invits

Large-caps & Reits: India’s largest investment adviser’s shifts

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Large-caps & Reits: India’s largest investment adviser’s shifts

Soumya Rajan, the founder and chief executive officer (CEO) of Waterfield Advisors, has a very balanced portfolio. She has allocations in equity, debt, real estate investment trusts (Reits), infrastructure investment trusts (InvITs) and funds of funds (FoFs) investing in venture capital and private equity. Over the past year, Rajan has moved from small-caps to large-caps, … Read more

Tax time tactics: Reporting Reits, Invits, and RSUs

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Tax time tactics: Reporting Reits, Invits, and RSUs

How can we report income from real estate investment trusts (Reits) and infrastructure investment trusts (Invits) in the income tax return (ITR)? Also, how do we fill up Schedule FA (foreign assets) for Restricted Stock Units (RSUs) of the same company (as in the case of Amazon) awarded over multiple years? Should they be aggregated … Read more