by Samad Abbas | Nov 22, 2024 | Blog
Your Guide to Choosing the Right Retirement Plan for Your Lifestyle and Goals Introduction Q: Why is it important to rethink retirement today? Retirement, traditionally viewed as a period of rest after decades of work, is evolving. With increasing life...
by Samad Abbas | Nov 8, 2024 | Blog
Introduction The Securities and Exchange Board of India (SEBI) has recently revised the nomination framework for investments in the Indian securities market. These changes aim to make it easier for investors to manage nominations, reduce the amount of unclaimed...
by Samad Abbas | Sep 17, 2024 | Blog
Discover how using a Private Trust to distribute income to Hindu Undivided Families (HUFs) can optimize tax efficiency, ensure seamless succession, and protect family wealth across generations. In the complex world of wealth management and estate planning,...
by Samad Abbas | Sep 17, 2024 | Blog
Explore the benefits and challenges of Hindu Undivided Family (HUF) structures and Private Trusts in managing and protecting family wealth. Learn how to choose the best solution for your family’s unique needs. Navigating the Dilemma of Succession and Wealth...
by Sonal Sharma | Jul 19, 2024 | Blog
Introduction: Wealth planning and investment decisions are intricately linked to the concept of risk. Risk refers to the possibility of loss, damage, or undesirable events that deviate from the expected outcome. While most individuals prefer low-risk...
by Sonal Sharma | Jun 26, 2024 | Blog
Introduction: The Insurance Regulatory and Development Authority of India (IRDAI) serves as the apex regulatory body overseeing the insurance sector in the country. Established in 1999, the IRDAI plays a crucial role in safeguarding the interests of policyholders,...
