A major attraction of the budget is tax relief of up to ₹ 12 lakhs under the new tax regime, which experts believe that disposable will promote income and encourage economic activity.
Alok Ranjan, senior fund manager of ITI Mutual Fund, emphasized that tax cuts and encouragement for startups and MSMEs are not only designed to support middle class income, but also run long -term, permanent growth .
He said that this additional disposable income would, possibly return to the economy, will potentially promote investment in various fields including mutual funds.
Speaking on the same, Anand Rathi Wealth Deputy CEO Feroz Aziz said that tax relief would probably encourage high expenses, which would benefit consumer-operated areas such as FMCG and Automotive.
At the same time, additional funds can be invested in mutual funds, especially through systematic investment schemes (SIPs).
“For people between the ages of 25 to 40, this budget gives them a means of both consumption and investment, which can run mutual fund inflow,” he said.
As mentioned by Aziz, about 25% of taxpayers are in 5–12 million brackets, making the game-changer for the participation of tax relief mutual funds.
Trust Mutual Fund CEO Sandeep Bagla aligns the budget attention on increasing private sector investment and consumer demand with ideas.
He said that efforts to empower the middle class of the government, will stimulate the demand for joint, goods and services with increased disposable income.
“Tax deduction will increase the purchasing power of consumers, which will benefit areas such as FMCG, auto and other consumer discretionary goods,” Bagla said.
However, he also expressed concern about liberal capital expenditure goals, which could slow down immediate development.
While the budget was largely consumed, DSP Mutual Fund chief Vineet Sambare said that it also encourages private sector investment.
By simplifying rules like “Make in India” and promoting the budget, the budget aims to attract private investments, eventually benefiting consumer sectors and mutual fund portfolio.
He said, “focusing on execution and regulatory simplification can lead to private investment, including mutual funds,” he said.
For the Bond Market, Rajiv Radhakrishnan, the CIO of a fixed income in SBI Mutual Fund, accepted the government’s efforts in maintaining fiscal discipline, but warned that high lending number could face challenges for bond yields.
An important aspect of the budget for mutual fund investors is a change towards a more inclusive financial ecosystem.
Stockgro founder and CEO Ajay Lakhotia highlighted the construction of the center of excellence in AI for education, which aims to increase financial literacy and democratization of investment knowledge.
“AI-operated equipment will make the market participation more comfortable, especially for young investors,” he said.
It is likely to encourage widespread participation in increased access mutual funds.
Radhika Gupta, MD and CEO of Edelweiss MF, promoted the budget very important for the middle class, which can run development and consumption.
This, she believes, will directly benefit the consumer expenses to benefit the high mutual funds.
,
