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Tax efficiency drives interest in secured borrowing against investments
Investors are increasingly using LAMF to manage liquidity needs while deferring capital gains taxes on mutual fund holdings.
Tax considerations are shaping how investors address short term liquidity needs. Rather than redeeming mutual fund units and triggering capital gains, some investors are opting for Loan Against Mutual Funds to raise funds while staying invested. Digital platforms such as support this approach by enabling tax efficient borrowing, preserving portfolio structure, and helping investors manage cash requirements without disrupting long term investment plans. Apply Now