GIFT City ULIP maturity proceeds remain tax-free
GIFT City ULIP maturity proceeds remain tax-free, even if annual premiums exceed ₹2.5 lakh
Budget Highlights 2025
Tax Relief for Middle and Upper-Middle-Class Individuals
Tax rebate for individuals with a taxable income of up to ₹12 lakh
Advisory Portfolio Management Services
What are Advisory Portfolio Management Services? In an advisory capacity, the portfolio manager makes just recommendations for investments or offers non-binding financial guidance. The decisions are made by the investor. The trades are also carried out by the investors. Usually, institutional clients utilize these kinds of services, who oversee portfolios independently, but usually employ national […]
Non Discretionary Portfolio Management Services
What is Non Discretionary Portfolio Management? A non-discretionary portfolio manager follows the client’s instructions when managing the money. When it comes to making buy or sell choices, the portfolio manager doesn’t make any decisions on his own. For each transaction, the client must be consulted by the portfolio manager. The investor has the last say […]
Discretionary Portfolio Management
What is Discretionary Portfolio Management? Discretionary Portfolio Management is an investing service in which a portfolio manager chooses investments for a client without needing permission for every transaction. The core idea of discretionary portfolio management is individualized care. The portfolio manager creates an investment plan specifically tailored to the investor objectives, time horizon, and risk […]
Unlocking the Start-up Ecosystem:
Published on June 03, 2024 Article by Prarthana Kanojia Reviewed by Sachin Kolekar Have you ever dreamt of being part of the next big thing? The startup world is an ecosystem for innovation, with the potential to revolutionize industries and change the way we live. But these young companies with new business models often need […]
SEBI Simplifies the Eligibility Criterion for Becoming an Accredited Investor in India
Overview of Accredited Investors Accredited investors are either individual investors or business institutions granted the ability to deal with certain high-risk, high-reward securities that may not be accessible to retail investors. These investments could include venture capital, private equity, hedge funds, and other similar opportunities that can lead to significant returns but also carry a […]
The Impact of the Lok Sabha Election 2024 on Stock Market
Published on June 01, 2024 Article by Shankar Parab Reviewed by Sachin Kolekar As the world’s largest democracy heads to the polls, the anticipation and outcomes have profound implications for investors, both domestic and international. The 2024 Lok Sabha election is expected to be a particularly crucial one, with far-reaching consequences for India’s economic policies and financial […]
Why is a Financial Advisor important to you?
When it comes to managing your finances, making sound investment decisions is crucial. However, human beings are not always rational, especially when it comes to investment. We are susceptible to various cognitive biases that can cloud our judgment and lead to financial mistakes. That is why having a financial advisor, coach, or mentor in your […]
How Behavioural Biases Affecting Your Investment Decisions?
What is behavioural bias in finance? Behavioural bias in finance refers to the psychological factors that impact investors’ decision-making in financial markets. It involves the interpretation and action taken based on specific information. Researchers in the field of behavioural finance have identified various mental shortcuts, known as heuristics, which can influence judgments and lead to […]
