If the needs of families gave birth to family office concept, the changing business environment has made it a business opportunity today and Financial Planners in India can take a lead in utilizing this opportunity. Read the detailed article here: Financial Planning Standards Board
The Economic Times Realty funds offering innovative investment avenues Pradeep was ecstatic. He had just received a larger than expected year-end bonus. After a vacation to Shimla with family, he was now wondering how to invest the remaining amount productively for the future. He considered buying a flat in Mumbai, using the bonus as down payment and taking a loan for the remaining amount. … Read More Realty funds are now offering innovative investment avenues to the middle class and HNIs.
The Economic Times If you have exchanged vows recently, you would need to rejig your expenses and savings structure. Here’s how you should go about it. Now that both of you have decided to take the plunge, among the various angles that you should look at, there is one more that both of you should consider jointly: your finances. As you move from the … Read More Financial lessons for the newly married
“While thinking of equity investments, think long term” – goes oft-repeated words of wisdom. Is it true only when the markets touch these unprecedented heights or should we keep this in mind even during saner times? Read the whole article here: Financial Planning Standards Board
The Economic Times – part 3The case of dealing with a historical exposure is like determining the right proportion of currencies that you should have in your portfolio. By Akhilesh Tilotia & Ramganesh Iyer In the last two articles of this three part series, we brought to you a perspective on the movement of the rupee vis-à-vis the dollar and how the relationship between … Read More Jumpy Re: Right time to send money to India?
The Economic Times – part 1 NRIs have been hit hard by the appreciating rupee. Here is the first part of a three part series on what the appreciating rupee means for them. Investing tips for beginners By Akhilesh Tilotia & Ramganesh Iyer There are many reasons that lead a person out of his country. For the last many decades, one of the strongest … Read More NRIs need to handle the jumpy Re with care
Rediff Getting a bonus calls for a celebration. With the right investment tools, you can put your bonus to good use and create wealth. Finance experts, Krishanmurthi Vijyan, CEO, JP Morgan Asset management; Rajivdeep Bajaj, MD Bajaj Capital; and Akhilesh Tilotia, financial advisor, tip you off. How should you invest your bonus? Krishanmurthi Vijyan: Calculate tax on the bonus. Most companies give their employees bonus … Read More How to cash in on your bonus
Rediff ‘Beware of inflation: it eats into your savings,’ your financial advisor would have warned you a number of times. What you need to worry about it not just the inflation number that the government publishes every Friday, but the inflation that is relevant to you. The traditional issue One of the biggest differences between the number that the government estimates as inflation and … Read More Beware of ‘lifestyle inflation’
The Economic Times For many NRIs, investing in India is more reliable because of tax benefits & better growth opportunities. In our previous article, we looked at some of the issues faced by the professional NRIs when planning their finances. This time let us look at the opportunities available to the NRIs when they move from saving to investing their money. Investment choices available … Read More NRIs invests in an emotional angle
Rediff A book was cast in stone more than 3,500 years ago in Babylon and was found by a British professor late last century. What impressed him — and helped him come out of a debt crisis — were the inscriptions on how to manage one’s finances. The book is now available as The Richest Man of Babylon. It’s a very small book, but … Read More 3,500-year-old investment tips that still work!
Rediff In your early 20s and planning to make your first investment? The first and foremost, keep aside three times your monthly expenses, before you begin. Next, invest in life cover and health insurance. Many recommend buying young to lower your annual premium, which is because insurance at an early age means paying low premium. If you are between 20 and 25 years of … Read More Investment advice for youngsters
Rediff – part 6 of 6 Mutual funds offer a variety of options through which you can invest in or divest from them: each option has its own advantages and it is very helpful to know of your various options. Lump sum investment: This is the simplest manner of investing in a mutual fund. You have a certain sum of money (lets say, Rs … Read More Here’s how to invest in an SIP