What We Offer
Investor Services
Investor Services
Personalized Guidance for Investment and Wealth Creation
At Veritas, our purpose is to ensure your financial security. That’s why we recommend bonds rated by professional credit agencies with Investment Grade or High Level of Safety ratings. We prioritize AAA or AA+ rated bonds, providing you with peace of mind knowing your investment is safeguarded by secure assets, government guarantees, or reliable revenue streams.
ROI-Bond Returns Unveiled
With bonds, enjoy regular interest payments akin to fixed deposits and capitalize on potential capital gains. Veritas ensures a balanced portfolio, navigating market movements while safeguarding your investments. Our tailored strategies match your needs, offering stability and growth opportunities across diverse bond options.
Liquidity-Unlocking Bond Liquidity
In recent years, bond trading volumes have surged, reaching Rs.192.4 lakh crores in FY 2023 from Rs.108.8 lakh crore in FY 2018, per SEBI and CCIL data. With approximately 3-4 trading opportunities annually, bonds offer dynamic investment potential, influenced by RBI and macro policy announcements. Veritas ensures flexibility by facilitating swift buying and selling, leveraging its expertise to create liquidity for Institutions, Brokers, and Provident Fund Trusts. Additionally, banks commonly offer loans against these securities, providing added financial flexibility.
Taxation - Navigating Taxation
When it comes to taxation, it’s essential to understand how it impacts your investments. Unless specified as Tax-free bonds, the interest received on corporate bonds is taxable. This interest is categorized as ‘Other Income’, while profits from bond price movements fall under ‘Capital Gains’. Leveraging the differential tax treatment of long-term capital gains allows for effective tax planning. Furthermore, capital losses from other asset classes can be utilized for set-off opportunities, optimizing your tax strategy.
Investment Platforms- Unified Investment Infrastructure
Investing in bonds is seamlessly facilitated through government-defined platforms, ensuring transparency and accessibility for investors. Bonds are securely held in demat accounts under NSDL or CDSL, while the National Securities Clearing Corporation manages the efficient clearing of securities among market participants. Additionally, central government securities can be held in CSGL form through electronic accounts with leading banks like HDFC, ICICI, or SBI. Experience the convenience and reliability of our integrated investment infrastructure.
Debt Instruments- Unravelling Debt Investments
Issuer: NABARD Interest: 8.47% Maturity Date: 31st August 2033 Lot Size: Rs. 10 lakhs Interest Payment Dates: 1st March & 31st August Rating: AAA Tax: Taxable
Investment Facilitation - Streamlined Bond Investment Process
Investing in bonds is made easy through Veritas. Opening dedicated bank and demat accounts is the first step. Bonds can be acquired either through Primary Issues or the Secondary Market. Veritas acts as your intermediary, ensuring seamless transactions and efficient reporting and settlement processes. With Veritas, investors receive expert guidance on bond selection and enjoy swift settlement on T+0. Plus, Veritas provides daily portfolio tracking and research reports to help investors make informed decisions.
In comparison, while bank deposits offer stability, bonds provide greater flexibility and potential for higher returns. With bonds, investors can diversify their portfolio and capitalize on market movements, making them an attractive option for those seeking a balanced investment strategy.