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Portfolios, Import & Settings

How do I set up tax clubbing for a minor?

Club a minor child's gains into a parent's return under Section 64(1A).

Updated 23 Jul 2026

A child under 18 can hold investments, but they don't file their own return — the tax law folds their gains into a parent's. ProjectionWealth handles that with a single setting on the child's portfolio, so the family's tax comes out right.

Mark the portfolio as a child

Open the child's portfolio in Settings → Portfolios and set Relationship to Child with a Date of Birth under 18. That's what tells the app to treat the account as a minor's.

A Child under 18 gets a Tax clubbed with field — pick the parent whose return the gains fold into.

Choose who the gains club into

Once the child is a minor, a Tax clubbed with field appears. Pick the parent — Select a parent from your Self or Spouse portfolios. From then on the minor's gains are added to that parent's return under Section 64(1A), not taxed as a separate PAN, and no separate exemption applies.

Note: Clubbing usually defaults to the higher-earning parent. This affects how the combined family tax is totalled — the minor's row is marked so nothing gets double-counted. Confirm the specifics with a CA.

Do this on your real portfolio

ProjectionWealth tracks your whole family's wealth on one screen — free to start, no PAN, no broker linking.

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