Consolidated Account Statement in Mutual Funds – Know the Importance
Posted on Thursday, March 6th, 2025 |

The world of mutual funds can be tricky. When you invest in mutual funds, your investments are spread across different fund houses. It can be confusing keeping track of each one’s performance, transactions, and balances. This is a problem that a Consolidated Account Statement (CAS) solves. A consolidated account statement makes it easy to manage…
Read moreThe Importance of Financial Planning
Posted on Thursday, February 20th, 2025 |

In today’s dynamic financial landscape, the importance of financial planning cannot be overstated. It serves as a strategic framework for individuals aiming to achieve their financial goals and secure a stable future. In the Indian banking sector, financial planning goes beyond budgeting; it involves making informed investment decisions, such as utilising mutual funds, to enhance…
Read moreWhat is SWP?
Posted on Friday, February 7th, 2025 |

Mutual fund investments have emerged as a popular choice for investors seeking to balance risk and returns. Among the myriad of investment strategies available, the Systematic Withdrawal Plan (SWP) stands out as a prudent approach for individuals looking to generate a regular income stream from their investments. But, what is a Systematic Withdrawal Plan (SWP)?…
Read moreHow Will Financial Planning Be Impacted by Budget 2025?
Posted on Friday, January 31st, 2025 |

The budget outlines the government’s plans for revenue and expenditure. It sets the tone for fiscal priorities while balancing growth and fiscal discipline. It can cause a shift in financial planning for individuals and result in a change of financial strategies for corporations. Stakeholders must be mindful. They need to pay close attention to the…
Read moreBudget 2025: Will the Government Replace the Income Tax Act with the Direct Tax Code in the New Budget?
Posted on Friday, January 31st, 2025 |

With the Budget 2025 just around the corner, an important thought is lingering in the minds of taxpayers, businesses, and financial experts. That is: Will the government finally implement the Direct Tax Code (DTC)? The aim is to replace the existing Income Tax Act of 1961. This Direct Tax Code or DTC has been in…
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