Latest Posts

How much lower portfolio value do you end up with if you do not invest for a few years in between?

This article shows how to understand the impact on your portfolio if you stop investing for a few years between today and retirement.

Should you withdraw from your EPF to buy a house?

This article explains what happens if you withdraw from your EPF to buy a house and who should or shouldn’t withdraw from EPF for this reason.

Which stage of your career is most important for wealth creation?

This article looks at the various stages of your career from the perspective of maximum wealth creation.

When should you verify your Income Tax return as per the new rules effective from 1st April 2024?

This article explains the new rules regarding income tax return verification which are now in place for tax returns to be filed 1st April 2024 onwards.

How to update your KYC to continue investing in mutual funds from 1st April 2024?

This article shows you the easy steps to update your KYC so that you can continue your mutual fund investments without any hassles.

What should an US NRI do to become compliant with PFIC and FBAR rules on their Indian investments?

This article advises on the steps a US-based Non-Resident Indian (NRI) should take regarding unreported mutual funds in India under FBAR and PFIC rules.

Latest NAVs - National Pension System (NPS)

This article helps you get NPS NAV data via an easy-to-read table that is always updated.

The complete guide for transferring money to an NRE account: NRO to NRE and resident to NRE covered

This article looks at the tax and compliance rules to keep in mind for transferring money to an NRE account by resident Indians, from NRO accounts and from abroad.

How much portfolio return do you need over your lifetime to meet all your goals?

This article shows the calculation for your portfolio’s lifetime XIRR which allows you to meet all your goals.

How Sukanya Samridhhi Yojana (SSY) and Public Provident Fund (PPF) can together take your daughter from college to PhD?

This article shows you how much corpus you can create via SSY and PPF for your daughter’s education from college to PhD.