Tax Aware Portfolio Decisions

Two options, one with the higher return, and the other leaves you with more money. This course teaches you to compare decisions on what you actually keep, and to state plainly which assumptions the comparison depends on.

₹499/- ₹0

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1,000 seats total 209 left

791 already enrolled

Six things you will be able to do

Go past the headline return. Learn to compare what reaches you, and to name every assumption holding the comparison up.

01 Convert gross to after taxTake any return down to what actually reaches the investor.
02 Separate the tax eventsWhich decisions create a taxable event and which quietly defer one.
03 Value the deferralWhat paying later is worth, and the horizon at which it stops mattering.
04 Weigh holding period against the tradeWhen waiting for a better treatment beats acting on the view now.
05 Build a like for like comparisonTwo decisions, same horizon, same assumptions, compared on what is kept.
06 State what it rests onRate, horizon and status, written down so the answer can be challenged.
The outcome

What changes after this course

You stop comparing returns and start comparing outcomes, with every assumption behind the answer written down beside it.

Two decisions compared on an after tax basis, over the same horizon

The value of deferring a tax event, quantified rather than assumed

Every assumption named: rate, horizon and holding period, stated openly

What our learners say

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