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TheWealthWisher (TW2)

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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
  • Bharat Bond ETF – Complete Details

    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)
  • Recession in India… R U Investing in DEAD?

    Recession in India… R U Investing in DEAD?
  • What is Market? Decoding the Combined Term

    What is Market? Decoding the Combined Term
  • Impact on Investments When Status Changes “Resident to NRI”

    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

Union Budget 2025 Impact on Tax & Investments

by Madhupam Krishna

Budget 2025 - Key Focus Areas, Key Proposals of Union Budget 2025 – Impact on Tax & Investments, Union Budget 2025, Union Budget 2025 highlights, Union Budget 2025 tax relief, Union Budget 2025 tax slab, Union Budget 2025- Impact on Tax & Investments

The Union Budget 2025 unveiled on 1 February 2025 has been responsive, and rightly so. As the Finance Minister stated, it is on the path to accelerating growth and boosting middle-class consumption through lower tax rates. There are many key provisions which will impact the way we pay tax, save money & invest it. HereRead More

How an Incapacitated Can Access Mutual Funds & Demat

by Madhupam Krishna

Caveats to Follow or Incapacitated Person to Access Mutual Funds or Demat Accounts, How Incapacitated Investor Access his Demat Account in India, How Incapacitated Investor Access his Mutual Funds in India, How Incapacitated Investor Access his Mutual Funds or Demat Account in India, SEBI's Process for Incapacitated Person to Access Mutual Funds or Demat Accounts, Where will Incapacitated Person to Access Mutual Funds or Demat Accounts will not work

How Incapacitated Investor Access his Mutual Funds or Demat Account in India

In an unfortunate turn of events, an accident may make a person incapacitated and he may not be in a position to sign or make himself available to withdraw his investments. This money may be required for further treatment or some family needs. SEBI, on Jan 10, 2025, came up with the answer and ProcessRead More

Fixed Income Options for Assured Income

by Madhupam Krishna

Bank Fixed Deposits (FDs), Company Deposits or Corporate Fixed Deposits, Fixed Income Options for Assured Income, Floating Rate Savings Bonds, Investment options for fixed income, Post Office Monthly Income Scheme (POMIS) Account, Pradhan Mantri Vaya Vandana Yojana (PMVVY), RBI Floating Rate Savings Bonds, RBI retail direct Scheme, Senior Citizens Saving Scheme (SCSS)

Fixed Income Options for Assured Income

Most Investors who prefer not to invest in Mutual Funds or Equities often ask, “What are the fixed income options for assured income?” Investors look for fixed income options on a periodic basis, mostly monthly. They also want their principal to be intact. Is this possible? Yes, very much, and there are multiple options. JustRead More

Taxation Guide for Merchant Navy Seafarers

by Madhupam Krishna

Benefits of Being an NRI Status Seafarer, How Can a Merchant Navy Sailor Invest, How to Manage Your Investments & Financials While Sailing, Investment & Taxation Guide for Merchant Navy Seafarers, Is Merchant Navy Sailor or Seafarer an NRI, Should a Seafarer File Income Tax Returns, What is a CDC, What is a Continuous Discharge Certificate

Investment & Taxation Guide for Merchant Navy Seafarers

Merchant Navy, or Seafarers as we call them, forms an important community. However, there is much confusion over their residential status, which, in turn, prevents them from making investment decisions. So, let us try to understand and construct an Investments & Taxation Guide for Merchant Navy Seafarers in detail. Let us start with Taxation aspectRead More

Successive Nomination & Simultaneous Nomination

by Madhupam Krishna

Key Differences between Successive Nomination & Simultaneous Nomination, meaning of Simultaneous Nomination, meaning of Successive Nomination, meaning of Successive Nomination & Simultaneous Nomination, Simultaneous Nomination, Successive Nomination, Successive Nomination & Simultaneous Nomination, Successive Nomination vs Simultaneous Nomination

Successive Nomination & Simultaneous Nomination

The Indian Parliament recently passed the Banking Laws (Amendment) Bill, 2024, marking a significant overhaul of the country’s banking regulations. This bill was introduced on August 9, 2024, and passed by the Lok Sabha on December 3, 2024. Now it will be an ACT when the president signs it. Key Changes Proposed – Definition ofRead More

Taxability of NRI Rent Income

by Madhupam Krishna

Benefits of NRIs rental house, GST on rental income of NRI, NRI rent TDS section, NRI rental agreement, NRI Rental Income, Tax on NRIs rental income, Tax slab rates for NRI, TDS rate under section 195 on rent

NRIs have properties in India. These properties are either inherited or self-acquired. They buy houses for investment purposes or for self-occupancy when they are in India. Most NRI rent the property but what about Rent Income? What will be the Taxation of NRI Rent Income? Let’s check this today… When an NRI is abroad heRead 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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