With the recent announcement of a long term capital gains tax on Mutual funds, investors have been looking at alternatives to make their investments. An older debate that has surface again is that if it makes sense to invest in NPS. Really? So, my friend called me again on the weekend. “Hey Vipin, couple of […]
Long Term Capital Gains Tax and the Grandfather
Several people were suspecting Long Term Capital Gains Tax to make a comeback. Frankly, I wasn’t. Now that it has come, it is causing a lot of confusion. Let me attempt to clear the air here. OK. So what did the finance minister propose? Long Term capital gains tax on equity was zero till January […]
Life insurance gets you tax saving as well as financial planning
As the tax season races fast to closure, one of the key tools that should focus on is a life insurance cover. Interestingly, the premium on a life insurance cover not only saves you taxes but also provides a solid low cost foundation for your financial plan. It has been said enough times by enough […]
My Presentation Slides and Notes from Money & You Workshop
As you are aware, I have been visiting some cities to do this Money and You investing workshop and work with some of you in a live mode, talking about money and investing. However, I understand my limitations and find it impossible to go to all the cities and visit you there. But I am […]
Taking stock of small cap funds
Performance of small cap funds is the highest amongst all category of funds and so is the interest in buying them. So, today we take stock of small cap funds. In the image below, you can see a list of some of the most sought after small cap mutual funds. Source: Unovest, for direct plans […]
Tax saving mutual funds – Which ones deserve your money?
It’s that time of the year again. You have got a reminder to submit your tax saving investment proofs or take a huge cut in your salary, courtesy income tax. The only question on your mind – where do I invest to save taxes? Can tax saving mutual funds come to your rescue? By now, […]