Unravelling the Financial Jargons your Advisor may use. The ultimate Cheat Sheet!
- Arzoo Dalal
- Jan 11 2021
“Do not save what is left after spending… but spend what is left after saving: Warren Buffet”Warren Buffet needs no introduction and with his quote stated above, he has very specifically pointed out when are you capable enough of spending. Every time I read this quote, it kind of motivates me for increasing my savings and securing myself for a healthier half of my life. So, we can’t deny the fact that how important financial planning is in our life. This whole business model started back...
QandA Report of Estate Planning Webinar
- Meyyappan M
- Sep 9 2020
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...
QandA Report of Estate Planning Webinar
- Meyyappan M
- Sep 9 2020
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...
HOW DO I START MY FINANCIAL PLANNING?
- Varsha Gaikwad
- Aug 19 2020
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...
The Virus and the Carpenters of Growth - Market Commentry
- Satish Anand
- Jun 30 2020
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...
March Newsletter - 2020
- Mitraz Financial
- Apr 22 2020
FINANCIAL NEWS EPFO subscribers can withdraw the lower of 75% of their savings or up to a maximum of three months' basic pay and dearness allowance from their PF account - during the current Coronavirus scare. However, the withdrawn amount cannot be reinvested into the corpus after the current situation is over. Unlike, other EPF withdrawals which take anywhere between three days to three weeks, request of withdrawal under the new pandemic rules of the pension fund will be honoured within three days....
"Whatever it Takes" When, how, and how much – recovery?
- Satish Anand
- Apr 22 2020
In this edition, we have covered:Tax Harvesting methods and detailsThe FM's Relief Package for the poorRBI's yet another out of the box effort to ease the credit crunch in the systemHigher weightage to India in the Morgan Stanley Composite IndexLink of the March Newsletter - 2020 at the end of the blogMarket commentary and our take on the current situationThere is a certain unquantifiable fear and because fear is unquantifiable, therefore the aversion by retail investors to believe that whatever...
Janata Curfew | What To Do During Your Stay At Home Time?
- Anup Bansal
- Mar 22 2020
The PM, Mr. Narendra Modi addressed the nation on Thursday and told us that we should not be complacent about #CoronaVirus. He mentioned that we should take every possible precaution including staying indoors and practicing social distance. He exhorted all the citizens to follow #JantaCurfew on Sunday, March 22 between 7 am and 9 pm. He asked us to applaud the medical practitioners, the health workers, the essential services provider who are selflessly responding to the call of duty while being aware...
July Newsletter - 2019
- Mitraz Knowledge
- Jul 31 2019
FINANCIAL NEWSThe Supreme Court on July 23rd delivered its verdict on the stalled projects of the Amrapali Group and has cancelled the RERA registration of the Amrapali Group. They have asked National Buildings Construction Corporation (NBCC) to complete all the pending projects of the group, thus giving respite to over 42000 home buyers. The apex court pointed out that Noida, Greater Noida authorities and bank had colluded with the group to the detriment of homebuyers. The court also directed the...
April Newsletter - 2019
- Mitraz Knowledge
- Apr 30 2019
FINANCIAL NEWSSEBI clarified that trail commissions can be up-fronted for systematic investment plans of up to Rs 3,000 per month, per scheme, for first-time investors in mutual fund schemes. SEBI had earlier asked the asset management companies (AMC) to adopt full trail model of commissions in all schemes while allowing upfronting of trail commission only in case of inflows through systematic investment plans (SIPs).The RBI raised the investment limit for FY 2019-20 for foreign portfolio investors...
