As we all know that currently Equity markets are at an all-time high. In such a scenario, there can be a situation of volatility and investors can seek for some other options for weathering this volatility. Having a fixed income portfolio within your asset allocation that can weather such storms is crucial for preserving capital […]

In the realm of financial planning and wealth management, the Hindu Undivided Family (HUF) structure presents a unique avenue for investors to optimize their assets and minimize tax liabilities. This article explores the key aspects of HUFs from an investor’s standpoint, shedding light on the potential benefits and considerations associated with the HUF. The concept […]

A good financial plan is a ‘roadmap’ that shows us exactly how the decisions we make today will shape our future. Everyone dreams to have a stable financial life charted out. However, the problem arises when a person is more of a dreamer than a planner. This problem escalates further as a person moves towards […]

The Ticking clock, the looming retirement, the whispers of “what if….?” These are the worries we all face at some point. But what if we told you there is a powerful tool in your arsenal, waiting to be wielded? Enter the National Pension scheme (NPS)-your gateway to a financially secure and fulfilling post-retirement life. NPS is […]

In today’s fast-paced world, financial planning has become a crucial aspect of our lives. Whether it’s saving for retirement, managing regular expenses, or fulfilling long-term financial needs, investors are constantly seeking efficient strategies to make the most of their investments. Moreover, due to the increasing rate of inflation, a second source of income or supplementary […]