What are the Safe Investment Options in 2022?

What are the Safe Investment Options in 2022?

January 11, 2022// By:admin

With the lessons from the ongoing pandemic, individuals have realized that investing is an absolute need of the hour. Individuals need to make savings a step further. Investing is best leveraged when one follows a disciplined and systematic manner. What to Consider While planning your investing discipline, you should consider the following aspects: Analyze Your … Continue reading What are the Safe Investment Options in 2022?

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6 Things to do before year 2021 ends

6 Things to do before year 2021 ends

December 29, 2021// By:admin

Pandemic has shown how, in the blink of an eye, things can change. There is no household which was not affected by Pandemic wave 2 directly and indirectly. My sister and her family came covid positive and my sister had to be hospitalized for a week. Lost my paternal uncle to Covid complications. A close … Continue reading 6 Things to do before year 2021 ends

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Decoding The Form 26 AS

Decoding The Form 26 AS

December 23, 2020// By:admin

What is Form 26AS? Form 26AS is a consolidated annual tax statement issued under Section 203AA of Income Tax Act and Rule 31AB of Income Tax rules to all PAN number holders. This includes following details to tax payer based on various statements or returns filed by other persons or by assessee himself:- Details of … Continue reading Decoding The Form 26 AS

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5 Most Important Lessons for Car Loan Borrowers

5 Most Important Lessons for Car Loan Borrowers

November 27, 2020// By:admin

When I was buying my first car, I left no stone unturned to find the right car fitting my budget, right dealer, and lender. Being into this domain, I knew exactly what I wanted. And I thought that my job was done when loan was sanctioned, and I got the delivery. After paying the Car … Continue reading 5 Most Important Lessons for Car Loan Borrowers

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Skill-Sets Wealth Management Experts Need Before Going Independent

Skill-Sets Wealth Management Experts Need Before Going Independent

October 27, 2020// By:admin

When is the “Right” time to launch yourself as an independent wealth management expert – a common question I come across to while interacting with many registered investment advisors (RIA). My upfront answer to the question is “the time is right only when you want it to be right”. Just like preparing for any other … Continue reading Skill-Sets Wealth Management Experts Need Before Going Independent

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A Page from the diary of a Personal Finance Expert

A Page from the diary of a Personal Finance Expert

August 27, 2020// By:admin

Life is 1% of how we plan. Rest 99% life surprises all. When I decided to take a full-time plunge and start on my own, I thought knowledge in personal finance will be sufficient to float and thrive. Over the years I realized true professional competency requires much more. Like any other entrepreneur or a … Continue reading A Page from the diary of a Personal Finance Expert

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Need and Benefits of Emergency Fund

Need and Benefits of Emergency Fund

August 14, 2020// By:admin

Covid19 came as an alarm. The world experienced emergency of almost everything. Essentials, Financials, Professional and Communication everything became urgent as the world went under a lockdown – unannounced and uncertain. Everyone realized how emergent can be an emergency. Reflecting on the same I realized that we need to underline the very significance of Emergency … Continue reading Need and Benefits of Emergency Fund

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