Taxation in Case of Consolidation of Mutual Fund Schemes or Plans

Calculating Capital Gains: Mastering Equity-Oriented Fund Tax Implications

Imagine you are drafting an advisory report for a high-net-worth client who has been rebalancing their portfolio during a period of intense mutual fund consolidation. Your client is worried that their long-term equity...

Tax Implications of Non-Compliant Mutual Fund Scheme Mergers

Imagine you are reviewing a portfolio restructuring proposal for a high-net-worth client. The asset management company (AMC) intends to merge a small-cap equity fund with a liquid debt fund to streamline their product...