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TheWealthWisher (TW2)

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Monthly Articles EBooks

Monthly Articles EBooks

Download the Monthly Articles EBooks

Monthly Articles Ebooks YEAR 2018

Month Topics Covered in the Ebook
January 2018 How to Spend Your First Salary, GOI 7.75% Savings Bonds 2018 (Should You Invest?), Is my Bank Deposit Safe Under FRDI Bill, What Wine Cork Industry Tell About Equity Investing, How Much Money Enough To Retire In India?
Month Topics Covered in the Ebook
February 2018 Role in Financial Planning for Women to Achieve Freedom, When I asked Ridham Desai about 100000 Sensex Prediction , Direct Plan Mutual Fund Investors & Advisor’s Alpha, SBI Bandhan – Gift Money in Family Without Tax Worries, Mutual Funds Vs ULIPS: Are ULIPs Better After LTCG on Equity?, Fall in Markets Scare You? Peltzman Effect, Budget 2018 – Impact on Income & Investments
Month Topics Covered in the Ebook
March 2018 12 New Changes in Income Tax Rules from 1 April, 2018, What is Equity Savings Fund? Details & Comparison, Are the markets in Mean Reversion Phase?, 2 News Ways of Misselling Financial Products, 7 Retirement Challenges that Lead to Shortfall, Cancer Insurance Policy – An Introduction
Month Topics Covered in the Ebook
April 2018 Fixed or Floating Rate Home Loans, What is Estate Planning, Pros And Cons of Investing in International funds, Struggling on- How to Save Money? Try these 6 hard ways, 7 Checks 6 Questions- Before Hiring Financial Planner Part 1 & Part 2, Carzy Me? Or It Is Media Bias? You Decide, Best & Worst of 2017-18: Pictures & Lessons
Month Topics Covered in the Ebook

May- June 2018

July- Aug-Sept 2018

Oct-Nov 2018

Dec 2018-Jan 2019

Feb-May 2019

Investing Lessons from Soccer World Cup, Becoming an NRI? Complete NRI Checklist EBook, The Game of Expense Ratio, How Much Cash to Hold in Your Portfolio?, BSBD Account : A No-Frill Easy Way to Do Banking, What Is Offer Document & KIM? Should You Read Before Investing?, Voluntary Provident Fund – A Good Choice in Fixed Income

India is Fantasizing – The Next Multibagger, Differentiating Investing Luck or Skill – 3 Recent Events, Minimum Amount to Invest in Mutual Funds in India, Importance of Insurance in Your Portfolio, Introducing the India Post Payments Bank, Ayushman Bharat – A Future Health Care Scheme?, Should You Invest in SIP with Insurance ?, 5 Important Real-Life Investment Mistakes, What is Large Cap or Mid Cap or Small Cap?

Is Daughter’s Marriage Planning Still a BIG GOAL?, Random Thoughts & Learning on Diwali!, Karva Chauth & Goal Planning, Market Corrections & the Bloodbath News!, Common Mistakes in Investing – Some New Ones, Know Form 15CA and 15CB? Make remittance easy!, Market Corrections: A Fire Drill Activity

Compulsory Dematerialization of Shares, Mutual Fund Taxation in India – More Details, What is Double Tax Avoidance Agreement (DTAA), 2018 Review – A to Z – Fun, Laughs & Lessons, Concept of Nominal Returns Vs Real Returns, The Pain Point in Financial Planning: Budgeting.

15 Sutra of Portfolio Management 2-4, Can US Canada NRI invest in Mutual Funds – Complete List?, Am I Supposed to Tell You This?, Know Your DEMAT – First Step to E-Investing, Term Insurance – Can You Afford to Miss One?, Budget 2019 – Analysis for Investors & Taxpayers, How to Cope in Times of Financial Difficulty, Can NRI Invest in Property? FAQs, What is ASBA?, Latest Mutual Fund Taxation FY 2019-2020

 

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Recent Posts

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Latest Comments

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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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