A Sneak Peek into 5 Smart Tax Saving Instruments

Choosing a tax saving instrument that’s optimal for you can be a little perplexing. The reason is you need to analyze everything from the returns, flexibility, liquidity to the cost of the investment. Simultaneously, you need to ensure that the investment meets your financial goals. To help, we decided to list five smart ways you can save more tax. If you are don’t have the time for tax planning...

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Avoid These 4 Pitfalls When Managing Wealth

Wealth management should top your list of to-do-things, whether you have millions stacked in your bank account or modest savings and resources. Following a private wealth management strategy, apart from helping you manage your finances, is also one of the effective ways to ensure a hassle-free retirement life. Wealth management industry in India offers a range of solutions for entrepreneurs, salaried...

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10 Quick Tips on Wealth Management

Everyone dreams of owning a big house, luxurious car, and enjoying a great retirement. An average person spends more than half of their life trying to earn and save more. The realization often comes too late that all the energy spent yielded less than half of what they expected. It's never too late to craft a promising future for yourself and family if you rope-in wealth management services.  What...

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Top 5 Tips for Building Wealth When You are Young

You may not believe this, but it’s actually not difficult to build wealth. It might not be quick and may take some time for you to build wealth, but it’s possible. Unfortunately, a lot of people are still unable to build wealth, reason being that they either do know what it takes to build wealth or they do not implement those wealth building principles in their life. While there is not much that can be done to motivate those who know how it’s done, we can certainly help you with a few...

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4 Factors Why Wealth Management is necessary for Family Offices

Family offices are an outsourced solution for financial and investment management of affluent families or individuals. Primary factors to establish a family office include: need to preserve family wealth, consolidation of assets, ensuring transfer of wealth to future generations and dealing with unexpected liquidity influxes. Private wealth management advisors are employed by family offices to review...

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5 Mistakes that You Must Avoid When Investing in Stock Markets

Many investors keep making the same mistakes without realizing what went wrong. The reason is simple - they lack a basic understanding of how investments work, and most importantly they do not have someone to guide them. In this blog post, we discuss some of the common mistakes that most investors make and ways to help you tackle these problems. 1. Lack of Proper Planning “Failing to plan in planning to fail”. It’s your hard earned money and you can’t just lose it like that, and therefore,...

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The Importance of Professional Asset Tracking Services to Business

Defining Asset Tracking The value of the assets that an organization holds at any given time plays a major role in determining its market valuation. Businesses should, therefore, take pro-active steps to monitor their assets to regulate performance, and take measures in time if they feel that the asset valuation is dipping at an abnormal speed. Businesses can count on professionals providing asset tracking solutions in India for monitoring assets movements. Businesses can then focus...

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Common Mistakes People Make at the Time of Estate Planning

Estate planning is still at a developing stage in India. This is mainly due to the lack of awareness about the importance of estate planning. There is a common notion that only people, who have an abundance of assets can make a will, and their assets will be equally divided among their heirs. On the other hand, there are others, who procrastinate their estate planning thinking that they will do...

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Do You Know How ‘Power of Compounding’ Can Multiply Your Investment?

Very few investors realize that they can create a good corpus with as less as 10% - 12% annual returns. All it needs is a little bit of patience and a strong belief in the power of compounding. Simply put, gaining from compounding interests involve reinvestment of income and the principal, year after year. To get a better understanding of how compounding interest helps substantially increase the...

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