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Friday, February 8, 2013

Guide for ETF Investing

Invest In Tax Saving Mutual Funds Online

Call 0 94 8300 8300 (India)
All trade transactions can be carried out through the Demat account and you can consolidate all your trading wealth and securities in one place
 

ETFs or Exchange Traded Funds are acquired by contacting a share broker or applying for them online. As they share the day- trade nature of stocks, ETFs can be picked up by veteran investors without having to make any changes to their existing portfolios or applying for a separate Demat account or trading account.

Yet unlike shares, ETFs do not require investors to pay a Securities Transaction Tax ( STT) and the short term capital gain on the ETF is automatically added to your income and taxes are levied based on your tax slab. Owning gold ETFs are much more tax efficient than actually, physically possessing gold, but with the value of the real deal.

However, first time investors would need to have opened a Demat account with their bank to buy and trade in ETFs.

Opening a Demat account A Demat account is used to transfer the physical shares one purchases in the market into electronic shares that can be accessed and tracked online making trading a simpler and more convenient venture.

All trade transactions will then be carried out through the Demat account and you can consolidate all your trading wealth and securities in one place.

First one needs to approach a Depository Participant or DP that is recognized and registered with the National Securities Depository Ltd ( NSDL) and the Central Securities Depository Ltd ( CDSL). These are firms and establishment such as ShareKhan, HDFC Securities, IIFL that deal with online trading.

One can then acquire a Demat account opening form from these DPs.

On filling the form, one has to submit it with photo copies of a verified address and identity proofs back to the DPs that will begin the necessary paperwork and procedures to finalize the account creation.

When the Demat account has been opened, one would have to produce your PAN ( Personal Account Number ) card to finalize the process and begin online trading.

A Demat account is not limited to trading in ETFs but can be used as your personal holding of all securities that are traded online.

Happy Investing!!

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Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C.

Invest Tax Saving Mutual Funds Online

Tax Saving Mutual Funds Online

These links can be used to Purchase Mutual Funds Online that are regular also (Investment, non-tax saving)

Download Tax Saving Mutual Fund Application Forms from all AMCs

Download Tax Saving Mutual Fund Applications

These Application Forms can be used for buying regular mutual funds also

Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )

  1. ICICI Prudential Tax PlanInvest Online
  2. HDFC TaxSaverInvest Online
  3. DSP BlackRock Tax Saver FundInvest Online
  4. Reliance Tax Saver (ELSS) FundInvest Online
  5. Birla Sun Life Tax Relief '96 Invest Online
  6. IDFC Tax Advantage (ELSS) FundInvest Online
  7. SBI Magnum Tax Gain Scheme 1993Invest Online
  8. Sundaram Tax SaverInvest Online
  9. Edelweiss ELSS Invest Online

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Best Performing Mutual Funds

    1. Largecap Funds Invest Online
      1. DSP BlackRock Top 100 Fund
      2. ICICI Prudential Focused Blue Chip Fund
      3. Birla Sun Life Front Line Equity Fund
    2. Large and Midcap Funds Invest Online
      1. ICICI Prudential Dynamic Plan
      2. HDFC Top 200 Fund
      3. UTI Dividend Yield Fund
    1. Mid and SmallCap Funds Invest Online
      1. Reliance Equity Opportunities Fund
      2. DSP BlackRock Small & Midcap Fund
      3. Sundaram Select Midcap
      4. IDFC Premier Equity Fund
    1. Small and MicroCap Funds Invest Online
      1. DSP BlackRock MicroCap Fund
    1. Sector Funds Invest Online
      1. Reliance Banking Fund
      2. Reliance Banking Fund
    1. Tax Saver Mutual Funds Invest Online
      1. ICICI Prudential Tax Plan
      2. HDFC Taxsaver
      3. DSP BlackRock Tax Saver Fund
      4. Reliance Tax Saver (ELSS) Fund
    2. Gold Mutual Funds Invest Online
      1. Relaince Gold Savings Fund
      2. ICICI Prudential Regular Gold Savings Fund
      3. HDFC Gold Fund

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Mutual Fund Application Forms Download Any Applications
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