So April 2019, has started and this means changes in Budget 2019 on Mutual Taxation for FY 2019-20 or AY 2020-21 will commence. Let us see what has changed in Mutual Fund Taxation for Resident, NRIs, Corporates & other categories of Investors. We will discuss, Mutual Fund Taxation applicable for FY 2019-20, taxation on Dividend,Read More
15 Sutra of Portfolio Management
It is a general perception that we financial advisors just eat, drink, talk & think investments or stock markets. Most of the financial planners including me do not even watch markets on Business Channels. It is not that they are bad, but these are a waste of time and learning is very less in proportionRead More
Can US Canada NRI invest in Mutual Funds – Complete List
Beware of the incomplete lists on the internet on “Can US Canada NRI invest in mutual funds?” Everyone seems to be confused around USA & Canadian NRI – if they can invest in Indian Mutual Funds or not? Let’s check the updated details – Can US-based NRI invest in mutual funds in India. If youRead More
Am I Suppose to Tell You This?
“Captivity never makes a Lion anything less”… The videos & images spread by irresponsible hands but his firm answer “Am I Suppose to Tell You This?” speaks very high about the person, his professionalism & his training. He was ready… like a soldier is … always. Here are a few of my thoughts that weRead More
Know Your DEMAT – First Step to E-Investing
DEMAT Account is very common nowadays and they are no more only connected to share markets. Now you can buy Mutual Fund, Exchange Traded Funds, Gold Bonds & NCDs etc in Demat form. Many of these issues are compulsory to be in demat form only. Demat is a facility where all these securities can beRead More
Term Insurance – Can You Afford to Miss One?
“The future depends on what we do in present” is a very famous quotation by Mahatma Gandhi & quietly related with a Term Insurance Plan or Term Plans as they are called. Imagine, if a person is only earning member in his family & any uncertainty happen with him? Obviously, his family will face aRead More