@truvantawealth my client moved his mutual funds holdings to the newly formed private family trust. These transfers create any tax burden to the settlor? Next currently the MF holdings in SOA mode, how do we transfer to the newly formed private family trust? Pls guide me
@KirtanShahCFP My client formed a private family trust. He already having MF investment through Self and HUF. Is it possible to transfer that asset to the newly formed Trust? If yes any tax liability will arise? Pls guide me
@padhucfp Sir.. i am also a IFA n having a question for you, as a aggressive Mid & Small cap focused advisor and mostly focused on AUM also. If a star performing fund manager from a small fund house will get a good offer from a large one and if he moving out what's your stand on that fund?