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Market Representatives Seek Tax Reforms to Boost Retail Equity at Pre-Budget Consultation

The ministry will review the proposals during the pre-Budget process before finalising the 2026–27 Union Budget.

Overview

  • Participants asked that the securities transaction tax on cash equity trades remain lower than on derivatives to encourage long-term investing.
  • They proposed lifting household allocation to equities from roughly 5% to about 8% to deepen retail participation.
  • Industry representatives recommended levying buyback tax only on the profit component rather than the entire payout.
  • Stakeholders urged aligning the short-term dividend tax for domestic investors with the 20% rate applicable to NRIs.
  • Finance Minister Nirmala Sitharaman chaired the fourth consultation in New Delhi, with BSE, AMFI and senior officials present as the ministry evaluates inputs for the 2026–27 Budget.