Thinking of investing in your child’s name? Here is what you need to know

Published: 14th Nov 2024

By: Value Research

What to consider

Equity investing is a proven way to secure future goals for your child— be it education or wedding. But what’s better? Making investments in your child’s name or your own? The next slides reveal the pros and cons of investing in your child’s name:

#1 Tax savings

When your child turns 18, the tax liability shifts to them. On top of the usual Rs 1.25 lakh exemption on long-term capital gains, they can save more tax (up to Rs 37,500) using the exemption of up to Rs 3 lakh allowed on individual income, given 18-year olds typically don’t have any other income.

Most useful tools for investment

#2 Financial discipline

Investing in your child's name helps keep funds for their needs separate from your personal goals. Your emotional connection to your child's future reinforces discipline, making you less likely to dip into these investments, enabling uninterrupted wealth creation.

What are the downsides?

Investing in a minor’s name is a cumbersome affair that requires loads of paperwork. Read what these requirements are in our story. Click the link below.

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