Financial Planning Archives - Mymoneysage Blog

Complete Investment Guide On Shariah Investment Portfolio In India | My Money Sage

April 5, 2019 | by KishorKumar Balpalli | Financial Planning, Mutual Fund, Personal Finance, Tax Planning

Sharia investments are also known as Halal investments. They encourage people to invest in a socially-responsible way according to Islamic principles. These investments have to follow a detailed set of Sharia requirements and rules. Shariah investments or Sharia compliant investments follow the principles of Islamic law. They encourage people to invest in a socially responsible Read more...
11 Rules to know – Am I an NRI under FEMA and the Income Tax Act? | My Money Sage

April 4, 2019 | by KishorKumar Balpalli | FEMA, Financial Planning, income Tax, NRI, Tax Planning

Your residential status determines which investments you can make and how much tax you will have to pay. Many of our clients ask us about whether they are Non-Resident Indians (NRIs) or residents. They are not able to make sense of the rules under the Foreign Exchange Management Act (FEMA) and the Income Tax Act. Read more...
What is yield curve inversion? How does it impact markets | My Money Sage

March 25, 2019 | by KishorKumar Balpalli | Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Mutual Fund, Personal Finance

An inverted yield curve shows that an economic slowdown may be imminent. The yield curve is one of the leading indicators that analysts use to predict the direction of the stock markets. In the United States, analysts have used it to forecast all the recessions in the last five decades. The yield curve has not Read more...
8 Commonly Used Mutual Fund Terms & Jargons A Newbie Investor Must Know | My Money Sage

March 8, 2019 | by KishorKumar Balpalli | Advisor Zone, Financial Planning, Mutual Fund, Personal Finance

Mutual fund advisers use jargon that can be quite confusing for newbie investors. Here we discuss some of the most commonly used mutual fund terms. Knowledge of these terms will help you to understand what your financial adviser says. Mutual fund advisers use jargon that can be quite confusing for newbie investors. Here we discuss Read more...
Father Of The Index Funds, John Bogle transformed mutual funds | My Money Sage

March 6, 2019 | by KishorKumar Balpalli | Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Mutual Fund, Personal Finance

Your mutual funds would not have generated the kind of returns you are getting if it weren’t for him. As mutual fund investors, we need to thank Bogle for helping us to get more from our mutual funds John Bogle changed the mutual fund industry by reducing costs and helping investors to earn higher Read more...
Emergency Fund – How to Save and Where To Invest | My Money Sage

February 22, 2019 | by KishorKumar Balpalli | Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Personal Finance, Small Savings

Emergency Fund: Methods To Save Very few people think about putting money aside to deal with an emergency. Most of us are not prepared to face a crisis, because we feel that something like this will never happen to us. The following story will help you to understand the importance of creating an emergency fund: Read more...
3 Benefits of having Gold Allocation in your investment portfolio | My Money Sage

February 15, 2019 | by KishorKumar Balpalli | Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Personal Finance, Tax Planning

If you are wondering whether Gold should be a part of your investment portfolio, then this is a must read for you. Usually, Investors, when constructing a portfolio tend to limit their diversification strategy to equity and debt thereby ignoring gold, let’s evaluate if it makes sense to add Gold to your portfolio Gold protects Read more...
Budget 2019: How will it affect your finances?

February 4, 2019 | by Research Desk | Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Loans, Personal Finance, Provident Fund, Retirement Planning, Small Savings, Tax Planning

Stand-in Finance Minister Piyush Goyal presented the interim budget on February 1, 2019. It proposes tax breaks and sops that will have a positive impact on your finances. The new government that takes charge after the approaching elections will present a full budget. The interim budget proposes sops for the middle class, farmers, and unorganized Read more...
Beware of these misselling tactics by Banks & Agents

January 25, 2019 | by KishorKumar Balpalli | Financial Planning, Fixed Income, Insurance Planning, Investment Advisor, Investment Planning, Loans, Personal Finance

“If you don’t have a plan, you become part of somebody else’s plan.” Terence McKenna These words highlight the importance of having a financial plan and being an informed investor. The following story will help you to understand how misselling harms gullible customers: Get insights on your personal finance by a Registered Investment Advisor. Its FREE, Read more...
Should you benchmark your investment portfolio?

January 18, 2019 | by KishorKumar Balpalli | Advisor Zone, Financial Planning, Investment Advisor, Investment Planning, Mutual Fund, Personal Finance

If you are wondering whether or how to benchmark your investment portfolio, this is must read for you. Most investors and advisors measure the performance of their portfolios against benchmarks. They use different yardsticks to measure the performance of their portfolio. Some of these yardsticks are index returns, category returns, expected returns, last year’s gains, Read more...

1
2
…
5
6
Next

error: Content is protected !!