This is our Part 2 of tax saving idea & suggestions as part of 80C investments. Just 4 very simple points which you always need to keep in mind while making any investment decision for your 80C investments. Summary of the video, in short. ★ You might not realize, but individuals tend
Don’t like paying taxes ? Here are some tax saving ideas which you might not hear that often. Financial year 2025 starts tomorrow, so start planning soon. Summary of the video, in short. · Multi Asset Fund which have indexation benefit on Mutual Funds similar in nature to debt mutual funds.
Stop Paying taxes on your Equity portfolio. & to do that, you just have 3 days left to save taxes. Want to know how ? Then watch the video. Important information: Monday & Friday are NSE holidays, so only 3 days left to save taxes. Tax #Equity #SaveTax #TaxLossHarvesting 0:00/1×
𝐍𝐞𝐱𝐭 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐲𝐞𝐚𝐫 𝐅𝐘25 𝐢𝐬 𝐧𝐞𝐚𝐫, 𝐚𝐧𝐝 𝐬𝐨 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐒𝐚𝐥𝐚𝐫𝐲 I𝐧𝐜𝐫𝐞𝐦𝐞𝐧𝐭𝐬 & 𝐁𝐨𝐧𝐮𝐬 Receiving an increment or bonus is definitely satisfying, however it’s essential to make prudent decisions on how to utilize these additional funds. So w𝐡𝐚𝐭 𝐜𝐨𝐮𝐥𝐝 𝐛𝐞 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐥𝐚𝐧 ? 📌 Do 𝐋𝐮𝐦𝐩𝐬𝐮𝐦 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 into your existing portfolio / goals. This will help in accelerating your corpus & reach the goal faster. 📌 �
Results of the stress test for Small and Mid cap Funds as directed by SEBI has been released. Watch the video to find out about - 1. What is a Stress Test 2. Results of the Stress Test 3. How to Evaluate the Results for selecting funds. 0:00/1×
In our January 2024 investment-analysis we clearly saw the froth in small caps We were an early entrant into the small cap in February 2023. Once again, this was based on data analysis. Our clients benefited from the small cap call then We were aware of the build up that
Smallcaps are currently the talk of the town because of the amazing returns given in the last 1year But will it continue? We have already seen them go through some correction in the last couple of weeks. Smallcaps are currently under a lot of stress because of : High Valuations Liquidity
𝐏𝐏𝐅, 𝐔𝐋𝐈𝐏𝐬, 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞, 𝐅𝐢𝐱𝐞𝐝 𝐃𝐞𝐩𝐨𝐬𝐢𝐭, 𝐄𝐋𝐒𝐒 ? There are more than 10 options to invest into. 🌟 Hear us out as we put forward our curated list of investment options. Our list is from a combined point of view of Growth, Lower lock-in & the Utility of it. 💡 Note: Section 80C of the Income tax act, provides you to
A basket of 100% Long Duration Debt funds to take advantage of declining interest rate. A High Returns Low Risk opportunity to earn 11-13% returns. Invest in Government Securities based debt funds. This investment is available for a limited time. INVEST NOW
An investment opportunity in Debt Mutual Funds which can give you Equity like returns (11-13%) in the next 1 to 2 years. And this is not the credit risk debt funds (AA & below), but investing in Government securities (which have zero default risk). We have summarized about this opportunity in
33 page handbook on Retirement Financial Planning by MIRA Money. This is an effort to just help you think about yourself & provide an affirmation that 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐢𝐬 𝐧𝐨𝐭 to be perceived as 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥𝐥𝐲 𝐬𝐭𝐫𝐞𝐬𝐬𝐟𝐮𝐥. Retirement maybe far off, but the steps we take today is what paves the way to financial freedom. From the investment
At the Berkshire Hathaway annual shareholders meeting in 1999, Warren Buffett was asked how to make $30 billion. His advice? "𝐒𝐭𝐚𝐫𝐭 𝐞𝐚𝐫𝐥𝐲". Ever wondered why? Money with TIME makes you Wealthier. Let's understand this through a very simple example. Investor-1 and Investor-2 are friends and both want to retire at age 60.