Shivantti Finserv

Intelligent Advisory Portfolio for Best Investment Advice.

Intelligent Advisory Portfolio for Best Investment Advice.

Shivantti Finserv Intelligent Advisory Portfolio IAP Page 2
The Intelligent Advisory Portfolio (IAP) combines data-driven insights with expert advice to create a strategic investment plan. Focused on consistent wealth growth it prioritizes smart asset allocation, effective risk management and adaptability to market fluctuations ensuring a balanced approach to achieving long-term financial success. With IAP you gain a clear path to financial stability backed by expertise and a dynamic investment strategy that evolves with the market. Experience the future of investing with confidence and clarity.

The Intelligent Advisory Portfolio (IAP) combines data-driven insights with expert advice to create a strategic investment plan. Focused on consistent wealth growth it prioritizes smart asset allocation, effective risk management and adaptability to market fluctuations ensuring a balanced approach to achieving long-term financial success. With IAP you gain a clear path to financial stability backed by expertise and a dynamic investment strategy that evolves with the market. Experience the future of investing with confidence and clarity.

The Intelligent Advisory Portfolio (IAP) combines data-driven insights with expert advice to create a strategic investment plan. Focused on consistent wealth growth it prioritizes smart asset allocation, effective risk management and adaptability to market fluctuations ensuring a balanced approach to achieving long-term financial success. With IAP you gain a clear path to financial stability backed by expertise and a dynamic investment strategy that evolves with the market. Experience the future of investing with confidence and clarity.

The Intelligent Advisory Portfolio (IAP) combines data-driven insights with expert advice to create a strategic investment plan. Focused on consistent wealth growth it prioritizes smart asset allocation, effective risk management and adaptability to market fluctuations ensuring a balanced approach to achieving long-term financial success. With IAP you gain a clear path to financial stability backed by expertise and a dynamic investment strategy that evolves with the market. Experience the future of investing with confidence and clarity.

The Intelligent Advisory Portfolio (IAP) combines data-driven insights with expert advice to create a strategic investment plan. Focused on consistent wealth growth it prioritizes smart asset allocation, effective risk management and adaptability to market fluctuations ensuring a balanced approach to achieving long-term financial success. With IAP you gain a clear path to financial stability backed by expertise and a dynamic investment strategy that evolves with the market. Experience the future of investing with confidence and clarity.

Benefits of IAP

Benefits of IAP

AI Insights

Use advanced data analysis to make smarter investment decisions, keeping your portfolio aligned with market trends.

Personalized Strategies

Receive expert guidance designed to meet your unique financial goals helping your wealth grow effectively.

Risk Management

Protect your investments with strategies that minimize risks and shield your wealth from market fluctuations.

Diversified Allocation

Build a balanced portfolio by spreading investments across various asset classes reducing risk and improving growth potential.

Steady Growth

Focus on long-term financial stability with a strategy built for consistent growth supported by expert insights and careful planning.

AI Insights

Use advanced data analysis to make smarter investment decisions, keeping your portfolio aligned with market trends.

Personalized Strategies

Receive expert guidance designed to meet your unique financial goals helping your wealth grow effectively.

Risk Management

Protect your investments with strategies that minimize risks and shield your wealth from market fluctuations.

Diversified Allocation

Build a balanced portfolio by spreading investments across various asset classes reducing risk and improving growth potential.

Steady Growth

Focus on long-term financial stability with a strategy built for consistent growth supported by expert insights and careful planning.

Tax Guide for Investors

Capital Gains Taxation (Effective from July 23, 2024)

Holding Periods

- Listed Securities: Long-term if held >12 months.
- Unlisted Securities & Other Assets: Long-term if held >24 months.

Listed Securities Tax Rates

- Short-Term Capital Gains (STCG): 20% (previously 15%)
- Long-Term Capital Gains (LTCG): 12.5% (previously 10%)

Unlisted Securities Tax Rates

- Short-Term Capital Gains (STCG): Taxed as per the income tax slab rates.
- Long-Term Capital Gains (LTCG): 12.5% (previously 20%)

Exemption Limit

- LTCG on Listed Securities: Exemption limit increased to ₹1.25 lakh per annum (from ₹1 lakh).

Dividend Income

Taxable at slab rates. (TDS can be deducted at prescribe rate)

Pass-through Taxation

Income directly taxed in investor's hands at prescribe rate.

IAP Partners

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