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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...

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QandA Report of Estate Planning Webinar

  • Meyyappan M
  • Sep 9 2020
Estimated reading time: 11 minutes 14 seconds

Click here to watch the webinar on YouTubeWebinar 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 female...

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The Virus and the Carpenters of Growth - Market Commentry

  • Satish Anand
  • Jun 30 2020
Estimated reading time: 7 minutes 36 seconds

Globally, News continues to be dominated by things about and related to Coronavirus. In this edition of the newsletter, we have covered: 1. Steps to be taken post taking a contingent Insurance life cover. 2. Differences between an accrual debt fund and a duration-based debt fund. 3. NPS Tier I and Tier II accounts 4. Change in IT rules for the current year. Please check the link at the end of this blog to read our Monthly Newsletter.  Stay Uninfected, Stay Invested. Market and COVID related...

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Competence and Wealth Advisory

  • Anup Bansal
  • Dec 31 2012
Estimated reading time: 3 minutes 6 seconds

It is a given that competence is required to produce anything valuable, to service clients and in general, to be successful. However, the question that needs to be asked is, is competence demanded and valued by everyone in a profession. Having been trained as an engineer and technology professional, competence and continuous learning are traits that are taken for granted in the engineering and technology industry. Is this true in the Financial Services Industry where an insurance agent and a mutual...

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June Newsletter - 2019

  • Mitraz Knowledge
  • Jun 30 2019
Estimated reading time: 10 minutes 40 seconds

KNOWLEDGE - DISPOSITION EFFECT BIASSymptoms - This refers to a tendency to label investments as winners or losers on the basis of unrealised gains and loss.Effect - Investors tend to sell their winners too fast and hold on to their losers. Studies have shown that on an average, the winners have performed much better than the losers. The portfolio return suffers over the long term because of selling the winners in an attempt to protect short term return. Also, the investor loses the chance to balance...

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February Newsletter - 2019

  • Mitraz Knowledge
  • Feb 28 2019
Estimated reading time: 11 minutes 51 seconds

KNOWLEDGE - NARROW FRAMING BIASSymptoms - Insistent focus on the performance of individual securities, looking at individual asset class performance in isolation.Example - Gold which is used to diversify the risk involved in high equity allocation is considered a bad decision once the equity part has performed good without considering that gold was a part of the portfolio and is looked in isolation on the basis of returns.Effect - A narrow framing bias leads to frequent exits or lower investments...

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