It eliminates the need for a will or a nominee, says Dhirendra Kumar
09-Nov-2017•Research Desk
Should you hold mutual fund folios in joint names? What are the tax implications? -Desai
Holding your mutual fund folios jointly with a spouse eliminates the need for a Will and a nominee. The tax implications are straight forward. The first holder of the investment gets all the tax break in case of a tax saving fund. For taxation of long term capital gains or short term capital gains, only the first holder is liable.
Ask Value Research 
Welcome to the New Value Research!
2 min read•By Value Research
The Diwali cleaning your portfolio never gets
13 min read•By Ruchira Sharma
Laurus Labs: A contract manufacturer in the making
5 min read•By Arpit Suri
New episodes every Friday
Zero tax for foreigners, a tax on inflation for Indians
SEBI wants foreign investors freed from capital gains tax. The Indian saver who stayed while they sold still pays it on gains that are partly just inflation.
Other Episodes
Cap the Investor, Not the Industry
A per-person limit on the fund route would steady the rupee better than freezing the whole industry
Your fund lost money. That doesn't make it a bad fund.
September and October have left most portfolios in the red. That number says more about when you invested than about the fund you chose.
The right question
After 24 years, readers' worries have changed, but the real challenge is still knowing which questions to ask
The final layer is human
An investing app can pick the fund but it cannot keep you from selling it at the bottom.
Hundreds of schemes, a handful of indices
1 min read•By Aakar Rastogi
The Diwali cleaning your portfolio never gets
13 min watch•By Ruchira Sharma
Informed fund ideas, better judgment. Every month. Mutual Fund Insight, every month since October 2002.
Take charge. Know more. Keep more. Mutual Fund Insight helps you do all three — every month
New Process Alert 
Seems like you've uploaded a wrong QR code. Please upload the QR code downloaded from MF Central platform.
