Intermediate

Understanding Tax Loss Harvesting Strategies

Learn how to use tax-loss harvesting to reduce your capital gains tax liability under Indian tax law. This course covers how STCG and LTCG are taxed across equity, debt and other assets, the set-off and carry-forward provisions under Sections 70 to 74 of the Income Tax Act, and practical execution using broker reports and screener.in, with real Indian portfolio examples and the common traps, like bonus stripping, to avoid.

Capital Gains TaxTax-Loss HarvestingSet-Off and Carry-ForwardBonus StrippingPortfolio Tax Planning
MODULES
3
DURATION
4 Hours
TRACK
Tax & Wealth Planning

What You'll Master

How STCG and LTCG are taxed differently across equity, debt, and other assets in India
How to use Sections 70 to 74 to set off and carry forward capital losses
How to identify harvestable losses in your own portfolio before the financial year ends
How to avoid the bonus stripping and dividend stripping traps under Section 94
How to track and execute tax-loss harvesting using broker reports and screener.in
Access Level
LEARNER
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates

Curriculum Breakdown