Residency Tie Breaker Rules & Relevance
We all know the individual who wishes to take relief under the Double Taxation Avoidance Agreements (or treaties) has to…
Avoiding Hindsight Investing – Study
I came across this fascinating study carried on Indian MF schemes between 2000 to 2017. It is a numerical &…
Analysis of Arogya Sanjeevani Policy
Health Insurance is a crucial matter – especially after times like Covid 19. In simple words, Health Insurance is insurance…
Changes in Personal Finance from 1 April 2021
The Financial Year 2020-21 will close on 31 March 2021. Like all new financial years, the new FY 2021-22 will…
Why Mutual Funds Have Cash in Portfolio?
What Cash? In an Equity Schemes? Yes, in a pure Equity Scheme. Well, this might surprise some of you but…
Understanding Overseas Citizen of India (OCI)
Indian Citizenship is singular and non-ambiguous. This means In India we do not have a concept of Dual Citizenship. You…
Understanding RNOR Status & It’s Benefits
Many NRIs who have spent considerable time working abroad, are very keen to shift to India to spend the later…
Withdrawal Strategies During Retirement Phase
We all know – Retirement is the Withdrawal Phase. If you are not on pension, you can plan your annuity…