Written by -
Sonal Sharma
Category -
Finance
Difference between Time Weighted Returns and Money Weighted Returns
Money Weighted Returns and Time Weighted Returns can sound a bit confusing. In this blog, we attempt to clarify the difference and uses of these two methods to calculate investment returns.
Keep readingMon, 10 Mar 2025 0 44
Written by -
Sonal Sharma
Category -
Finance
Difference between Non Resident Ordinary (NRO) Account and Non-Resident External (NRE) Account.
Difference between Non-Resident Ordinary (NRO) Account and Non-Resident External (NRE) Account. Which one should an NRI open? Persons with NRI status (Non-Resident Indians) can choose between two options when opening a bank account in India.
Keep readingMon, 10 Mar 2025 0 39
Written by -
Rajan Ghotgalkar
Category -
Financial Planning
Need for Retirement Planning and the Right Approach
A retirement advisor can guide you to think through your future to identify your goals, quantify them whilst ensuring that, you remain realistic and document them in a SMART manner (Specific, Measurable, Attainable, Realistic, Time-bound). I would expect the advisor to bring in special insights and show you how to extract value for money when buying financial products through the use of tools and techniques by considering the future needs.
Keep readingMon, 10 Mar 2025 0 33
Written by -
Sonal Sharma
Category -
Wealth Management
Role and Activities of a Wealth Manager
The tasks performed by a Wealth Manager during the Wealth Management Process can be grouped into Data Collection, analysis of financial problems and creating solutions for the clients.
Keep readingMon, 10 Mar 2025 0 61
Written by -
Sonal Sharma
Category -
Investment Management
SEBI INVESTMENT ADVISERY REGULATIONS 2013
The Securities and Exchange Board of India (SEBI) came out with the Investment Advisers Regulations 2013 on January 21, 2013. These regulations came into force from April 21, 2013.
Keep readingMon, 10 Mar 2025 0 67
Written by -
Sonal Sharma
Category -
Estate Planning
Wealth Succession Planning
Given the dynamics of wealth creation in the past two decades, Indian households have witnessed some of the largest absolute gains in wealth in the world. This wealth creation is not restricted to business households but many individual professionals have also appeared in the top earners list. Alongside this wealth creation, we are also poised to witness one of the largest wealth transfers in the history.
Keep readingMon, 10 Mar 2025 0 61
Written by -
Sonal Sharma
Category -
Finance
Tax Equivalent Return Vs. After Tax Return
While evaluating taxable returns vs. tax-free returns, an investor needs to compare the numbers on common platform. The Tax-Equivalent Return formula can help an investor decide if a tax-free investment will give him a better return than a taxable investment.
Keep readingMon, 10 Mar 2025 0 65
Written by -
Sonal Sharma
Category -
Finance
What is Value at Risk?
Learn effective risk management strategies for wealth building, diversification, and financial success. Discover how to adapt to changing economic conditions and achieve long-term goals.
Keep readingMon, 10 Mar 2025 0 38
Written by -
Sonal Sharma
Category -
Wealth Management
Wealth Management Industry: Challenges and Opportunities
Up until 2007, the global personal wealth was rising to record levels. This rising wealth provided the wealth management industry an unprecedented opportunity to serve the ever-growing client base and thus the industry was witnessing very good growth rates.
Keep readingMon, 10 Mar 2025 0 63
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