Pension Income and Its Taxability

Executive Summary: Government sector employees who have been appointed before 31 December, 2003 and have a minimum of 10 years service are eligible for pension. The taxability of pension depends on who is receiving the pension and how is it being received. Other...

7.75% Savings (Taxable) Bonds, 2018

Executive Summary: The Government has replaced the 8% Taxable bonds with 7.75% taxable bonds. The holding period is 7 years. There is no maximum limit on investment on them. The real rate of return is not very lucrative. There are other investments that offer better...

New Benchmark for MFs – TRI

Executive Summary: PRI or Price Return Index was used by MFs to benchmark the performance of their schemes. SEBI has mandated that Total Return Index has to be used. This means the comparison will be against higher index returns. It is good for investors as there will...

Financial Checklist for 2018

Executive Summary: We have provided a checklist of items to do each month of the year. It can be used to streamline your financial life and help you achieve your financial goals. The checklist includes creating a budget, managing changes in income, reviewing...

7.75% Savings (Taxable) Bonds, 2018

7.75% Savings (Taxable) Bonds, 2018

Executive Summary: The Government has replaced the 8% Taxable bonds with 7.75% taxable bonds. The holding period is 7 years. There is no maximum limit on investment on them. The real rate of return is not very lucrative. There are other investments that offer better...

read more
New Benchmark for MFs – TRI

New Benchmark for MFs – TRI

Executive Summary: PRI or Price Return Index was used by MFs to benchmark the performance of their schemes. SEBI has mandated that Total Return Index has to be used. This means the comparison will be against higher index returns. It is good for investors as there will...

read more
Financial Checklist for 2018

Financial Checklist for 2018

Executive Summary: We have provided a checklist of items to do each month of the year. It can be used to streamline your financial life and help you achieve your financial goals. The checklist includes creating a budget, managing changes in income, reviewing...

read more
Personal Finance Mistakes to Avoid in 2018

Personal Finance Mistakes to Avoid in 2018

Executive Summary: We will be in the new year soon. Let us look at some of the mistakes to avoid in personal finance so that 2018 is Happy and Prosperous. The mistakes to avoid include wasteful spending, less savings and inappropriate investments, no emergency fund,...

read more

Antoine de Saint-Exupéry

A goal without a plan is just a wish!

Contact

Get In Touch

+91-98205 29758
[email protected]