Blogs

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A Mutual Fund Alternative To NPS – Lifecycle Funds
26Feb

A Mutual Fund Alternative To…

Imagine you are going on a long road trip. At the start of the journey, when the highway is empty,…

Probate No Longer Mandatory in India: Recent Update in Succession Laws
24Dec

Probate No Longer Mandatory in…

In a significant move towards simplifying inheritance and estate administration in India, the Government has removed the mandatory probate requirement…

When Should You Use Emergency Fund? The TRUE Test Explained​
17Dec

When Should You Use Emergency…

Setting up an emergency fund is the first and most important step in any financial planning process. It acts as…

SEBI Eases Re KYC Rules for NRIs
11Dec

SEBI Eases Re KYC Rules…

SEBI has relaxed the India-location requirement for NRIs completing re KYC, allowing digital verification from overseas. This change removes a…

MF Central: Complete Guide for Mutual Fund Investors in India
26Nov

MF Central: Complete Guide for…

In today’s digital age, managing multiple mutual fund investments across different Asset anagement Companies (AMCs) can become complicated. To solve…

How to Increase Your Credit Score?
31Jul

How to Increase Your Credit…

A credit score—also known as a CIBIL score or credit rating—is like your financial report card. It shows how well…

Are you paying more tax on your NRO account interest in India? – old
04Jul

Are you paying more tax…

If you are a Non-Resident Indian (NRI) and have an NRO account in India, you might be paying 30% tax…

NRE, NRO, FCNR Accounts Made Simple for NRIs
04Jul

NRE, NRO, FCNR Accounts Made…

If you are an Indian living abroad, you might still want to send money to your family in India, save…

List of Mutual Funds managed by CAMS and KFinTech
25Apr

List of Mutual Funds managed…

Mutual Fund Registrars, also known as Registrar and Transfer Agents (RTAs) plays a crucial role in the mutual fund ecosystem. …

Understanding Mutual Fund Registrars in India
25Apr

Understanding Mutual Fund Registrars in…

When investing in mutual funds, most investors focus on fund houses, schemes, and returns. But behind the scenes, there are…

New Tax Regime, Extra Cash: Here’s How to Use It Wisely
16Apr

New Tax Regime, Extra Cash:…

With the new tax regime, individuals earning a taxable annual income of Rs 25 Lakhs or more can save up…

Tax-loss harvesting is a double-edged sword!
28Mar

Tax-loss harvesting is a double-edged…

You must have read articles floating on the internet encouraging you to book a loss in your equity investments to…

Markets are falling – Should I sell my shares?
12Feb

Markets are falling – Should…

How many times have we heard this sentence? At every market fall, the media is full of such headlines.  I…

Markets crashed – Should I sell my shares?
12Feb

Markets crashed – Should I…

How many times have we heard this sentence? At every market fall, the media is full of such headlines.  I…

Opportunity to rectify tax mistakes relating to political donations
03Feb

Opportunity to rectify tax mistakes…

Opportunity To Rectify Tax Mistakes Relating To Political Donations Many taxpayers are receiving communication from tax department to check the…

Clarity on taxability of amount received under Unit-linked Insurance Plans
02Feb

Clarity on taxability of amount…

Monies received from Unit-Linked Insurance Plans (popularly known as ULIPs) are exempt from tax unless the premium paid for one…

How the marginal tax relief works?
02Feb

How the marginal tax relief…

There have been articles circulating in social media that there is zero tax liability up to Rs 12 lakhs (excluding…

Old tax regime is dead!!
02Feb

Old tax regime is dead!!

The new tax regime was first introduced in the financial year 2020-21 and since then the Government have made all…

Budget from the lens of financial planning
02Feb

Budget from the lens of…

Financial planning is a long-term process wherein we plan for our immediate goals as well as for goals which are…

Public Provident Fund
24Sep

Public Provident Fund

How recent PPF guidelines impacts you? Three paragraphs on public provident fund (PPF) in a guideline issued by Ministry of…

Buyback Tax Impact
07Jun

Buyback Tax Impact

Retail investors to be hit harder by new share buy-back rule from Oct 1: Here’s the maths Sept 1, 2024…