Episode 4- Impact of Income Tax on your Investments !
In this 4th session, Mr Vivek Bajaj will be simplifying the complexity of Taxation on stock market investments and the indexation benefits provided by the IT authorities. Throughout this video, he has facilitated the tax implications for all the asset classes and how to calculate your compounded matrix tax and its effect.
How is an Asset Class defined?
A collection of comparable securities having similar traits & experiencing similar market fluctuations is known as an Asset Class.
In the first section of this video, learn about the five heads of income. They are:
- Other Sources of Income.
- House Property.
- Capital Gains.
- Business Income.
- Salary.
There are two types of taxes, mainly Direct & Indirect Taxation, which have been discussed in this video. Mr Vivek Bajaj introduced a different kind of tax that is very much prevalent today, i.e., GST or Goods & Service Tax.
The different categories of asset classes can be classified as equities, fixed income, cash equivalent or money market instruments, and Real Estate & Commodities. So each of them has its tax implications upon them.
About Mr. Vivek Bajaj

The passion for data, analytics and technology is what makes Vivek Bajaj a financial market survivor. The journey as a market participant started in 2002 when the first trade was executed in the options contract of ITC. Life was simpler and easier during that time. Since then technology and Big data have taken over totally. As an early adapter to the complex tools, Kredent was formed to capitalise on the opportunities. He is co-founder of StockEdge and is committed to bring simplicity in the complex world of market data. He is a Chartered Accountant, Company Secretary and an MBA from IIM Indore. He is a part of various committees of exchanges and regulator and he has been an active contributor in the evolution of Indian Derivatives Market.
About this episode
In this 4th session, Mr Vivek Bajaj will be simplifying the complexity of Taxation on stock market investments and the indexation benefits provided by the IT authorities. Throughout this video, he has facilitated the tax implications for all the asset classes and how to calculate your compounded matrix tax and its effect.
How is an Asset Class defined?
A collection of comparable securities having similar traits & experiencing similar market fluctuations is known as an Asset Class.
In the first section of this video, learn about the five heads of income. They are:
- Other Sources of Income.
- House Property.
- Capital Gains.
- Business Income.
- Salary.
There are two types of taxes, mainly Direct & Indirect Taxation, which have been discussed in this video. Mr Vivek Bajaj introduced a different kind of tax that is very much prevalent today, i.e., GST or Goods & Service Tax.
The different categories of asset classes can be classified as equities, fixed income, cash equivalent or money market instruments, and Real Estate & Commodities. So each of them has its tax implications upon them.
About Mr. Vivek Bajaj

The passion for data, analytics and technology is what makes Vivek Bajaj a financial market survivor. The journey as a market participant started in 2002 when the first trade was executed in the options contract of ITC. Life was simpler and easier during that time. Since then technology and Big data have taken over totally. As an early adapter to the complex tools, Kredent was formed to capitalise on the opportunities. He is co-founder of StockEdge and is committed to bring simplicity in the complex world of market data. He is a Chartered Accountant, Company Secretary and an MBA from IIM Indore. He is a part of various committees of exchanges and regulator and he has been an active contributor in the evolution of Indian Derivatives Market.

Other series by Elearnmarkets
Watch Mr. Vivek Bajaj introduce the basic concepts of trading and discuss the various stock market indicators.
All Episodes
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Episodes 1 Why Investing is extremely Important ???
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Episodes 2 How to beat your Personal Inflation ?
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Episodes 3 Three C's of Investing followed by Top Investors !!!
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Episodes 4 Impact of Income Tax on your Investments !
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Episodes 5 Decoding Indian Stock Market Universe!
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Episodes 6 Are you an Active or Passive Investor? Find out in this video!!!
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Episodes 7 Investors को Company के Financial Statements में क्या देखना चाहिए?
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Episodes 8 Quality Framework for analyzing any Company !!
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Episodes 9 Introducing Edge model for effective Stock Investing !!
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Episodes 10 360 Degree Analysis of Asian Paints !!!
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Episodes 11 360 Degree Analysis of Jubilant Foodworks !!!
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Episodes 12 360 Degree Analysis of Future Retail !
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Episodes 13 360 Degree Analysis of HDFC AMC
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Episodes 14 See this if you need a perfect Stock Portfolio!!

Other series by Elearnmarkets
Watch Mr. Vivek Bajaj introduce the basic concepts of trading and discuss the various stock market indicators.