PMS Tax & Operations
PMS tax computation operates on a transaction-by-transaction basis in the investor's own demat account. This module covers capital gains tax mechanics, fee deductibility, dividend handling, and the operational workflow that runs across the year.
PMS Tax Computation — Transaction-Level Mechanics
PMS tax operates on each individual transaction in the investor's demat account. Long-term capital gains (held over 12 months) on listed equity attrac...
PMS Operational Workflow Across the Year
The PMS operational workflow follows a defined annual cadence: subscription and account opening (one-time), monthly factsheet review (ongoing), quarte...
When PMS, When AIF — The Wealth-Tier Decision
For investors with sufficient wealth to consider both PMS and AIF, the decision depends on three factors: the strategic gap (concentrated equity vs pr...
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