Capital Gain on Securities — Every Instrument Taxed on Its Own Terms.
Advisory on the tax treatment of gains from equity shares, mutual funds, bonds and derivatives, each governed by its own rate and computation rules.
Book Free ConsultationSecurities are not taxed uniformly — listed equity, unlisted shares, equity mutual funds, debt mutual funds and bonds each carry their own holding period threshold, tax rate and computation mechanics, including where securities transaction tax has been paid.
At N D Savla & Associates, we advise investors and traders in Nashik on the tax treatment of gains from listed and unlisted securities, mutual fund units and bonds, including the grandfathering provisions applicable to equity acquired before specified cut-off dates.
For active traders, we also assess whether trading in securities should be treated as capital gains or business income, since the classification changes the applicable tax treatment.
Our Capital Gain on Securities Services
Listed Equity Shares Advisory
Advisory on short-term and long-term gains on listed equity shares.
Unlisted Shares & ESOP Advisory
Advisory on gains from sale of unlisted shares and exercised ESOPs.
Equity & Debt Mutual Fund Advisory
Advisory on classification and rates applicable to mutual fund units.
Bonds & Debentures Advisory
Advisory on tax treatment of gains from listed and unlisted bonds.
Grandfathering Computation
Computation of cost under the grandfathering provisions for pre-2018 equity.
Derivatives & F&O Classification
Advisory on classifying derivative transactions as business income or capital gains.
STT Impact Assessment
Assessment of the rate impact of securities transaction tax on a transaction.
Trader vs Investor Classification
Advisory on whether frequent trading should be treated as business income.
Our Our Advisory Process
Security-Wise Transaction Review
We review each security transaction and the platform on which it was executed.
Classification by Instrument
Each holding is classified by instrument type and applicable holding period.
STT & Grandfathering Check
Securities transaction tax payment and grandfathering eligibility are verified.
Computation by Category
Gains are computed separately for each category of security.
Consolidated Reporting
All categories are consolidated and reported in the applicable return schedule.
Why It Matters
Frequently Asked Questions
Gains from shares, mutual funds or bonds?
Send us your transaction statements — we'll classify and compute the gain across every instrument.
