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Beginner

Taxation and Regulatory Basics for Indian Investors

A practical, no-jargon guide to how India actually taxes and regulates your investments, built for first-time demat holders, salaried professionals, homemakers and retirees who want to understand their money, not just track it. Covers how capital gains on equity, mutual funds, debt funds, FDs and bonds are taxed, how dividends and TDS work, which ITR form and schedule to use for reporting gains, and the roles SEBI, the exchanges and the depositories play in protecting you. Uses real Indian numbers, forms and workflows throughout: Form 26AS, AIS, Schedule CG, SCORES, and current CBDT and SEBI rules.

Capital Gains TaxIncome Tax FilingSEBI Regulations

MODULES

7

DURATION

~3.9 hrs

TRACK

Tax & Wealth Planning

What You'll Master

Understand how equity, debt funds and gold get taxed

Learn to file your income tax return as an investor

See how SEBI, exchanges and KYC rules protect you

Access Level

LEARNER

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Everything included

Full Text Playbooks

Actionable Exercises

Mobile Reading Mode

Lifetime Updates

Curriculum Breakdown

Chapter 1: Why Taxation and Regulation Matter for Every Investor

3 Lessons

From Demat Account to Tax Return: What Every Indian Investor Must Know10 min read

Meet the Regulators: SEBI, RBI and the Income Tax Department11 min read

The Cost of Getting It Wrong: Real Consequences of Ignoring Tax and Compliance Rules10 min read

Chapter 2: How Equity and Equity Mutual Funds Are Taxed

3 Lessons

Short-Term vs Long-Term Capital Gains: The 12-Month Holding Rule for Equity11 min read

LTCG on Equity and Equity Mutual Funds: Rates, Exemption Limit and Worked Examples13 min read

STCG on Equity: How It's Calculated and Reported11 min read

Chapter 3: Taxation of Debt Funds, FDs, Bonds and Gold

3 Lessons

How Debt Mutual Funds Are Taxed After the 2023 Rule Change12 min read

Tax on Fixed Deposits, Bonds and Sovereign Gold Bonds11 min read

Indexation: What It Was, and Where It Still Applies10 min read

Chapter 4: Dividends, Interest Income and TDS

3 Lessons

How Dividend Income Is Taxed in Your Hands10 min read

TDS on Dividends, Interest and Mutual Fund Redemptions Explained12 min read

Form 26AS and AIS: Reconciling What's Actually Been Deducted11 min read

Chapter 5: Filing Your Income Tax Return as an Investor

3 Lessons

Which ITR Form Applies to You as an Investor10 min read

Reporting Capital Gains in Your ITR: A Step-by-Step Walkthrough14 min read

Old vs New Tax Regime: What It Actually Means for Investors12 min read

Chapter 6: SEBI, Exchanges and Depositories: Who Protects You

3 Lessons

SEBI's Role: The Rules That Exist to Protect Retail Investors10 min read

NSE, BSE, NSDL and CDSL: Who Does What With Your Money and Shares11 min read

SCORES and Investor Grievance Redressal: What to Do When Something Goes Wrong10 min read

Chapter 7: KYC, Demat Rules and Avoiding Common Mistakes

3 Lessons

KYC and Nomination Rules Every Demat Holder Must Follow10 min read

Common Tax and Compliance Mistakes Retail Investors Make12 min read

Building a Simple Year-End Tax Checklist for Your Portfolio11 min read