For most of us personal finance means doing some investment in Mutual Funds, FDs or Shares and having couple of insurance policies. It mostly doesn’t go beyond that. Some of us who are more aware, deliberate on type of insurance policy they should have, kind of mutual funds they should buy or maximum amount of...Read More

Preparedness for Education of your child Meghana and Sandeep are successful doctors in the city. Both being in the medical profession, wish their sons Gautam, 17 years old and Parag, 13 years old to become Doctors. Dr Meghana and Dr Sandeep worked hard all these years and established themselves financially well. The couple being conservative...Read More

Measuring our own financial fitness is scary. Why? Because it tells us about our own financial misdeeds. And exactly this is why measuring financial health becomes inevitable. They say- What gets measured gets Managed. So, to manage better, measure first.   What is financial fitness? Doctors measure your Height, Weight, Blood Pressure, Blood Sugar etc....Read More

Every election in India brings about some volatility in stock markets. We have experienced this in past 5-6 elections. During the period of elections, the market swings up and down wildly. During this volatility, there are chances that the value of existing investments go down or go suddenly up or it can move both ways....Read More

Liquid Fund is a category of Debt Mutual Funds. Debt Mutual Funds who invest in very short-term market instruments such as treasury bills, government securities, bank certificates of deposits and corporate bills are called as Liquid Funds. Most of these instruments contain either no risk or low risk. Liquid funds are an open-ended fund investing...Read More

Most of the people start thinking about saving tax in the month of January. As there are plenty of tax saving instruments available in the market, here we would tell you why Equity Linked Savings Scheme (ELSS) or tax saving/planning mutual fund schemes are the best tax saving option for you. Let’s Understand the top...Read More

Taxation reduces a considerable part of the income and in order to ensure maximum benefits from any investment, one must always look for tax-efficient investment instruments. Under Section 80C of the Income Tax Act, the government allows an exemption on investment in various schemes and individuals can claim tax deductions of up to Rs 1.5...Read More

Family Office – It is said that you need to experience certain things to understand them thoroughly. Any office is one such place where certain things are inevitable. With an office comes discipline, skills of the staff working there, equipment in an office, office ambiance, processes etc. An office works efficiently by having all the...Read More

In Indian traditional Thali system we have ingredients like Dal, Chawal, Chapati, Sabji, Chutney, Raita and usually a Sweet. Since these items provide some or the other nutrient to our body since out forefather we have learnt to have these items in our food. While eating our food each of these items are eaten in...Read More

About 3 years back, a well-established architect friend of mine has been avoiding getting his financial plan done at least for the last 2 years. During this period, he saw me working on plans of many of clients. Being a friend I did not want to mix friendship and profession, hence I never insisted him...Read More