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Written by - Sonal Sharma Category - Finance
Money Weighted Returns and Time Weighted Returns can sound a bit confusing. In this blog, we attempt to clarify the difference and uses of these two methods to calculate investment returns.
Mon, 10 Mar 2025 0 181
Difference between Non-Resident Ordinary (NRO) Account and Non-Resident External (NRE) Account. Which one should an NRI open? Persons with NRI status (Non-Resident Indians) can choose between two options when opening a bank account in India.
Mon, 10 Mar 2025 0 190
Written by - Rajan Ghotgalkar Category - Financial Planning
A retirement advisor can guide you to think through your future to identify your goals, quantify them whilst ensuring that, you remain realistic and document them in a SMART manner (Specific, Measurable, Attainable, Realistic, Time-bound). I would expect the advisor to bring in special insights and show you how to extract value for money when buying financial products through the use of tools and techniques by considering the future needs.
Mon, 10 Mar 2025 0 100
Written by - Sonal Sharma Category - Wealth Management
The tasks performed by a Wealth Manager during the Wealth Management Process can be grouped into Data Collection, analysis of financial problems and creating solutions for the clients.
Mon, 10 Mar 2025 0 202
Written by - Sonal Sharma Category - Investment Management
The Securities and Exchange Board of India (SEBI) came out with the Investment Advisers Regulations 2013 on January 21, 2013. These regulations came into force from April 21, 2013.
Mon, 10 Mar 2025 0 309
Written by - Sonal Sharma Category - Estate Planning
Given the dynamics of wealth creation in the past two decades, Indian households have witnessed some of the largest absolute gains in wealth in the world. This wealth creation is not restricted to business households but many individual professionals have also appeared in the top earners list. Alongside this wealth creation, we are also poised to witness one of the largest wealth transfers in the history.
Mon, 10 Mar 2025 0 207
While evaluating taxable returns vs. tax-free returns, an investor needs to compare the numbers on common platform. The Tax-Equivalent Return formula can help an investor decide if a tax-free investment will give him a better return than a taxable investment.
Mon, 10 Mar 2025 0 225
Learn effective risk management strategies for wealth building, diversification, and financial success. Discover how to adapt to changing economic conditions and achieve long-term goals.
Mon, 10 Mar 2025 0 122
Up until 2007, the global personal wealth was rising to record levels. This rising wealth provided the wealth management industry an unprecedented opportunity to serve the ever-growing client base and thus the industry was witnessing very good growth rates.
Mon, 10 Mar 2025 0 201
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- Amit Kumar