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THE BIGGEST CONCERNS TO OUR WEALTH

Preserving wealth and growing wealth is one of our life’s greatest pursuits. A lot of our time and effort goes into this pursuit, which begins right from the time we begin earning and continues for as long as we live. The recent events and consequences of the pandemic also brought to focus the vulnerability and.

7 QUESTIONS TO ASK BEFORE INVESTING

Returns, returns, returns! Most of us only ask this when we talk of any investment idea. We all know money is hard to earn, but harder to make it grow on its own. Aren’t we always on the lookout for investment avenues that can provide us with the best possible deal on our money? However,.

NEW AGE UNCONVENTIONAL GOALS

The Covid-19 pandemic has led to a vivid change in people’s attitude. With time spent at home and the growing uncertainty of life, people have realized that they need to balance their work-life with personal life. A lot of awareness has also spread on the importance of savings and financial well-being. Interestingly, people have also.

A MILLION DOLLAR ACHIEVEMENT

Congratulating The Prestigious Achiever Celebrating an achievement as worthy as a Million Dollars,a milestone achieved by our very own Financial Advisor, Mr Shrikrishna Bhat. Acknowledging his spectacular pursuit to establish best business practices and develop ethical and effective ways to increase client interest in Life Cycle Financial Planning, not limited only to investments, but Risk.

EMPOWERING WOMEN THROUGH FINANCIAL INCLUSION

There is no doubt that women command a special status in Hinduism. Just like the three major gods, we also worship the “Tridevi”, the triad of the prominent goddess, Saraswati, Lakshmi and Parvati or Kali. Saraswati is the goddess of learning, knowledge and arts, Lakshmi the goddess of wealth, prosperity and glory while Parvati or.

TAX PLANNING? TIME TO REVISIT THE IDEA

Every last quarter of any financial year, we find a deluge of articles focussing on tax planning. Where there is smoke, there must be some fire too. With years of messaging, we do believe that the investor approach to tax planning would have improved. However, the entire concept of tax-planning itself needs to be repainted.

UNION BUDGET 2021-22: JUST WHAT WAS NEEDED.

“This moment in history, when the political, economic, and strategic relations in the post-COVID world are changing, is the dawn of a new era – one in which India is well-poised to truly be the land of promise and hope”. This opening remark by the Finance Minister (FM) clearly set the tone for the Budget.

FINANCIAL RESOLUTION 2021

The wait is finally over and it is 2021. The year brings with it a new dawn to our lives after what has been a very uncertain, challenging year. New hopes, new beginnings and new opportunities beckon us this year. The past year taught us many valuable lessons and this is why this new year.

SURVIVAL OF THE FITTEST

The rule for the evolution of species is simple. It is not the greatest, biggest or the strongest that survives and win, but the ones who are the fittest and adapt fast to their environment. The recent crisis is a challenge to us but our human instincts to adapt fast and find opportunities for growth.