Financial Planning | myMoneySage

SIF (Specialized Investment Funds): SEBI’s Hybrid Investment Vehicle for HNIs

Leave a Comment / Advisor Zone, Alternative Investments, Financial Planning, Fixed Income, Investment Planning, Retirement Planning / By Research Desk 4

The Securities and Exchange Board of India (SEBI) has introduced a Specialized Investment Fund (SIF), a new category of investment products effective from April 1, 2025, to bridge the gap between traditional Mutual Funds (MFs) and Portfolio Management Services (PMS). SIFs offer a combination of the structure and regulation of mutual funds with the flexibility […]

SIF (Specialized Investment Funds): SEBI’s Hybrid Investment Vehicle for HNIs Read More »

Market Outlook for the month: April 25

Leave a Comment / Advisor Zone, Alternative Investments, Direct Mutual Fund, Financial Planning, Fixed Income, Mutual Fund, Retirement Planning, Small Savings, Tax Planning / By Research Desk 4

By Research desk March 2025 Market Performance Recap: Indian equities witnessed a strong rebound in March 2025, reversing the sharp correction seen in the preceding months. The Nifty 50 climbed 6.31% during the month, recovering part of the 16% decline from its all-time high of 26,216 in September 2024 to the February 2025 low. The

Market Outlook for the month: April 25 Read More »

Market Outlook for the month: Mar 25

Leave a Comment / Advisor Zone, Alternative Investments, Direct Mutual Fund, Financial Planning, Financial Planning, Investment Advisor, Retirement Planning, Small Savings / By Research Desk 4

February 2025 Market Performance Recap: In February 2025, the Indian equity market faced a sharp correction after a strong 2024, with broader indices witnessing a steeper decline than large caps. The Nifty hit a recent low of 22,125 on 28th Feb, marking a 16% drop from its peak. Midcap and Smallcap indices corrected by 21%

Market Outlook for the month: Mar 25 Read More »

Indian Budget Breakdown 2025

Leave a Comment / Advisor Zone, Alternative Investments, Direct Mutual Fund, Financial Planning, Financial Planning, Fixed Income, Investment Advisor, Investment Planning, Mutual Fund, Retirement Planning, Small Savings / By Research Desk 4

Overview: The Union Budget 2025-26 sets the stage for India’s next phase of economic expansion, balancing fiscal prudence with targeted investments. With a focus on sustaining the country’s growth momentum, the government has outlined a comprehensive strategy that emphasizes infrastructure development, employment generation, and inclusive progress. The budget reinforces India’s long-term vision of Viksit Bharat,

Indian Budget Breakdown 2025 Read More »

Market Outlook for the month: Nov 24

Leave a Comment / Advisor Zone, Alternative Investments, Direct Mutual Fund, Financial Planning, Financial Planning, Fixed Income, Investment Planning, Mutual Fund, Small Savings / By Research Desk 4

Market Slump Deepens as Global and Domestic Pressures Persist: In October 2024, the Nifty 50 and S&P BSE Sensex suffered notable drops of 6.22% and 5.83%, making this their weakest monthly performance since March 2020. Driven by a mix of global and domestic pressures, Indian equities declined sharply, with key indices hitting new lows for

Market Outlook for the month: Nov 24 Read More »

Hyundai Motor India Ltd: IPO review

Leave a Comment / Advisor Zone, Alternative Investments, Financial Planning, Financial Planning, Personal Finance, Retirement Planning, Uncategorized / By Research Desk 4

Company Profile: Hyundai Motor India Ltd is a key player in the Indian automotive market and operates as a fully-owned subsidiary of South Korea’s Hyundai Motor Company. Since its establishment in 1996, it has grown into one of the country’s top car manufacturers. The company is known for its innovation, advanced technology, and a wide

Hyundai Motor India Ltd: IPO review Read More »

Unified Pension Scheme (UPS) vs. New Pension Scheme (NPS): What You Need to Know

Leave a Comment / Advisor Zone, Alternative Investments, Financial Planning, Fixed Income, Investment Planning, Personal Finance, Small Savings / By Research Desk 4

Introduction: The introduction of the Unified Pension Scheme (UPS) has sparked debate among government employees regarding whether to remain in the New Pension Scheme (NPS) or switch to the newly introduced UPS. With its launch on August 24, the UPS blends aspects of the Old Pension Scheme (OPS) and the NPS. The decision for employees

Unified Pension Scheme (UPS) vs. New Pension Scheme (NPS): What You Need to Know Read More »

Market Outlook for the month:

Leave a Comment / Advisor Zone, Direct Mutual Fund, Financial Planning, Investment Planning, Personal Finance, Retirement Planning, Uncategorized / By Research Desk 4

August 2024 Market Performance Summary: Economic Resilience Amidst Sectoral Variations: In August 2024, the Nifty-50 index managed to navigate significant global market volatility, closing about 1% higher and reaching a new all-time high of 25,268. This marked the third consecutive month of higher highs for the index. Mid-cap and small-cap indices also saw gains, each

Market Outlook for the month: Read More »

Bajaj Housing Finance Limited: IPO review

Leave a Comment / Advisor Zone, Alternative Investments, Financial Planning, Investment Advisor, Uncategorized / By Research Desk 4

Company Profile: Bajaj Housing Finance Ltd is a non-deposit taking Housing Finance Company (HFC), registered with the National Housing Bank (NHB) since September 24, 2015, and engaged in mortgage lending since Fiscal 2018. It has been identified and categorized as an “Upper Layer” NBFC (NBFC-UL) in India by the RBI since September 30, 2022, as part

Bajaj Housing Finance Limited: IPO review Read More »

Budget 2024 Breakdown

Leave a Comment / Advisor Zone, Alternative Investments, Direct Mutual Fund, Financial Planning, Fixed Income, income Tax, Mutual Fund, Real Estate, Uncategorized / By Research Desk 4

Tax Slabs and Provisions: New Tax slabs: Tax Slab for FY 2024-25 Tax Rate Upto ₹ 3 lakh Nil ₹ 3 lakh – ₹ 7 lakh 5% ₹ 7 lakh – ₹ 10 lakh 10% ₹ 10 lakh – ₹ 12 lakh 15% ₹ 12 lakh – ₹ 15 lakh 20% More than 15 lakh

Budget 2024 Breakdown Read More »