Intermediate

Understanding Tax on Capital Gains From Equity, Debt, and Real Estate Together

Most investors learn capital gains tax one asset class at a time, and end up with rules that contradict each other in their head. This course puts equity, debt instruments, and real estate side by side, using the same framework of holding period, cost of acquisition, indexation, and set-off throughout, so you can see exactly where the rules diverge and why. Built for anyone with income from more than one asset class who needs to plan a sale, not just understand it in theory.

Capital Gains BasicsEquity & Mutual Fund TaxationDebt Instrument TaxationReal Estate TaxationTax-Loss HarvestingITR Filing for Capital Gains
MODULES
5
DURATION
~3.5 hrs
TRACK
Tax & Wealth Planning

What You'll Master

How holding period, cost of acquisition, and indexation work as a common framework across equity, debt, and real estate
Current STCG and LTCG rules for listed equity and equity mutual funds, including the LTCG exemption threshold and grandfathering
How the 2023 reform changed debt mutual fund taxation, and how bonds and G-Secs are still taxed
How to compute capital gains on property sale after the indexation changes in Budget 2024, and which exemptions still apply
How to use tax-loss harvesting and sale timing across asset classes to legally reduce your tax outgo
How to actually fill Schedule CG in your ITR without missing an asset class
Access Level
LEARNER
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates

Curriculum Breakdown