Category: Tax Planning

Market Outlook – Mar’23

Relatively resilient performance on the back of global challenges: The markets in the month of Feb consolidated by about ~2% and it performed as per our...

Published date March 10, 2023
by Research Desk

Financial Planning / income Tax / Investment Planning / Personal Finance / Real Estate / Tax Planning

REITs and InvITs: Challenges and Opportunities

Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs) have been a hot topic of discussion in recent times, especially due to the uncertainties surrounding...

Published date March 10, 2023
by Research Desk

Health Insurance / Home Loan / income Tax / Life Insurance / Mutual Fund / Small Savings / Tax Planning / Uncategorized

Union Budget 2023 – 2024 Highlights

Union Budget FY 2023 – 24 was pro-growth and provided focus on capex while ensuring inclusive developments. The FM has struck a fine balance as she...

Published date February 3, 2023
by Research Desk

Financial Planning / Health Insurance / Insurance Planning / Personal Finance / Tax Planning

8 Factors that make Health Insurance inevitable

Every person should have health insurance because of the rising cost of medical care and the rapid rise in lifestyle diseases among Indians. Anybody, at anytime,...

Published date October 28, 2022
by Research Desk

Financial Planning / Investment Advisor / Investment Planning / Mutual Fund / Personal Finance / Tax Planning

Debt Mutual Funds – Types, Taxation, Indexation benefit, Risk and suitability

What is debt? Debt refers to the amount of money borrowed by one party (borrower) from another party (lender). The borrower agrees to repay the borrowed...

Published date October 10, 2022
by Research Desk

Advisor Zone / Alternative Investments / Estate Planning / FEMA / Financial Planning / Fixed Income / income Tax / Insurance Planning / Investment Planning / Real Estate / Retirement Planning / Tax Planning

REIT’s: Real Estate Investment Trusts

Traditionally most Indians have had a significant portion of their net worth in real estate but in recent times due to a rise of property prices...

Published date August 27, 2021
by Research Desk

Advisor Zone / Direct Mutual Fund / Investment Advisor / Tax Planning

Tax on Mutual Funds

Mutual Funds are one of the most popular investment options in India which has the potential to offer capital gains. With many online wealth management platforms...

Published date October 16, 2020
by Research Desk

Recession? Here is how to protect your finances

Financial Planning / Investment Planning / Retirement Planning / Tax Planning / Uncategorized

Recession 2020? Here is how to protect your finances

Recession 2020? Here is how to protect your finances Get Free evaluation of your investments & a financial plan done by a Registered Investment Advisor. Its...

Last updated on April 20, 2020
by Research Desk

Section 80G, 80GGA : Here's how you claim deductions on donations

Financial Planning / Insurance Planning / Investment Planning / Tax Planning

Section 80G: Income Tax Deductions for Donations

If there is one section under the Income Tax Act, 1961 that anyone can use, it is section 80G, helps you claim deductions on donations. Irrespective...

Last updated on April 20, 2020
by KishorKumar Balpalli

Financial Planning / Investment Planning / Personal Finance / Tax Planning

How do interest rates affect your investment portfolio

Every year the Reserve Bank of India (RBI) changes the interest rates in the country using its monetary policy. This affects a number of industries. You...

Last updated on February 20, 2020
by KishorKumar Balpalli