MProfit @MProfit

The clarity your wealth deserves mprofit.in Mumbai, India Joined April 2009

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MProfit @MProfit

11 hours ago

Last month we were at the 𝟮𝟳𝘁𝗵 𝗪𝗲𝗮𝗹𝘁𝗵 & 𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗲𝘀 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 & 𝗚𝗿𝗼𝘄𝘁𝗵 𝗦𝘂𝗺𝗺𝗶𝘁 in Ahmedabad, hosted by AAFM India - a day-long gathering of mutual fund distributors and wealth professionals navigating an advisory landscape that keeps expanding in scope. We led a session on the evolution of wealth managers and the shifting investment landscape in India. The session centred on a shift already underway: portfolios spreading across mutual funds, AIFs, PMS, and private credit, well beyond the traditional mutual-fund advisory model. Consolidated, technology-led reporting is what's increasingly needed to manage that complexity well. That same complexity isn't confined to the portfolio itself. Succession and estate planning now demand the same rigour as investment selection, and regulatory change keeps raising the operational bar for advisors trying to stay compliant while still serving clients well. What we heard echoes what we see in our own conversations with advisors: the ones building durable practices are the ones treating infrastructure as seriously as they treat products. Grateful to @AafmIndia for a summit that took the operational realities of modern advisory as seriously as the investment ideas. If we missed connecting at the event, we'd be glad to have a conversation. Write to us at [email protected] #WealthManagement #AlternativeInvestments #SuccessionPlanning #MProfit

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MProfit @MProfit

a day ago

𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆: SEBI is making the process easier to administer, easier to reconcile and less dependent on currency conversion for a domestic regulator that collects in rupees. This is not a market-moving change on its own, but it is a useful one for the infrastructure that sits behind market access. #SEBI #FPI #FVCI #Regulation #MProfit

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MProfit @MProfit

a day ago

𝗪𝗵𝗮𝘁 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 𝗳𝗼𝗿 𝗶𝗻𝘁𝗲𝗿𝗺𝗲𝗱𝗶𝗮𝗿𝗶𝗲𝘀? 1. Custodian fees will move from annual to monthly billing. 2. The monthly custodian fee has been set at ₹85,000 or 0.0000416% of AUC, whichever is higher. 3. This part takes effect from 1 October 2026. 4. DDPs and custodians will need to adjust systems, billing and remittance workflows.

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MProfit @MProfit

a day ago

SEBI just changed how FPIs pay fees in India. Here’s why that matters. 🧵👇🏼

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MProfit @MProfit

2 days ago

Follow us at @MProfit if this thread gave you value 😀 Like + RT the first tweet to spread the word 🙏 Did you know MProfit helps you track all your investments & provides XIRR reporting across your portfolio? Check out this explainer to learn more:

MProfit @MProfit

3 years ago

If you are struggling to view your family’s investments in a single place, MProfit might just be the tool you are looking for: An app that allows you to track investments for your entire family, across asset classes & brokers 🙂 Here’s a detailed explainer (1/8)

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MProfit @MProfit

2 days ago

TL;DR

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MProfit @MProfit

2 days ago

Most investors assume their SIP corpus sits neatly in the long-term tax bucket. The tax position inside it is more layered than that. Three common actions each trigger a separate computation, and investors running sizeable SIP portfolios can easily miss them 🧵

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MProfit @MProfit

6 days ago

𝗧𝗮𝘅𝗮𝘁𝗶𝗼𝗻 𝗦𝗲𝗿𝗶𝗲𝘀 | 𝗖𝗵𝗲𝗮𝘁𝘀𝗵𝗲𝗲𝘁 𝟯: 𝗘𝗾𝘂𝗶𝘁𝘆 𝗠𝘂𝘁𝘂𝗮𝗹 𝗙𝘂𝗻𝗱𝘀 & 𝗘𝗧𝗙𝘀 Equity MFs and ETFs follow the same headline rates, but the actual tax outcome depends on certain variables that are easy to miss. We've mapped the full picture in one place. 𝗛𝗲𝗿𝗲'𝘀 𝘄𝗵𝗮𝘁'𝘀 𝗶𝗻𝘀𝗶𝗱𝗲: 🔹 STCG and LTCG rates, holding periods, and the surcharge cap on equity gains 🔹 How fund type determines which rates apply, and where that isn't straightforward 🔹 Growth vs IDCW: how the option chosen at purchase determines tax treatment 🔹 The surcharge mechanics that matter at scale. 💡 As we navigate tax filing season, we will deep-dive into more asset classes in the upcoming days. 𝗦𝘁𝗮𝘆 𝘁𝘂𝗻𝗲𝗱 𝘄𝗶𝘁𝗵 𝘂𝘀 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗧𝗮𝘅𝗮𝘁𝗶𝗼𝗻 𝗦𝗲𝗿𝗶𝗲𝘀! 🙂 #Taxation #CapitalGains #MutualFunds #ETFs #WealthManagement #MProfit

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MProfit @MProfit

a week ago

𝗧𝗮𝘅𝗮𝘁𝗶𝗼𝗻 𝘀𝗲𝗿𝗶𝗲𝘀: 𝗨𝗻𝗹𝗶𝘀𝘁𝗲𝗱 𝗲𝗾𝘂𝗶𝘁𝘆 Unlisted equity follows a completely different set of capital gains rules from listed shares - and the complexity is where most investors get caught off guard. The next cheat-sheet in our series covers unlisted equity - here's what's inside: 🔹 Applicable LTCG and STCG rates for private holdings 🔹 The below-FMV transfer trap - and why it creates a tax consequence for both buyer and seller 🔹 What happens when unlisted shares list before you sell 🔹 ESOPs: the two tax events most holders discover only at exit 🔹 Loss set-off rules 𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘎𝘦𝘯𝘦𝘳𝘢𝘭 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘰𝘯𝘭𝘺. 𝘕𝘰𝘵 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘰𝘳 𝘵𝘢𝘹 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘊𝘰𝘯𝘴𝘶𝘭𝘵 𝘢 𝘲𝘶𝘢𝘭𝘪𝘧𝘪𝘦𝘥 𝘊𝘈 𝘣𝘦𝘧𝘰𝘳𝘦 𝘮𝘢𝘬𝘪𝘯𝘨 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴. If you're starting here, our capital gains ready-reckoner covering major asset classes is up on the page as well. #Taxation #CapitalGains #UnlistedEquity #ESOPs #WealthManagement #MProfit