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infographics

Comparison of Critical Illness Plans in India

by Radhey Sharma

infographics

You must have read about the basics of critical illness plans or insurance and why it makes sense to have it in your insurance portfolio. I did a small comparison of the policies then but, now following it up with a more recent one, visually. Here is the Comparison of Critical Illness Plans in IndiaRead More

Best ways to save income tax in India in 2013 [infographics]

by Radhey Sharma

infographics

If you belong to those sea of people who are looking at some of the best ways to save income tax in India in 2013, look no further. This is your guide which will help you choose the tax saving investment options. Many investors must be looking to invest their money to save tax forRead More

Best Mutual Funds to Invest in India

by Radhey Sharma

infographics

Best Mutual Funds to invest in 2013 in India

Here is the much-awaited article on the best mutual funds to invest in India. Investors must be waiting for new year to give much better returns than what the last few years have given so the below list of mutual funds will help in selecting the winners. Data Updated up to: 10 June 2020. IRead More

How to choose your financial planner ? [infographic]

by Radhey Sharma

infographics

How to choose your financial planner

We did an article earlier which talked about questions to ask your financial planner. I hope you folks have read it, if not, now is the time to go and check what it was all about. In this article today, I have tried to capture the same things in an infographic. I have run throughRead More

7 steps to pay off your debt [infographic]

by Radhey Sharma

infographics, loans

Pay Off Debt

Here is another stunning infographics from mint.com on 7 steps to pay off your debt. All the 7 rules are time tested and hold so much gravity that you will end up nodding your heads while reading. It starts with the first golden rule of spending less than you bring home and includes others likeRead More

Health Insurance Portability [infographic]

by Radhey Sharma

infographics

Health Insurance Portability

Health Insurance Portability was introduced in October 2011 in India. At that time it was much written about as a new and good thing to have happened. From what I read, the move over to new health insurers has not been as smooth as originally envisaged. There were many cases in the media where insurersRead More

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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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