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Debt mutual funds vs fixed deposits : 31-Aug-22

Debt investors in India predominantly invest in sovereign bonds, bank and corporate fixed deposits. Citing safety, investors flock towards these fixed income instruments. No doubt, sovereign, high rated bank, NBFC and corporate fixed deposits or bonds are preferable for investors below the taxable threshold. However, for investors in the highest tax bracket the significant impact

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NPV to determine cost of a Term Life Policy : 30-Jun-22

with Sahil Chhabria – A level graduate, Vidyashilp Academy, Bangalore Term life insurance policy:Term life insurance provides life insurance coverage for a specified term. Term life insurance lasts for a specific time period – this is called the term of the policy. The policy holder pays premiums (annually or monthly) to the insurance company during the term

NPV to determine cost of a Term Life Policy : 30-Jun-22 Read More »

Report Card : 31-Mar-22

Our composite portfolio is the sum total of all individual client portfolio values and our composite highwater mark is the sum total of all individual client high water marks. We have explained the concept of a highwater mark in a blog – High watermarking : 28-Feb-17. The performance being reported is a time weighted return (TWRR)

Report Card : 31-Mar-22 Read More »