QandA Report of Estate Planning Webinar

  • Meyyappan M
  • Sep 9 2020
Estimated reading time: 11 minutes 9 seconds

Click here to watch the webinar on YouTube Webinar PPT Link and QandA PDF report at the end of this blog. What is the legal status of a codicil, (in the case of intestate deaths)? A codicil is an appendix to will. A codicil is valid if the Will is valid and no dispute is there. If there is a Will and a codicil, then the intestate situation does not apply. (How will this scenario change if the property is on both husband and wife?) Husband will come as Hindu Male, while Wife will come as Hindu...



  • Varsha Gaikwad
  • Aug 19 2020
Estimated reading time: 4 minutes 54 seconds

What does Financial Planning mean to you?Is it all to do with “Investments”?Is it about creating an unknown corpus of funds?Is it “Thinking about money all the time?”NO!!!It’s about your Financial FreedomPlanning for worst-case scenariosYour Life Goals & AspirationsIt is about YOU and Your Family’s Financial wellbeing NOW and in the future1. Financial Freedom is a REALITY!!! People typically consider this to be a Myth.Financial freedom can be defined as the freedom to follow your...


Olympics and Investments

  • Anup Bansal
  • Sep 9 2016
Estimated reading time: 2 minutes 21 seconds

Congratulations to our sportspersons P V Sindhu and Sakshi Malik on their medals and bringing laurels to the country. But more than that, my respect and appreciation to the 118 athletes and countless others who persist despite meagre means and support from the system.A headline from a mainstream newspaper (The Times of India, August 24) that caught my eye - "India stingy during training, splurges after medals won". See attached for a picture from that article. Quoting from the article - "..... It...


The X-Factor

  • Anup Bansal
  • Sep 15 2018
Estimated reading time: 3 minutes 8 seconds

"It is all about timing!" The protagonist Chesley Sullenberger says in the movie 'Sully'.Captain Sullenberger (known as Sully) landed the US Airways flight 1549 on river Hudson in New York when the plane got hit by birds after taking off from La Guardia airport on January 15, 2009. The survival of all 155 people on-board was nothing short of a miracle as "people do not survive water-landing". Sully was hailed as a hero before the National Transport Safety Board (NTSB) initiated an investigation and...


Be the BULL in this market, Invest More!

  • Anup Bansal
  • Oct 21 2018
Estimated reading time: 3 minutes 17 seconds

The securities arm of a well-known bank that serves both Institutional and Retail clients gave SELL rating on Hero Motorcorp for Institutional clients and ACCUMULATE rating for Retail clients on the same day. I guess they wanted to keep making the market on this stock and ensure there were enough buyers for the institutional sellers. I am a patient investor, but such practices make me so impatient (and aggravated)!We all are getting numb with the market volatility in the last one year with almost...


The Emerald Potion and Investments

  • Anup Bansal
  • Feb 20 2019
Estimated reading time: 2 minutes 59 seconds

In "Harry Potter & Half-Blood Prince" by J.K. Rowling, there is an interesting story about the Emerald Potion which I have reproduced below:Harry: "You think the Horcrux is in there, sir?"Dumbledore: "Oh yes. But how to reach it? This potion cannot be penetrated by hand, vanished, parted, scooped up, or siphoned away, nor can it be Transfigured, Charmed, or otherwise made to change its nature. I can only conclude this potion is supposed to be drunk."- Harry and Dumbledore discuss the potion guarding...


Trivialising the Investment Process

  • Anup Bansal
  • Nov 10 2018
Estimated reading time: 4 minutes 20 seconds

Festivals bring friends and families together and get-togethers lead to discussions. One favorite topic of discussion is the current state of affairs of the Indian polity and the Nation. Recently, I had one such interesting discussion with a friend of mine. We both passionately debated what is wrong with the current situation - rising oil prices, tax burden, poor infrastructure, demonetization, corruption, inept politicians and insensitive administration. We had a good idea about the fixes and were...


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