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Tax-Efficient Investing: Basic Moves That Improve Net Returns

Focus on Post-Tax Return

Gross returns can be misleading. Always compare investments on what you keep after taxes and costs.

Useful Practices

  • Use tax-saving avenues where relevant
  • Avoid unnecessary churn in portfolio
  • Plan redemptions with tax impact in mind

Annual Tax Calendar

Do tax planning before the last month of the financial year. Last-minute decisions often lead to poor product choices.

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