A Modern Approach to Wealth Transfer: Gifting Mutual Fund Units

A Modern Approach to Wealth Transfer: Gifting Mutual Fund Units

The Smart Way to Gift Mutual Fund Units Gifting mutual fund units is a modern and effective way to transfer wealth and help secure a loved one’s financial future. While it may seem complicated, understanding the process, costs, and tax rules makes it a straightforward financial strategy. Step 1: Ensure Your Units Are in Demat … Read more