Should you invest in ELSS or Ulip to save tax

Vidit is 25 and has started working only recently. He will be filing his tax returns for the first time this year. Since the beginning of the year, he has been receiving calls from advisers and agents, asking him to invest in an Equity-Linked Saving Scheme (ELSS) or Unit Linked In surance Plan (Ulip). Both […]

Thumb Rules That May Help in Financial Life

Thumb Rules That May Help Me in Financial Life A rule of thumb, while not meant to be completely accurate, is an easy way to approximate a value quickly. Here are some rules of thumb that may be put to practice for managing own personal finances. 1. Rule of 72. The Rule of 72 states […]

How I helped Client having Portfolio Lacking Diversification…

How I helped Client having Portfolio Lacking Diversification ; As part of series of Case Studies of Clients ( Names Have been changed) ; I am sharing a case of a client whose portfolio was anything but diversified. And this wasn’t his only problem. To make matters worse, he seemed to have contravened every basic […]

How I helped Single Women in WEALTH PLANING

When it comes to making investment decisions, women tend to shift this responsibility on their close family member. While trusting one’s close family members is not wrong; completely depending on them can lead to trouble when one is left alone. The reasons could be an eventuality in the family or a separation from spouse. Separation […]

What Financial Planning is and what it is not?

What Financial Planning is and what it is not? Financial planning is still evolving in our country. As with any new profession, it is therefore liable to fall prey to many misconceptions. It is convenient for investors like you to try and bracket it into a known and familiar service. Here are some of the […]

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