Articles

Is the Market Really at Its Peak? Or Do We Need to Understand the Stock Index First?

In recent months, one common concern has echoed among investors: “Markets are at their peak—it can’t go up any further!” But here’s what many are missing: Most investors aren’t clear

The Tax-Free Edge: Why UAE Investors Should Capitalize on Indian Markets

The Tax-Free Edge: Why UAE Investors Should Capitalize on Indian Markets “If you have significant capital gains tax liability on eligible securities, shift to the UAE for more than 183

Alimony and Taxes: How to Manage Your Finances During and After Divorce

Alimony and Taxes: How to Manage Your Finances During and After Divorce Divorce is often a stressful and emotionally charged event, and among the most financially significant aspects of this

The Hidden Risk in Chasing Top-Performing Mutual Funds

The Hidden Risk in Chasing Top-Performing Mutual Funds Last week, a new investor approached us for financial planning. During our introductory conversation, I asked him how he was currently investing.

The Behaviour Gap Why Investors Often Lose To Their Own Emotions

The Behavior Gap Why Investors Often Lose To Their Own Emotions Peter Lynch, one of the most successful fund managers in history, ran the Fidelity Magellan Fund from 1977 to

Gifting In India Tax-free or Taxable?

Gifting In India Tax-free or Taxable? Gifts have always been a cherished way to express love, appreciation, and support across cultures. They can range from small tokens of gratitude to

How NRIs Can Invest in India Choosing the Right Path

How NRIs Can Invest in India Choosing the Right Path In our last article, we discussed why India is becoming a preferred investment destination for NRIs. With a growing economy,

Falling Markets Revisit your investment strategy

Falling Markets Revisit Your Investment Strategy After five years of a strong and steady bull run, Indian markets are finally taking a pause. For the last six months, the upward

Old and New Tax Regimes For FY 2024-25

Old and New Tax Regimes For FY 2024-25 Which One Works Best for You? The Indian tax system has always been a topic of discussion, particularly with the introduction of

Why NRIs Should Look at India for Their Next Big Investment

Imagine waking up to a future where your investments have not only grown but have also contributed to the rise of an economic powerhouse. A future where your money works