Quoted investments

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"Quoted investments" refer to investments in publicly traded securities that are listed on a stock exchange and have a market price that is readily available to investors. These securities are also referred to as "listed securities" or "quoted shares." For example Tata Consultancy Services Limited (TCS), State Bank of India (SBI), Infosys etc.

Quoted investments can include a wide range of financial instruments such as stocks, bonds, exchange-traded funds (ETFs), and mutual funds. These investments can be bought and sold by investors on a stock exchange at the prevailing market price. The market value of quoted investments can fluctuate in response to changes in the economy, company performance, and other factors affecting the financial markets.
 

Replies (1)

Exactly right, Ayush! Just to add a bit more:

  • Quoted investments are those securities actively traded on recognized stock exchanges like NSE, BSE, or international exchanges.

  • Their market value is readily available daily, which makes valuation for accounting, tax, or portfolio management straightforward.

  • These investments often provide liquidity to investors, meaning they can be quickly bought or sold at transparent prices.

  • For tax purposes, quoted investments might have different rules for capital gains calculation compared to unquoted or private investments.

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