Wednesday, January 17, 2018

Give growth to the wealth you gift to your grandchildren


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Varuna Ladha

“Someone is sitting in the shade today because someone planted a tree a long time ago.” -Warren Buffet

Mr. Akash Verma's investment portfolio consisted of some inherited investments from his maternal grandfather.

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Wednesday, January 17, 2018

How To Invest In The Right Tax-Saver Fund?


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Sudipta Mitu

It is the time when your company is likely to demand proof of your tax saving investments for the year. If you have still not made those investments, you should do so now.

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Monday, January 8, 2018

How tax efficient ULIPS help you meet long term goals?


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Vishwajeet Parashar - Sr. VP & Group Marketing Head

Indian investors have always been spoilt for choices when it comes to investing. From bank fixed deposits, post office savings products to mutual funds and exchange-traded funds, there are investments for every need, horizon and risk appetite.

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Tuesday, January 9, 2018

Tax Optimizer: How Mr. Ramesh, a retiree, reduced his tax liability


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Mitali Sharma

Tax saving is not about saving a few penny, rather its prime purpose is to encourage you to invest for your future's financial security. Through tax-efficient investing, you can ensure that you have sufficiently invested for your future and at the same time you get to save some money.

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Monday, January 1, 2018

6 Financial Moves to Make In 2018


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Sanjiv Puri

With 2017 turning into a bonanza year as far as equity investor is concerned, the new year 2018 could be the time to consolidate the gains. It could be the time for proper asset allocation. However, with debt assets such as bank deposits looking to generate even lower return in the near future, staying put with equity backed products such as equity mutual funds should help.

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Tuesday, January 2, 2018

Family Protection- A resolution for lifetime


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Mitali Sharma

What's your new year resolution? This is a common question to be heard as the year passes by. Resolutions are heard to keep and thus for most of us the new year resolution for 2018 is likely to be the attempt to accomplish the goals of 2017, which we probably had planed in 2016.

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Saturday, December 9, 2017

A 2 Z Guide Of Investing In Mutual Funds


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Anil Chopra- Group Director

Mutual Fund has emerged as a highly popular investment option for achieving various financial goals like Retirement Planning, Tax Planning, Wealth Creation, Children Education Planning, Short Term Cash Flow Planning and so on.

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Friday, December 8, 2017

how to plan for tax savings this year


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Vishwajeet Parashar - Sr. VP & Group Marketing Head

The tax season is fast approaching. Very soon, many of us would scurry around and start grappling with bewildering alpha-numeric combinations like Section 80C and 80D.

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Friday, December 1, 2017

In talks with Mr. Nilesh Shah-MD of Kotak Mahindra Asset Management Co.Ltd.


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Team Bajaj Capital

With the reforms initiated by the Government, Equities are on a structural uptrend. Nilesh Shah, Managing Director, Kotak Mahindra Asset Management, tells how an investor can strategize his/her financial plan and avail benefits of the current market trends.

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Friday, December 1, 2017

Top 4 Short-Term Investment Options


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Mitali Sharma

You might be planning to buy your favorite car shortly, or wish to go for the long-awaited vacation in foreign lands. If these are your financial goals for next two-three years, then definitely, you won't like postponing or delaying them by a few more years.

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