Goals

Mutual Fund Transmission

Mutual Fund Transmission

The Hidden Struggles of Mutual Fund Transmission

Subramanian
The Shock and the Start In January 2025, a woman suddenly lost her husband. Grief aside, she was soon faced with the daunting challenge of claiming her late husband’s mutual fund investments—worth approximately ₹50 lakhs.
True Cost of Owning a Car

True Cost of Owning a Car

The True Cost of Owning a Car: A Breakdown of Taxes Paid to the Government

Subramanian
Owning a car in India is often seen as a milestone of financial independence and convenience. But have you ever paused to consider how much of the money you spend on your car actually goes to the government in the form of taxes?
Manufacturing - Theme - Mutual Fund

Manufacturing - Theme - Mutual Fund

Is this the new theme that will propel our returns ?

Subramanian
A manufacturing theme mutual fund invests primarily in companies within the manufacturing sector, such as those involved in industrial production, machinery, and raw materials processing.
Navigating PPF Extension

Navigating PPF Extension

Navigating PPF Extension : A Tale of Banking Challenges and Client Empowerment

Subramanian
One of my clients initiated their PPF account with a public sector bank approximately 14 years ago. Recently, when they approached the bank for guidance on the next steps, they were informed that the only option was to withdraw the amount and initiate a new PPF account with the same bank.
Can we reach our goal quicker ?

Can we reach our goal quicker ?

Accelerate our investment towards our goals

Subramanian
Increasing your investment periodically can expedite goal achievement. Various methods exist to accelerate investment progress, such as opting for riskier ventures.
Money & Lifestyle Changes

Money & Lifestyle Changes

Meaning of money and lifestyle changes affecting our retirement plans

Subramanian
Money has different meaning for different people. Investopedia says money is a medium of exchange. While money is universally recognized as a medium of exchange, its significance and interpretation vary greatly among individuals.
Education Calculator

Education Calculator

Planning for Higher Education Expenses: A Calculating Tool for Parents

Subramanian
Investing in a quality education is a dream for every parent, but the rising cost of higher education can be daunting.
Higher Education Calculator

Higher Education Calculator

Planning for Higher Education Expenses: A Calculating Tool for Parents

Subramanian
Investing in a quality education is a dream for every parent, but the rising cost of higher education can be daunting.
Loan Calculator

Loan Calculator

Simplifying Loan Repayment with Interactive Tools

Subramanian
Planning to take out a loan? Understanding how much you’ll need to repay each month is crucial for sound financial management.