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TheWealthWisher (TW2)

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Financial Planning

Importance of Financial Planning for Women

by Madhupam Krishna

financial planning for women, steps of financial planning, women and financial planning, women in finance

Financial Planning for Women

If someone tells you that women should not get involved in financial decisions, you may consider helping them lookup on the internet about countless women, who are Prime Ministers & Finance Ministers of various countries or are leading major financial institutions around the world. Financial Planning for Women is an important concept. The need isRead More

Financial Planning & Health Planning

by Madhupam Krishna

checking a financial plan, financial planning, Financial Planning & Health Planning, Health Planning, review in Financial Planning, understanding a financial plan

Financial Planning & Health Planning

It’s easy to gain weight – to add those extra pounds in no time. But it’s really hard to get back in shape. And it’s difficult because it demands discipline. Similarly planning your personal finances and keeping them in check is also challenging. Let’s understand this by making a Financial Planning & Health Planning assessmentRead More

Budget 2022 Impact on NRI Investments & Taxation

by Madhupam Krishna

Budget 2022 changes in NRI Investments, Budget 2022 changes in NRI Taxation, Budget 2022 for non residents, Budget 2022 for NRIs

Budget-2022-Impact-on-NRI-Investments-&-Taxation-1.jpeg

The Budget 2022, has been good in terms of the enabler role by the government. NRIs play a very big role in the development of India through their work, taxes & investments. Here are the collection of Budget 2022 Impact on NRI Investments & Taxation. Here are the changes proposed by Union Budget 2022 forRead More

Budget 2022 Impact on Savings Investments & Tax

by Madhupam Krishna

Budget 2022 change in taxation, Budget 2022 Changes, Budget 2022 Highlights, Budget 2022 Savings, Union Budget 2022 Analysis

The Budget 2022 will be the year when Digital Assets started to be taxed! A new acceptance. Let’s check what Union Budget 2022 has for us as an investor? Here is the main highlights of Budget 2022 Impact on Savings Investments & Tax. Common Men’s Sec 80 C (sometime I wonder if “C” in SectionRead More

Common NRI Investment Mistakes

by Madhupam Krishna

common mistakes nri make, Common NRI Investment Mistakes, how nri can invest in india, NRI Checklist, nri financial planner, NRI financial planning, nri investment plan, NRI mutual funds, NRI problems, what is nri investments, why nri should invest in india

Common NRI Investment Mistakes

A new year is starting and is a wonderful time to assess or reassess the investments & goals. NRIs have less information about the investments that they have made in India. Hence you must draw some time to check your portfolio. This will help lessen & eradicate common NRI investment mistakes. Let us check theRead More

Capital Gain Taxation for NRIs

by Madhupam Krishna

Capital Gain Taxation for NRIs, NRI taxation, nri taxation issues, tax in india for nris, tax on bonds for nris, tax on MFs for nris, tax on property, tax on sell of land

Capital Gain Taxation for NRIs

NRIs have different taxation rules compared to residents. Residents pay tax on income earned in India & globally. Whereas NRI needs to offer only global income for taxation. Taxation matters get complex when NRI is investing in India and has to pay tax on Capital Gain. Here is a small dossier on the treatment ofRead More

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Latest Comments

  • Rajeev on Taxation on NRI Fixed Deposits
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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.
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