Interesting Investment Products

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...

Regular Income Options for Senior Citizens

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...

Important points for Returning NRIs

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...

Focus on the big picture

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...

YOUNGSTERS & SAVINGS

Most of the youngsters who are below 30 years of age are more concerned with flashy lifestyles or are in search of high returns earning products in double quick time. The purpose of this article is to give a road map to our youngsters so that they can financially...