident-taxation-for-the-same-income/ Comparison of this rule with non-resident taxation for the same income. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s11-1-q20-tax-implications-of-t-bill-profits-upon-transfer-or-redemption/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q20-tax-implications-of-t-bill-profits-upon-transfer-or-redemption/ Tax implications of T-Bill profits upon transfer or redemption. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s10-2-q03-market-linked-debentures-share-this-specific-tax-treatment/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q03-market-linked-debentures-share-this-specific-tax-treatment/ Market-linked debentures share this specific tax treatment. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s15-6-q22-taxing-resident-beneficiaries-of-offshore-trusts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q22-taxing-resident-beneficiaries-of-offshore-trusts/ Taxing resident beneficiaries of offshore trusts. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s10-3-q22-explain-the-calculation-of-income-from-house-property-for-self-occupied-properties-under-the-new-regime/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q22-explain-the-calculation-of-income-from-house-property-for-self-occupied-properties-under-the-new-regime/ Explain the calculation of 'Income from House Property' for self-occupied properties under the new regime. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s13-6-q01-taxation-of-lending-fees/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-6-q01-taxation-of-lending-fees/ Taxation of lending fees. Companion read for Section 13.6 — Taxation in case of Stock Lending and Borrowing. /posts/investment-adviser2-s15-6-q11-taxation-of-beneficiaries/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q11-taxation-of-beneficiaries/ Taxation of beneficiaries. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s13-10-q13-investors-must-look-at-standard-capital-gains-tax-tables/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-10-q13-investors-must-look-at-standard-capital-gains-tax-tables/ Investors must look at standard capital gains tax tables. Companion read for Section 13.10 — Taxation in case of winding up of Mutual Funds. /posts/investment-adviser2-s12-2-q18-taxation-of-non-individual-entities-on-sgb-redemption/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q18-taxation-of-non-individual-entities-on-sgb-redemption/ Taxation of non-individual entities on SGB redemption. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s12-3-q51-explain-the-taxability-of-interest-earned-under-the-scss/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q51-explain-the-taxability-of-interest-earned-under-the-scss/ Explain the taxability of interest earned under the SCSS. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s11-1-q03-taxation-of-dated-government-securities/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q03-taxation-of-dated-government-securities/ Taxation of dated government securities. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s11-1-q28-taxation-of-capital-gains-on-unlisted-bonds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-1-q28-taxation-of-capital-gains-on-unlisted-bonds/ Taxation of capital gains on unlisted bonds. Companion read for Section 11.1 — Sources of Income. /posts/investment-adviser2-s12-3-q58-detail-the-tax-implications-of-the-post-office-monthly-income-scheme-pomis/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q58-detail-the-tax-implications-of-the-post-office-monthly-income-scheme-pomis/ Detail the tax implications of the Post Office Monthly Income Scheme (POMIS). Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s10-3-q26-explain-the-treatment-of-agricultural-land-as-a-capital-asset/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q26-explain-the-treatment-of-agricultural-land-as-a-capital-asset/ Explain the treatment of agricultural land as a capital asset. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s15-6-q06-taxation-of-determinate-trusts-under-section-161/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q06-taxation-of-determinate-trusts-under-section-161/ Taxation of determinate trusts under Section 161. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s10-3-q57-tax-implications-of-dividend-income-for-non-residents-vs-residents/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q57-tax-implications-of-dividend-income-for-non-residents-vs-residents/ Tax implications of dividend income for non-residents vs. residents. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s10-2-q08-non-residents-are-generally-taxed-at-a-flat-20-rate-on-dividends/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q08-non-residents-are-generally-taxed-at-a-flat-20-rate-on-dividends/ Non-residents are generally taxed at a flat 20% rate on dividends. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s12-3-q29-tax-implications-on-sgb-redemption/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q29-tax-implications-on-sgb-redemption/ Tax implications on SGB redemption. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s13-2-q02-taxation-of-shares-held-as-stock-in-trade/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-2-q02-taxation-of-shares-held-as-stock-in-trade/ Taxation of shares held as stock-in-trade. Companion read for Section 13.2 — Taxation on Share Split or Consolidation of Shares. /posts/investment-adviser2-s9-4-q02-tax-implications-of-receiving-cash-vs-property/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s9-4-q02-tax-implications-of-receiving-cash-vs-property/ Tax implications of receiving cash vs. property. Companion read for Section 9.4 — Gift of Securities. /posts/investment-adviser2-s6-2-q09-comparing-time-horizons-highlights-the-benefit-of-early-starts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-2-q09-comparing-time-horizons-highlights-the-benefit-of-early-starts/ Comparing time horizons highlights the benefit of early starts. Companion read for Section 6.2 — Calculations for Retirement Planning. /posts/investment-adviser2-s4-3-q07-strategic-timing-in-savings/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-3-q07-strategic-timing-in-savings/ Strategic timing in savings. Companion read for Section 4.3 — Retirement Planning. /posts/investment-adviser2-s3-1-q03-defining-survival-periods-in-critical-illness-contracts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s3-1-q03-defining-survival-periods-in-critical-illness-contracts/ Defining survival periods in critical illness contracts. Companion read for Section 3.1 — Non-Life Insurance. /posts/investment-adviser2-s14-4-q15-the-role-of-the-state-in-intestate-estate-management/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-4-q15-the-role-of-the-state-in-intestate-estate-management/ The role of the state in intestate estate management. Companion read for Section 14.4 — Applicable Laws. /posts/investment-adviser2-s1-2-q02-economic-feasibility-of-premiums/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-2-q02-economic-feasibility-of-premiums/ Economic feasibility of premiums. Companion read for Section 1.2 — Need for Insurance. /posts/investment-adviser2-s1-4-q02-how-deductibles-and-co-pays-impact-premium-costs/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-4-q02-how-deductibles-and-co-pays-impact-premium-costs/ How deductibles and co-pays impact premium costs. Companion read for Section 1.4 — Concepts in Insurance. /posts/investment-adviser2-s15-2-q01-understanding-the-revocable-nature-of-wills/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-2-q01-understanding-the-revocable-nature-of-wills/ Understanding the revocable nature of Wills. Companion read for Section 15.2 — Concept of Wills. /posts/investment-adviser2-s10-5-q03-evolution-of-mld-regulation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-5-q03-evolution-of-mld-regulation/ Evolution of MLD regulation. Companion read for Section 10.5 — Taxation of Market Linked Debentures. /posts/investment-adviser2-s13-10-q14-trustees-have-the-primary-responsibility-to-act-correctly/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-10-q14-trustees-have-the-primary-responsibility-to-act-correctly/ Trustees have the primary responsibility to act correctly. Companion read for Section 13.10 — Taxation in case of winding up of Mutual Funds. /posts/investment-adviser2-s15-6-q05-the-role-of-the-trustee-in-estate-administration/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q05-the-role-of-the-trustee-in-estate-administration/ The role of the trustee in estate administration. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s4-5-q04-role-of-trustees/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-5-q04-role-of-trustees/ Role of Trustees. Companion read for Section 4.5 — Superannuation Benefits to Employees. /posts/investment-adviser2-s14-4-q14-impact-of-adoption-on-lineage-and-blood-relation-definitions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-4-q14-impact-of-adoption-on-lineage-and-blood-relation-definitions/ Impact of adoption on lineage and blood relation definitions. Companion read for Section 14.4 — Applicable Laws. /posts/investment-adviser2-s11-5-q03-understanding-the-limits-of-tax-deductibility/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-5-q03-understanding-the-limits-of-tax-deductibility/ Understanding the limits of tax deductibility. Companion read for Section 11.5 — Tax Treatment of Shares Warrants. /posts/investment-adviser2-s10-3-q39-impact-of-early-withdrawals-on-epf/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q39-impact-of-early-withdrawals-on-epf/ Impact of early withdrawals on EPF. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s4-4-q03-the-importance-of-periodic-plan-reviews/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-4-q03-the-importance-of-periodic-plan-reviews/ The importance of periodic plan reviews. Companion read for Section 4.4 — Estimating Retirement Corpus. /posts/investment-adviser2-s4-3-q01-understanding-the-necessity-of-independent-accumulation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-3-q01-understanding-the-necessity-of-independent-accumulation/ Understanding the necessity of independent accumulation. Companion read for Section 4.3 — Retirement Planning. /posts/investment-adviser2-s2-5-q01-understanding-the-permanent-nature-of-the-trust-created-by-the-mwp-act/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-5-q01-understanding-the-permanent-nature-of-the-trust-created-by-the-mwp-act/ Understanding the permanent nature of the trust created by the MWP Act. Companion read for Section 2.5 — Insurance under Married Women’s Property Act (MWPA). /posts/investment-adviser2-s15-5-q08-drawbacks-of-irrevocable-trusts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-5-q08-drawbacks-of-irrevocable-trusts/ Drawbacks of irrevocable trusts. Companion read for Section 15.5 — Family Settlement. /posts/investment-adviser2-s1-2-q03-the-legal-foundation-of-insurance-contracts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-2-q03-the-legal-foundation-of-insurance-contracts/ The legal foundation of insurance contracts. Companion read for Section 1.2 — Need for Insurance. /posts/investment-adviser2-s15-6-q04-the-importance-of-written-trust-deeds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q04-the-importance-of-written-trust-deeds/ The importance of written trust deeds. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s15-8-q06-the-effect-of-authentication-on-legal-validity/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-8-q06-the-effect-of-authentication-on-legal-validity/ The effect of authentication on legal validity. Companion read for Section 15.8 — Powers of Attorney. /posts/investment-adviser2-s6-2-q06-protecting-the-retirement-corpus-is-as-important-as-building-it/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-2-q06-protecting-the-retirement-corpus-is-as-important-as-building-it/ Protecting the retirement corpus is as important as building it. Companion read for Section 6.2 — Calculations for Retirement Planning. /posts/investment-adviser2-s1-4-q11-the-role-of-the-insurance-regulator-in-standardizing-these-clauses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-4-q11-the-role-of-the-insurance-regulator-in-standardizing-these-clauses/ The role of the insurance regulator in standardizing these clauses. Companion read for Section 1.4 — Concepts in Insurance. /posts/investment-adviser2-s4-3-q02-the-compounding-effect-of-inflation-over-long-periods/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-3-q02-the-compounding-effect-of-inflation-over-long-periods/ The compounding effect of inflation over long periods. Companion read for Section 4.3 — Retirement Planning. /posts/investment-adviser2-s6-3-q02-impact-of-expense-ratios-on-long-term-wealth/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s6-3-q02-impact-of-expense-ratios-on-long-term-wealth/ Impact of expense ratios on long-term wealth. Companion read for Section 6.3 — Criteria to evaluate various retirement benefit products. /posts/investment-adviser2-s4-2-q02-the-impact-of-compounding-inflation-over-long-time-horizons/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-2-q02-the-impact-of-compounding-inflation-over-long-time-horizons/ The impact of compounding inflation over long time horizons. Companion read for Section 4.2 — Financial Goals and Retirement. /posts/investment-adviser2-s1-4-q08-popularity-of-co-pay-among-policyholders/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-4-q08-popularity-of-co-pay-among-policyholders/ Popularity of co-pay among policyholders. Companion read for Section 1.4 — Concepts in Insurance. /posts/investment-adviser2-s4-2-q01-understanding-the-necessity-of-self-funded-accumulation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-2-q01-understanding-the-necessity-of-self-funded-accumulation/ Understanding the necessity of self-funded accumulation. Companion read for Section 4.2 — Financial Goals and Retirement. /posts/investment-adviser2-s12-3-q13-ensuring-nomination-is-current-is-a-key-advisory-step-for-retirement-planning/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q13-ensuring-nomination-is-current-is-a-key-advisory-step-for-retirement-planning/ Ensuring nomination is current is a key advisory step for retirement planning. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s15-9-q02-tax-liability-management-is-a-core-function-of-the-trustee-role/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-9-q02-tax-liability-management-is-a-core-function-of-the-trustee-role/ Tax liability management is a core function of the trustee role. Companion read for Section 15.9 — Caselets. /posts/investment-adviser2-s14-2-q02-calculating-net-estate-value-by-subtracting-debts-from-the-gross-estate/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-2-q02-calculating-net-estate-value-by-subtracting-debts-from-the-gross-estate/ Calculating net estate value by subtracting debts from the gross estate. Companion read for Section 14.2 — Constituents of Estate. /posts/investment-adviser2-s12-3-q06-this-shifts-the-focus-from-the-accumulation-phase-to-the-distribution-phase-of-retirement-planning/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q06-this-shifts-the-focus-from-the-accumulation-phase-to-the-distribution-phase-of-retirement-planning/ This shifts the focus from the 'accumulation phase' to the 'distribution phase' of retirement planning. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s4-4-q04-applying-these-calculations-to-long-term-investment-corpus-targets/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s4-4-q04-applying-these-calculations-to-long-term-investment-corpus-targets/ Applying these calculations to long-term investment corpus targets. Companion read for Section 4.4 — Estimating Retirement Corpus. /posts/investment-adviser2-s2-3-q08-comparing-ulip-and-endowment-transparency/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s2-3-q08-comparing-ulip-and-endowment-transparency/ Comparing ULIP and endowment transparency. Companion read for Section 2.3 — Types of Life Insurance Products. /posts/investment-adviser2-s12-2-q07-price-calculation-transparency-ensures-investor-confidence/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-2-q07-price-calculation-transparency-ensures-investor-confidence/ Price calculation transparency ensures investor confidence. Companion read for Section 12.2 — Sovereign Gold Bonds. /posts/investment-adviser2-s10-2-q09-t-bills-are-essential-short-term-liquidity-management-tools/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q09-t-bills-are-essential-short-term-liquidity-management-tools/ T-Bills are essential short-term liquidity management tools. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s12-3-q25-clubbing-of-income-provisions/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q25-clubbing-of-income-provisions/ Clubbing of income provisions. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s11-7-q10-role-of-ctt-in-commodity-market-parity/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-7-q10-role-of-ctt-in-commodity-market-parity/ Role of CTT in commodity market parity. Companion read for Section 11.7 — Tax Treatment of Derivatives. /posts/investment-adviser2-s5-1-q29-dearness-relief-on-ups-payouts/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q29-dearness-relief-on-ups-payouts/ Dearness relief on UPS payouts. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s5-1-q12-defined-benefit-features-in-modern-pension-schemes/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q12-defined-benefit-features-in-modern-pension-schemes/ Defined benefit features in modern pension schemes. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s5-1-q35-reviewing-the-eligibility-criteria-for-the-unified-pension-scheme-ups/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q35-reviewing-the-eligibility-criteria-for-the-unified-pension-scheme-ups/ Reviewing the eligibility criteria for the Unified Pension Scheme (UPS). Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s5-1-q23-family-pension-provisions-under-ups/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q23-family-pension-provisions-under-ups/ Family pension provisions under UPS. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s12-8-q02-tax-treatment-of-income-from-other-sources/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-8-q02-tax-treatment-of-income-from-other-sources/ Tax treatment of income from other sources. Companion read for Section 12.8 — Tax aspects of Life Insurance Products. /posts/investment-adviser2-s11-6-q04-lock-in-periods-of-tax-saving-instruments/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-6-q04-lock-in-periods-of-tax-saving-instruments/ Lock-in periods of tax-saving instruments. Companion read for Section 11.6 — Tax Treatment of Mutual Funds. /posts/investment-adviser2-s12-3-q41-taxation-of-partial-withdrawals/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q41-taxation-of-partial-withdrawals/ Taxation of partial withdrawals. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s10-3-q35-pmvvy-pension-features/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-3-q35-pmvvy-pension-features/ PMVVY pension features. Companion read for Section 10.3 — Mutual Funds. /posts/investment-adviser2-s12-3-q21-pradhan-mantri-vaya-vandana-yojana-pmvvy-details/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q21-pradhan-mantri-vaya-vandana-yojana-pmvvy-details/ Pradhan Mantri Vaya Vandana Yojana (PMVVY) details. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s15-2-q05-legal-validity-of-verbal-wills/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-2-q05-legal-validity-of-verbal-wills/ Legal validity of verbal Wills. Companion read for Section 15.2 — Concept of Wills. /posts/investment-adviser2-s13-10-q07-unitholders-only-get-the-residual-balance/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-10-q07-unitholders-only-get-the-residual-balance/ Unitholders only get the residual balance. Companion read for Section 13.10 — Taxation in case of winding up of Mutual Funds. /posts/investment-adviser2-s12-3-q50-outline-the-spouse-s-benefits-under-the-ups-upon-the-subscriber-s-demise/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q50-outline-the-spouse-s-benefits-under-the-ups-upon-the-subscriber-s-demise/ Outline the spouse's benefits under the UPS upon the subscriber's demise. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s15-8-q05-stamp-duty-implications/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-8-q05-stamp-duty-implications/ Stamp duty implications. Companion read for Section 15.8 — Powers of Attorney. /posts/investment-adviser2-s15-2-q07-defining-sound-state-of-mind-for-wills/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-2-q07-defining-sound-state-of-mind-for-wills/ Defining sound state of mind for Wills. Companion read for Section 15.2 — Concept of Wills. /posts/investment-adviser2-s5-1-q19-eligibility-period-for-receiving-gratuity/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s5-1-q19-eligibility-period-for-receiving-gratuity/ Eligibility period for receiving gratuity. Companion read for Section 5.1 — Accumulation related products. /posts/investment-adviser2-s15-6-q19-the-concept-of-trust-for-deity-as-a-legal-entity/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-6-q19-the-concept-of-trust-for-deity-as-a-legal-entity/ The concept of 'Trust for Deity' as a legal entity. Companion read for Section 15.6 — Trust - Characteristics and Regulations. /posts/investment-adviser2-s13-10-q10-the-scheme-exists-as-a-legal-entity-until-compliance-is-satisfied/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-10-q10-the-scheme-exists-as-a-legal-entity-until-compliance-is-satisfied/ The scheme exists as a legal entity until compliance is satisfied. Companion read for Section 13.10 — Taxation in case of winding up of Mutual Funds. /posts/investment-adviser2-s8-4-q03-the-legal-threshold-for-extinguishment/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s8-4-q03-the-legal-threshold-for-extinguishment/ The legal threshold for extinguishment. Companion read for Section 8.4 — Transfer of Capital Asset. /posts/investment-adviser2-s10-2-q10-application-of-50aa-is-prospective/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s10-2-q10-application-of-50aa-is-prospective/ Application of 50AA is prospective. Companion read for Section 10.2 — Types of Debt Products. /posts/investment-adviser2-s12-3-q52-discuss-the-status-of-pmvyy-for-new-investments-post-march-2023/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q52-discuss-the-status-of-pmvyy-for-new-investments-post-march-2023/ Discuss the status of PMVYY for new investments post-March 2023. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s12-3-q54-discuss-the-exempt-exempt-exempt-eee-status-of-investment-vehicles/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q54-discuss-the-exempt-exempt-exempt-eee-status-of-investment-vehicles/ Discuss the 'Exempt-Exempt-Exempt' (EEE) status of investment vehicles. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s12-3-q40-ups-death-benefit-for-the-spouse/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q40-ups-death-benefit-for-the-spouse/ UPS death benefit for the spouse. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s11-2-q11-role-of-depository-participants/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s11-2-q11-role-of-depository-participants/ Role of Depository Participants. Companion read for Section 11.2 — Listed Equity Shares. /posts/investment-adviser2-s13-10-q08-approval-requires-a-simple-majority/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s13-10-q08-approval-requires-a-simple-majority/ Approval requires a simple majority. Companion read for Section 13.10 — Taxation in case of winding up of Mutual Funds. /posts/investment-adviser2-s15-2-q10-events-that-do-not-impact-a-will-s-validity/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-2-q10-events-that-do-not-impact-a-will-s-validity/ Events that do not impact a Will's validity. Companion read for Section 15.2 — Concept of Wills. /posts/investment-adviser2-s12-3-q57-discuss-the-reverse-mortgage-loan-enabled-annuity-rmlea-concept/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-3-q57-discuss-the-reverse-mortgage-loan-enabled-annuity-rmlea-concept/ Discuss the Reverse Mortgage Loan Enabled Annuity (RMLEA) concept. Companion read for Section 12.3 — National Pension System. /posts/investment-adviser2-s15-9-q04-drafting-a-will-is-the-primary-method-to-override-default-succession-hierarchies/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-9-q04-drafting-a-will-is-the-primary-method-to-override-default-succession-hierarchies/ Drafting a Will is the primary method to override default succession hierarchies. Companion read for Section 15.9 — Caselets. /posts/investment-adviser2-s14-2-q01-understanding-how-different-classes-of-assets-are-valued-versus-liquidated/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-2-q01-understanding-how-different-classes-of-assets-are-valued-versus-liquidated/ Understanding how different classes of assets are valued versus liquidated. Companion read for Section 14.2 — Constituents of Estate. /posts/investment-adviser2-s15-5-q03-valuation-methods-for-transitioning-businesses/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s15-5-q03-valuation-methods-for-transitioning-businesses/ Valuation methods for transitioning businesses. Companion read for Section 15.5 — Family Settlement. /posts/investment-adviser2-s14-5-q01-understanding-how-to-verify-actual-title-through-registered-deeds/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s14-5-q01-understanding-how-to-verify-actual-title-through-registered-deeds/ Understanding how to verify actual title through registered deeds. Companion read for Section 14.5 — Mutation. /posts/investment-adviser2-s1-5-q03-distinguishing-between-wealth-protection-and-wealth-accumulation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s1-5-q03-distinguishing-between-wealth-protection-and-wealth-accumulation/ Distinguishing between wealth protection and wealth accumulation. Companion read for Section 1.5 — Role of Insurance in Personal Finance. /posts/investment-adviser2-s12-4-q01-understand-why-capital-gains-are-excluded/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser2-s12-4-q01-understand-why-capital-gains-are-excluded/ Understand why capital gains are excluded. Companion read for Section 12.4 — Real Estate Investment Trust.