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Effective Ways to Build Debt Exposure to attain desired Asset Allocation
The blog discusses various debt instruments, their pre tax and post tax returns and what instruments can Clients include in their portfolio in order to get their asset allocation right. Depending on your tax bracket, your liquidity needs, choice of products will differ
Shwealth
Nov 254 min read


Credit Cards for personal finance: Maximize the benefits and avoid pitfalls
Heard of a friend or colleague saying that their latest trip to Europe did not cost them a penny? Ask them how, and they would say it was...
Shwealth
Jul 72 min read


Planning to give loan to friends and family to earn good interest income? Please understand the law behind it before you loan the money.
A lot of investors do not prefer to do fixed deposits citing interest rate of 7% to 7.5% as too low. They find equity investing in mutual...
Shwealth
Feb 122 min read


Senior Citizen Planning - A tale of two opposites
When we think about financial planning for senior citizens, what comes to our mind is mostly a secured debt portfolio generating regular...
Shwealth
Oct 27, 20242 min read


New Fund Offering (NFO).. Should you invest?
IPO in equity markets gets investors really excited with most IPOs being oversubscribed. A majority of these list at a premium and...
Shwealth
Oct 9, 20242 min read


"Are You Prioritizing Expense Estimation in Your Financial Planning?"
Financial Planning includes a wide range of activities; however most of the focus in financial planning and wealth management is toward:...
Jay Sheth
Jul 17, 20242 min read


"Understanding the Importance of Financial Planning: When to Start and Key Benefits"
Financial Planning needs to start as soon as a person has an income or assets. Either an individual needs to plan on their own or take...
Shwealth
May 27, 20242 min read
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