The 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…
Read moreUnderstanding the Tax Reforms in India Budget 2025
Posted on Friday, January 31st, 2025 |

Each year, the government of India introduces its Union Budget that outlines the various economic policies it will make in the upcoming year. Amongst several things, the budget also lays down the taxation rules for individuals, corporations, and other entities. With the Budget 2025 around the corner, people have high hopes that the government will…
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