• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

TheWealthWisher (TW2)

Financial Planners I Online Financial Planner in India I Wealth Manager I Personal Finance Advisors I NRI Investments I NRI Wealth Management I NRI Financial Planning I Online Investments I Direct Plan Mutual Funds

  • Home
  • About Us
    • The Story Behind TW2
    • Team@TW2
    • Our Process
    • Why TW2
    • Point Of View
  • Article Categories
    • Financial Planning
    • Behavioral Finance
    • Insurance
    • Mutual Funds
    • Tax
    • Value Investing
    • Retirement
    • Banking
    • Product Reviews
    • NRIs
    • NPS Annuity
    • Stocks
    • Real Estate
    • Tips & Tricks
    • Miscellaneous
  • Our Services
  • Online Financial Planning Service
  • Wealth Management Service
    • WMS for NRIs – Manu
    • WMS for Working Women – Pragati
    • Wealth Management Service Executives- Saarthi
    • Fixed Income (Debt) Services
  • Testimonials
  • FAQs: FP & WMS
  • Downloads & Calculators
    • Monthly Articles EBooks
    • Media
  • SEBI RIA
    • Who Is a RIA
    • SEBI Registered Individual Adviser – SEBI RIA
    • Madhupam Krishna SEBI RIA Credentials
    • Complaints Record
  • Avail Services
  • Contact Us
    • Contact Us- WealthWisher Planners & Advisors
    • Schedule a Call/Meeting/VC
    • Ask Us
  • WMS for NRIs – Manu

Search Results for: {s}

Sorry, no content matched your criteria.

Primary Sidebar

Recent Posts

  • Qualifying Recognized Overseas Pension Scheme (QROPRS) December 14, 2020
  • Alternative Assets – Some New / Some Old November 30, 2020
  • Type of NRI Bank Accounts – FCNR Part 3 November 23, 2020
  • Type of NRI Bank Accounts – RFC Part 4 November 23, 2020
  • Type of NRI Bank Accounts – NRE Part 2 November 23, 2020
  • Type of NRI Bank Accounts – NRO Part 1 November 23, 2020

Categories

  • Banking (58)
  • Behavioral Finance (78)
  • Budgeting (31)
  • Fixed Income (31)
  • Insurance (56)
  • Miscellaneous (66)
  • Mutual Funds (97)
  • NPS Annuity (29)
  • NRIs (42)
  • Product Reviews (43)
  • Real Estate (20)
  • Retirement (34)
  • Slider (35)
  • Tax (58)
  • Tips & Tricks (65)
  • Value Investing (24)

Latest Comments

  • Madhupam Krishna on 7 Best Investment Options for NRIs in 2020
  • Vinayak on 7 Best Investment Options for NRIs in 2020
  • Top 100 Investment Blogs in India on Taxation on Equity Mutual Fund in India
  • Madhupam Krishna on 7 Best Investment Options for NRIs in 2020
  • Rakesh Agarwal on 7 Best Investment Options for NRIs in 2020

Popular Tags

basics of financial planning basics of life insurance equity infographics investing tips investment investment musings investments mutual funds savings
  • Personal Financial Calculators
  • FAQs on Financial Planning & Wealth Management Services
  • Personal Finance Basics for Beginners
  • Privacy Policy
  • Wealth Management Jaipur
  • Online Mutual Fund Account With KYC

WealthWisher Financial Advisors (Also referred as The wealthwisher.com or TW2) is an Advice platform, where we help an individual, managing personal finance in easy and smart manner & taking informed decision . The person managing WealthWisher Financial Advisors Mr. Madhupam Krishna is a SEBI registered Advisor. Post advise, one can execute transactions with your banker, stock broker or agent/ financial intermediary. We also offer transaction services through various associations, at a substantially lesser cost to our clients, as compared to other financial intermediaries, so that you start your financial plan with savings. WealthWisher Financial Advisors may earn commission or distributor incentives for providing transaction services or referring customers with third party service providers as per customer’s agreement. Our recommendations rely on historical data. Historical/ past performance is not a guarantee of future returns. The information and views presented here are prepared by WealthWisher Financial Advisors. The information contained herein is based on our analysis and upon sources that we consider reliable. We, however, do not vouch for the accuracy or the completeness thereof. This material is for personal information and we are not responsible for any loss incurred based upon it. This document is solely for the personal information of the recipient. The products discussed or recommended here may not be suitable for all investors. Investors must make their own informed decisions based on their specific objectives and financial position and using such independent advice, as they believe necessary. While acting upon any information or analysis mentioned here, customers may please note that neither WealthWisher Financial Advisors nor any person connected with any third party companies or service providers of WealthWisher Financial Advisors, accepts any liability arising from the use of this information and views mentioned here. Each recipient of this document should make such investigations as they deem necessary to arrive at an independent evaluation of an investment in the securities of the companies referred to in this document (including the merits and risks involved), and should consult their own advisors to determine the merits and risks of such an action. Stocks in the equity portfolios are filtered at various levels. Initially, the stocks are filtered on the basis of the size of the company and the sector of the company. The company's fundamental parameters are tested using various parameters related to inventory days, employee cost, power cost, taxation etc. Finally, the volatility in the price performance as well as the future growth prospect is viewed and accordingly the stocks are classified in various portfolios. While building Mutual funds portfolio, factors like size of the funds, the historical performances (return) of the schemes, expenses ratio ,the sector in which the scheme invests and volatility are considered.
© 2020 Copyright, All Rights Reserved.Design and Developed by Cazablaze