Investment
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Guidelines on Non-Demat Unit Transfers and Tax Implications
Posted On Tuesday, Jun 03, 2025
Dear Partner,
In light of AMFI’s latest circular issued in May 2025, we’ve compiled a concise, easy-reference table to help you, and your clients understand the tax implications on Transfer of Mutual Fund Units In Non – Demat Mode (Physical SOA mode) for various scenario — including joint holder changes, gifts, transfers, and transmissions.
To help you explain these client queries with confidence, this table outlines:
What is taxable (and what’s not)
Who bears the tax (if applicable)
How cost and holding period are determined for capital gain.
We encourage you to use this reference sheet in your investor conversations or forward it to clients who may benefit from an understanding of these implications.
If you have any queries or would like to discuss how we can further support your clients’ investment journey, feel free to write to us at [email protected].
Happy Advising!
Warm regards,
Team Quantum Mutual Fund
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