Guides
Short, practical explainers for tracking your investments in India. No jargon, no stock tips.
How to download your CAS statement
Get the one PDF that lists every demat holding and mutual fund in your name, from NSDL, CDSL, CAMS or KFintech.
TaxCapital gains tax on shares and mutual funds
STCG vs LTCG, holding periods, current rates, the ₹1.25 lakh exemption and how US stocks are taxed.
ReturnsXIRR vs CAGR vs absolute return
Which return number to trust when you invest through SIPs, lump sums and top-ups over many years.
TaxTax-loss harvesting in India
How to use losses to reduce capital gains tax, the set-off rules, and the traps to avoid.
PortfolioPortfolio diversification: a practical checklist
Concentration, sector overlap, fund overlap and currency: what to check once a year.
CostsWhat a share trade really costs on a small account
Every charge on a delivery trade, what a round trip costs from Rs 5,000 to Rs 1 lakh, and why fixed fees weigh most on small orders.
ResearchHow much of a stock's move is just the market?
About a third market, a fifth sector and half the stock itself: a variance split of 118 liquid NSE stocks.
ResearchWhy most intraday strategies lose money after costs
71 intraday strategy variants tested on liquid NSE stocks, and why small edges cannot pay fixed charges.
These guides are general information, not investment, tax or legal advice. Tax rules change with each Budget; confirm the current position with a chartered accountant before acting.