Are Your Mutual Funds Underperforming?: Expert Tips On What To Do Next | Your Money Matters
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- เผยแพร่เมื่อ 5 ก.พ. 2025
- This collection covers key strategies for selling mutual funds, using SWPs and STPs for tax benefits, choosing the best exit strategies, and addressing underperformance. It also offers expert insights on financial planning, including advice on withdrawals, timing, and planning for specific goals like education.
#money #mutualfunds #mutualfund
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STP is tantamount to selling a fund and buying a new fund. Will attract taxes either STCG or LTCG. Not a good idea.
Not if your LTCG is within 1.25 lakh a year