We, at Samasthiti, are always eager to hear impactful stories of how financial planning changed people’s lives. And it’s all the more special when one such story is shared by our very own client.
“Financial planning gives you the power to be more independent and it gives you much more control over your future, which is why it is really important.”
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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...
(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...
When planning for retirement there’s a hidden risk that many overlook: Sequence of Return (SOR) risk.
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