Let’s decode all the tax announcements from Budget 2023, specifically those impacting your life. First and foremost, a new tax regime for individuals to now be the default tax regime –means you have to mention to make you part of the old regime specifically. Another point making the new regime more attractive is a rebate […]
All posts by Ravi
“Whys”, of Retirement
“Retirement is wonderful if you have two essentials — much to live on and much to live for.” Retirement is the freedom to pursue any goal as long as one’s physical and mental capabilities last. It is that point in life when you have the financial ability to follow what you want to do in […]
Fund of the month – HDFC Retirement Savings Fund
Generally, the word retirement was associated with a person of life in the distant future. However, as we noticed during our conversations with many clients over the last few years that as they enter their 40s., they start thinking more and more about retirement savings. ‘Comfortable retirement’ is what is on their mind, and it […]
Journey with a Happy Client
We are in a business of trust, and trust is the best-built step by step. We believe in nurturing relationships, one connection at a time. Most of the time, people read about equity markets but need help figuring out how to invest in them. Going through a trusted advisor gives answers to how best one […]
It’s not about the money
Are you rich or do you just have money? ― Frank Sonnenberg, We all desire to earn more money. The lure of more money endures. What is enough is not in the dictionary or it isn’t easy to draw lines. Personally speaking – Getting stable, having a promising career, building some trajectory – I was […]
Living Your Goals
Unless I walk the path, how can I be the torch bearer. I’ve been thinking about this recently. And goals. Goals are the guiding star when it comes to Investment Planning. I help families to define goals. The defining goal is like what you want to achieve with the money. Defining a goal – making […]