Simple actionable ideas to power your money, behaviour and investments
If you have come across an FMP sales pitch, it almost always is that “it is as safe as a Bank FD”, yet, “it will give higher returns than an FD.” An easy lure for most investors since 'safe returns' …
Continue Reading about The FMP mess – Should you invest in a Fixed Maturity Plan? →
Ajay Gupta (name changed) fell prey to greed. A distant relative approached him a few months ago with an existing investment opportunity. A guaranteed return of 3% per month or 36% per year. This …
Continue Reading about Do fear and greed rule your mind and your money too? →
The year 2018 saw the introduction of long term capital gains tax on equity investments (mutual funds or direct stocks) at the rate of 10%+surcharge. As you file your tax returns, here are some key …
Continue Reading about How to calculate your Capital Gains Tax on Mutual Funds in 2019 →
Who wouldn’t want to? But how? The good news is that I now know someone who does that all the time. I got to know Saakshi and her husband, Ajay, as clients and when I first met them, the …
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“Why does your investment portfolio run into 10 pages? Any specific reason?” “Well, nothing specific. One advisor told me to invest in a few funds and I complied. Then subsequently another advisor …
Continue Reading about Investment problems of an HNI, High Networth Investor →
As a nation, we may be obsessed with saving as much tax as possible. But this last minute rush is what we truly enjoy. I am checking up with a few investors and guess what, they are still not done …
Continue Reading about The last minute tax savings guide for 2018-19 →
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