PUBLISHED ARTICLES

Are wealthy people morally obliged to give it back to society?

[ET] Economic Times

By Uma Shashikant 

When I met this friend at the airport after 30 years, what struck me was how easily he flashed his wealth. ...Click on Read More

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Should you avoid equity because of volatility?

[ET] Economic Times

Manisha’s mother is a retired bank officer who always invested in traditional instruments like post office deposits, fixed deposits and small savings schemes. She is unw...Click on Read More

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Want to invest in foreign financial markets? Here's a quick guide

[ET] Economic Times

1. One way to diversify a portfolio is to put some money in overseas investments as foreign markets may respond differently to economic conditions than domestic markets. ...Click on Read More

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How to cancel a PAN after death of the PAN holder

[ET] Economic Times

While it is important to have a PAN, it is also equally important to cancel an allotted PAN in certain circumstances such as allotment of two PANs or on the death of a PAN hol...Click on Read More

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How to claim tax benefits on medical insurance premium

[ET] Economic Times

Medical insurance premium paid offers tax benefits under Section 80D of the income tax Act. The Finance Act, 2018 offers higher deductions for medical premiums paid for senior...Click on Read More

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What is 'investor inertia' and how it can waste your wealth

[ET] Economic Times

By Uma Shashikant 

There is an explanation as to why we treat our assets carelessly. Many of us have pending tasks stashed at the back of ou...Click on Read More

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Factors to consider before getting a family floater health insurance policy

[ET] Economic Times

Business owner Amit is a 37-year-old father of two. He also looks after his elderly parents who live with him. As both his parents are diabetic, Amit wants to buy a health ins...Click on Read More

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Smart things to know about tax audits

[ET] Economic Times

1. Tax audit is a review of accounts of taxpayers with business or professio...Click on Read More

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What will happen to your physical shares after December 5, 2018

[ET] Economic Times

By Uma Shashikant 

Not too many years ago, stock broking in India was predominantly a family business. While those who were good in maths ha...Click on Read More

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How to teach your child the basics of money management

[ET] Economic Times

Twelve-year-old Ritika is saving money to pay for her annual school trip. For a few mo...Click on Read More

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What is securitisation?

[ET] Economic Times

1. Many banks and lenders have receivables from auto, student, equipment and house loans, credit cards, trade lease etc. Securitisation converts these into debt instruments.&n...Click on Read More

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How NRIs can invest in mutual funds in India

[ET] Economic Times

Non resident Indians (NRIs) can invest in Indian mutual fund schemes subject to provisions applicable in the Foreign Exchange Management Act. 

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Correct asset allocation is key to managing your wealth

[ET] Economic Times

By Uma Shashikant 

A friend called to celebrate the success of an investment idea. She had purchased shares of a company a few years ago and...Click on Read More

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Should you use home as collateral for loans?

[ET] Economic Times

Prashant and Mihika Sethi need money. The couple believes in living well despite not earning enough and has also been saving for goals like their son’s education, retire...Click on Read More

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What are contra mutual fund schemes?

[ET] Economic Times

1. Contra funds are equity mutual funds that take a contrarian view on the market. 

2. Underperforming stocks and sectors are picked at low price ...Click on Read More

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