Naveen Rego Capital Private Limited
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Taxation on Debt and short term Mutual Funds in India

by Naveen Julian Rego | Feb 6, 2025 | Mutual Funds

  Debt and short-term mutual funds are an excellent avenue for investors looking for stability and regular income from their financial portfolio. However, too many changes have happened on the taxation front into these products including the changes announced in...

Liquidity Management with Liquid and Overnight Mutual Funds

by Naveen Julian Rego | Mar 8, 2023 | Debt Mutual Funds

Most of us manage liquidity by parking funds in savings/current accounts and short-term fixed deposits. These are very convenient and easy to manage. The potential drawbacks are as follows: 1. Current accounts do not give any returns. 2. Savings account give returns...

Debt and Conservative Mutual Funds an excellent tax efficient alternative to Banking products

by Naveen Julian Rego | Apr 13, 2022 | Debt Mutual Funds

There is a common misconception about mutual funds. Many believe that they invest in only equity related assets (share markets) and are very risky. However, this is very far from truth. Each Mutual Fund scheme invests as per the investment objective of the scheme and...

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