The Union Budget 2025

The Union Budget 2025 aims to accelerate growth, secure inclusive development, and invigorate private sector investments. The budget focuses on seven key areas: agriculture, MSMEs, investment, exports, villages, youth, and women.

*Key Highlights:*

- *Agriculture*: The government plans to increase agricultural productivity through the Prime Minister Dhan-Dhaanya Krishi Yojana, which will cover 100 districts with low productivity.

- *MSMEs*: The investment and turnover limits for MSMEs will be enhanced to promote growth and employment.

- *Investment*: The government will invest in people, economy, and innovation, with a focus on education, healthcare, and infrastructure development.

- *Exports*: The government aims to promote exports through various initiatives, including the establishment of a National Manufacturing Mission.

- *Villages*: The government will focus on rural development through initiatives such as the Jal Jeevan Mission and the Rural Prosperity and Resilience programme.

- *Youth*: The government will invest in education and skill development initiatives to promote youth employment and entrepreneurship.

- *Women*: The government will promote women's empowerment through initiatives such as the Bharatiya Bhasha Pustak Scheme and the National Institute of Food Technology, Entrepreneurship and Management.

Additionally:

- Increased Basic Exemption Limit New Tax Slab.

- Standard Deduction Increase.

- Increased Tax Rebate Limit.

- Direct tax code.

- Boost to Consumption.

The Union Budget 2025-2026 should improve economic and market sentiments in an uncertain global order and boost investor confidence. Despite short-term market volatility, robust fundamentals make India a promising opportunity for long-term investors. 

Introduced policies designed to promote long-term growth and sustainability in critical sectors such as agriculture, infrastructure, energy, healthcare, and technology. 

By aligning with these growth themes, investors can potentially benefit from rising opportunities in the stock market and mutual funds providing lucrative options for investors seeking exposure to India’s evolving economic landscape.

*Aggressive equity fund Investors* : may look to mutual funds focusing on small-cap and mid-cap funds as well Sector funds like infrastructure, clean energy, FMCG,banking and financials are expected to outperform.

*Moderate equity fund Investor*: may look to mutual funds focusing on Flexicap funds and multicap funds with a mix of sector funds.

*Conservative equity fund Investor*: may look to mutual funds focusing on Dynamic asset allocation funds with mix of large cap funds , large and midcap funds and flexicap funds 

*Please Note Views are Personal*

I am here to assist you with all your mutual fund investment service needs. Please feel free to contact me.

Regards,

Ritesh Sheth CWM®

(Chartered Wealth Manager)

Amfi registered Mutual fund distributor under 

ARN-0209 EUIN- E030691.

ARN Date of initial registration - 16-AUG-2002 Current validity of ARN up to - 01-Oct-2027.

Disclaimer:

Mutual fund Investments are subject to market risk please read the offer documents before investing.

The schemes/services/offers/products provided on this message do not constitute an offer to sell or buy of mutual fund for units/products to any person. It shall be the sole responsibility of the person to verify genuinely of such information whether the usage of this and/or availing the services/facilities/products is in conformity with personal understanding.