{"id":7508,"date":"2021-03-29T03:08:45","date_gmt":"2021-03-29T03:08:45","guid":{"rendered":"https:\/\/kuvera.in\/blog\/?p=7508"},"modified":"2021-12-15T13:17:57","modified_gmt":"2021-12-15T13:17:57","slug":"2021-fy-year-end-checklist","status":"publish","type":"post","link":"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/","title":{"rendered":"2021 FY year end checklist"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_40 counter-hierarchy ez-toc-counter ez-toc-light-blue ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" area-label=\"ez-toc-toggle-icon-1\"><label for=\"item-69da2d0ac6486\" aria-label=\"Table of Content\"><span style=\"display: flex;align-items: center;width: 35px;height: 30px;justify-content: center;direction:ltr;\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/label><input  type=\"checkbox\" id=\"item-69da2d0ac6486\"><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/#All_year-end_reports_in_one_place\" title=\"All year-end reports in one place\">All year-end reports in one place<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/#Tax_Planning\" title=\"Tax Planning\">Tax Planning<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/#Tax_Harvesting\" title=\"Tax Harvesting\">Tax Harvesting<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/#Upsize_your_SIP\" title=\"Upsize your SIP\u00a0\">Upsize your SIP\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/#Ponder_%F0%9F%98%89\" title=\"Ponder \ud83d\ude09\">Ponder \ud83d\ude09<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/#Feature_Showcase_Tax_Harvesting\" title=\"Feature Showcase: Tax Harvesting\">Feature Showcase: Tax Harvesting<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/#Interested_in_how_we_think_about_the_markets\" title=\"Interested in how we think about the markets?\">Interested in how we think about the markets?<\/a><\/li><\/ul><\/nav><\/div>\n<table class=\"mcnBoxedTextBlock\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody class=\"mcnBoxedTextBlockOuter\">\n<tr>\n<td class=\"mcnBoxedTextBlockInner\" valign=\"top\">\n<table class=\"mcnBoxedTextContentContainer\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\">\n<tbody>\n<tr>\n<td>\n<table class=\"mcnTextContentContainer\" border=\"0\" width=\"100%\" cellspacing=\"0\">\n<tbody>\n<tr>\n<td class=\"mcnTextContent\" valign=\"top\">\n<blockquote><p>&nbsp;<\/p>\n<p>It does not do to leave a live dragon out of your calculations, if you live near one.<\/p>\n<p>: J.R.R. Tolkien<\/p>\n<p>&nbsp;<\/p><\/blockquote>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<table class=\"mcnTextBlock\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody class=\"mcnTextBlockOuter\">\n<tr>\n<td class=\"mcnTextBlockInner\" valign=\"top\">\n<table class=\"mcnTextContentContainer\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\">\n<tbody>\n<tr>\n<td class=\"mcnTextContent\" valign=\"top\">It&#8217;s that time of the year when you should make sure your financial house is in order. If you are one of the few who do not procrastinate then well done. For the rest of us, here is a handy checklist to ensure you do not miss out on anything.<\/p>\n<p>&nbsp;<\/p>\n<p>But first an ask, we are looking to hire amazing backend and DevOps professionals. You know the product and you know us well, so if you know people who can make your investing experience better, introduce them to us or ask them to write to me at gaurav.rastogi@kuvera.in or at jobs@kuvera.in ?<\/p>\n<p>&nbsp;<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<table class=\"mcnCaptionBlock\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody class=\"mcnCaptionBlockOuter\">\n<tr>\n<td class=\"mcnCaptionBlockInner\" valign=\"top\">\n<table class=\"mcnCaptionBottomContent\" border=\"0\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\">\n<tbody>\n<tr>\n<td class=\"mcnCaptionBottomImageContent\" align=\"center\" valign=\"top\"><img class=\"mcnImage\" src=\"https:\/\/mcusercontent.com\/9460ade7a36b92bd9a14f2bfd\/images\/723a0536-1862-43c4-adba-530901b5c298.png\" alt=\"\" width=\"564\" \/><\/td>\n<\/tr>\n<tr>\n<td class=\"mcnTextContent\" valign=\"top\" width=\"564\">\n<h4><span class=\"ez-toc-section\" id=\"All_year-end_reports_in_one_place\"><\/span><strong>All year-end reports in one place<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>&nbsp;<\/p>\n<p><strong>Capital Gains Report<\/strong>\u00a0&#8211; Find the long term and short term\u00a0<strong><a href=\"https:\/\/kuvera.in\/reports\/capital-gains\" target=\"_blank\" rel=\"noopener noreferrer\">Capital Gains<\/a><\/strong>\u00a0report in our\u00a0<strong><a href=\"https:\/\/kuvera.in\/reports\/\" target=\"_blank\" rel=\"noopener noreferrer\">Reports<\/a><\/strong>\u00a0section. Not sure if your capital gains calculations are right &#8211;\u00a0<a href=\"https:\/\/kuvera.in\/import\" target=\"_blank\" rel=\"noopener noreferrer\">import your portfolio<\/a> and generate this report instantly to cross-check. For yourself and all your family accounts.\u00a0Be doubly sure.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>ELSS Report &#8211; <a href=\"https:\/\/kuvera.in\/reports\/elss-report\" target=\"_blank\" rel=\"noopener noreferrer\">ELSS Tax Saving Report<\/a><\/strong> tabulates all the ELSS investments you have done in this Financial Year.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Transaction Report <\/strong>&#8211; Download it by clicking the download icon on the top right of the\u00a0<a href=\"https:\/\/kuvera.in\/reports\/transactions\" target=\"_blank\" rel=\"noopener noreferrer\">Transactions<\/a> tab.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Portfolio <\/strong><strong>Snapshot Report<\/strong>\u00a0&#8211; Click on the Excel or PDF icon to download your portfolio snapshot from the &#8220;Manage Funds&#8221;\u00a0button in\u00a0<a href=\"https:\/\/kuvera.in\/portfolio\/\" target=\"_blank\" rel=\"noopener noreferrer\">Portfolio<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<table class=\"mcnImageBlock\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody class=\"mcnImageBlockOuter\">\n<tr>\n<td class=\"mcnImageBlockInner\" valign=\"top\">\n<table class=\"mcnImageContentContainer\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\">\n<tbody>\n<tr>\n<td class=\"mcnImageContent\" valign=\"top\"><a class=\"\" title=\"\" href=\"https:\/\/kuvera.in\/explore\/insure\/health\" target=\"_blank\" rel=\"noopener noreferrer\"><img class=\"mcnImage\" src=\"https:\/\/mcusercontent.com\/9460ade7a36b92bd9a14f2bfd\/images\/09540ce1-5839-4a18-884a-c3ff151122ad.png\" alt=\"\" width=\"564\" align=\"center\" \/><\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<table class=\"mcnTextBlock\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody class=\"mcnTextBlockOuter\">\n<tr>\n<td class=\"mcnTextBlockInner\" valign=\"top\">\n<table class=\"mcnTextContentContainer\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\">\n<tbody>\n<tr>\n<td class=\"mcnTextContent\" valign=\"top\">\n<h4><span class=\"ez-toc-section\" id=\"Tax_Planning\"><\/span><strong>Tax Planning<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>Tax Saving ELSS Mutual Funds can help save up to Rs 46,350 in taxes. But first, use our <a style=\"font-family: inherit; font-size: inherit;\" href=\"https:\/\/kuvera.in\/explore\/tax-slab-2020\" target=\"_blank\" rel=\"noopener noreferrer\">handy calculator<\/a><span style=\"font-family: inherit; font-size: inherit;\">\u00a0to find out if ELSS helps you under the tax\u00a0regime or not.\u00a0If you plan on investing in\u00a0<\/span><a style=\"font-family: inherit; font-size: inherit;\" href=\"https:\/\/kuvera.in\/explore\/elss\">ELSS Tax Saving Mutual Funds<\/a><span style=\"font-family: inherit; font-size: inherit;\">, then don&#8217;t wait till the last day. We recommend making your ELSS\u00a0investment by<\/span><strong style=\"font-family: inherit; font-size: inherit;\">\u00a027th March, 2:30\u00a0PM\u00a0<\/strong><span style=\"font-family: inherit; font-size: inherit;\">to account for realization based NAV allotment.<\/span><\/p>\n<p data-v-13cef730=\"\">\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<table class=\"mcnCaptionBlock\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody class=\"mcnCaptionBlockOuter\">\n<tr>\n<td class=\"mcnCaptionBlockInner\" valign=\"top\">\n<table class=\"mcnCaptionBottomContent\" border=\"0\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\">\n<tbody>\n<tr>\n<td class=\"mcnCaptionBottomImageContent\" align=\"center\" valign=\"top\"><img class=\"mcnImage\" src=\"https:\/\/mcusercontent.com\/9460ade7a36b92bd9a14f2bfd\/images\/cd4cdda0-9ad1-48e1-9be7-897d653b7a1f.png\" alt=\"\" width=\"564\" \/><\/td>\n<\/tr>\n<tr>\n<td class=\"mcnTextContent\" valign=\"top\" width=\"564\">\n<h4><span class=\"ez-toc-section\" id=\"Tax_Harvesting\"><\/span><strong>Tax Harvesting<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><a href=\"https:\/\/blog.kuvera.in\/save-up-to-%e2%82%b910000-in-ltcg-taxes-with-tax-harvesting\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Tax Harvesting<\/strong><\/a>\u00a0is a technique that utilises the \u20b91 Lakh annual LTCG exemption by selling and buying back part of your investment such that you \u201crealise\u201d gains and not pay taxes on them.\u00a0At a 10% LTCG tax rate, you could save up to Rs 10,000 in LTCG taxes every year by doing this diligently. Like all our features, Tax Harvesting optimizes on your entire portfolio &#8211; bought on Kuvera or\u00a0<a href=\"https:\/\/blog.kuvera.in\/automatic-tracking-of-your-external-transactions\/\" target=\"_blank\" rel=\"noopener noreferrer\">imported<\/a>\u00a0from elsewhere.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<table class=\"mcnTextBlock\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody class=\"mcnTextBlockOuter\">\n<tr>\n<td class=\"mcnTextBlockInner\" valign=\"top\">\n<table class=\"mcnTextContentContainer\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\">\n<tbody>\n<tr>\n<td class=\"mcnTextContent\" valign=\"top\">\n<h4><span class=\"ez-toc-section\" id=\"Upsize_your_SIP\"><\/span><strong>Upsize your SIP\u00a0<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p data-v-13cef730=\"\">Maybe you got a big raise, maybe you got a small raise. Just increase your\u00a0<a href=\"https:\/\/kuvera.in\/systematic\/sip\" target=\"_blank\" rel=\"noopener noreferrer\">SIP<\/a>\u00a0by the same amount. If you got a large bonus, then consider investing a portion of it towards your goals as well. Our analysis says lumpsum is better, but if you feel STP is more your style, then go for that.<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<table class=\"mcnTextBlock\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\">\n<tbody class=\"mcnTextBlockOuter\">\n<tr>\n<td class=\"mcnTextBlockInner\" valign=\"top\">\n<table class=\"mcnTextContentContainer\" border=\"0\" width=\"100%\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\">\n<tbody>\n<tr>\n<td class=\"mcnTextContent\" valign=\"top\">\n<h4><span class=\"ez-toc-section\" id=\"Ponder_%F0%9F%98%89\"><\/span><strong>Ponder \ud83d\ude09<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p data-v-13cef730=\"\">Since you would be going through all your reports and stuff, this is a good time to think about what you did well last year and what you didn&#8217;t. Two easy questions to get this process started are &#8220;<em>How did I deal with the ~30% drawdown in Mar 2020?<\/em>&#8221; and &#8220;<em>How did I deal with the ensuing rally till year-end?<\/em>&#8220;<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<p>Happy investing,<br \/>\nGaurav<br \/>\nCEO | kuvera.in |\u00a0<a href=\"https:\/\/twitter.com\/rustapharian\" target=\"_blank\" rel=\"noopener noreferrer\">@rustapharian<\/a><\/p>\n<p><strong>Love our blog? Share it with friends (sample <a href=\"https:\/\/ctt.ac\/fRi5s\" target=\"_blank\" rel=\"noopener noreferrer\">tweet<\/a> | <a href=\"https:\/\/api.whatsapp.com\/send\/?phone&amp;text=Highly%20recommend%20the%20weekly%20wealth%20newsletter%20from%20kuvera.in%20%20Signup%20here:%20https:\/\/kuvera.in\/?p=finance-insights\">WhatsApp<\/a>)<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<table class=\"mcnCaptionBottomContent\" border=\"0\" cellspacing=\"0\" cellpadding=\"0\" align=\"left\">\n<tbody>\n<tr>\n<td class=\"mcnCaptionBottomImageContent\" align=\"center\" valign=\"top\"><img class=\"mcnImage\" src=\"https:\/\/mcusercontent.com\/9460ade7a36b92bd9a14f2bfd\/images\/cd4cdda0-9ad1-48e1-9be7-897d653b7a1f.png\" alt=\"\" width=\"564\" \/><\/td>\n<\/tr>\n<tr>\n<td class=\"mcnTextContent\" valign=\"top\" width=\"564\">\n<h4><span class=\"ez-toc-section\" id=\"Feature_Showcase_Tax_Harvesting\"><\/span>Feature Showcase: Tax Harvesting<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><a href=\"https:\/\/blog.kuvera.in\/save-up-to-%e2%82%b910000-in-ltcg-taxes-with-tax-harvesting\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Tax Harvesting<\/strong><\/a> is a technique that utilises the \u20b91 Lakh annual LTCG exemption by selling and buying back part of your investment such that you \u201crealise\u201d gains and not pay taxes on them.\u00a0At a 10% LTCG tax rate, you could save up to Rs 10,000 in LTCG taxes every year by doing this diligently.<\/p>\n<p>&nbsp;<\/p>\n<p>Do not wait for February \/ March of FY21 to harvest taxes. Do it as early in the financial year as possible &#8211; as happened in FY20 you may not have gains later to harvest!<\/p>\n<p>&nbsp;<\/p>\n<p>Like all our features, Tax Harvesting optimizes on your entire portfolio &#8211; bought on Kuvera or <a href=\"https:\/\/blog.kuvera.in\/automatic-tracking-of-your-external-transactions\/\" target=\"_blank\" rel=\"noopener noreferrer\">imported<\/a> from elsewhere.<\/p>\n<p>&nbsp;<\/p>\n<p><strong><a href=\"https:\/\/kuvera.in\/feature\/tax-harvesting\" target=\"_blank\" rel=\"noopener noreferrer\">Start harvesting<\/a>\u00a0today.<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h4><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<h4><\/h4>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Interested_in_how_we_think_about_the_markets\"><\/span>Interested in how we think about the markets?<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>Read more:\u00a0<a href=\"https:\/\/kuvera.in\/blog\/category\/zen-and-the-art-of-investing\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Zen And The Art Of Investing<\/strong><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>Watch\/hear on YouTube:<\/p>\n<p><iframe loading=\"lazy\" title=\"Kuvera Insights\" src=\"https:\/\/www.youtube.com\/embed\/videoseries?list=PLDSzQdT9nLmCysU31bg4Ngh7WY2p3UiiI\" width=\"640\" height=\"360\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/p>\n<p>&nbsp;<\/p>\n<p>Start investing through a platform that brings goal planning and investing to your fingertips. Visit\u00a0<a href=\"https:\/\/www.kuvera.in\/\"><strong>kuvera.in<\/strong><\/a>\u00a0to discover\u00a0<a href=\"https:\/\/kuvera.in\/blog\/direct-plans-better\/\"><strong>Direct Plans<\/strong><\/a> \u00a0and\u00a0<a href=\"https:\/\/kuvera.in\/user\/login\"><strong>start investing today.<\/strong><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; It does not do to leave a live dragon out of your calculations, if you live near one. : J.R.R. Tolkien &nbsp; &nbsp; It&#8217;s that time of the year when you should make sure your financial house is in order. If you are one of the few who do not procrastinate then well done. [&#8230;]<\/p>\n<p><a class=\"btn btn-secondary understrap-read-more-link\" href=\"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/\">Read More&#8230;<\/a><\/p>\n","protected":false},"author":2,"featured_media":7510,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mi_skip_tracking":false},"categories":[173],"tags":[486,504,135,48,505,17,136,487],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>2021 FY year end checklist - Kuvera - Kuvera.in<\/title>\n<meta name=\"description\" content=\"Everything you need to to close FY21 - reports, tax planning, tax harvesting and next steps.. all in one checklist.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"2021 FY year end checklist - Kuvera - Kuvera.in\" \/>\n<meta property=\"og:description\" content=\"Everything you need to to close FY21 - reports, tax planning, tax harvesting and next steps.. all in one checklist.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/\" \/>\n<meta property=\"og:site_name\" content=\"Kuvera\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/kuvera.in\" \/>\n<meta property=\"article:published_time\" content=\"2021-03-29T03:08:45+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-12-15T13:17:57+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2021\/03\/Capture-2.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1192\" \/>\n\t<meta property=\"og:image:height\" content=\"624\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Gaurav Rastogi\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@Kuvera_In\" \/>\n<meta name=\"twitter:site\" content=\"@Kuvera_In\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Gaurav Rastogi\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"2021 FY year end checklist - Kuvera - Kuvera.in","description":"Everything you need to to close FY21 - reports, tax planning, tax harvesting and next steps.. all in one checklist.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/","og_locale":"en_US","og_type":"article","og_title":"2021 FY year end checklist - Kuvera - Kuvera.in","og_description":"Everything you need to to close FY21 - reports, tax planning, tax harvesting and next steps.. all in one checklist.","og_url":"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/","og_site_name":"Kuvera","article_publisher":"https:\/\/www.facebook.com\/kuvera.in","article_published_time":"2021-03-29T03:08:45+00:00","article_modified_time":"2021-12-15T13:17:57+00:00","og_image":[{"width":1192,"height":624,"url":"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2021\/03\/Capture-2.png","type":"image\/png"}],"author":"Gaurav Rastogi","twitter_card":"summary_large_image","twitter_creator":"@Kuvera_In","twitter_site":"@Kuvera_In","twitter_misc":{"Written by":"Gaurav Rastogi","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/#article","isPartOf":{"@id":"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/"},"author":{"name":"Gaurav Rastogi","@id":"https:\/\/kuvera.in\/blog\/#\/schema\/person\/90a520bbda6e474788752100f61385bd"},"headline":"2021 FY year end checklist","datePublished":"2021-03-29T03:08:45+00:00","dateModified":"2021-12-15T13:17:57+00:00","mainEntityOfPage":{"@id":"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/"},"wordCount":711,"commentCount":3,"publisher":{"@id":"https:\/\/kuvera.in\/blog\/#organization"},"keywords":["checklist","harvesting","LTCG","Planning","reports","SIP","STCG","tax"],"articleSection":["Kuvera Weekly"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/","url":"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/","name":"2021 FY year end checklist - Kuvera - Kuvera.in","isPartOf":{"@id":"https:\/\/kuvera.in\/blog\/#website"},"datePublished":"2021-03-29T03:08:45+00:00","dateModified":"2021-12-15T13:17:57+00:00","description":"Everything you need to to close FY21 - reports, tax planning, tax harvesting and next steps.. all in one checklist.","breadcrumb":{"@id":"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/kuvera.in\/blog\/2021-fy-year-end-checklist\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/kuvera.in\/blog\/"},{"@type":"ListItem","position":2,"name":"2021 FY year end checklist"}]},{"@type":"WebSite","@id":"https:\/\/kuvera.in\/blog\/#website","url":"https:\/\/kuvera.in\/blog\/","name":"Kuvera","description":"Wealth Management, Simplified","publisher":{"@id":"https:\/\/kuvera.in\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/kuvera.in\/blog\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/kuvera.in\/blog\/#organization","name":"Kuvera","url":"https:\/\/kuvera.in\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/kuvera.in\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2022\/07\/cropped-cropped-kuvera-logo-dark-3.png","contentUrl":"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2022\/07\/cropped-cropped-kuvera-logo-dark-3.png","width":83,"height":13,"caption":"Kuvera"},"image":{"@id":"https:\/\/kuvera.in\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/kuvera.in","https:\/\/twitter.com\/Kuvera_In","https:\/\/www.instagram.com\/kuvera.in","https:\/\/www.linkedin.com\/company-beta\/10456535\/"]},{"@type":"Person","@id":"https:\/\/kuvera.in\/blog\/#\/schema\/person\/90a520bbda6e474788752100f61385bd","name":"Gaurav Rastogi","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/kuvera.in\/blog\/#\/schema\/person\/image\/","url":"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2019\/07\/GR-150x150.jpg","contentUrl":"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2019\/07\/GR-150x150.jpg","caption":"Gaurav Rastogi"},"description":"Gaurav is the CEO of Kuvera. A graduate of IITD and Chicago Booth, he managed a long-short equity strategy for Morgan Stanley before starting Kuvera.","url":"https:\/\/kuvera.in\/blog\/author\/rustyhk123\/"}]}},"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/posts\/7508"}],"collection":[{"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/comments?post=7508"}],"version-history":[{"count":3,"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/posts\/7508\/revisions"}],"predecessor-version":[{"id":9459,"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/posts\/7508\/revisions\/9459"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/media\/7510"}],"wp:attachment":[{"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/media?parent=7508"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/categories?post=7508"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kuvera.in\/blog\/wp-json\/wp\/v2\/tags?post=7508"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}