Tax and paperwork
KYC once, tax rules you can hold in your head, and the free tools that keep folios tidy.
4 chapters~26 minBeginner12 check questions
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01
KYC in ten minutes: PAN, Aadhaar, bank, nominee7 min · PAN, Aadhaar with a linked mobile, your own bank account and a nominee. Done once, on your phone.
Start · +20 XP
Start · +20 XP
02
How mutual funds are taxed in 20266 min · Equity: 20% short-term, 12.5% long-term above ₹1.25 lakh. Debt bought after 1 Apr 2023: slab. ELSS: old regime only.
Start · +20 XP
Start · +20 XP
03
Your capital gains statement and filing without fear6 min · Get the statement from CAMS and KFintech, read its four sections, and file from the gain, not the sale value.
Start · +20 XP
Start · +20 XP
04
CAS, MITRA and keeping your folios tidy7 min · One statement for every holding, a free search for forgotten folios, and five habits that stop money going unclaimed.
Start · +20 XP
Start · +20 XP