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Key Financial Considerations for Medical Professionals 1 . Debt Management: Strategize student loan repayment, credit cards, and personal loans. 2. Retirement Planning: Maximize tax-advantaged accounts (401(k), IRA). 3. Investments: Diversify portfol

an agentic conversational financial system tailored for the Indian market. This intelligent financial agent provides users with a unified platform that offers in-depth analysis and personalized insights across all aspects of personal finance products

In Investing, 20% = 25%. I haven’t gone crazy… When investing in stocks or smallcases, frequent rebalancing can severely impact your returns due to Short-Term Capital Gains (STCG) Tax. Here’s why: 🔹 Direct Stocks or Smallcase: Frequent rebalancing

Pharma, Healthcare, and Banking Sectors Poised for Growth, Says Tata Mutual Fund Expert" should do the trick Rahul Singh of Tata Mutual Fund Discusses Growth Potential of Active Funds, NFOs, LTCG Tax Impact, and Market Valuation Risks Despite high

Unclaimed money in India Bank deposit - Rs 62000 cr Stocks - Rs 25,000 cr Mutual funds - Rs 35,000 cr EPF - Rs 48,000 cr Insurance - Rs 21,500 cr Earn, invest and forget people have taken this mindset quite literally

Executive Summary Our Fintech solution aims to revolutionize the banking experience by providing a comprehensive range of retail and business banking services under one roof. By offering a single office for all banking needs, we enhance customer conv

Do you know about 40:30:20:10 rule? It is one of the most used formula to diversify your investments. 40% - Mutual funds/stocks (if you can take risks) 30% - FDs 20% - Gold/ SGBs (Sovereign Gold Bonds) 10% - Risky investments ( very

30+ Strategies How Billionaires Avoid Taxes. 🚀 1. Double Irish with a Dutch Sandwich 2. Tax Haven Residency 3. Offshore Shell Companies 4. Trust Funds 5. Carried Interest Loophole 6. Capital Gains Tax Rate 7. Intellectual Property Rights Shifts 8.

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Day 3 About Basic Finance Concepts Here's Some New Concepts 4. Investment Stocks: Shares in a company that give investors ownership rights and potential dividends. Bonds: Debt securities where investors loan money to companies or governments in re