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In our experience in financial planning, we have discovered that many of our clients and prospects are unaware of the significance of health insurance, it’s term, features, and other aspects.
Introduction: From spreading colorful powders on each other to enjoying special treats like gujjias and thandai, Holi is a fascinating religious festival celebrated worldwide. The festivities begin with Holika Dahan,
XIRR (Extended Internal Rate of Return) and absolute returns serve as methodologies to evaluate investment performance, such as that of mutual funds, though they vary in terms of the information
Most investors do not benefit from this power of compounding. Have you ever heard of Thomas Austin? Austin was an English settler in Australia, who in 1859, imported 24 rabbits
Over the years, the Systematic Investment Plan (SIP), a feature offered by Mutual Funds, has become a household name. Its popularity among investors can be seen from the graph
What exactly is Venture Debt? It is a type of loan offered by Funds, Family Offices or even Banks that is designed specifically for early-stage startups positioned for high growth
In today’s rapidly evolving world, the role of women in financial planning is not just important; it is absolutely essential. It is a profound transformation from the days when society
Making Sense of Finances: What can I learn from “Rich Dad Poor Dad”. In a world where formal education often leaves us with a significant gap in financial knowledge, “Rich
Finance Minister Smt. Nirmala Sitharaman had introduced the new tax regime (Section 115BAC) for individuals and Hindu Undivided Families (HUF) for the financial year (FY) 2020–21 in the Union Budget 2020 But
The Government has recently changed taxation rules with respect to Specified Mutual Fund which include funds whose total exposure in equity is less than 35%. What are Specified Mutual Funds: