Tag: banks

  • What’s the foreign exchange price?

    Whether you might be planning abroad journey or wish to ship cash overseas, it’s all the time a good suggestion to buy round for one of the best foreign exchange trade price. From banks, journey aggregators to cash changers, numerous small and large gamers promote international trade.

    To simplify your work, here’s a listing of INR to USD foreign exchange charges supplied by a few of the main banks and journey aggregators. We advocate that you simply additionally examine the fee being charged by these gamers to make sure that you’re getting one of the best deal.

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    Updated: 13 Oct 2023, 10:36 AM IST

  • Here is the checklist of foreign exchange charges supplied by main banks, journey aggregators

    Whether you’re planning abroad journey or need to ship cash overseas, it’s at all times a good suggestion to buy round for the perfect foreign exchange trade fee. From banks, journey aggregators to cash changers, numerous small and large gamers promote international trade. To simplify your work, here’s a checklist of INR to USD foreign exchange charges supplied by a number of the main banks and journey aggregators. We suggest that you simply additionally verify the fee being charged by these gamers to make sure that you’re getting the perfect deal.

  • What’s the foreign exchange fee?

    Whether you’re planning abroad journey or wish to ship cash overseas, it’s all the time a good suggestion to buy round for the perfect foreign exchange change fee. From banks, journey aggregators to cash changers, varied small and large gamers promote international change. To simplify your work, here’s a record of INR to USD foreign exchange charges supplied by a number of the main banks and journey aggregators. We advocate that you just additionally examine the fee being charged by these gamers to make sure that you’re getting the perfect deal.

  • Don’t have a PAN or Aadhaar quantity? You can not declare an revenue tax refund

    My mom is a senior citizen. She had made mounted deposits with varied banks. She had submitted a 15G kind additionally for no deduction of tax at supply however the financial institution has deducted tax @ 20% on curiosity as she doesn’t have PAN. The financial institution has suggested us to file her ITR to assert the refund. What ought to we do to get the refund? Can she file her revenue tax return with no PAN card?

    Answer: As per Section 206AA since your mom doesn’t have a PAN quantity, the financial institution is obliged to deduct tax @ 20% on the curiosity even when your mom has submitted kind No.15G. Since your mom is a senior citizen she is required to submit kind No. 15H and never 15G. A senior citizen who’s a resident can solely submit from No. 15 H if the entire tax on his revenue is nil.

    For claiming the refund of tax already deducted by the financial institution it’s essential to file her revenue tax return (ITR). Please notice, that your mom can’t file her ITR in case she doesn’t have a PAN. Since your mom doesn’t have a PAN, to start with, it’s a must to apply for a PAN. 

    However, in case she has an Aadhaar Number, the identical can be utilized instead of PAN. She can submit the identical to the financial institution with a request to revise the TDS return submitted by them to say her PAN/Aadhaar quantity in opposition to her identify. Please notice that until the financial institution carries out this correction, your mom is not going to get credit score for the tax deducted by the financial institution. Moreover, even when your mom submits from No. 15H she has to furnish her PAN/Aadhaar, failing which the financial institution will once more deduct tax @ 20% on the entire of the curiosity. Please notice that it isn’t obligatory to file your revenue tax return simply because you’ve a PAN until you fulfill the fundamental situations requiring one to file his ITR.

    Balwant Jain is a tax and funding professional and will be reached at [email protected] and @jainbalwant on his X deal with.

     

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    Updated: 19 Sep 2023, 12:43 PM IST

  • Can training mortgage cowl charges already paid?

    My son obtained admission to varsity just lately and I’ve paid his first semester charges. Now, I’m planning to use for a training mortgage for my son. However, will the mortgage cowl your entire charges of the four-year commencement programme or are such loans disbursed individually for every semester? And if it’s the latter, will I be eligible for the quantity paid as charges for the primary semester?

    —Naresh Khanchanda

    Generally, in India, training loans are accepted for your entire period of the course. The mortgage quantity will probably be disbursed on to the tutorial establishment on a semester or annual foundation as desired by the tutorial institute. Some monetary establishments may require the submission of marks or progress stories at common intervals to proceed the disbursement, and another paperwork as per their requirement.

    Some banks and monetary establishments in India can present reimbursement for the charges already paid for the primary semester, however that’s depending on the lender. You would want to test with the lender involved and supply correct documentation, resembling price receipts and cost confirmations, and cling to the precise tips laid down by the lender.

    Sometimes, faculties and universities have tie-ups with sure banks and may present steerage on the way to apply for an training mortgage. They might even have particular mortgage officers or coordinators who can help you in making use of for the training mortgage. Often, such institutional tie-ups can present higher offers for the borrower.

    Consider making use of for the training mortgage to totally different banks and non-banking monetary corporations to seek out the deal that most closely fits your wants. Interest charges, mortgage phrases, and eligibility standards may differ with every lender. In an training mortgage, one of the vital necessary standards is the interval of compensation moratorium. So, maintain that in thoughts when going via the phrases and circumstances provided by the lender.

    Raj Khosla is founder and managing director of MyMoneyMantra.com

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    Updated: 21 Aug 2023, 10:47 PM IST

  • The bother with having too many financial institution accounts

    Around a month again, I used to be serving to an in depth buddy file his father’s earnings tax return. During the method of placing collectively the data required to file the return, we realized that his father had a checking account which he had probably forgotten about.

    In this gentleman’s type 26AS, I got here throughout an entry the place a financial institution had deducted tax at supply. Form 26AS supplies the small print of all of the tax deducted at supply in the course of the 12 months. Now the tax deducted at supply was a considerable quantity and this advised me that the deposit within the financial institution should have run into quite a lot of lakhs of rupees.My buddy shared this info together with his father. The latter—who prides himself in the best way he manages his funds—completely refused to imagine this. He mentioned that this was merely not doable. So, for a couple of days nothing occurred. Then on being nudged by my buddy’s mom, his father made a go to to the financial institution and was advised—to his nice shock—that sure he had deposits with them.

    My buddy’s father is about to the touch 75. The undeniable fact that he forgot a couple of checking account was extra a operate of getting one too many financial institution accounts—round 9 on the final depend and throughout totally different cities—than his age.

    Men like him grew up in an period when there have been barely any ATMs going round. ATMs began spreading across the size and the breadth of the nation solely within the early 2000s. So, cash couldn’t be withdrawn from a financial institution 24/7.

    Further, totally different banks had totally different instances of operation. Hence, by having a number of financial institution accounts, folks simply tried to make sure that they’d entry to cash at totally different factors of time in the course of the day.

    Also, there was a time when banks used to fail frequently. As economist Amol Agarwal wrote in a 2018 column within the Mint: “Between 1935 and 1947, practically 900 banks failed adopted by 665 banks within the interval from 1947 to nationalization in 1969.” My buddy’s father began working solely after 1969. And so did my father. Nonetheless, their fathers had grown up in an period when banks failed frequently and so they had taught their sons that it made sense to have their financial savings unfold throughout many financial institution accounts, in order that even when one in every of them fails, it didn’t impression their total financial savings.

    The bother is that we at the moment are in 2023 and what was true earlier than 1969 isn’t true anymore. Yes, banks nonetheless fail, however nowhere as continuously as was the case prior to now. Also, usually, the depositors’ cash is sort of all the time secure, with the banking regulator—the Reserve Bank of India— both arranging a rescue or guaranteeing that the financial institution is merged with one other greater financial institution.

    Which is why it is senseless to have greater than three or 4 financial institution accounts. Having extra financial institution accounts comes at a value. First, as was the case with my buddy’s father, folks neglect. I’ve had a number of such experiences over time with my family in the course of the technique of serving to them file their tax returns.

    Second, a minimal stability must be maintained in each checking account. So, the larger the variety of financial institution accounts, the larger the minimal stability that must be maintained. And if that isn’t accomplished, fines have to be paid.

    In reality, in a latest reply to a query raised within the Rajya Sabha, the federal government knowledgeable that since 2018 the general public sector banks and main non-public banks (Axis Bank, HDFC Bank, IndusInd Bank, ICICI Bank and IDBI Bank) had collected â‚ą21,044 crore as a cost for non-maintenance of minimal stability. Of course, not all of this should have been due to one too many financial institution accounts.

    Third, god forbid, if something occurs to a father or mother, the youngsters have to run round first establishing with the banks that they’re actually who they declare to be after which closing all these accounts. Believe me this isn’t a nice expertise particularly at a degree of time when there’s a lot grief.

    Fourth, it’s your hard-earned cash in spite of everything and it is advisable to at the least know the place it’s parked.

    To conclude, due to growing digitization of the tax-filing course of one can now know precisely in regards to the banks the place the cash has been deposited. If you don’t, try your Form 26AS and shut down a couple of financial institution accounts you probably have one too many.

     Vivek Kaul is the creator Bad Money.

  • US SEC chief Gary Gensler raises concern of economic disaster as a result of AI: Report

    The US Securities and Exchange Commission (SEC) chairman Gary Gensler has stated that synthetic intelligence (AI) will increase the danger of a monetary disaster, stated  Business Insider citing Dealbook. 

    According to the media report, Gensler reiterated his stance explored in a 2020 paper that he co-authored on deep studying and financial stability.

    “A speedy development of expertise may enhance the uniformity and interconnected of economic methods, and make these methods tougher to control,” he had said.

    “This technology will be the center of future crisis, future financial crises,” Gensler stated in an interview with Dealbook. “It has to do with this highly effective set of economics round scale and networks.”

    According to the media report, the SEC chairman explained that a small handful of artificial intelligence companies will provide the majority of tools that business and finance relies on.

    Gensler added that the more centralized the broader system becomes, the more everyone depends on the same information, which can make a crash more likely. In July, Gensler made similar statements. He had said that AI is “most transformative technology of our time”, however it may promote herd-behavior encourage monocultures amongst traders. 

    According to the report, Gensler additionally stated that synthetic intelligence fashions might put the priorities of corporations forward of the traders.

    In July, the SEC had proposed a rule with an final intention of avoiding the battle of curiosity between corporations and traders.

    “You’re not supposed to place the adviser forward of the investor, you are not supposed to place the dealer forward of the investor,” Gensler said, adding that companies should be held responsible for safeguarding consumers from their own technology.

    “Investment advisers under the law have a fiduciary duty, a duty of care, and a duty of loyalty to their clients,” stated the report citing Gensler. “And whether or not you are utilizing an algorithm, you might have that very same responsibility of care.”

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    Updated: 09 Aug 2023, 07:46 PM IST

  • India’s first financial institution to supply 24×7 video banking service. Check particulars

    AU Small Finance Bank has achieved an unprecedented feat with the launch of its groundbreaking customer support 24×7 by way of Video Banking. This service offers a digital platform the place clients can talk with a video banker in actual time by way of video calls, like video conferencing.

     “AU Small Finance Bank’s foray into round the clock Video Banking represents a paradigm shift in fashionable banking. Even on holidays and weekends, AU’s devoted workforce would guarantee face-to-face, human-centric interactions, underscoring the financial institution’s dedication to enhancing nationwide banking experiences. We empower our clients on this digital epoch by elevating accessibility and comfort to unparalleled heights,” stated Uttam Tibrewal, Executive Director, of AU Small Finance Bank. 

    Security stands paramount within the realm of Video Banking, with AU Small Finance Bank elevating the bar with superior encryption, AI-powered facial recognition, OTP and signature verification, and video validation. Every transaction and confidential piece of knowledge is meticulously safeguarded, guaranteeing clients can have interaction with the platform with the utmost confidence.

    Now, AU SFB’s clients may revel within the comfort of companies akin to real-time account help, demographic updates, hassle-free monetary transactions, easy loans and Credit Card inquiries, environment friendly concern decision associated to all banking relationships, and past.

    AU SFB’s Video Banking transcends the traditional, catering effortlessly to a various spectrum of buyer segments inside the home market. In essence, AU’s 24×7 Video Banking extends the attain of banking companies to areas with restricted infrastructure and assets, providing a handy and personalised banking expertise that addresses the distinctive wants of tech-savvy millennials, new to banking clients, busy professionals, and senior residents alike.

    Since its inception in 2021, the Video Banking platform has loved an awesome response, with an ever-growing variety of clients throughout the nation embracing the tailor-made comfort and personalised help it provides. Notably, essentially the most sought-after companies by way of Video Banking embody beginning new Savings Account, Current Accounts,s and Credit Card relationships; getting all service-related resolutions; monetary transactions; and end-to-end relationship administration, drawing in a devoted cohort of Lakhs of lively customers. Bolstered by an unwavering dedication to excellence, AU Small Finance Bank constantly augments and enriches its choices, extending a large number of advantages to its esteemed clientele.

    AU Small Finance Bank Limited (AU Bank) is the most important Small Finance Bank within the nation. Starting its journey from the hinterlands of Rajasthan, as we speak AU SFB is the most important Small Finance Bank with a deep understanding of the agricultural and semi-urban markets that has enabled it to construct a strong enterprise mannequin facilitating inclusive development. The Bank has a web price of â‚ą 11,379 Crore, a deposit base of â‚ą 69,315 Crore, a Gross Advance of â‚ą 63,635 Crore, and a Balance sheet measurement of â‚ą 91,583 Crore. AU Bank enjoys the belief of marquee traders and is listed at each the main inventory exchanges viz. NSE and BSE. It has persistently maintained excessive exterior credit score Ratings from all main score companies like CRISIL, CARE Ratings, and India Ratings.

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    Updated: 09 Aug 2023, 07:28 AM IST

  • Credit Card, PayPal or Cash App? How You Pay Matters

    Each of the completely different cost strategies gives completely different conveniences, perks and protections from fraud. Credit playing cards have lengthy been the default possibility of alternative. But larger rates of interest have now raised the price of carrying a credit-card stability.

    Money-transfer apps reminiscent of Venmo and Zelle processed almost $900 billion final yr, and the Consumer Financial Protection Bureau expects that quantity to achieve $1.6 trillion by 2027.

    These apps and companies present simple immediate funds, normally without cost. The draw back is that these choices supply fewer protections from scams and unfulfilled orders.

    “The U.S. shopper could be very pushed by comfort. They is probably not immediately pushed by safety,” mentioned James Anderson, managing director at Paze, a bank-owned digital pockets.

    Payment apps are among the many fastest-growing sources of fraud experiences and losses, in keeping with Federal Trade Commission information. Overall fraud losses have elevated greater than fivefold to $1.2 trillion since 2019. Losses tied to cost apps jumped from $5 million to $47 million over the identical interval, in keeping with the FTC information.

    As new cost choices achieve acceptance, shoppers ought to attempt to educate themselves easy methods to use these strategies safely, mentioned Seth Ruden, director of worldwide advisory at BioCatch, a fraud-detection software program firm.

    “The channel itself isn’t the villain. The unhealthy actors are the scammers, the social engineers and exploit artists,” he mentioned.

    Here’s easy methods to weigh the safety, comfort and advantages of every cost possibility:

    Credit and debit playing cards

    When you swipe or faucet your card or authorize a card transaction on-line, the service provider’s financial institution communicates together with your financial institution via a card community reminiscent of Mastercard or Visa to ask permission to withdraw a specific amount. Your financial institution then decides whether or not to approve the transaction based mostly in your obtainable funds or credit score and the probability the transaction is fraudulent. If permitted, your financial institution places a maintain on the funds till they’re despatched to the service provider’s account, normally inside a enterprise day.

    Credit playing cards may be probably the most rewarding option to pay on-line. Card issuers use the income from transaction charges to fund perks for patrons reminiscent of cash-back offers, journey factors, entry to airport lounges and fraud safety.

    A bank card may be costly for those who don’t pay your stability in full, and better rates of interest have now raised the price of carrying a credit-card stability. Paying off a $1,000 stability in 12 months on the present common annual share fee of twenty-two.16% means $103 in curiosity, in contrast with $77 roughly a yr in the past when the typical was 16.65%, in keeping with estimates from the Federal Reserve.

    Debit playing cards don’t supply the identical rewards as bank cards since their issuers make much less cash from every transaction. They do include comparable fraud and cost protections as bank cards.

    Federal laws require issuers to reimburse clients for unauthorized transactions of greater than $50 and permit clients to dispute fees inside 30 days. Many bank cards additionally present buy safety, that means you may ask for reimbursements immediately out of your issuer if one thing you purchase is misplaced, broken or inconsistent with what was marketed.

    Few folks benefit from their credit-card advantages, funds specialists mentioned. After discovering most individuals don’t trouble to learn the advantageous print once they join a brand new card, Mastercard is now notifying clients of advantages in real-time.

    “If I’ve to learn an enormous booklet or name a quantity to grasp what my advantages are, I’m not doing it,” mentioned Chiro Aikat, government vp of U.S. market improvement at Mastercard.

    Digital wallets

    Digital wallets reminiscent of PayPal or Apple Pay are among the many most secure and best methods to pay on-line. Checking out with a pockets is often sooner than paying with a bank card immediately since one doesn’t should re-enter billing info and delivery handle.

    All of the protections and advantages related to the underlying card are nonetheless in impact for pockets transactions, so it’s best to attach these wallets to a bank card immediately to maximise your safety, mentioned Corie Wagner, an analyst at Security.org, a safety-product evaluation website.

    If a digital pockets provides you the choice to hyperlink a checking account immediately, it’s best to learn the coverage settlement to be sure you perceive what’s protected. For instance, PayPal affords an additional stage of buy safety, however Apple Pay and Google Pay don’t.

    Wallets additionally supply further layers of safety via encryption and biometric verification and lots of don’t share delicate monetary information reminiscent of your 16-card quantity with particular person retailers. “Use as many authentication elements as doable” reminiscent of Face ID or private identification numbers, Wagner mentioned.

    Peer-to-peer cost apps

    Apps reminiscent of Venmo, Cash App and Zelle have been designed to assist folks ship cash to family and friends, however they’re now utilized in extra settings. They transfer cash extra shortly than card funds as a result of, as a substitute of ready on banks to approve the transaction, the cost is permitted as soon as the sender hits submit. It is nearly unattainable to get a refund as soon as it has been despatched.

    These cost strategies aren’t regulated as closely as playing cards, so customers may nonetheless be on the hook for unauthorized funds if a swindler will get management of their accounts.

    “Use it to pay folks you understand, and belief,” said Meghan Fintland, a Zelle spokeswoman. “They’re not meant to have the credit-card security.”

    Bank transfers

    Businesses are more and more providing methods to pay together with your checking account immediately since Automated Clearing House, or ACH, transfers are less expensive to course of than playing cards. This possibility ought to solely be thought-about in change for a reduction, funds executives mentioned.

    Consumers ought to be selective in sharing their financial institution info with retailers since wire transfers don’t have the identical safety ensures as playing cards.

    If a enterprise requests a direct financial institution switch as a substitute of a card cost, selecting a slower possibility over the newer immediate strategies reminiscent of Zelle is likely to be finest. ACH transfers sometimes take just a few days to settle, supplying you with just a few extra days to attempt to cease the transaction earlier than the cash leaves your account.

    “The slower it’s, the larger chances are you’ll be capable of get recourse,” Ruden, at BioCatch, mentioned.

    Write to Imani Moise at [email protected]

  • Income tax information: Do I’ve to request the financial institution to deduct TDS from my curiosity?

    A non-senior citizen has Fixed Deposits with a number of banks and isn’t eligible to submit 15G as a result of anticipated complete curiosity exceeding the brink restrict. He doesn’t have any tax legal responsibility when he information ITR. Now, in a single financial institution there isn’t any TDS because the curiosity payable is lower than â‚ą40,000/- and one other financial institution deducts tax the place the curiosity payable exceeds Rs. 40,000/-. In such instances, is the individual required to tell the financial institution which doesn’t deduct tax to deduct TDS? If so is there any notification kind (just like 15G) to undergo the financial institution?

    As per earnings tax legal guidelines, a financial institution is required to deduct tax at supply @ 10% on the quantity of curiosity being paid/credited to a resident if the mixture of curiosity prone to be paid/credited by all its branches exceeds Rs. 40,000/- in a yr. So the financial institution doesn’t should deduct any tax so long as the mixture curiosity for all its department taken collectively on all deposits taken collectively is throughout the threshold restrict of Rs. 40,000/-.

    A resident Individual who has not accomplished 60 years of age can submit kind no. 15G to the financial institution for cost of curiosity with out deduction of tax at supply offered an mixture of curiosity prone to be obtained by him throughout the yr will not be prone to exceed the quantity of primary exemption restrict relevant to him. For these opting previous tax regime, the fundamental exemption restrict is Rs. 2.50 lakh and for these choosing the brand new tax regime, it’s Rs. 3 lakhs.

    However, in case an individual will not be eligible to submit kind no. 15G to the financial institution you aren’t required to request the banks to deduct tax on curiosity in case the curiosity from all of the deposits for all of the branches taken collectively doesn’t exceed Rs. 40,000/- in a yr.

    Balwant Jain is a tax and investments knowledgeable and will be reached at [email protected] and @jainbalwant his Twitter deal with.

     

     

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    Updated: 26 Jul 2023, 10:50 AM IST