Make the Best Use of SWPs
Executive Summary: A Systematic Withdrawal Plan (SWP) is an option given by Mutual Funds. Investors can withdraw from the scheme invested in on a regular basis. It is helpful for retirees. They usually have a lump sum amount in the retirement fund and need a regular...
Cybersecurity and Digital Payments
Executive Summary- The Indian economy is surging forward towards a digital economy. While this is advantageous, there are risks that we need to be aware of. All forms of digital transactions like usage of debit and credit cards, online shopping and mobile wallets are...
Tax Benefits of NPS de-coded
Executive Summary: The National Pension System (NPS) is an attractive retirement option, which offers better returns than most conventional retirement investment schemes, as you can choose to invest the corpus partly in equity. However, Budget 2015 made this all the...
What is a Family Office?
A family office has to coordinate and control wealth. It cannot just recommend a few investment products and generate some wealth and income and expenditure reports on a quarterly basis. It has to go beyond that. It needs to have investment strategies and integrate...
Should a rate cut trigger your home purchase decision?
Download PDF Not really. For starters, a low interest rate on home loan can be relevant only if you opt for a fixed rate home loan. In this case, the rate remains fixed throughout the tenure of the loan. So even if interest rates were to move up in future, you can...
…and you could have saved the tax
Executive Summary: There are many cases when one's tax liability is ascertained only at the time of filing IT returns. It is possible to save taxes by taking some proactive actions such as - using HRA + Home loan benefit, paying rent to parents, making use of interest...
The Power of Combo – Emergency Corpus + Liquid Mutual Funds
Executive Summary: Emergency corpus helps to financially manage contingencies. Additionally it can also help to save on tax, increase returns on portfolio, safely learn mutual fund investments, facilitate career move, fast track financial planning and to teach...
Indian Tennis Premier League…View from Manila
Executive Summary – The inaugural tie of the Indian Tennis Premier League (ITPL) was held in Manila over the weekend and saw the four teams playing some solid tennis to win top honours. There was a mix of new, veteran and top ranked players in all teams which...
Which type of Life Insurance policy should you buy?
Executive Summary: There are different types of life insurance policies such as Pure Term Insurance, Whole Life Policy, Endowment Policy, Money Back Policy, ULIP and Annuity Plan. If insuring your family is your aim, it is better to opt for a pure online term policy...
…and you could have saved the tax
Executive Summary: There are many cases when one's tax liability is ascertained only at the time of filing IT returns. It is possible to save taxes by taking some proactive actions such as - using HRA + Home loan benefit, paying rent to parents, making use of interest...
The Power of Combo – Emergency Corpus + Liquid Mutual Funds
Executive Summary: Emergency corpus helps to financially manage contingencies. Additionally it can also help to save on tax, increase returns on portfolio, safely learn mutual fund investments, facilitate career move, fast track financial planning and to teach...
Indian Tennis Premier League…View from Manila
Executive Summary – The inaugural tie of the Indian Tennis Premier League (ITPL) was held in Manila over the weekend and saw the four teams playing some solid tennis to win top honours. There was a mix of new, veteran and top ranked players in all teams which...
Which type of Life Insurance policy should you buy?
Executive Summary: There are different types of life insurance policies such as Pure Term Insurance, Whole Life Policy, Endowment Policy, Money Back Policy, ULIP and Annuity Plan. If insuring your family is your aim, it is better to opt for a pure online term policy...
Antoine de Saint-Exupéry
A goal without a plan is just a wish!