Analysis of Dividend Payout vs Systematic Withdrawal Option

Please find our in-house analysis of Dividend vs Systematic Withdrawal Option as per the new tax regime effective Budget 2018.

IN the below analysis a real life example of a funds Net Asset Value, Dividend paid and Growth is assumed. In the Dividend Payout illustration, dividends paid out are assumed after DDT in the new tax regime. In the SWP illustration, a fixed withdrawal is assumed and capital gains under the new regime (FY18-19) is considered.

How often is portfolio evaluation needed

The portfolio performance evaluation primarily refers to the determination of how an investment portfolio has performed relative to its comparison benchmark in the specified category. The evaluation can indicate the extent to which the portfolio has outperformed or under-performed, or whether it has performed at par with the benchmark.


Should I Repair or Just Replace My Old Car?

Nowadays, owning a car is not a luxury but a necessity. But with time, wear and tear is inevitable for even the best-kept vehicle.  And, sooner or later, the decision must be made whether to repair or replace the good old car.

How to optimally manage my loans

The process of availing a loan has evolved significantly in the past few years, with easy and digital processes available that not only enable quicker disbursal but provides convenience for borrowers. Today, availing loans is not restricted to just financing big-ticket expenses like buying a house or a car or funding children’s education.