Tax Architecture: Understanding STCG and LTCG for Indian Investors
The Indian government classifies investment profits into two categories based on holding period.
1. Equity Taxation
- STCG (Short-Term): Holding less than 12 months. Taxed at 20%.
- LTCG (Long-Term): Holding more than 12 months. Taxed at 12.5% on gains exceeding ₹1.25 Lakh per year.
2. Debt and Other Assets
- For debt mutual funds, the benefit of indexation has been removed, and gains are now taxed at your slab rate regardless of tenure.
- For Real Estate, the holding period is 24 months, with unique indexation rules depending on the purchase year.
3. The Strategy: Arbitrage
By holding equity for just 1 day over 12 months, you can reduce your tax liability significantly. Our Net Worth calculator accounts for these "Imputed Tax Liabilities" to give you a real-world picture of your spending power.