Balaji Wealth

Balaji Wealth Have you diversified in asset classes properly? Vinay Kumar Goel
(AMFI Registered Mutual Fund Distributor)
ARN - 44863

29/07/2026

ITR file karne se pehle yeh 5 galtiyon ka zarur dhyan rakho! 📊⚠️

✅ Galat ITR Form select karna
✅ Chhoti loss ko ignore karna
✅ Due date miss karna
✅ F&O/Intraday ko Capital Gains samajhna
✅ AIS check na karna

Ek chhoti si galti aapko bhaari pad sakti hai 💸 Smart investors filing se pehle poori checklist follow karte hain.

Complete Step-by-Step ITR Filing Checklist chahiye? Comment karo "CHECKLIST" 👇 aur DM mein direct share kar dunga!

Follow us for more smart money insights 💡

Disclaimer: Mutual fund investments are subject to market risk. Please read all scheme-related documents carefully.

Balaji Wealth | Vinay Kumar Goel
(AMFI Registered Mutual Fund Distributor)
ARN – 44863

This content is for educational purposes only and should not be considered investment advice or a guarantee of returns.



[ Income tax & ITR searches, Stock market and mutual fund investors, Personal finance education, Income Tax India, New Tax Regime, Capital Gains Tax, Capital Gains Tax India, Equity Mutual Funds, Stock Market Investing, Mutual Fund, Stock Market, Tax Planning, Personal Finance India, Wealth Management, Financial Literacy, Tax Saving, Income Tax Return (ITR), Finance Act 2025, Mutual Fund Investment, finance tips, finance information.

26/07/2026

Unlisted shares play by different tax rules than listed stocks:

📌 LTCG applies only after 24 months (not 12)
📌 Short-term = taxed up to 30% (slab rate)
📌 Long-term = flat 12.5%
📌 No ₹1.25L exemption like listed shares get

Holding a little longer can move you from a 30% tax slab to a flat 12.5% — that's real money saved.

Know this before you sell and share it with fellow investors.
🔔 Follow us for practical personal finance, tax, and investment insights.

Disclaimer: Mutual fund investments are subject to market risk. Please read all scheme-related documents carefully.

Balaji Wealth | Vinay Kumar Goel
(AMFI Registered Mutual Fund Distributor)
ARN – 44863

This content is for educational purposes only and should not be considered investment advice or a guarantee of returns.

[ Income tax & ITR searches, Stock market and mutual fund investors, Personal finance education, Income Tax India, New Tax Regime, Capital Gains Tax, Capital Gains Tax India, Equity Mutual Funds, Stock Market Investing, Mutual Fund, Stock Market, Tax Planning, Personal Finance India, Wealth Management, Financial Literacy, Tax Saving, Income Tax Return (ITR), Finance Act 2025, Mutual Fund Investment, finance tips, finance information ]

23/07/2026

Investing in Stocks or Equity Mutual Funds? Don’t assume ₹12 lakh income means ZERO tax.

Understanding Section 87A rebate, capital gains tax, STCG, and LTCG is essential to avoid unexpected tax liabilities.
Watch the reel to understand the rules in a simple way!

💬 Comment “TAX” to get a quick tax guide.

📤 Share it with fellow investors.
🔔 Follow for practical personal finance, tax, and investment insights.

Disclaimer: Mutual fund investments are subject to market risk. Please read all scheme-related documents carefully.

Balaji Wealth | Vinay Kumar Goel
(AMFI Registered Mutual Fund Distributor)
ARN – 44863

This content is for educational purposes only and should not be considered investment advice or a guarantee of returns.



[ Income tax & ITR searches, Stock market and mutual fund investors, Personal finance education, Income Tax India, New Tax Regime, Capital Gains Tax, Capital Gains Tax India, Equity Mutual Funds, Stock Market Investing, Mutual Fund, Stock Market, Tax Planning, Personal Finance India, Wealth Management, Financial Literacy, Tax Saving, Income Tax Return (ITR), Finance Act 2025, Mutual Fund Investment, finance tips, finance information ]

Children plans are solution oriented plans that can be done in child's account having lockin period of 5years.Disclaimer...
09/07/2026

Children plans are solution oriented plans that can be done in child's account having lockin period of 5years.
Disclaimer- Mutual funds investments are subject to market risk, read all scheme related documents carefully.
Vinay Kumar Goel
(AMFI Registered Mutual Fund Distributor)
ARN - 44863

07/07/2026

Children plans are really helpful to remain invested in markets, otherwise fear and greed will not let you sustain for long term.
Disclaimer- Mutual funds investments are subject to market risk, read all scheme related documents carefully.
Pas returns are not indicator of future perfoemance.
Vinay Kumar Goel
(AMFI Registered Mutual Fund Distributor)
ARN - 44863

True investing starts here.
29/06/2026

True investing starts here.

Need funds without selling your investments?Get a Loan Against Mutual Funds — quick, easy OD account facility, charged o...
19/06/2026

Need funds without selling your investments?
Get a Loan Against Mutual Funds — quick, easy OD account facility, charged only on the amount you use.
✅ No need to liquidate your portfolio
✅ Funds invested anywhere are eligible — not just with Balaji Wealth
✅ Fast processing, flexible access
Your investments keep growing, while you get the liquidity you need.
📞 For details, contact: 9034392065

Our team at Balaji Wealth recently had an enriching training session with the Motilal Oswal team, diving deep into the n...
18/06/2026

Our team at Balaji Wealth recently had an enriching training session with the Motilal Oswal team, diving deep into the nuances of Bond Markets — yields, duration, credit risk, and how fixed income fits into a well-diversified portfolio.
Because the better we understand the markets, the better we serve you.

The hidden cost of staying uninvested👆🏻
16/06/2026

The hidden cost of staying uninvested👆🏻

📎4 crisp pointers on why it's important to beat inflation in India:*1. 🏠 Cost of Living Rises Every Year*India's inflati...
30/05/2026

📎4 crisp pointers on why it's important to beat inflation in India:

*1. 🏠 Cost of Living Rises Every Year*
India's inflation averages 6–7% annually. Your grocery bill, school fees, medical costs, and rent keep rising. If your money doesn't grow faster than inflation, your lifestyle quietly degrades year by year.

*2. 💰 Savings Lose Real Value*
₹1 Lakh kept in cash or a low-interest account today will have the purchasing power of just ₹50,000 in 10 years at 7% inflation. Saving is not enough — your money must grow or it shrinks in real terms.

*3. 🏥 Healthcare & Education Inflation is 10–12%*
Medical and education costs in India inflate even faster than general CPI. A surgery costing ₹5 lakh today may cost ₹13 lakh in 10 years. Without inflation-beating investments, these goals become unaffordable.

*4. 🧓 Retirement Corpus Gets Eroded*
A ₹1 Crore retirement fund feels big today — but after 20 years at 7% inflation, its real value drops to just ₹25 lakh. Indians are living longer (75–80 years).

Address

Balaji House, Scf 28 , Huda Complex
Rohtak
124001

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Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 10am - 6pm

Telephone

+917206673340

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