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Module 4 · Beginner

Taxes for Investors

Capital gains, dividends, set-offs and the records you should keep.

Start module0 of 4 chapters completed

  1. Chapter 1

    Capital gains basics

    Short term versus long term across asset classes.

  2. Chapter 2

    Mutual fund tax in practice

    Worked examples for redemptions, SIPs and switches.

  3. Chapter 3

    Setting off and carrying forward losses

    How losses reduce future tax, and the rules to follow.

  4. Chapter 4

    Filing your return with investments

    Which forms apply and which statements to gather.