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Courses / Investment Taxation

Investment Taxation

Most Indian investors discover their tax bill after the money is already gone. They sell in month eleven instead of month thirteen, they assume a debt fund held four years qualifies for a concessional rate, and they let the ₹1,25,000 long-term exemption expire unused every single March. The Tax-Smart Investor fixes that. Working entirely in Tax Year 2026-27 rules — the Income-tax Act, 2025 and Union Budget 2026 — this course teaches you to calculate the tax on every rupee your portfolio earns be

30
Lessons
6
Quizzes
6
Sections

Course curriculum

01 · Tax Foundations for the Indian Investor (Tax Year 2026-27) (5 lessons · 1 quiz)
  • What "Tax Year 2026-27" Means Under the Income-tax Act, 202511 minute
  • Capital Asset, Capital Gain and Why Your Holding Period Decides Everything10 minute
  • Short-Term vs Long-Term: The 12-Month and 24-Month Dividing Lines10 minute
  • Slab Rate vs Special Rate: The Two Ways Investment Income Is Taxed10 minute
  • Cess, Surcharge and the Real Tax You Actually Pay10 minute
  • Tax Foundations for the Indian Investor (Tax Year 2026-27) — Apply Your Learningquiz
02 · Listed Equity Shares: STCG, LTCG and the ₹1.25 Lakh Exemption (5 lessons · 1 quiz)
  • How Securities Transaction Tax Unlocks Concessional Equity Rates10 minute
  • Short-Term Capital Gains at 20%: A Calculation Walkthrough10 minute
  • Long-Term Capital Gains at 12.5% and the ₹1.25 Lakh Annual Exemption10 minute
  • Why the Section 87A Rebate Does Not Rescue Your Capital Gains10 minute
  • Tax Harvesting: Using the ₹1.25 Lakh Exemption Every Year10 minute
  • Listed Equity Shares: STCG, LTCG and the ₹1.25 Lakh Exemption — Apply Your Learningquiz
03 · Mutual Funds: The 65% Equity Test That Decides Your Tax (5 lessons · 1 quiz)
  • The 65% Equity Rule: How a Fund's Portfolio Sets Its Tax Treatment10 minute
  • Equity Mutual Funds and ETFs: Taxed Exactly Like Listed Shares10 minute
  • Debt Funds and the 1 April 2023 Cut-Off That Changed Everything10 minute
  • Hybrid, Gold and International Funds: Why the Fund Name Misleads10 minute
  • SIPs, Redemptions and FIFO: Holding Period Unit by Unit10 minute
  • Mutual Funds: The 65% Equity Test That Decides Your Tax — Apply Your Learningquiz
04 · Bonds, Deposits, Gold and Dividends: The Fixed-Income Tax Map (5 lessons · 1 quiz)
  • Listed Bonds and NCDs: 12.5% Long-Term, But No ₹1.25 Lakh Exemption10 minute
  • Unlisted Debentures: Why Listing Status Can Double Your Tax10 minute
  • Sovereign Gold Bonds: Tax-Free at Maturity, Taxable if You Exit Early10 minute
  • Fixed Deposits, Interest Income and Annual TDS10 minute
  • Dividend Income: Always Slab Rate, and the ₹10,000 TDS Threshold10 minute
  • Bonds, Deposits, Gold and Dividends: The Fixed-Income Tax Map — Apply Your Learningquiz
05 · Equity Derivatives: Why F&O Is Business Income, Not Capital Gains (5 lessons · 1 quiz)
  • Why a Futures Contract Is Not a Capital Asset10 minute
  • Non-Speculative Business Income and the ITR-3 Requirement10 minute
  • Setting Off and Carrying Forward F&O Losses for Eight Years10 minute
  • Deductible Trading Expenses and the Tax Audit Thresholds10 minute
  • Budget 2026's Higher STT on Futures and Options10 minute
  • Equity Derivatives: Why F&O Is Business Income, Not Capital Gains — Apply Your Learningquiz
06 · Budget 2026, Buybacks and Building Your Tax-Smart Routine (5 lessons · 1 quiz)
  • What Budget 2026 Changed — and What It Deliberately Left Alone10 minute
  • Share Buybacks Now Taxed as Capital Gains10 minute
  • The Income-tax Act, 2025: New Section Numbers, Same Rules10 minute
  • Reading Your Annual Information Statement Before Filing10 minute
  • Your Annual Tax-Smart Calendar: A Twelve-Month Routine10 minute
  • Budget 2026, Buybacks and Building Your Tax-Smart Routine — Apply Your Learningquiz
⚠ IMPORTANT DISCLAIMER — Please Read Before Enrolling This course is designed strictly for educational and informational purposes . It does not constitute investment advice, portfolio management services, or a solicitation to buy or sell any securities. GWCINDIA WealthED is not providing personalised financial or tax advice. All examples, calculations, and case studies are illustrative only and based on historical data — past performance is not indicative of future results. Investing in securities markets is subject to market risks; please read all related scheme information documents carefully before investing. Always consult a SEBI-registered Investment Adviser or Chartered Accountant for personalised advice. Legal/compliance reviewed: this disclaimer must be retained in its entirety.