Topics to discuss: -With the rise in costs, interest, and inflation, how are retail investors able to invest despite the challenges? -What is driving investors towards starting SIPs? Click here…
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Topics to discuss: -What can MF industry do to fix 4 June Nav issue? -What are the thresold and cut off timings of mutual funds that investors should be aware…
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Topic to discuss: -What’s the best way to select a mutual fund scheme? -What’s the best parameter to select a mutual fund scheme? -How important it is to track returns…
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Topic to discuss: -How will the seller be impacted by removal of indexation benefit on realty sales? -What’s the intent behind removal of indexation benefit on realty sales? -Is it…
Continue readingYour portfolio should not be rejigged unless your goals are due in the next two-three years. Read on… Click here to view the article.
Continue readingShopping during festivals can be a deep psychological experience, besides addressing your functional needs. Whether you’re a habitual spender or a needs-based shopper, you are sure to buy something even…
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Financial planning is required at every stage in life in order to live well and realise your goals. This exercise takes new dimensions when there’s a life partner in the…
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The Union Budget 2017 creates a wonderful opportunity for first time home buyers but puts a dent in real estate portfolio if someone owns multiple properties. How? Hear it from…
Continue reading‘How an IT couple realized their dream of a larger home’
Keshav Prasad and Mohini Latha used their own funds, and a home loan which was also tax-efficient.
‘Their money was underutilised, and then they met a financial planner’
Rajat Jain and Smriti Handa knew that their investments in real estate and fixed deposits were not ideal, but didn’t have the time or expertise to look at other products.
