Course

Markets and Taxation

Zerodha Varsity Free Intermediate India

Zerodha Varsity free module on how investment income is taxed in India: capital gains, holding periods, and turnover, in plain language.

Open on zerodha.com ↗

Curated reading that points you to the sources, not personalised investment advice.

It answers 10 questions

  1. How are my stock and mutual fund gains taxed in India?
  2. What tax will I pay when I sell shares in a secondary or at exit?
  3. Is the tax different when I sell founder shares versus shares I got from ESOPs?
  4. Do I pay tax when I switch from one mutual fund to another?
  5. What happens to my tax if my startup gets acquired?
  6. What tax do I owe when I sell a flat or land in India?
  7. Will I still owe Indian tax if I move abroad before selling my shares?
  8. How are my gains from US stocks or foreign shares taxed in India?
  9. How am I taxed if the company buys back my shares instead of an outside buyer?
  10. Do I have to pay advance tax on my capital gains during the year?

Read with it

  1. The India reference on short vs long term capital gains, holding periods, and rates for equity, funds, and property, so you... ClearTax Article Capital gains tax in India ClearTax
  2. The tax detail on REIT and InvIT payouts and gains, so you know what you actually keep before you invest. ClearTax Article How REITs and InvITs are taxed in India ClearTax
  3. A practical India-first reference for keeping personal and company finances (and their tax) cleanly separate. ClearTax Article ClearTax: personal and business tax guides ClearTax
  4. A calm explainer of what a secondary actually is, who has to approve it, and how the price gets set, before you raise it with... Carta Article How secondary sales work at private companies Carta
  5. The India-specific piece: perquisite tax at exercise, capital gains at sale, and the startup deferral, with worked examples in... ClearTax Article How ESOPs are taxed in India ClearTax
  6. The free, India-first grounding in what to do with cash once you have it: goals, allocation, SIPs, and not losing it to fees. Zerodha Varsity Course Personal Finance Zerodha Varsity
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