Tag
#portfolio-operations
4 articles
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Building an Exit Framework: How a Rules-Based Sell Discipline Is Designed
An exit framework is the written set of conditions under which a position is reviewed or reduced. Here is how one is designed, documented and reviewed, without prescribing any rule.
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Portfolio Drawdown Management: Planning for Losses Before They Happen
Drawdown management is the discipline of deciding in advance how a portfolio responds to losses. Here is how teams size, document and stress-test that plan before it is needed.
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Short-Term vs Long-Term Capital Gains in India: The Structure, Explained
Indian tax law splits capital gains into short-term and long-term based on holding period, and taxes them differently. Here is how that structure works, in plain language.
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Tax on Portfolio Rebalancing in India: How the Cost Actually Works
Rebalancing means selling, and selling in India creates a capital gains event. Here is how the tax structure, transaction charges and lot accounting turn a portfolio adjustment into a real cost.
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