Latest Posts

How Much SIP You Need to Reach 1 crore?

This article helps you calculate how much you will need to invest every month to reach the first significant portfolio milestone of ₹ 1 crore by investing in mutual funds.

Case Study: How should couples in their 40s with a new baby plan their financial future?

Did you welcome a bundle of joy in your 40s? This article will discuss ways of planning the child’s (and your’s financial future)

How much money can NRIs in the US gift to their parents in India in 2026?

This article discusses the mechanics and tax exemption rules applicable to US-based NRIs who wish to gift money to their parents in India in 2026.

Arbitrage Funds Risk: Why Cash Settlement Exposes Funds to Liquidity Risk

This article explains how cash settlement of futures contracts introduces liquidity and market risk, demanding high-quality, liquid equity portfolios in arbitrage funds.

Section 54F Capital Gains Exemption after Land Sale: Claiming on Delayed Under-Construction Property

This article explains the timelines, rules, and steps to be taken that protect taxpayers claiming Section 54F exemption when builders delay projects.

How to Save Taxes on Stock Dividends in India Using HUF?

This article explains how HUF taxation works, the rules on transfers and gifts, and the best strategies to build a dividend-paying portfolio under HUF ownership.

How Returning NRIs can Preserve Forex and Save Taxes via RFC accounts?

This article is a deep-dive into how, when, and why to use RFC accounts: not just as a banking product, but as a transitional asset management strategy for intelligent NRIs planning a return to India.

UK Non-Dom Tax Regime Ended in April 2025: What should UK NRIs do with their Indian Investments?

This article explains what UK-based NRIs should do with their India investments post the new non-dom tax changes.

Best Mutual Funds for SWP: Fixed and Step-Up (with Free SWP Calculator)

This article has an always updated list of mutual fund categories along with their SWP returns for the short, medium, and long term.

Returning to India? What to do with your NRE and NRO accounts and by when?

This article explains the rules for dealing with NRO, NRE, FCNR and RFC accounts for an NRI returning to India from both FEMA and Income Tax perspective.

NRI Money Transfers to India: What are the Taxation and Reporting Rules in the Foreign Country?

This guide provides country-specific rules for NRIs transferring money to India regarding tax in their home country and reporting.

NRI Taxes in India: Your Guide to Income, Capital Gains and DTAA

This guide simplifies the rules for income earned in India and abroad, including taxability, exemptions and DTAA application.

Mutual Fund AUM: How Fund Size Impacts Performance, Longevity and Risk

This article delves into the advantages and challenges associated with fund sizes across various types and its real-world implications on your mutual fund investments.

How can NRIs transfer large amounts to India legally and safely?

This article discusses the best options for NRIs transferring large amounts to India along with the tax and compliance rules.

Direct Indexing in India: 4 Passive Stock Portfolio Strategies for NRIs and DIY Investors

This article explains the concept of direct indexing in India which allows you to build a personalized portfolio by directly purchasing stocks that mirror popular indices like the Nifty 50 or SENSEX.