Applying for Tax-free Bonds

Who is eligible to invest in Tax-free bonds?

Who is eligible to invest in Tax-free bonds?

  • Any adult individual
  • Hindu Undivided Family (HUF)

What are the documents required for investing in Tax-free Bonds?

What are the documents required for investing in Tax-free Bonds?

  • Duly filled Tax-Free Bond application form
  • Duly filled Nomination Form
  • KYC Form with copies of required documents
  • PAN Card Copy for Identity Proof

How to invest in a tax-free bond offline?

How to invest in a tax-free bond offline?

  • You can invest in a tax-free bond only when they are open for subscription
  • There is a window period of a few days only during which you can invest
  • Details about investing in a particular tax-free bond will be mentioned along with the bond details
  • You can open a tax-free bond investment in physical form based on the details provided by the public sector entity

Please note that no broker or bank official will call you or email you for any OTP, user-ID, password, PIN or any card number and CVV.

How to invest in a tax-free bond online?

How to invest in a tax-free bond online?

  • You can invest in a tax-free bond only when they are open for subscription
  • There is a window period or a few days only during which you can invest 
  • You can invest in a tax-free bond online through your Demat account. Check the link here to learn about the demat account
  • You also can buy tax-free bonds through registered bond brokers in India 

Please note that no broker or bank official will call you or email you for any OTP, user-ID, password, PIN or any card number and CVV. 

To know about closing and withdrawal of tax free bonds, read on

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