Introduction
The Budget 2025-26 has introduced significant policy changes impacting mutual funds, investment strategies, and wealth management. Let’s explore how these changes will influence investors and fund managers.
Key Changes for Mutual Funds
1. Taxation on Mutual Funds:
- Revised tax treatment on capital gains for equity and debt mutual funds.
- Long-term capital gains (LTCG) tax adjustment for better returns.
2. New Investment Avenues:
- Launch of government-backed mutual fund schemes for infrastructure projects.
- Special incentives for green and ESG funds.
3. Regulatory Changes:
- SEBI’s new guidelines for enhanced investor protection.
- Simplified KYC norms for mutual fund investors.
Conclusion:
These budgetary reforms make mutual fund investments more attractive, especially for long-term investors seeking tax-efficient wealth growth.
0 Comments