by Naveen Julian Rego | Feb 24, 2025 | Personal Finance
We are always on the lookout for investment products which would make sense in our client’s portfolios. The selection is majorly dictated by simplicity, lower costs, tax efficiency and ease of management. Past/future returns would not be the sole criteria for these...
by Naveen Julian Rego | Feb 6, 2025 | Personal Finance
Our take on Union budget 2025 for its relevance to one’s personal finances. We have just highlighted the important points to make this simple. The tax lab has been changed drastically for the New Tax Regime with income up to Rs. 4 lakhs being exempt (Residents...
by Naveen Julian Rego | Oct 24, 2024 | Personal Finance
Greetings from us!! Managing one’s personal finances is exciting or boring depending on one’s financial expertise, availability of quality time and the dedication to follow the wealth strategies. There are broadly three ways one can manage their personal...
by Naveen Julian Rego | Sep 13, 2024 | Personal Finance
Large medical expenses, disability and death can sometimes seriously affect a family’s personal finances. While we cannot predict, we can definitely plan to mitigate the financial issues concerning such events. Below are our key thoughts which could be...
by Naveen Julian Rego | Sep 2, 2024 | Personal Finance
“Risk is what’s left over after you think you’ve thought of everything. We are really good at managing risk by looking backward and preparing ourselves to handle a situation we’ve already seen… only better this time. But we’re not very good at preparing for...
by Naveen Julian Rego | Aug 31, 2024 | Personal Finance
The following are our observations and thoughts on the above. Do note we have only incorporated the simpler parts which affect most of us leaving aside the complexities. Parity has been brought about in capital gains taxes for various assets like Shares, Mutual...
