How will my investments be taxed?

We may use multiple Stocks and ETF's as a part of our model portfolios, and given that the taxation environment is dynamic, it is best to consult with a Tax accountant before filing your returns, however,


Here is some guidance to help you ( As of June 10th '2025):


ETF taxation:

Equity ETFs : STCG tax rate is 20% of the total gains. If held for more than 1 year, will be considered under LTCG. LTCG up to 1.25 lakhs is exempted. Above that, gains are taxed at 12.5%

Other ETFs : STCG tax rate is 20% of the total gains. If held for more than 1 year, will be considered under LTCG. Taxed at 15%