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February 27, 2021

GREAT OPPORTUNITY IN UPCOMING SERIES TO BUY DIGITAL GOLD BONDS LAUNCHED BY RESERVE BANK OF INDIA AT A PRICE LOWER THAN THE MARKET PRICE OF GOLD.

GREAT OPPORTUNITY IN UPCOMING SERIES TO BUY DIGITAL GOLD BONDS LAUNCHED BY RESERVE BANK OF INDIA AT A PRICE LOWER THAN THE MARKET PRICE OF GOLD. At Present, the market price of 10 gms. of Gold is Rs. 46,570/- PM as on 26th Feb, 2021 and instead the Reserve Bank of India has came up […]

Investment Services
February 24, 2021

IMPORTANT CHANGES IN THE INCOME TAX ACT FOR CHARITABLE TRUSTS

IMPORTANT CHANGES IN THE INCOME TAX ACT FOR CHARITABLE TRUSTS Following CHANGES have been PROPOSED IN THE FINANCE BILL 2021 (UNION BUDGET) FOR CHARITABLE TRUSTS EFFECTIVE FROM 1st APRIL, 2021. ➡️ Charitable Trusts accept donations as “Corpus Donations” which are not considered as an income and hence there is no obligation to spend (application of […]

Income Tax And Estate Planning Services
January 20, 2021

INVEST IN EQUITY (STOCK MARKET) BASED INVESTMENTS FOR LONG TERM EXTRAORDINARY RETURNS

INVEST IN EQUITY (STOCK MARKET) BASED INVESTMENTS FOR LONG TERM EXTRAORDINARY RETURNS Equity (Stock) market in India has given very attractive returns in the past few months. It is a common observation that during such times, many people get attracted towards the market and invest in stocks of companies through tips from brokers, friends, etc. […]

Investment Services
January 5, 2021

𝐋𝐄𝐀𝐑𝐍𝐈𝐍𝐆 𝐎𝐅 𝟐𝟎𝟐𝟎… “𝐁𝐄 𝐈𝐍𝐒𝐔𝐑𝐄𝐃”, 𝐃𝐎 𝐍𝐎𝐓 𝐅𝐎𝐑𝐆𝐄𝐓 𝐓𝐎 𝐈𝐌𝐏𝐋𝐄𝐌𝐄𝐍𝐓 𝐈𝐓 𝐈𝐍 𝟐𝟎𝟐𝟏

𝐋𝐄𝐀𝐑𝐍𝐈𝐍𝐆 𝐎𝐅 𝟐𝟎𝟐𝟎… “𝐁𝐄 𝐈𝐍𝐒𝐔𝐑𝐄𝐃”, 𝐃𝐎 𝐍𝐎𝐓 𝐅𝐎𝐑𝐆𝐄𝐓 𝐓𝐎 𝐈𝐌𝐏𝐋𝐄𝐌𝐄𝐍𝐓 𝐈𝐓 𝐈𝐍 𝟐𝟎𝟐𝟏 We were always taught that LIFE, HEALTH & ASSET insurance are very important for everybody. The events of 2020 has sent a loud and clear message to all, “BE INSURED” otherwise it will not only disturb the peace of mind but also […]

Insurance Services
December 10, 2020

LUCRATIVE OPPORTUNITY TO INVEST IN GLOBAL HEALTHCARE COMPANIES IN THE RACE TO DISCOVER THE COVID-19 VACCINE

LUCRATIVE OPPORTUNITY TO INVEST IN GLOBAL HEALTHCARE COMPANIES IN THE RACE TO DISCOVER THE COVID-19 VACCINE  ➡️ We bring before you another U.S. equity portfolio – HealthMagic, comprising of companies engaged in research for the much awaited Covid-19 vaccine, along with several other healthcare companies. ➡️ This thematic healthcare portfolio consists of companies who are […]

Investment Services
December 3, 2020

LAUNCH OF NEW PORTFOLIO FOR INVESTMENT IN FOREIGN EQUITY – FUTURETECH

LAUNCH OF NEW PORTFOLIO FOR INVESTMENT IN FOREIGN EQUITY – FUTURETECH ➡️ We are excited to launch a contemporary U.S. portfolio comprising of next generation companies focusing on ideas that are the future of global technology & innovation. ➡️ The companies are engaged in disruptive technology infrastructure themes such as AI, IoT, Cloud, 5G, Big […]

Investment Services
November 28, 2020

HAVE YOU INCURRED ANY EXPENSES; WHICH COULD BE CLAIMED UNDER ANY INSURANCE POLICY?

HAVE YOU INCURRED ANY EXPENSES; WHICH COULD BE CLAIMED UNDER ANY INSURANCE POLICY? CHECK UP TO MAKE SURE; THE EXPENSES COULD BE ELIGIBLE FOR CLAIM. Some of the features for which normally people don’t claim from their insurance policies. For example Health Insurance: ◾Expenditure on medical checkup. ◾Second opinion of an expert Doctor. ◾Daily cash […]

Insurance Services
November 19, 2020

GOLDEN RULES OF PERSONAL FINANCIAL MANAGEMENT

We are sharing 9 golden rules of personal financial management relevant today that can considerably improve your complete financial well-being, making you financially independent and prepared for your future. THE 50-30-20 RULE: This is a ratio which says how much you should spend from your monthly income on fixed expenses such as rent, household expenses, […]

Investment Services
November 18, 2020

IMPORTANCE OF AN OVERSEAS CITIZEN OF INDIA (OCI) CARD FOR AN NON-RESIDENT INDIAN (NRI)

IMPORTANCE OF AN OVERSEAS CITIZEN OF INDIA (OCI) CARD FOR AN NON-RESIDENT INDIAN (NRI) ➡️ What is an Overseas Citizen of India (OCI) Card? 🔳 Overseas Citizen of India (OCI) Card is a form of immigration status permitting a foreign citizen of Indian origin to have meaningful connection with the Republic of India indefinitely. 🔳 […]

NRI Services
November 14, 2020

INVEST IN SOVEREIGN GOLD BONDS (SGB) THIS DIWALI AND ENJOY TRIPLE ADVANTAGES

 INVEST IN SOVEREIGN GOLD BONDS (SGB) THIS DIWALI AND ENJOY TRIPLE ADVANTAGES. ➡️ IS IT WORTHWHILE TO INVEST IN GOLD? 🔳 In the last year (Samvat 2076), gold has delivered extraordinary returns outperforming all other asset classes. 🔳 The same trend was witnessed during the global financial crisis in 2008. 🔳 This proves the fact […]

Investment Services
October 27, 2020

STRATEGY FOR INVESTMENT IN U.S. EQUITY IN THE WAKE OF UPCOMING PRESIDENTIAL ELECTIONS

WHEN ARE THE U.S. PRESIDENTIAL ELECTIONS AND WHAT IMPACT CAN IT HAVE ON THE FINANCIAL MARKETS? The elections are primarily scheduled on November 3 & 4 for voting in person. However, voters can also vote through postal ballots for a week or two after that as per the guidelines laid for the respective states. A […]

Investment Services
October 23, 2020

Burning questions of UAE & other Gulf countries Non-Resident Indians (NRIs)

Q.  How are NRIs from UAE/Gulf countries different from NRIs in US, UK, Canada, Australia, etc.? UAE & Gulf Country NRIs Other Country NRIs (U.S.A., U.K., Canada, Australia, etc.) 1. No citizenship entitlements Gradual progression towards citizenship. 2. High probability of returning back to India. Low probability of returning back to India. 3. Investments are […]

NRI Services
October 23, 2020

FOR NON-RESIDENT INDIANS BASED IN U.A.E. & OTHER GULF COUNTRIES

We had recently organized a webinar exclusively for Non-Resident Indians of U.A.E. & Other Gulf Countries on the topic ‘BURNING QUESTIONS OF U.A.E. & OTHER GULF COUNTRIES NRIs’. We are sharing with you the questions asked in the session along with relevant answers which you can share with your friends, relatives and contacts in U.A.E. […]

NRI Services
October 17, 2020

INCREASING SIGNIFICANCE OF FINANCIAL ASSETS IN PERSONAL INVESTMENTS FOR RESIDENTS AS WELL AS NON-RESIDENT INDIANS (NRI)

WHAT ARE FINANCIAL ASSETS? Financial assets are investments in fixed income, equity, insurance, precious metals in dematerialized form, etc. They have started gaining increasing significance in the recent times. WHAT ARE PHYSICAL ASSETS? Physical assets are real estate & precious metals (gold & silver). They have been lucrative investment avenues pursued often over time. REASONS […]

Investment Services
October 10, 2020

Practical examples with questions & answer for understanding the calculation of Tax Collected at Source (TCS)

On which amount TCS shall be collected? TCS is to be levied only on the amount above Rs. 50 lakhs i.e. if Rs. 60 lakhs is received from a single person during the financial year for sale of goods then TCS to be collected on amount of Rs. 10 Lakhs @ 0.075% (i.e. after deducting […]

Income Tax And Estate Planning Services
October 10, 2020

A Simplified understanding of the provision of Tax Collected at Source (TCS) applicable from Dtd. 01/10/2020

The provisions of TCS are applicable in three types of transactions under the Income Tax Act. The provisions of TCS will apply to any amount paid, that means the percentage of TCS has to be added to the payment amount. Those who have paid the amount of TCS, can claim credit of TCS against payment […]

Income Tax And Estate Planning Services
October 9, 2020

TAX COLLECTED AT SOURCE (TCS) PROVISIONS ARE NOT APPLICABLE TO NON-RESIDENT INDIANS (NRIs)

There has been a lot of discussion in media over the Tax Collected at Source (TCS) imposed by the government from 1/10/2020. Such TCS is NOT APPLICABLE for any Non-Residents remitting funds to and from India through their NRE bank account or through NRO bank account under the remittance of assets scheme. However, it is […]

NRI Services
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