• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

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

  • Home
  • About
    • The Story Behind TW2
    • Team@TW2
    • Our Process
    • Why WealthWisher Financial Planners & Advisors
    • Point Of View
    • Basics of Financial Planning in India
  • Articles
    • Financial Planning
    • Behavioral Finance
    • Insurance
    • Mutual Funds
    • Tax
    • Value Investing
    • Retirement
    • Banking
    • Product Reviews
    • NRIs
    • NPS Annuity
    • Stocks
    • Real Estate
    • Tips & Tricks
    • Miscellaneous
  • All Services
  • Online Financial Planning
  • Wealth Management Service
    • WMS for NRIs – Manu
  • Financial Tools
    • Financial Heath Check
    • Financial Fact Finder
    • Goal Based Planning
  • SEBI RIA
    • Who Is a RIA
    • SEBI Registered Individual Adviser – SEBI RIA
    • WealthWisher Financial Planners & Advisor’s Credentials
    • Investor Charter for Investment Advisers
    • Compliance Page
  • Downloads & Calculators
    • Monthly Articles EBooks
    • Media
  • FAQs: FP & WMS
  • Avail Services
    • Testimonials
  • Contact
    • Contact Us- WealthWisher Planners & Advisors
    • Schedule a Call/Meeting/VC
    • Ask Us
  • Login For Clients
  • ITR Filing

equity

Impact of RBI Monetary Policy on Debt Funds

by Madhupam Krishna

debt funds, equity, equity & debt, Impact of RBI Monetary Policy on Debt Funds, investments, mutual funds, rbi, RBI monetary polic, returns

debt funds rbi monetary policy

Yesterday Reserve Bank of India Monetary Policy Committee reduced the Repo Rate by 25 basis points. This is a huge trigger for home loans and other consumer loans. This Diwali will be full of offers. The major beneficiaries will be Banks, NBFCs, and Mutual Funds, especially the debt funds. Debt Funds & RBI Monetary PolicyRead More

Equity Investing is a Marathon NOT a Sprint

by Madhupam Krishna

equity, investment, long term, Nifty, nifty 10000

equity investing marathon

Equity investing is now under so much research and eye glazes because it is at a point that nobody has seen. Nifty crossed 10000 this week for the first time in history. Our philosophy has been that Equity is long term investments and market levels do not matter to us. But this milestone can beRead More

Mutual Fund Taxation in India

by Madhupam Krishna

capital gain tax, DDT, equity, income tax, long term capital gain, LTCG, mutual funds, short term capital gain, STT, taxation

mutual fund taxation india

It’s a joke on Whatsapp that while buying ice cream for your kid you should eat one-third of it before giving it. That the best way to teach Taxation. Tax & inflation really bite into what we earn. That is the reason why it is essential to check taxation rules before investments. Here is aRead More

Best Investment in Long Term – Equity Investment

by Madhupam Krishna

equity, equity investment, market, mutual funds, returns

best investment long term

The recent returns from MFs and equity are mouth watering. Pundits have started digging history to show that its danger zone ging ahead. And this gives rise to question – Is Equity – Your best investment long term? If yes how to invest more and make money? Or simply a long-term investment in mutual fundsRead More

Equity Performance – What Lies Ahead In 2017-18

by Madhupam Krishna

equity, equity investment, FDI, FII, Fiscal Deficit, GDP, GST, market, mutual funds, PE Ratio, sensex

equity performance

The financial year is ending, and yes if you have invested in Equity – the performance must have delighted you. But as the old saying goes “what goes up, comes down too”, the equity markets with opportunities calls for caution too. So we thought to analyze what will drive the equity performance in coming years.Read More

Equity & Tools to Begin Investing

by Madhupam Krishna

BSE, equity, investment, NSE, stock markets

Overview Indian stock market has become a social buzz. Apart from the traditional investors, even the youngsters have started ensuing capital markets. Undoubtedly this is a progressive move. Also, the Government leaves no stones unturned to furnish the Indian stock market. What makes Indian stock market so appealing is its structure, well-defined rules, and regulations,Read More

  • «
  • Page 1
  • Page 2
  • Page 3
  • »

Primary Sidebar

Recent Posts

  • Income Tax Filing for NRIs in India
  • How NRIs Can Invest in India & Maximize Profit
  • Investing in the Name of a Child? Understand the Regulations
  • 3 Convenient Ways to Invest in NPS
  • Comprehensive Guide for First Time Home Buyers
  • Financial Planning for Merchant Navy Sailors

Categories

  • Banking (76)
  • Behavioral Finance (91)
  • Budgeting (37)
  • Fixed Income (46)
  • Insurance (74)
  • Miscellaneous (78)
  • Mutual Funds (107)
  • NPS Annuity (31)
  • NRIs (83)
  • Product Reviews (51)
  • Real Estate (25)
  • Retirement (40)
  • Slider (36)
  • Tax (86)
  • Tips & Tricks (82)
  • Value Investing (27)

Latest Comments

  • Rajeev on Taxation on NRI Fixed Deposits
  • The Transitionist on Importance of Financial Planning for Women
  • Madhupam Krishna on Dividend or SWP – What Will You Choose?
  • Rajeev on Dividend or SWP – What Will You Choose?
  • Madhupam Krishna on RBI Retail Direct Scheme – Complete Details

Popular Tags

basics of financial planning basics of life insurance equity infographics investing tips investment investment musings investments mutual funds savings
  • Personal Financial Calculators
  • Basics of Financial Planning in India
  • Personal Finance Basics for Beginners
  • Privacy Policy
  • Wealth Management Jaipur
  • Online Mutual Fund Account With KYC
  • Income Tax Returns Filing (ITR Filing)
  • Wealth Management Service NRIs – Manu
  • FAQs on Financial Planning & Wealth Management Services

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.
© 2025 Copyright, All Rights Reserved.Design and Developed by Cazablaze

 

Loading Comments...