Protected: Smart Owner has developed a unique and innovative way for clients …..

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Capital Asset and How Capital Gains Tax with indexation can be of help to you.

http://www.myiris.com/financial/storyShownew.php?dir=2013/01/02/&fileR=20130102132753715
Source: IRIS (02 January 2013)

Capital Asset: This is an Asset that is not easily sold in the regular course of business operations for cash. Examples include land, buildings, and machinery that cannot be quickly converted to cash.

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. For a layman, surplus earned over and above the principal is often termed as returns.

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

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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.

Protected: The benefit of Value Cost Averaging over Ruppee Cost Averaging.

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Systematic Withdrawal Option: A tax efficient way of earning retirement inflow benefits