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Indian Wealth Management
  • Home
  • About Us
    • Who We Are ?
    • Our Aspired Vision
    • Our Philosophy
    • Our Approach
    • Our Team
    • Why us ?
    • Fiduciary Care
    • Awards & Accolades
    • Our 5 P’s Concept
    • Advantages with Us!
    • Who is it meant for?
  • Products
    • Alternative Assets
    • Bonds, Corporate FDs & Govt. Securities
    • Corporate & Retail Loans
    • Cash Flow Planning
    • Services For Start Ups
    • Insurance
    • Mutual Funds
    • Online Investments
    • SIP- Systematic Investment Plan
    • Travel
    • Portfolio Management Services (PMS)
    • STP- Systematic Transfer Plan
    • SWP-Systematic Withdrawal Plan
    • Gold
    • Services Matrix
    • Corporate & Trust
    • Risk Management
    • Debt Management
  • Services
    • Advisory Services
    • Consolidated Reporting – One View
    • Children Future Planning
    • Discretionary Mandates
    • Estate Planning
    • Family Office
    • Financial Planning
    • Global Investment Opportunities
    • Investment Services
    • Life Stage Planning
    • NRI
    • Other Solutions
    • Outsourcing Services
    • Private Wealth Management
    • Real Estate Services
    • Referral For Philanthropy Services
    • Research And Execution
    • Retirement Planning
    • Strategic Business Advisory
    • Succession Planning
    • Taxation & Administrative Services(Paper Work)
    • Transactional Services
    • Stuctured Products
    • Wealth Management
    • Will Writing
    • Check your KYC
    • Various Services Offered
    • Women Centric Services
  • How We Do
    • Asset Allocation
    • Execution
    • Financial Planning Process
    • Investment Process
    • Investor Profiling
    • Know Your Asset Classes
    • Our Approach
    • Private Wealth Management
    • Products & Services
    • Research
    • Wealth and Asset Allocation
    • Wealth Protection
    • Why Engage Domain Experts
    • Your Benefits
  • NRI
    • NRI Services
    • Real Estate Advisory
    • Investing for Rental Income / Pre Leased Property
    • Financial Planning
    • Wealth Management Services
    • Will Writing
    • Dos & Don’ts
    • Our Specialised Services
    • Taxation At A Glance For Non-Resident Indians
    • FAQ Related To Investing
    • FAQ Related To Repatriation
    • FAQ Related To Returning Indians
  • Taxation
    • Services Available
    • TAX Deduction
    • Income Tax Rules
    • NRI Taxation
    • Income Tax Charges
    • Wealth Tax Rules
    • File Returns Online
    • Important links
    • Tax Slabs
    • Tax Saving Schemes
    • Taxation At A Glance For Non-Resident Indians
    • Taxation At a Glance for Residents Indian & Corporates
  • Partner with us
    • Domain Partner
    • Special Partner
  • Calculators
    • SIP Calculator
    • Lumpsum Calculator
    • Lumpsum Planning
    • Retirement Planning Calculator
    • EMI Calculator
    • Income Tax Calculator
    • Life Insurance Cover Calculator
    • SIP – O – Meter
    • Dream House Planning
    • Dream Car Planning
    • Dream Vacation Planning
    • SIP Past Performance
    • STP Past Performance
    • Scheme Performance
    • Fund Performance
    • NAV Viewer
    • Dividend History
    • SIP Delay Cost
    • SIP/ LS Balancer
    • Children’s Marriage Planning
    • Child Education Calculator
    • Delay Cost Calculator
  • Knowledge Corner
    • INVESTSHALA
    • Important Links
    • Download Links
    • Blog
    • Educational Videos
    • FAQs
    • Download our Android App
    • Glossary
    • Research Desk
    • Important Gyan
    • Financial Literacy
    • Workshops
    • Mutual Fund Forms
    • 30 Years Equity Values
    • Financial Planning compare(test)
    • Mutual Fund Online
  • Search Icon
    • [Widget Area]
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Us
Client
Login
Homenews
  • Budget 2017: What It Means To The Common Man

    • July 13, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    budget 2017

    Post the chaos faced by the virtue of Demonetisation, the Aam Aadmi of India was hopeful of a liberal budget. And the budget did stand up to the expectations of the Common Man to some extent. The Budget 2017 has brought some good news for the common man. Following are some key highlights of the

    read more
  • Life Insurance – A Must For Everyone !

    • July 13, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    life insurance

    In recent years the India has emerged as one of the fastest growing financial services market in the world. This has been largely due to rising incomes driven by economic growth and increasingly informed customers with differing needs for financial services. The Life Insurance market in India has also grown very impressively over the past

    read more
  • Teaching Investments To Your Children

    • July 13, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    teach invest to child

    Investing for children’s education, marriage, etc. occupy a prominent position in most people’s list of life goals. You have been saving and investing for these goals in order to ensure that your kid is not compromising because of lack of money and is getting prepared to lead a good quality of life. At the same

    read more
  • Keep Check On Your Spending

    • July 13, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    spending

    Saving money is one of the most important part of ­financial management for individuals and families. Our spendings have a direct impact on our savings but unfortunately, controlling spendings is a challenge for everyone. Many of us believe that saving money is a methodical, disciplined and largely a left brain process. But it is not

    read more
  • Don’t Take Wrong Decisions

    • July 13, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    wrong decisions

    We have all made mistakes in past and most likely would also make mistakes in future. Making mistakes is not crime but is something human in nature.However, we must learn from past mistakes and failure to do so is most undesirable. When it comes to personal finance decisions, the best way of learning is by

    read more
  • Warren Buffet’s Annual Letter: Key Points For The Indian Investor

    • July 13, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    warren buffett

    Warren Buffet, one of the greatest investors of the world, the Chairman and CEO of Berkshire Hathaway, in his annual letter to the shareholders, presents investment insights, which are eagerly awaited by investors all over the globe. The annual letter to Berkshire Hathaway’s shareholders 2016, was recently released. It encompasses Berkshire’s performance, it’s operating units,

    read more
  • Have You Set Your Goal ? If Not, Read This Before You Start Investments

    • July 13, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    goal specific

    As kids we would have read the famous story of Alice in wonderland. In the story, she once reaches a crossroads and was not sure which road to take. A passing cat asked her where she wanted to go to which Alice replied “I don’t know!”. The cat then smilingly replied “Then it doesn’t matter

    read more
  • Make Exciting Goals

    • July 13, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    make exciting goals

    “Set your goals high and don’t stop till you get there” ~ Bo Jackson There is a strong correlation between your investments and your goals. To make life simple, every goal must have an investment attached to it. To justify its presence, the investment must qualify in two tests viz. it must mature at the

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  • FD Investment – Is It Worth?

    • July 13, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    fd img

    This was during the year 2009 – 2010. Mr. Shankar, Amit’s father retired few weeks back and he was enjoying his retired life. After retirement he got a hefty sum from his savings as PPF & Gratuity. One day, Amit & his father, Shankar was having a conversation – Amit – Dad, I am very happy

    read more
  • Demystifying – “CIBIL Score”

    • July 13, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    cibil score

    Ashish went to a nice restaurant for dinner with his 4 colleagues six months back. They had a fun evening and the bill for the dinner came to Rs 12,000, which was split between 5 of them. Manish paid the bill and the others had to transfer their share to Manish’s account. Everyone paid, excepting

    read more
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