We all know – Retirement is the Withdrawal Phase. If you are not on pension, you can plan your annuity from your investments. This can be done using the below methods as Withdrawal Strategies During Retirement Phase. This ensures needs regular income & planning future goals. One has to check the expenses now, expenses likelyRead More
Budget 2021 Impact – Investment, Taxation & NRI
This was 3rd Budget of the current finance minister. The overall reaction has been positive. This is because most of the things have been taken care for. The others which disturbs the pace have been left for now. Here is how Budget 2021 will impact your Savings, Taxation & Investments. Budget 2021 Impact on TaxationRead More
How I Spent 2020 as Financial Advisor?
Can you enjoy a relationship without committing to one? OK, pretty emotional start… right? So let me rephrase – Can you enjoy the weather sitting on a closed balcony or enjoy a cold shower without getting wet? You may wonder why I am asking this? Most of the investors want 2 definite things – OneRead More
Sovereign Gold Bonds (SGB)
Indians have a fancy of buying gold. Not only for jewelry but the trend to invest in Gold also emerged due to financial volatility since Covid & other political instabilities across the globe. The government of India, in consultation with the Reserve Bank of India, has decided to issue Sovereign Gold Bonds (SGB). These willRead More
Behavioural Lessons for 2021
Was 2020 a Leap Year or a Year without any Leap? Answers may differ based on the experiences you had. But my best learning was – Never Let a CRISIS GO WASTE. So I learned a few things and have made corrections in my mind to be a better person in 2021. Here are myRead More
Most Important Changes in 2020 in Investments
Wishing you a very Happy New Year 2021 – Let this year be a milestone in your Health, Wealth & all You Care About! Here is a pointwise account of: Most Important Changes in 2020 in Mutual Funds Most Important Changes in 2020 in Investment Industry Most Important Changes in 2020 in Insurance Industry MostRead More