Direct vs Regular

Use this presentation to engage with clients who want a discussion between direct and regular plans.

Deductions under 80C and others for FY 2024-25

Know more about various tax savings sections along with Sec80C and others in details.

Union Budget 2023-24 (Highlights)

Union Budget 2023-24 highlights

Minor as a Nominee in Mutual Fund

Know the process of registering a minor as a nominee in your Mutual Fund Folio.

New Tax Regime vs Old Tax Regime

Let's look at the comparison of new vs old tax regimes. Also, understand the new changes of the New Tax Regime from FY 2023-24.

ELSS vs PPF

ELSS can be a potential investment option U/s 80C, for tax deduction as well as wealth generation compared to PPF.

MF taxation

Get the Mutual Fund Taxation details as per new rules of FY 2023-24.

Types of Return

Gain insights into the various Types of Return calculation methods employed within the Mutual Fund industry, empowering you to make well-informed investment choices

5 Financial Resolution for the New Year 2023

5 Financial Resolution for the New Year 2023

SIP-Myth Buster

This is an excellent presentation on regular questions & objection raised by investors.

Real Estate Investment Trusts

REITs: A Smart Way to Invest in Real Estate!

Balance Advantage Fund / Dynamic Asset Allocation Fund

Have a curiosity about different mutual funds? Here is all about Balanced Advantage Funds and Dynamic Asset Allocation Funds.