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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

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    COVID 19 Impact on Finances of NRIs
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    Should I Stop SIP – Never (Why?)
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    Union Budget 2020 Impact on Tax/Investments
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    Bharat Bond ETF – Complete Details
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    Changing Name in Mutual Fund Investments
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    Retirement Planning for NRI (Full Details)
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    Recession in India… R U Investing in DEAD?
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    What is Market? Decoding the Combined Term
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    Impact on Investments When Status Changes “Resident to NRI”
  • Impact on Investments When Status Changes ” NRI to Resident “

    Impact on Investments When Status Changes ” NRI to Resident “
  • Crazy Me ? or It Is Media Bias? You Decide

    Crazy Me ? or It Is Media Bias? You Decide
  • Bharat 22 ETF Review Features Infographic

    Bharat 22 ETF Review Features Infographic
  • Domino Effect in Investments

    Domino Effect in Investments
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    What is Bubble in Investments?
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    What Is DigiLocker? Benefits & Registration Procedure
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    Life Post GST: Pictures & Humor
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    The Concept of Stealth Wealth
Patience & Compounding

Understanding Patience & Compounding

Behavioral Finance

How NRIs can Invest in India & Maximize Profit

How NRIs Can Invest in India & Maximize Profit

More Posts from Financial Planning

How many loans can I have ?

by Radhey Sharma

loans

How many loans should I have

Acquiring your favorite assets through a loan is probably the one of the most easiest way to fulfill your materialistic needs and wants. However, it is also one of the most easiest ways to become a pauper as well. If you don’t keep an eye on how many loans you accumulate, it will be  aRead More

Real Estate Outlook in India

by Radhey Sharma

real estate tips

Are you planning to buy real estate in India ? Have you kept aside money for purchasing that dream home this year ? If yes, then read on. Real Estate Outlook in India does not paint for a very sunny side of things in your overall financial planning. A lot of factors are screaming outRead More

What is KYC? Know Your Customer (KYC) Guidelines

by Radhey Sharma

basics of banking, Know your customer, KYC for NRIs, what is KYC

what is kyc

What is KYC is a very important question if you are investing or using financial services. Know Your Customer or KYC requirements and guidelines were effective January 1st 2010 for all mutual fund investors in India, irrespective of how much amount you invest in them. If you don’t know What is KYC, here is a smallRead More

Where to Invest for Retirement Planning ?

by Radhey Sharma

basics of retirement planning, video posts

How to invest for retirement

Retirement planning should stand out as the most important financial goal in an investor’s financial planning exercise. Where to invest for retirement planning is an often asked question. The answer is pretty simple if you understand goal based investing. Hop over to it now if you haven’t read through it. Once back, it should beRead More

Best Mutual Funds to Invest in India

by Radhey Sharma

mutual fund reviews

If you are looking for best mutual funds to invest in 2013 in India, go here to read my article on the same. Everything below is for 2012 and earlier so you might want to skip reading. If you are looking for best mutual funds to invest in 2012 in India, do read our newRead More

How Many Properties Should I Have ?

by Radhey Sharma

basics of real estate

How many properties should I have ?

Real Estate as an investment class is very close to Indians. We always derive more satisfaction and happiness at something which we procure ourselves and which is tangible and if that happens to be a house we want to live in, then the satisfaction is more consummate. So here it is – in continuation ofRead More

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Story Behind TW2

Madhupam Krishna

Madhupam Krishna

I am 16 years plus professional in Personal Finance. I am Financial Planner who is engaged in Financial Planning & Wealth Management. I am a SEBI Registered Investment Advisor (RIA) managing investors wealth

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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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