How ‘Sequence of Returns’ Risk can Wreck your Retirement? (Quoted in Economic Times)

I was recently quoted in an article in Economic Times Wealth (1-7 April 2024) about the topic How 'Sequence of Returns' Risk can Wreck your Retirement? The article and my views are given below: You can download a PDF version…

Quoted (Economic Times) – How to get Rs 1.5 lakh Monthly Income from Rs 3 Cr (MF) + Rs 2.2 Cr (EPF+PPF) + Rs 30 lakh (ULIPs)?

I was recently quoted in Economic Times WEALTH (11-17 March 2024) in the Q&A section where a panel of experts answers readers' questions related to various aspects of their personal finances. The exact question is given below - Here is…

Quoted (Economic Times) – Is Rs 2.57 Cr (FD) + Rs 3.25 Cr (MF) + Rs 1.85 Cr (Stocks) + Rs 1.2 Cr (PF) Enough for 56-Year Old to Retire?

I was recently quoted in Economic Times WEALTH (4-10 March 2024) in the Q&A section where a panel of experts answers readers' questions related to various aspects of their personal finances. The exact question is given below - Here is…

LIC Amritbaal: An Exclusive Endowment insurance for Children (2024)

LIC has introduced new Non-Linked, Non-Participating endowment plan named LIC Amritbaal (Plan 874) on 17-Feb-2024. The policy UIN for LIC Amritbaal is UIN: 512N365V01. The policy is intended for parents who want to accumulate adequate corpus to meet the higher…

Will Rs 2 Cr (MF) + Rs 65 lakh (Stocks+PMS) + Rs 32 lakh (PPF+NPS) be Enough for 46-Year Old Retiree || Quoted (Economic Times)

I was recently quoted in Economic Times WEALTH (5-11 February 2024) in the Q&A section where a panel of experts answers readers' questions related to various aspects of their personal finances. The exact question and the answer - Here is…

A 33-Year Old plans to save for Retirement at 60 and for Child’s Future || Quoted (Economic Times)

I was recently quoted in Economic Times WEALTH (22-28 January 2024) in the Q&A section where a panel of experts answers readers' questions related to various aspects of their personal finances. The exact question and the answer are marked in…

Quoted (Economic Times) – How to Invest Rs 60 lakh for 50% Growth & 50% Income for Senior Citizen?

I was recently quoted in Economic Times WEALTH (8-14 January 2024) in the Q&A section where a panel of experts answers readers' questions related to various aspects of their personal finances. The exact question is given below - Here is…

Bitcoin ETF Approval (2024): Turning point in Crypto Evolution?

Before January 10, 2023, investors could only invest in Bitcoin directly through different exchanges. But now, there are two choices: direct investment and using Bitcoin Exchange-Traded Funds (ETFs). The US regulatory authority (SEC) has now given its approval for exchange-traded…

64.4% Largecap | 17.8% Midcap | 17.8% Smallcap – AMFI Marketcap List (for Jan-Jun 2024)

AMFI has come out with the latest update (6-monthly) for its marketcap bucketing to identify largecap, midcaps and smallcap stocks in India for January - June 2024 period (based on data up to 31st December 2023. To ensure that all…

PPF 7.1% | SCSS 8.2% | NSC 7.7% | Sukanya Increased to 8.2% for Jan-Mar 2024

There has just one change in the small savings scheme interest rates for the quarter of January-March 2024. PPF interest rates - No Change (remains at 7.1%) - Possible reason like last quarter- Why PPF rates not increased? Sukanya Samriddhi…