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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
  • Take The Escape, Avoid Mistakes.

    • July 11, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    take escape

    Friday, Sept 22 2017, Your income meets your needs and looks after your present, and your savings and investments create wealth for you and takes care of your future. Welcome to the investment world! It’s great that you are thinking about your future and are ready to take the first step on to the ladder.

    read more
  • Still Investing In Fixed Deposits

    • July 11, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    fd invest

    √ The month is February, the deadline for submitting investment proofs is approaching. What do I do? √ Some money got accumulated in my savings account, want to park it in a safer avenue. What do I do? √ I have invested enough in equity, now I want to put some money in a safer

    read more
  • Your Salary Can Make You Wealthy

    • July 11, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    your salary can make you wealthy

    What is the power of your salary? It gives you the food to eat, a house to live in, a vehicle to ride on, education for your kids, a peaceful sleep, a means to survive. Your salary provides you the mechanism to meet your everyday needs, and any surplus is your saving which provide a

    read more
  • Why Do We Have To Keep Revisiting Our Goals?

    • July 11, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    revisit goals

    When you run a marathon, there is a predefined finish line, you run keeping that finish line in mind, and when you reach that line, you’ve achieved your goal. Your life is similar to a marathon, but with two exceptions: 1. There is not just one finish line, there are multiple goals to be achieved

    read more
  • WISDOM From The Masters !

    • July 11, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    wisdom masters

    Well to begin with this is just a compilation & commentary on what the ‘famous investment gurus’ have said on wealth creation. But dig deeper and you will priceless guiding lights that would make your walk easier and less bumpy on the path to getting wealthy. For those who may choose to not see the

    read more
  • SWP Can Help You Generate Tax Efficient Monthly Fixed Income.

    • July 11, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    swp

    As informed investors, we should be familiar with the different investment routes or facility of investing offered by mutual funds. You may already be aware of SIP but likewise, there are also other facilities offered by mutual funds to invest, redeem or switch between investments, which are relatively unknown. We have explored the SWP in

    read more
  • Control Your Urge To Splurge

    • July 11, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    control urge

    Saving is the predecessor of investing. No investing, no fulfillment of goals can happen if you don’t save enough. And spending is the worst enemy of saving. Many of us are extravagant spenders, we prefer high end brands, we love going for shopping, we want everything that’s the in-thing, we want to live the moment,

    read more
  • First Anniversary Of Demonetization; What Did We Learn?

    • July 11, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    demonetize

    November 8, 2017 marked the first anniversary of the news, which left all Indians in jitters, the historic Demonetization stroke of the Indian Government. The move that was intended to uproot black money, corruption, terrorism and fake currency out of the economy. After a year the scenario is, we have one set of politicians who

    read more
  • Planning For Retirement Just Before Retirement

    • July 11, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    retirement plans

    Friday, Nov 17 2017 This article, as the name suggests is for those who start their retirement planning in the pre-retirement phase, in their 50’s. Since forever, financial planners, bloggers, investment forums, distributors, including us, have been propagating the importance of early retirement planning, yet the ideal has not been implemented by a vast majority

    read more
  • Making Your Kids Financially Literate

    • July 11, 2018
    • Posted by: admin
    • Category: Uncategorized
    No Comments
    new kids

    Friday, Nov 24 2017 Source/Contribution by : NJ Publications Arrival of a kid may be the most wonderful and joyful moment in any parent’s life. Along with joy this brings additional responsibility. Making your kid financial savvy forms an important part of modern day parenting. Just as for any multistorey building it is important to

    read more
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