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TheWealthWisher (TW2)

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Product Reviews

Atal Pension Yojana (APY) : Full Details

by Madhupam Krishna

atal pension yojana calculator, atal pension yojana chart, atal pension yojana online, atal pension yojana sbi, atal pension yojana scheme details, atal pension yojana statement

atal pension yojana

Atal Pension Yojana (APY) was announced by Government of India during 2015-16 budget. Ever since the Atal Pension Yojana has enabled many Indians to secure their future post-retirement. India is a vast country with huge private sector employees without the benefit of a pension system. The Atal Pension Yojana or Scheme targets this mass forRead More

Sukanya Samriddhi Yojana – Updated Details

by Madhupam Krishna

girl child, investment, savings, sukanya samriddhi yojana, sukanya samriddhi yojna

sukanya samriddhi yojana

My daughter Gauri, is learning advanced features of MS Word and wanted to type some documents as an assignment. She approached me and I suggested, her to help me out. I handed her some notes and paper cuttings and here she is with her first 500 words on – Sukanya Samriddhi Yojana. She has experimentedRead More

Apply & Update Online – PAN AADHAR CKYC & Digilocker

by Madhupam Krishna

aadhar, CKYC, Digilocker, PAN, update online

PAN-AADHAR-CKYC-DIGILOCKER

Hi, Reader/Investors… A warm welcome to the new Financial Year. To update you, the financial bill 2017 is passed and this year you will hear, read and get a lot of advice on these 4 words PAN, Aadhar, C-KYC & Digilocker. If you have been investing or want to start this year – you needRead More

Benefits of Having POST OFFICE SAVINGS BANK (SB) ACCOUNT

by Madhupam Krishna

ATM, FD, fixed deposit, online account, post office, post office ATM, post office savings bank, RD, saving account

post office savings bank

I also thought for once that it is like going back to history or primitive era if I am writing about Post Office Savings Bank Account, but when I saw the offering, it is as good as normal savings account which is offered by banks. The Post Office Savings Bank account is very convenient ifRead More

HDFC Charity Fund for Cancer Cure – A Section 80G Rebate Option Product Review

by Madhupam Krishna

close ended fund, HDFC Cancer Care, HDFC Charity Fund for Cancer Cure, NFO, section 80 G, section 80G, tax saving

This is tax time and you are still wondering how to save some extra bucks. What if I tell you that not only you can save tax Under Sec 80G, but also it is a unique opportunity to help Cancer Patients to access treatment and rehabilitation. HDFC’s New Fund HDFC Charity Fund for Cancer CureRead More

Franklin Templeton Good EMI Freedom SIP – A Review

by Madhupam Krishna

Franklin Templeton Good EMI, Franklin Templeton Investments, Freedom SIP, Good EMI, investments, savings, SIP, systematic investment plan

I don’t think that any of our readers would be without a SIP running for him. One of the basic tenets of our advisory and the best way to accumulate wealth is SIP or Systematic Investment Plan. SIP works best when it is tied up to your future goal. It is like an EMI forRead More

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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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