


Tax Exemption on Indian Mutual Fund Gains for Certain NRIs
For Non-Resident Indians (NRIs) investing in Indian mutual funds, a recent development based on Double Taxation Avoidance Agreements (DTAAs) offers a potential tax advantage. The Income Tax Appellate Tribunal (ITAT) in Mumbai has ruled that capital gains arising from...
The greatest misconception in the financial markets – You need to take high risk to earn high returns
(A condensed version of the below article was published in BusinessLine on December 7, 2024 and can be accessed from the link below) https://shorturl.at/oBd1A How often have we heard the age-old investing motto – if you want to earn higher returns, you have to take...
The Silent Threat to Your Retirement: Sequence of Return Risk
When planning for retirement there’s a hidden risk that many overlook: Sequence of Return (SOR) risk.

Balancing Acts: What is the safe withdrawal rate from a retirement corpus?
I’m excited to share my video podcast with Business Standard, where I join Rajan Raju to discuss our research on retirement planning for India. We dive into the critical topic of the Safe Withdrawal Rate (SWR), showing how traditional methods of retirement planning...
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