The Budget 2020 proposed a new tax slab system, which it deems to be easier, convenient and helpful to a majority of the tax filing population. As I chewed upon the notes, I realised that the new tax slabs can actually make a lot of sense to a certain section of the tax paying population. […]
Budget 2020 – It’s the taxes, stupid!
Budget 2020 proposals are out. While enough has already been written and said, let’s go beyond that. Let’s look at some of the key proposals to develop an understanding of how they impact us and what we can do, if at all. Note: The Money and You workshops in Pune are scheduled on Feb 8 […]
Money & You – 2 Workshops in Pune
After a successful Bangalore workshop in Jan 2020 in the new action oriented format, I am happy to take this further and bring it to you in Pune. But first, what did the participants in Bangalore experience? This workshop has given clarity on many things. Many of us know many things and do not know […]
[Update] Franklin India Ultra Short Bond Fund – Vodafone Idea Impact
If you are an investor in the Franklin India Ultra Short Bond Fund, here is an update from the fund house you should note. This is to inform you that in accordance with SEBI regulation on creation of segregated portfolios (side pocketing), we have received Board of Trustees approval to create a segregated portfolio in […]
[Markets] Should you be worried?
Note: I am doing a goal based investing workshop in Bengaluru that will transform the way you think about money and investing. Jan 18, 2020. Join in and share with friends who can benefit. Read the details here. Terms like slowdown, major slowdown, recession, pull back, stock market crash have been a part of conversations […]
[Workshop] Money & You, Bengaluru – Jan 18, 2020
At some point in your financial and investing journey, you ask the following questions. Will I be able to reach my financial goals of education of my children and my financial freedom? Am I over diversified? Do I have too many investments in my portfolio? Am I saving enough? How much of my money should be […]
