📑 Tax-Efficient Structures for Unlisted-Share Investors
Summary: Proper planning can reduce stamp duty, optimise capital-gains tax, and streamline NRI repatriation. Discover the three legal vehicles InvestoEdge recommends to maximise post-tax returns on private-equity stakes.
1. Section 54F – Capital-Gains Exemption via Residential Property
Reinvest long-term gains (>24 months) from unlisted shares into residential property within prescribed timelines to claim exemption.3
2. Private Trust & HUF Structures
Hold unlisted shares under an HUF or private discretionary trust to benefit from slab-rate advantages and intra-family transfers without extra duty.
3. Offshore Holding Companies for NRIs
Use Mauritius or UAE–structured entities to invest in Indian unlisted shares, leveraging DTAA benefits and streamlined repatriation.4
How InvestoEdge Assists
Our legal partners craft bespoke tax-efficient vehicles, ensuring full compliance with the Companies Act, FEMA, and Income-Tax Act.