Kuvera Features
FAQs about all the features on Kuvera - Family Account, Manage Account, Tax Harvesting
Family account is a feature on Kuvera that lets you set up multiple accounts under the same login details With this feature unlocked, you can create Ind...
Fri, 25 Feb, 2022 at 10:26 AM
A managed account is an account where a user can give access to another Kuvera account, to manage their kuvera account or to manage any of their family acco...
Wed, 11 May, 2022 at 5:08 PM
TradeSmart works by calculating the number of units outside of STCG window (1 Yr from purchase date in equity funds and 3 Yr from purchase date in debt fund...
Thu, 7 Oct, 2021 at 12:13 PM
Tax Harvesting is a technique that utilises the ₹1 Lakh annual LTCG exemption by selling and buying back part of your investment such that you “realise” gai...
Thu, 7 Oct, 2021 at 12:13 PM
Coins is a loyalty program from Kuvera which rewards you for making healthy financial choices. You can see your coin Balance by clicking your name in the to...
Thu, 4 Aug, 2022 at 11:09 AM
If you want to manage investments of all your family members from one login the Family Account feature can be used. Read more about family account here. ...
Fri, 18 Feb, 2022 at 12:05 PM
Tax Harvesting is a technique that utilises the ₹1 Lakh annual LTCG exemption on Equity funds by selling and buying back part of your investment such that y...
Thu, 7 Oct, 2021 at 12:17 PM
In case of investments held in joint mode, tax impact will be on the first holder of those investments. Please Note: We are not tax experts. Do consult...
Thu, 7 Oct, 2021 at 12:17 PM
We support setting up a Joint Account, in either or survivor mode. We don't support accounts with mode of operation as Jointly.
Thu, 14 Mar, 2024 at 9:10 PM
No, an Individual account cannot be converted to a Joint Account. You need to first unlock the family account feature, then set up a second account under th...
Thu, 7 Oct, 2021 at 12:18 PM