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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”
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    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

Aegon Religaire Future Protect Plus Plan

by Radhey Sharma

life insurance reviews

Aegon Religaire Future Protect Plus plan is a Unit Linked Insurance Plan (ULIP) from AEGON Religaire Life Insurance Company Limited with the objective of providing financial protection with return on investment. After you decide on the amount of premium you want to pay each year and the amount of insurance to take, you can takeRead More

Viral Infection is Not a Material Fact in Life Insurance

by Radhey Sharma

basics of life insurance

Viral Infection is Not a Material Fact in Life Insurance and here is another case of how an insurance claim was settled so late in the day. It so happened that in 1992 and 1994, husband of a certain Mrs Surekha Mankar took two life insurance policies from LIC. In 1995, the husband had aRead More

Recent Changes in Banking

by Radhey Sharma

banking news

There have been some Recent Changes in Banking that have come out and I thought I might take sometime to let my readers know about them. While some of them might not really affect you, it’s wise to keep it at the back of your mind so that you end up as a wise andRead More

Real Estate Regulation and Development Bill

by Radhey Sharma

real estate tips

real estate regulator

. The new draft of the Real Estate Regulation and Development Bill, released by the ministry of housing and urban poverty alleviation, is finally out. The bill brings with it harsh punishments for builders who take investors for a ride – this has already resulted in the builder community crying foul at the move. TheRead More

PPF and NSC Interest Rates

by Radhey Sharma

public provident fund

Both the Public Provident Fund (PPF) and National Savings Certificate (NSC) are up for some change now. After months of delay, the government has announced higher interest rates for PPF and NSC. With this move, small saving schemes  can now offer some competition to other investment avenues in the fixed income category like fixed depositsRead More

Why Not to Buy Life Insurance !

by Radhey Sharma

basics of life insurance, Why not to buy life insurance

Portfolio Makeover

“To save tax.” These three words sum up the reasons why Rajiv Kashyap pays a premium of Rs 1 lakh for the seven life insurance policies he has picked up in the past nine years. They are all random picks across the many types of life insurance policies : two money-back plans, two endowment policiesRead 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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