This 2025 mutual fund hack will save your family lakhs, if you click the right button
Last Update Date: 06-10-2026
Published by Business Today
Abhishek Kumar's role: Quoted
Abhishek Kumar, whose LinkedIn post explaining the new process the outlet cited, said the facility was long overdue and cautioned that tax liability depends on whether the move is recorded as a gift or a transfer.
More of Abhishek's views on mutual funds
The article explains a rule change that lets investors digitally transfer mutual fund units kept in statement-of-account format, including to third parties, using PAN and OTP checks. It covers the tax difference between a transfer and a gift, new options for joint holders and spouses, and eligibility conditions such as full KYC.
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This 2025 mutual fund hack will save your family lakhs, if you click the right button