Dilzer Consultants - Investments and Financial Planning

An ISO 9001 (2008) Certified Company

   SEBI REGISTERED INVESTMENT ADVISOR

Protected: Power Finance Corporation Tax free Bonds Issue.

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TAX PLANNIG AND TAX SAVING OPTIONS

http://www.myiris.com/financial/storyShownew.php?dir=2012/12/13/&fileR=20121213114804717 Source: IRIS (13 December 2012) Dilshad Billimoria Since the full amount invested upto Rs 1,00,000 is eligible for 100% tax deduction benefit. This investment is reduced from your Gross Income and therefore, can reduce your tax slab and therefore tax liability. The benefit is a deduction and not a rebate, so, in effect, the entire amount saved is tax deductible.

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Myiris.com Article published on Understanding Returns on your funds

Understand your returns Source: IRIS (12-NOV-12) For investors, returns are the key indicators of their investment performance. But how many of us really understand the returns and their underlying purpose? In mutual funds, NAV is the basic element used in calculating the returns because it keeps varying from one point of time to other. Thus, the purchase and sale value of investment is derived by multiplying the units purchased with NAV for respective period i.e. purchase date and sale date. […]

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Understand Your Returns

http://www.myiris.com/financial/storyShownew.php?dir=2012/11/12/&fileR=20121112094943715 Source: IRIS (12 November 2012) For investors, returns are the key indicators of their investment performance. But how many of us really understand the returns and their underlying purpose? In mutual funds, NAV is the basic element used in calculating the returns because it keeps varying from one point of time to other. Thus, the purchase and sale value of investment is derived by multiplying the units purchased with NAV for respective period i.e. purchase date and sale date. […]

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Women and financial planning

http://www.myiris.com/financial/storyShow.php?fileR=20120903093011715&dir=2012/09/03 Source: IRIS (03-SEP-12) Why financial planning Like most people, you have hopes, dreams, and life goals for yourself and your family. These might include buying a home or business, saving for college education for your children, taking a dream vacation, reducing taxes, and retiring comfortably. Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals – while at the same time helping you negotiate the financial barriers that inevitably arise […]

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Protected: SEBI Directive August 2012. Impact of TER on Mutual fund Industry

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Health insurance need

http://www.myiris.com/financial/storyShow.php?fileR=20120813123108715&dir=2012/08/13 Source: IRIS (13-AUG-12) Why is having a health insurance policy important? The need for a Health Insurance plan and more so, a personal health plan, independent of the company benefit insurance, is very important, and very often, people who get whisked into a hospital realize it’s importance, albeit vey late. 

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Protected: Systematic Withdrawal Option: A tax efficient way to ease into retirement.

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How should advisors relook at client portfolios

http://www.myiris.com/financial/storyShow.php?fileR=20120615095218715&dir=2012/06/15 Source: IRIS (15-JUN-12) So, once you have met a client, created a financial plan and recommended asset classes and investment products commensurate with his/ her goals,  executed the same, is that the end of the story, till his goal has been met? CERTAINLY NOT. Although, we provide a blue print of clients, finances, assets, liabilities, net worth, cash flows, and life goal needs, these figures are likely to change very often. In fact, every year a financial plan review/goal […]

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The Importance of Making Wills

http://www.myiris.com/financial/storyShow.php?fileR=20120615100716715&dir=2012/06/15 Source: IRIS (15-JUN-12) Would you like to distribute your financial and non financial assets to the person of your choice or just create trouble among the family members. Currently, the majority of disputes in the court are due to ambiguity on distribution of assets among heirs and this leads to long drawn legal battles. In the absence of a Will, your assets would be distributed based on Personal Law, which will determine the distribution of your personal assets, irrespective […]

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