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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]
Contact
Us
Client
Login
Homenews
  • Mutual Funds – How to discontinue a mutual fund SIP

    • July 13, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    15374525.cms

    The mutual fund and the bank through which the funds for the periodic investment are being provided, have to be intimated about the decision to discontinue the SIP. A systematic investment plan (SIP) is a commitment to invest for a defined period in a selected mutual fund scheme. This decision may require a review based

    read more
  • Mutual Funds – Should you buy gold savings funds or restrict yourself to gold ETFs?

    • July 13, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    AG 32 SS Gold Scams

    All gold savings funds have underperformed the ETFs in their portfolios in the past three months. Gold ETFs are a good investment option but you need to have a demat account and a trading account to buy them. If you want to avoid these hassles, you can invest in gold savings funds. These are fund

    read more
  • Mutual Funds – SIPs Stand the Test of Time, Beat Sensex in 5-year Race

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

    Investing in mutual fund equity schemes through systematic investment plans (SIPs) has yielded better returns for investors than lump-sum unit purchases in these products. Buying equity scheme units through SIPs, which involves pre-determined periodic purchases of units over a period of time, every month in the past five years has fetched 10% to 18% annualised

    read more
  • Mutual Funds – Options galore, but a monthly SIP’s best

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

    Based on your financial requirements, you have Flexi, Trigger and Pause; there are others that fit into daily and weekly slot as well After a lot of coaxing from a friend, Medha Sharma, a software professional, finally decided to get cracking and start investing in mutual funds via the systematic investment plan (SIP) route. However,

    read more
  • Mutual Funds – Renewal of SIP – Why , When and How ?

    • July 13, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    Renewal of SIP Why when and how
    read more
  • Mutual Funds – Sebi sets terms for advisors

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

    The much-awaited regulations from the Securities and Exchange Board of India (Sebi) specifying various requirements for a person or corporate body to act as investment advisor are finally out. According to the Gazette of India notification released on Monday, the Sebi Investment Advisors 2013 brings into play requirements related to qualification, certification, capital adequacy, period

    read more
  • Mutual Funds – Transmitting MFs without nominees: Things to know

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

    Transmission is the process of transferring units held in a mutual fund folio to the authorised recipient or nominee in the event of the death of the unit holder. If the mutual fund folio is held jointly, the units are transmitted to the second holder in case the first holder dies. However, if there is

    read more
  • Mutual Funds – Expect continued investor interest in bond funds

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

    Interview with MD and head of asset management in India, Deutsche Asset and Wealth Management As markets grapple with uncertainty and slowly come to terms with the possible winding down of quantitative easing by the US Federal Reserve, Suresh Soni, managing director and head of asset management in India at Deutsche Asset and Wealth Management

    read more
  • Mutual Funds – MF investments: What to do when there is a change of karta in an Hindu Undivided Family

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

    In the case of mutual fund investments of a Hindu Undivided Family (HUF), if the karta dies, the individual who takes over needs to submit the following documents to the fund house or its registrar and transfer agent. Request letter A letter requesting a change of karta needs to be sent to the concerned asset

    read more
  • Mutual Funds – Our delivery model is going to be online, mobile app-based: Rajiv Bajaj

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

    Interview with Vice-chairman & managing director, Bajaj Capital Investors’ preferences have undergone a change after the global financial crisis and they now prefer debt to equity, says Bajaj Capital’s vice-chairman and managing director, Rajiv Bajaj. In an interview with Vrishti Beniwal, he says real estate mutual funds are going to give a boost to investments, and gold

    read more
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