Asset allocation is key in wealth creation, We at Value Investments build All Weather portfolio with proper assets mix for our valued investors to achieve their predetermined financial goal/s. Know what is Mutual Fund and how we can create Multi Asset portfolio through Mutual Fund
Tax-free bonds are fixed-income investments issued by government-backed entities (like NHAI, PFC, REC) to fund infrastructure, offering investors tax-exempt interest income, long maturity (10+ years), fixed annual payouts, and low risk, making them ideal for steady, long-term, tax-efficient returns. Key issuers include public sector undertakings (PSUs) and municipal corporations.
Tax-Free Interest: The main benefit is that interest earned is fully exempt from income tax under specific sections of the Income Tax Act. Issuer: Issued by government-owned entities for infrastructure and development projects.
Low Risk: High safety due to government backing, with low default risk.
Long Tenure: Typically have long lock-in periods (10 years or more).
Fixed Returns: Provide a predictable, regular annual interest income.
Liquidity: Can often be traded on stock exchanges after issuance.
54EC bonds are popular investment instruments as investing in 54EC bonds allows investors to claim Tax Deductions on long-term Capital Gains. Tax deduction is available under section 54EC of the Income Tax Act. 54EC bonds do not allow any tax exemption on short-term capital gains tax. The maximum limit for investing in 54EC bonds is Rs. 50,00,000. The eligible bonds under section 54EC are REC (Rural Electrification Corporation Ltd), PFC (Power Finance Corporation Ltd) and IRFC (Indian Railways Finance Corporation Limited)
Many investors are fixed deposits savvy in our country. Corporate Fixed Deposits (CFDs), also known as company FDs, are term deposits issued by companies, especially Non-Banking Financial Companies (NBFCs) and Housing Finance Companies (HFCs), to raise capital. They typically offer Higher Interest rates compared to bank FDs and traditional deposits.
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