by Naveen Julian Rego | Jun 7, 2022 | Personal Finance
We are always looking out for investment products which would make sense in our client’s portfolios. The selection is majorly dictated by simplicity, lower costs and ease of management. Past/future returns would not be the sole criteria for these selections as we...
by Naveen Julian Rego | May 10, 2022 | Retired
Many of our Senior Citizens are dependent on regular income for their sustenance. The objective of this article is to give a broad understanding on the way a simple portfolio can be constructed by Resident Indian Senior Citizenswhich is safe, liquid, tax efficient and...
by Naveen Julian Rego | May 10, 2022 | NRI's
The following points are very important for NRIs/PIOs who are coming back permanently or planning to stay back in India for an indefinite period: NRE deposits become taxable from the day you land back in India. This is because NRE deposits are tax exempt for NRIs only...
by Naveen Julian Rego | May 10, 2022 | Personal Finance
We all invest in financial products to fund our financial goals. Some might do this on their own and some might take the help of financial intermediaries (like agents, planners and advisers). Whatever mode one follows, the cost of investing can have a large bearing on...
by Naveen Julian Rego | May 10, 2022 | Personal Finance
Investing is not always about getting the highest returns or beating the markets. It should be about achieving one’s financial goals like safety for family, better life for children, maintaining one’s lifestyle on retirement, building a secondary passive stream of...
