Скачать или смотреть Investments that can help you save taxes | ft. Rajani Tandale

Most investors focus only on returns, but tax plays an equally important role in shaping financial well-being. In this conversation, Drashti Thaker is joined by Rajani Tandale, a mutual funds professional with over a decade of experience, who also opens up about her own taxation journey and how she managed her investments to keep her tax bill in check.

From turning losses into savings with tax-loss harvesting to strategies that minimise capital gains tax, Rajani offers clear, actionable insights to help you plan with clarity. Because understanding tax isn’t just about compliance, it’s about protecting your gains, reducing stress, and creating lasting financial well-being.

00:00 Introduction
00:56 Understanding taxation on mutual funds
02:11 How to save taxes on capital gains
07:30 Tax-saving with a loss-making portfolio
10:15 Effective tax-saving strategies for couples
11:25 Saving tax while investing in your child’s name
13:52 Tax benefits of NPS investments
15:39 When to exit mutual funds & whom to consult
17:05 Key points to avoid adverse tax impact
18:34 Key takeaways

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