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Are you overwhelmed by your investment portfolio? Wondering how to navigate the new tax regime? Join us as Dhirendra Kumar, the expert investor, shares invaluable tips on streamlining your investments and maximizing returns. Learn how to assess your portfolio, cut down on unnecessary funds, and make the most of tax-saving opportunities. Don't miss this essential guide to financial well-being!


Join us for an insightful Investors' Hangout session with Dhirendra Kumar as he delves into effective strategies to refine your investment portfolio after the budget. Learn how to assess your current portfolio, implement tax-efficient consolidation strategies, and leverage Value Research tools to maximise your returns.
Don't miss out on these expert tips to sharpen your financial planning and achieve your investment goals!

𝗖𝗵𝗮𝗽𝘁𝗲𝗿𝘀 :
00:04 Introduction
00:34 How can you assess your portfolio?
03:22 How to decide which funds to hold and which ones to sell?
06:58 How to reduce the tax bill on the investments that you decide to sell?
08:55 What to do to become a successful, smart investor?
13:09 How can NPS help avoid tax incidence?
14:32 Key Takeaways

Here are the key takeaways:
Use Value Research Online to set up and analyse your portfolio. Identify underperforming or redundant funds and get rid of them.
While asset allocation is important, selling your investments to rebalance will attract tax. To avoid this, investing in hybrid funds is a good option.
Tax loss harvesting helps reduce your taxable income by offsetting capital gains with capital losses, thereby lowering the amount of tax you owe.
The annual exemption limit for capital gains has increased to ₹1.25 lakh. If your gains are at this limit, consider selling to take advantage of the tax-free amount.
Investing in NPS Tier-II is an attractive option from a tax perspective, as you can switch between fund managers and asset classes multiple times without attracting any tax.

🍁 𝗔𝗯𝗼𝘂𝘁 𝗩𝗮𝗹𝘂𝗲 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 🍁
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expert advice with dhirendra kumar
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