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Master Your Money – Download Ebook

Master Your Money ebook

Your financial well-being depends on how well you are managing your finances. Money management as we say is an integral part of your complete life and there are various elements to it. You cannot achieve financial success if any of the element remains unaddressed. Ideally, your financial plan should include managing your cash flows, debt, investments planning, tax planning, risk assessment and estate planning. Continue reading…

Know Income Tax When Transfer Money To Wife

Transferring Money To Spouse

Transferring money to spouse account is a common practice which we all of us do. Be it for monthly expenditures or gifting or for any other purpose the money transfer is without any hassle. Till now giving money to your spouse in cash was more common. But with digitization thrust and discouraging cash transactions, even for household expenses, online transfer to spouse account will be effectively used. Continue reading…

Why Review Tax Planning In March?

Review Tax in March

We are on the verge of the end of this financial year i.e. FY 2016-2017.  March is always a significant month in our lives. Many things come to an end where from April we start with new. Be it a promotion in job, children school sessions, our own finances, and others. It’s important then that we do a quick review Continue reading…

Why Chasing One Asset Class Is Bad?

When you look at returns of asset classes individually then each one of it is fascinating. Many investors get lured to such fascinating returns and start chasing that asset class. Just look at gold which delivered 25-30% returns from 2008-2011

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Budget 2017- What We Expect?

Budget 2017 is around the corner and all of us are eagerly waiting for it after the demonetization of old Rs.500& Rs. 1000 notes. Lots of expectation are being built up considering the way budget 2017 is being presented. Firstly,  it is preponed to 1st Feb instead of 28th Feb as we have held in […]

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What Should Be Your Investment Portfolio Mix?

Virender has been in confusion over the last few years. He has an investment portfolio heavy on real estate which is not doing good now. So he wants to change his allocation by including more assets. But as he read and met few advisors he got a wide view on what asset allocation he should […]

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Going Cashless- Weigh Your Options

From the day demonetization of Rs 500 & Rs 1000 notes are announced there have been many tweaks to the rules to meet one objective – Go Cashless.  Surely it’s a big task and cannot be achieved in one day. There are issues to be addressed and infrastructure to be developed. But it also requires […]

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5 Reasons Why You Need A Will Today

A Will is a basic document for any estate plan. Through a Will you ensure effective distribution of your wealth to your loved ones. But it still does not come on the top priority for most of us. The reason can be attributed to certain misconceptions like everything goes to spouse or not having enough assets […]

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How Your Insurance Proposal Can Be Ruined?

Vikrant bought an insurance policy in 2009 which he wanted to surrender now. He submitted his request to the company and got the proceeds in few days. But when he showed it to the tax expert he was in a shock that the insurance policy was actually of post-2012 date and the policy does not […]

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