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
Investment Planning
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- Hidden Charges In Your Saving Bank Account Savings accounts are designed to encourage more savings, unlike current accounts which allow unlimited transactions and do not offer any interest. An individual who has a steady income for example...
- Market Correction Some of our investors are asking about the current market correction and future course of action on this event. They are very much confident about their ‘Comprehensive Financial Plan’ which...
- How Wealth Is Created? Wishing you and your family a magnificent 2019. I am writing this article after 3 months due to my CWM (Chartered Wealth Manager) Exam preparation. Thank you so much for...
- Wealth Creation v/s Wealth Erosion Generally we are savings are likely to be held in five major categories—property, equity, debt, precious metals, and cash. Whatever the investment product, however complex it’s terminology and working, it...
- Saving vs. Investing: Understanding the Key Differences Often, you have heard about words like ‘saving’ and ‘investment’. But did you know that savings and investment are two separate concepts? The words “Saving” and “Investing” are sometimes used...
Interest earned above a certain limit attracts tax deduction on interest income, but many individuals are not sure how tax is treated or how their interest income is getting charged under tax. Fixed deposits, savings account, post office schemes, corporate bonds, corporate fixed deposits, recurring deposits earn income interest, which
‘Sukanya Samriddhi Yojana’ (Girl Child Prosperity Scheme) Sukanya Samriddhi Yojana (SSY) is a small deposit scheme for the girl child launched as a part of the ‘Beti Bachao Beti Padhao’ campaign and Launched on 22nd January 2015. It is currently (2017-18) fetching an interest rate of 8.1 per cent and
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
There are total 42 mutual fund companies (Asset Management Companies -AMC) in India as per AMFI (Association of Mutual Funds in India) website at the end of September 2017. To know about schemes, there are more than 2000 primary mutual fund schemes in India. There are lots of choices for
A financial planner is a professional who helps you organize your finances, projects the results of your savings and investments so you can see how well prepared you are for retirement, children higher education, buying your dream home, foreign vacation, buying car and helps you make decisions with your
Financial Planners advise clients on how best to save, invest, and grow their money. They can help you tackle a specific financial goal—such as readying yourself to buy a house, making a strategy for retirement year or give you a macro view of your money and the interplay of
“It is good this happened now although it should have happened sooner.” I used to interact with many people across different sections of society who comes to us for personal financial advice. It’s a question that remains dominant in the interaction. Reached 40, but not planned for retirement. What
The Pradhan Mantri Vaya Vandana Yojana (PMVVY) was formally launched on 21 July by Arun Jaitley, the Union Minister for Finance, Defence and Corporate Affairs. However, the scheme has been available for purchase since 4 May 2017. Pradhan Mantri Vaya Vandana Yojana, a pension scheme launched by Life
Keeping money in your savings bank account is the easiest way to invest your money but may not be the smartest. Money lying in the Savings Bank Account does not even beat the inflation. We never check the impact of inflation and taxation on our investment. One of the
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