Tax Planning

March market outlook 2023

Market Outlook – Mar’23

March Market Outlook Market Outlook for the month of March: 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 expectation and traded between 18300 and 17000 levels. In recent times, Foreign Institutional Investors (FIIs) have been quite cautious […]

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REITs and InvITs

REITs and InvITs: What Are The Challenges and Opportunities

REITs and InvITs 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 them which have caused their value to plummet. However, before we delve into the reasons behind the recent downfall of REITs, let us first understand what

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Union Budget 2023 - 2024 Highlights

Union Budget 2023 – 2024 Highlights

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 is sticking to the path of fiscal consolidation by targeting a fiscal deficit of 5.9% of GDP for FY24 against 6.4% for FY23

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Health Insurance

8 Factors that make Health Insurance inevitable

8 Important Factors of Health Insurance: 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, can experience a medical emergency that has an emotional and financial impact on them. Health insurance is a sort of insurance protection that

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Debt Mutual Funds

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

Debt Mutual Funds 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 money at a future date along with the interest. Generally companies, banks and governments raise debt capital from the public in order to meet their working

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All About Real Estate Investment Trusts ( REITs ).

REITs: 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 investors have not been able to invest in real estate due to its high ticket size especially in Metro cities. One option available for investors which provides exposure to

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Tax on Mutual Funds

Tax on Mutual Funds

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 such as myMoneySage, mutual fund investing has become easier and seamless. However, before you start investing in mutual funds or allocate your mutual fund holdings

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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 FREE, but spots are limited. . Register now With rising defaults, fluctuating markets and plunging crude oil prices, having some cash sparing tips added to your repertoire could be

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Section 80G: Income Tax Deductions for Donations

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 of whether you are an individual, company, or a partnership firm, you can claim tax exemptions under this section. Even if you are a Non-Resident India (NRI), you are

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How do interest rates affect your investment portfolio

How do Interest Rates Affect your Investment Portfolio

How Interest Rates Affect 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 know that loan rates change. However, do you know that your investments portfolio get affected too? Interest rate dynamics play a role in

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