Basics

38 Years SENSEX Return- 16% Per Year

Indian equity market delivered good return in last 38 years. As on 12th October 2017, Sensex closed at 32,182 points. BSE completed 38 years since 1979-80 (base year). But what is the return per year? Does the SENSEX really give good return per year, in the long-term? Why 1979-80? That is the year from which […]
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New Year Financial Resolution

New Year Financial Resolution However, our good intentions notwithstanding, almost half of us were concerned that the continuing uncertainty around the economy, GDP growth rate, fiscal deficit, inflation rate, demonetization, GST impact and the ongoing threat of lower interest rates could deter our good resolutions. In addition, as we all know from experience, New Year […]
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6 Strategies For When Markets Become Volatile

If markets get rough, it pays to have an investing plan and to stick to it. Key takeaways Keep Perspective: Political, Indian Budget, Taxation on investment and global market uncertainty are all constant, and downturns happen frequently. But market setbacks have typically been followed by recoveries. Stay Disciplined: Trying to time the market has proven […]
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Nuggets For You

Some of my recent tweets in the month of April 2018 “I think this is also a great time to invest in private equity, helping companies grow from the ground top.” ~Jim Rogers “By developing your discipline and courage, you can refuse to let other people’s mood swings govern your financial destiny. In the end, […]
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LTCG Tax for Your Mutual Funds

What is LTCG? LTCG or Long-Term Capital Gains refer to the gains made on any class of asset held for a particular period of time. In case of equity shares, it refers to the gains made on stocks held for more than one year. In other words, if the shares are bought and held for […]
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Client’s “Comprehensive Financial Plan” Experience

Mr. Sachet Parida, Mumbai shared his “Comprehensive Financial Plan”  journey with us. He has done his ‘Comprehensive Financial Plan’ (60-70 Pages Written Financial Plan) on 16th May 2012. Already 5 years passed………..miles to go……………… Our disciplined and repeatable process enables us to provide our clients with a high quality comprehensive financial planning experience. Mr. Sachet Parida’s […]
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