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Form 40: How Indians returning from abroad can defer tax on foreign retirement accounts

New Delhi, June 17 -- Form 40 is a newly prescribed compliance form under the updated Income Tax Act, 2025, that allows Indian residents to manage taxation on foreign retirement savings in a structure... Read More


Mutual funds vs PMS: A complete guide to minimum investment, portfolio structure and investor fit

New Delhi, June 17 -- Mutual funds pool money from multiple investors, and the fund manager creates a portfolio in line with a fund's respective mandate. On the other hand, Portfolio Management Servi... Read More


Debt funds bought before or after 1 April 2023: Know how the tax treatment changes

New Delhi, June 17 -- Debt mutual funds primarily invest in debt and money market instruments. The underlying portfolio of a debt fund includes government securities, treasury bills, corporate bonds, ... Read More


Understanding Information ratio in mutual funds: Calculation, formula and significance

New Delhi, June 17 -- The Information ratio is a risk-adjusted performance metric that measures how consistently a fund manager generates excess returns compared to a benchmark. It helps you determine... Read More


ITR filing AY 2026-27: Complete guide to income tax slabs for senior and super senior citizens

New Delhi, June 16 -- With the ITR filing season for AY 2026-27 underway, taxpayers need to understand the income tax slabs applicable to them. Tax rates are not uniform across all age groups, and ind... Read More


3 key metrics to evaluate before investing in debt funds: Average maturity, macaulay duration, and modified duration

New Delhi, June 15 -- Debt funds invest primarily in fixed-income securities such as government securities, treasury bills, corporate bonds, debentures, and commercial papers, depending on the specifi... Read More


Parag Parikh vs HDFC Flexi Cap Fund: Returns, risk, expenses, and portfolio holdings compared

New Delhi, June 15 -- Parag Parikh Flexi Cap Fund and HDFC Flexi Cap Fund are two of the largest and most popular flexi cap mutual funds in India. Parag Parikh Flexi Cap Fund currently leads the categ... Read More


Book profits or stay invested at market highs? Historical data may settle the debate

New Delhi, June 15 -- Indian equity benchmark indices opened sharply higher on Monday, with the Nifty 50 jumping 1.53% to 23,984.85 from Friday's close of 23,622.90. The Sensex also surged 1.59%, open... Read More


ITR filing AY 2026-27: What is AIS, how it differs from Form 16 and Form 26AS and how to download AIS?

New Delhi, June 15 -- The Annual Information Statement (AIS) is a comprehensive statement that provides detailed financial information about a taxpayer for a specified financial year. It includes data... Read More


Got your Form 16 from employer? Here's what you should check before filing ITR

New Delhi, June 15 -- As per income tax rules, employers are required to issue Form 16 to salaried employees by 15 June for every financial year. However, receiving this document does not mean that yo... Read More