@SundaramMF What will be the Tax obligation to investors in context with the Principal-Sundaram MF Transition / merger?
Should investors be paying STCG / LTCG (if applicable) for the switch-in/Switch-out of the schemes?
We believe that one should exit mutual funds only in three scenarios,
(a) If your financial goal is nearing,
(b) carrying out re-balancing activity (which should be done at least annually for better results), and
(c) if the fund is no longer performing as expected.
Tax planning in a efficient way
When
Sat Jan 16, 2021 11am β 12pm India Standard Time - Kolkata
https://t.co/ZNx0wBZmOs
Hello All,
I'll be sharing some tips and immediate action items for saving tax for this Financial year and Better planning for next year.
So do join me