Budget Analysis 2024   Opportunities General state of economy - very good  Fiscal deficit @ 4.9% and path towards reduction Allocations - Infra (11 lakhs), Housing (10 lakhs), Defence (4.5 lakh), Rural (2.66 lakh), Agri (1.5 lakh) , Education...

IPO's have lately been making a lot of money for everyone. An IPO fund is an interesting way to participate in this activity. We have identified an opportunity with an IPO fund; a mutual fund scheme that invests and IPO's on an institutional level...

- Rule of 72 (Double Your Money) - Rule of 70 (Inflation) - 4% Withdrawal Rule - 100 Minus Age Rule - 10, 5, 3 Rule - 50-30-20 Rule - 3X Emergency Rule - 40℅ EMI Rule - Life Insurance Rule 𝗥𝘂𝗹𝗲 𝗼𝗳 𝟳𝟮 No. of yrs required to double your money at a...

Deductions.... Last Updated FY 22-23 Sr. No. Section Details Limit Comment 1 80C Payment towards Life Insurance Premium Rs.150000 Conservative Investment. 2 Provident Fund Applicable if you are salaried. 3 Repayment of Housing Loan (Principal...

Good things come in small packets, right? We have something just like that. Our key recommendation for you… https://www.youtube.com/watch?v=G2xk2HqqENs&t Small cap funds. You might be astonished to know that these funds have delivered in excess...

Good Evening: thanks Today Indian indices fell by nearly 3.5% but what caused the fall? Market doesn't like uncertainty. Today indices fell with the current news of increasing Covid-19 cases and possibility of an impending lockdown. However, I...

Online purchase of insurance can fetch you a good deal : Premium may be lower due to reduction in insured value, change in plan features. Holding funds for long term harnesses the power of compounding : Yes in principle however it is the profits...

Quick Decisions :           Delay and procrastination can result in many lost opportunities. Take your time to analyze and if you don't                understand then trust the professional (not your banker). Total risk management :            By...

Budget 2021 clearly showed intent to progress and forge ahead. Stability shown by not altering any tax laws per se. Lots of annoucements with a lots of caveats too… but that’s ok so long as we are in the right direction.

These stocks move consistently and keep growing shareholders and investor’s wealth.  

History starting to repeat itself…   Worldwide we are all in a lockdown and one of the best things we could do is to relax and rejuvenate ourselves for the years to come. Let’s learn something new, try something different, spend time with...

The march downward continues…   This March of 2020 continues to be filled with anxiety and stress. The stock market has been continuously marching downwards. This is not the first time we’re seeing something like this. In the history of the...

Fall in markets_March 2020   Greetings everyone:   I know that you might be a bit concerned over the fall in our stock markets & markets around the world.   We had a hard time last week & this week has been no different....

Here is a list of 10 things you should look at in times of a crisis. Given the current pandemic situation, here are some things you can consider doing to keep yourself financially safe.

Two People; Same Profile; Whose life would you choose to have? Two friends 👬 with the same professional and educational background start of their life at age 25. Both are same in all respects and have the potential to earn the same amount of money....

Publication details: Zee Business – July 9, 2019 Responses, opinion and view from Kartik Jhaveri Real estate has remained one of the most favored investment options among investors. Reason for this is the fact that in the first decade of the 21st...

Life begins at 40.This is the age of maturity. That's what happens when we reach 40. Our markets have scaled 40,000 on the Sensex!From about a level of 100 in the year 1980 to about 6000 in the year 2000 to about 40000 in the year 2019....

Publication details: Zee Business Responses, opinion and view from Kartik Jhaveri ELSS and NPS are mainly known as a retirement-oriented savings vehicle options and ultimately serve the same purpose. But, the ground zero reality is different. Most...

Publication details: Zee business Responses, opinion and the view from Kartik Jhaveri Life insurance plan is among the top priority of an Indian investor because it helps an investor to plan for his or her family even when they are not...

Small and mid-caps section of the stock market have corrected quite a lot in the last six months to the extent of almost 25 to 30% on the index and almost 50 to even 70% on individual stocks… Situation seems to be stable note and...