Changes that matters in FY 2018-19…
Ayush Bhargava EXECUTIVE SUMMARY: This year’s budget came up with the surprise changes in personal finance area. While there was no change in the income tax slab, the FM increased the cess charged on tax liability, deduction on interest amount increased...
Modicare 2018
Executive Summary: The government has promised to provide free medical care of up to Rs 5,00,000 each to 10 crore poor families. It was announced in this year's budget. It is a good step as there is a poor reach of medical care in the country. But it has to be...
All about the Online EPF Passbook Facility
Executive Summary: The Employees Provident Fund Organization (EPFO) allows people to view their Employee PF status online. A person has to register on the EPFO website using the UAN, member ID and mobile number. If UAN is not there, it can activated. The...
Tax Saving Season – Understand the cost of buying wrong financial product.
Ayush Bhargava. EXECUTIVE SUMMARY: We are in the middle of the tax saving season during which every year mis-selling of the financial products increases. People blindly invest into insurance policies, tax saving mutual fund schemes (ELSS) & other schemes...
Are Robo Advisors The Way To Go
Executive Summary- A financial advisor helps the client to develop a comprehensive financial plan and manage his financial goals. With technology entering every aspect of our life, we can get advisors that are automated as well. Many companies have launched Robo...
Mistakes to avoid while buying Life Insurance!!!
Download PDF 3) Considering illustrations as a fact: While selling life insurance policies, agents use the illustrations as a marketing technique where they supposedly demonstrate the cost of insurance and the future cash value of the policy. But one...
Highlights of the Union Budget 2016-17
Corporate income tax rate has been decreased to 29% plus surcharge for companies with turnover less than or equal to Rs. 5 crore. Manufacturing companies incorporated after April 1, 2016 will have to pay a tax of 25% + surcharge provided they do not claim...
How Have NPS Funds Performed?
Download PDF Scheme E invests more in equity and equity based securities. Returns - 1 years -13.45% -2.25% -12.27% -12.85% -11.78% How have some of the NPS funds have performed? Secure retirement with NPS Scheme E (Tier 1) Returns - 3 months -6.56%...
How Can I Learn About Money?
Download PDF Advanced Learning :Once you are comfortable with money and investment concepts, it is time to put your knowledge into action. You can read the economic papers like Economic Times or Mint where you understand current economic situation of India and the...
Mistakes to avoid while buying Life Insurance!!!
Download PDF 3) Considering illustrations as a fact: While selling life insurance policies, agents use the illustrations as a marketing technique where they supposedly demonstrate the cost of insurance and the future cash value of the policy. But one...
Highlights of the Union Budget 2016-17
Corporate income tax rate has been decreased to 29% plus surcharge for companies with turnover less than or equal to Rs. 5 crore. Manufacturing companies incorporated after April 1, 2016 will have to pay a tax of 25% + surcharge provided they do not claim...
How Have NPS Funds Performed?
Download PDF Scheme E invests more in equity and equity based securities. Returns - 1 years -13.45% -2.25% -12.27% -12.85% -11.78% How have some of the NPS funds have performed? Secure retirement with NPS Scheme E (Tier 1) Returns - 3 months -6.56%...
How Can I Learn About Money?
Download PDF Advanced Learning :Once you are comfortable with money and investment concepts, it is time to put your knowledge into action. You can read the economic papers like Economic Times or Mint where you understand current economic situation of India and the...
Antoine de Saint-Exupéry
A goal without a plan is just a wish!