Wealth Management Advisory Industry Analysis
ITR filing 2026: New disclosure rules on donations, F&O & more explained
New ITR 2026 disclosure rules on donations and F&O trades tighten tax compliance, signalling stricter scrutiny of high-net-worth individuals and traders
Impact: 6/10
US 401(k) and other overseas pension account holders: Forms ITR-1 and ITR-4 are no longer available under the new Indian I-T Act; they must now file ITR-2 or ITR-3
India tightens foreign asset reporting for NRI investors, forcing 401(k) holders to file complex tax forms, signaling stricter compliance enforcement
Impact: 6/10
First task for FD investors to save TDS in new financial year is filing form 15G/H; Check the annual income that makes you eligible
FD investors can reclaim billions in TDS by filing Forms 15G/15H, boosting savings and liquidity in banking system
Impact: 6/10
Why diversification and discipline matter more than market timing
Multi-asset diversification strategy outperforms market timing as Indian investors face volatile equities, gold, and debt markets simultaneously.
Impact: 6/10
Tax harvesting before March 31, 2026? Watch these three hidden costs that can reduce your tax savings
Hidden costs can wipe out tax-saving gains before March 2026 deadline, forcing Indian investors to recalculate strategies
Impact: 6/10