- Filter by
- Categories
- Tags
- Authors
- Show all
- All
- #financialplanningprocess
- #personalfinancehabits
- #personalfinancetips
- 00
- 0000
- 100
- 100 bagger
- 15G
- 15H
- 182 days
- 1991 budget
- 20years
- Aadhar
- aadhar card
- absolute returns
- Advisor
- Andheri
- annualised returns
- Appraisal
- Arjuna
- asset allocation
- atm
- Baby boomers
- bamboo tree
- Bank
- bank account
- bank counter
- bank history
- bank recapitalisation
- banking
- base rate
- behavior
- behavioral finance
- behaviour
- Ben Graham
- Bharat Bill Payment System
- Bonus
- Book Summary
- budget
- Budget 2019
- Budget for New India
- Budget from an Investor
- budgeting apps
- Burger King
- Buy back
- Buying a car
- Cafe Coffee Day
- CAGR
- car expenses
- car loan
- Cash flow after retirement
- cash flow planning
- CCD
- charity
- Charter of customer rights
- Circle
- Circle Wealth Advisors
- comapny default
- Commandments
- commission
- compound interest
- compounded annual growth rate
- credit card payments
- customer protection
- cwa
- debit cards
- debt
- debt rules
- Digi Locker
- digilocker
- Digital Life Certificate
- Diwali
- Dr. Raghuram Rajan
- dynamic asset allocation
- EID
- Emergency Fund
- emergency funds
- EMI
- employee provident fund
- ePAN Card
- EPF
- EPS
- equities
- estate planning
- ewallet
- examples of asset allocation
- exit
- Expenses
- fake currency
- fake notes
- family members
- FD
- Fear of Missing out
- fed rate
- Festive season
- finance
- Finances
- Financial Actions
- financial advisor
- Financial Documents
- Financial Expert
- Financial Future
- Financial Planning
- financial thumb rules
- Financially Free
- fixed deposit
- FOMO
- Friend
- Fundamental Momentum
- ghost transaction
- gift tax
- globalization
- goal planning
- Gold
- Gold bond
- gold monetisation scheme
- gratuity
- gratuity new rules
- GST
- guarantee
- Herd Mentality
- home loan
- house affordability
- How to save online
- how to withdraw money from ppf for nri
- HRA
- IMPS
- incentives
- increase timing
- indirect taxes
- Insurance
- interest
- investing
- Investing Disciplines
- Investment
- Investment Advisor
- Investment Management
- Investment Product
- Investor
- IPO
- Jeevan Pramaan
- Jinay Savla
- Joint account
- landmark budget
- legacy
- legal planning
- Leverage
- liberlization
- LIC
- Life Certificate
- Life Insurance Agent
- limiting liability of customers in unauthorised electronic banking transaction
- Lockdown
- lost aadhar
- LTA
- ltcg
- luxury
- management
- market risk
- Masala Bonds
- mdr
- Mean Reversion
- merchant discount rate
- Millennails
- millionaire
- Mimetic Theory
- Minor Investment
- Minor Nomination
- mobile apps
- mobile budgeting apps
- mobile wallet
- Modi
- Mohnish Pabrai
- money
- monitoring
- movie
- Mumbai
- Mutual Funds
- mwallet
- national savings certificates
- need for recapitalisation
- neft
- new Rs. 50 notes
- new rules for ppf
- Non resident indian
- notes
- NPS
- NRI
- nri withdrawal money from ppf
- nsc
- one idiot
- online payments
- Pabrai Funds
- PAN
- PAN Card
- paper work
- payment credentials
- Pension Payment Order Number
- Pension scheme
- Pensioners
- permanent account number
- personal finance
- personal provident fund
- Petrol
- Philip Fisher
- plan
- PM Modi
- portfolio
- Portfolio Management
- ppf
- PPF for NRI
- PPO Number
- privatization
- Proactive
- Process
- Pros and cons
- psu banks
- QnA
- Quick Service Restaurant
- raghram rajan
- Railway Insurance
- RBI
- real estate
- rebalancing
- Recapitalization
- Relative
- reserve bank of india
- resident indian
- resolutions
- retirement
- retirement corpus
- Retirement Income
- retirement planning
- returnoninvestment
- returns
- Riders
- risk
- rs. 20
- rs. 20 lakhs
- Rs. 200 notes
- Rs. 2000 notes
- Rs. 500 notes
- RTGS
- rule of 114
- rule of 144
- rule of 72
- salient features of new notes
- Sam Hinkie
- Sanjay Bakshi
- Saurabh Mittal
- Saurabhmittalblog
- Save Documents online
- savings rules
- SCSS
- Securities Analysis
- security
- Senior Citizen Savings Scheme
- service tax
- share market
- shares
- Short Selling
- sms alerts
- Special Situations
- spouse
- Stephen Covey
- stock
- strategic asset allocation
- structure of recapitalisation
- Super
- Super Investor
- tactical asset allocation
- tax
- taxation
- TDS
- The 7 Habits of Highly Effective People
- Things to do
- thumb rules
- thumb rules for money
- Thursday Trivia
- ThursdayTrivia
- trading
- trust
- UAN
- UID
- UIDAI
- unauthorised banking transaction
- understanding markets
- union budget
- universal account number
- user id password
- utility bill payments
- vat
- Warren Buffet
- wealth
- Wealth Managers
- wealth report
- why Rs. 200 notes
- why save online
- will
- Win/Win
- withdrawal rule
- xirr
January 5, 2023
Published by cwa at January 5, 2023
Categories
Legacy planning, or estate planning, is organising and arranging your financial affairs so that your assets can be easily passed on to your loved ones after your death. It’s an […]
October 5, 2017
Published by cwa at October 5, 2017
Categories
‘Control your excitement. I know how big a spendthrift you are. Just by learning some basics about equity, debt, calculations on compound interest, savings, etc. you think, you will become […]
June 29, 2017
Published by cwa at June 29, 2017
Categories
In our previous series of Thursday Trivia, we touched upon the definition of Asset Allocation and three strategies to achieve the same namely, Strategic Asset Allocation, Tactical Asset Allocation and […]
October 29, 2015
Published by cwa at October 29, 2015
Categories
No investment is risk free and contrary to popular belief fixed deposits carry their own risk, especially if you are depositing your money with a corporate instead of banks. Many […]