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Investment Planning

Image: Mutual Funds vs Fixed Income Products

Navigating Investment Options: Mutual Funds vs Fixed Income Products

Leave a Comment / Investment Planning, Financial Planning, Mutual Funds, Personal Finance, Retirement Planning /

Investing is a key pillar of financial growth, offering pathways to build wealth and secure long-term financial stability. Among the many investment choices available, mutual funds and fixed-income products stand out as popular options. Each serves unique purposes and suits different types of investors. Understanding their features, benefits, and risks is essential for making the […]

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Image: Tax Planning Strategies For High Networth Individuals

Tax Planning Strategies For High Networth Individuals

Leave a Comment / Investment Planning, HNIs, Personal Finance /

HNIs are unique because managing their wealth is confronted with a broad issue of tax liabilities. Ensuring that a person’s assets are preserved and grown has to be in harmony with the complex web of rules and regulations regarding taxes. Further, let us discuss diverse strategies that HNIs can use to avoid tax-related liabilities through

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Image: Wealth Management for NRIs: A Financial Advisor’s Approach

Wealth Management for NRIs: A Financial Advisor’s Approach

Leave a Comment / Investment Planning, Financial Planning /

“Wealth management for NRIs isn’t just about numbers; it’s about bridging borders with strategies that secure your financial future wherever you are.” ~ Koushik Ketharam The NRIs are very crucial for Indian economy since they contribute significantly through remittances, investments, and many more. Yet, as an NRI, wealth management poses specific challenges, starting from navigating

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How To Start Your Investment Journey: A Guide For First-Time Investors

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It can be scary, but taking the first step into the investment world can be one of the most rewarding financial decisions you ever make. This guide will steer you through the fundamentals to start your investment journey with confidence and navigate that first curveball that seems terrifying. With tips on financial planning, selecting the

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