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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 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? 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 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 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 Which One Works Best for You? The Indian tax system has always been a topic of discussion, particularly with the introduction of
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
Market downturns often bring a wave of panic. Red screens, declining portfolio values, and a sense of uncertainty leave many investors anxious. It’s natural to feel uneasy when you see
Optimize Capital Gains by Tax Loss Harvesting Looking for a smart way to reduce your tax liability while optimizing your investment strategy? Tax loss harvesting might just be the solution
What NRIs need to know about Indian Income TAX Rules Income earned or accrued in India is taxable for NRIs. Unlike resident Indians, whose taxes are based on global income,