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ULIPS VERSUS MUTUAL FUNDS. What can help you win?

The LTCG tax has restarted the fight between these two arch rivals Ever since the LTCG tax was announced in the Budget, insurance companies have been busy highlighting the tax-free nature of Ulips. But the taxability of income is not the only...

Things to do before 31st of March

Publication details: Money Manager – CNBC Bajar – 16-02-2016 Responses, opinion and view from Kartik Jhaveri. What are some of the things one must keep in mind before it is 31st March? Let’s begin by talking about business owners. What must they do...

Property buying tips for young couples

Publication details: Money Money Money – 05-10-2016 Responses, opinion and view from Kartik Jhaveri Buying a home together is one of the most major decisions you may take as a couple and probably the most expensive one as well. It can be a daunting...

Don’t be in a rush to prepay your home loan

Publication details: Property Hotline – MB Now - 22-09-2016 Responses, opinion and view from Kartik Jhaveri Question sent by Ankur:- I have Rs. 45 lakhs that I got from the sale of a property. I also have a home loan of Rs. 36 lakhs on another 3...

Is home loan insurance the best option to cover your liability?

Publication details: Property Hotline – MB Now - 22-09-2016 Responses, opinion and view from Kartik Jhaveri Question sent by Ajay:- I took a home loan of Rs. 25 lakh. I want to get coverage for that amount. I am considering either home loan...

Retiring early? Think again…

Publication details: Investor’s Guide – ET Now - 01-09-2016 Responses, opinion and view from Kartik Jhaveri Question sent by Mr. Abhishek Singh:- I am looking at creating a pension fund. I am 37 years old and plan on retiring at 45. I am looking at...

Think before you act…

Publication details: Property Hotline – MB Now - 11-02-2016 Responses, opinion and view from Kartik Jhaveri Question sent by Mr. Deepak:- I took a loan of Rs. 10.5 lakhs with tenure of 25 years at an interest rate of 9.65%. I took the loan 2 months...

One right move…

Publication details: Investor’s Guide – ET Now - 28-07-2016 Responses, opinion and view from Kartik Jhaveri Question sent by Mr. Krishnan:- I am an NRI and 30 years of age. I have invested Rs. 25 lakhs in NRE FDs and pay a premium of Rs. 20,000...

9 must have financial habits for wealth creation

Publication details: Money Manager – CNBC Bajar – 06-05-2016 Responses, opinion and view from Kartik Jhaveri. Money can be earned, but wealth has to be created. Each one of us aspires to be rich and wealthy. But due to lack of awareness and at...

If you get an income tax notice…

A tax notice can be intimidating. However, before you panic, take the time to find out why exactly a notice has been sent to you and what the implications are according to the sections mentioned. SECTION 131 (1A) You will get this notice if the...

Guide to section 80C deductions

All the investments, expenditures you can claim as tax break under Section 80C Most of us are already well aware of the deduction available under section 80C of the Income tax Act, 1961. The maximum amount of deduction that can be claimed under...

Rules of thumb – What works and how?

Publication details: Money Manager – CNBC Bajar – 16-11-2015 Responses, opinion and view from Kartik Jhaveri. While financial rules of thumb are easy to understand and provide a good starting point, they are not perfect substitutes for thorough...

Are you neglecting these habits?

Publication details: Money Manager – CNBC Bajar - 07-07-2016 Responses, opinion and view from Kartik Jhaveri.                                                                                  Good financial habits can take you a long way on the path...

11 sources for raising loans for businessmen

Publication details: Money Manager - CNBC Bajar - 02-06-2016 Responses, opinion and view from Kartik Jhaveri. Debt financing is a very imperative for any businessman. Be it in the inception stage for raising seed capital, or at any moment during...

The crash course that’s not being offered in B-school

From optimism to opportunity, ideas to innovation, these business leaders have got all subjects covered - in less than 30 seconds. Business tutorials in short from the best in class: TALENT “Talent is extremely important. It's like a sports team,...

A wise move…

Publication details: Money Manager - CNBC Bajar - 21-04-2016 Responses, opinion and view from Kartik Jhaveri. Question sent by Pragnesh Radhanpura:- I invested Rs. 60,000 in Axis Liquid Fund. Then I transfer Rs. 5,000 monthly through STP in Axis...

Make your child a MILLIONAIRE….

Do your usual tax planning & gift your child Rs. 2.21 crore at age of 21 tax-free! Comments published in Mint on 8 June 2016.     The idea here is to make investments for your child and also take advantage of 80C exemption by investing monthly into...

On the right track

Publication details: Money Manager - CNBC Bajar - 01-06-2016 Responses, opinion and view from Kartik Jhaveri. Question sent by Chirag Patel :- I had started an SIP of Rs. 1,000 each in 5 mutual fund schemes for a period of 20 years. The break up is...

Plan before it’s too late

Publication details: Money Manager - CNBC Bajar - 01-06-2016 Responses, opinion and view from Kartik Jhaveri. Question sent by Bipin Shukla:- My age 32 yrs. I am married and have one daughter. My monthly salary is Rs. 40,000. My monthly expenses...

Getting on the right track…

Publication details: Money Manager - CNBC Bajar - 10-03-2016 Responses, opinion and view from Kartik Jhaveri. Question sent by Satish Shukla:- My monthly salary is Rs. 28,000. I have a 4 year old daughter and a 7 month old son. I have an LIC policy...

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