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  • December 16 2013
  • Admin FPGI

Mutual Funds Are More Tax-efficient than most other investments…

If you, as an individual investor, have an investment that offers the flexibility of investing in equity, debt, gold and their mix in various combinations, seamless shifting between these assets after investing, and high flexibility in terms of amount, time, tenure and method of investment and withdrawal while also being very tax-friendly and efficient – […]

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I am retired and I have surplus money
  • December 4 2013
  • Rohit Shah

I am retired and I have surplus money

So you are a Senior Citizen with some extra money? Wow, that’s impressive, now days. You can go for a dream vacation, gift money to your grandchildren, buy a senior citizen friendly gadget or just call for a big party. But then, as usual, we like to take a structured approach. Let’s give you few […]

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  • October 5 2013
  • Admin FPGI

Book – Financial Planning Essentials for Software Professionals

It is well known that software professionals are good at crunching numbers. But when it comes to managing personal finance many lacks the understanding of even the basic concepts.  This book by CNBC TV 18 aims to be a guide for software professionals to get acquainted with financial concepts and products. It begins by suggesting […]

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  • August 7 2013
  • Kiran Telang

Time to Redeem?

Most advisors have been inundated with calls from clients to redeem their mutual fund investments in the past few days. The returns that were sorely being missed over last 5-7 years are now being seen in the portfolios, and the clients want to keep it. So is it really the time to redeem? Investors who […]

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Loan portfolio
  • July 26 2013
  • Manikaran Singal

Have a 5D view of your Loan portfolio

Debt management is an integral part of financial planning. Your Loan portfolio has a big impact on your investible surplus. While doing cash flow analysis it is inevitable to analyse the loan portfolio so that it should be paid off or managed in such a way that interest outgo can be reduced and thus surplus […]

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