Wealth creation is tough. But taking the right steps – no matter how little they are – can make it easy and help you go the distance.
Wealth protection considers your current financial situation and applies a series of tests to make sure that your wealth, lifestyle and family are protected.
With retirement not far around the corner, your needs will be rapidly changing. And you will be asking the big questions – what does retirement mean to me?
Wealth is not easy to manage. The demands of managing your financial life along with the desire to leave a lasting legacy for your family can be all-consuming.
At Shah Financial, we help bring clarity to your understanding of the financial world through our financial planning process. We work to prepare you for important decisions that will help grow, preserve, protect and transfer the assets you have worked a lifetime to accumulate.
Most importantly, there is a culture of independence here. One that is focused on the individual.
We understand that you and your financial needs are unique.
Do you Have a Financial Freedom?
Identify your goals
Tata Capital Financial Services Ltd is coming with the 2nd tranche of public issue of secured, redeemable non-convertible debentures of face value of Rs 1,000 each, up to Rs 2997.9 crore and Unsecured, Subordinated, Redeemable, Non-Convertible Debentures of face value of Rs 1,000 each (“Unsecured NCDs”) up to Rs 1128.1 crore aggregating upto Rs 4126 Read more about Tata Capital Financial Services Limited NCD[…]
By doing away with amortization, liquid fund returns will be more volatile and other measures will bring down overall returns. In its board meeting today, Securities and Exchange Board of India (SEBI) accepted the new valuation norms for debt mutual funds proposed by Mutual Fund Advisory Committee. Here are some of the major changes on Read more about Impact of new SEBI norms on debt funds[…]
This year budget focus remains on the ease of doing business,incentives for Startup, Housing for all, agriculture, improvement and development of infrastructure. Despite a moderation in real GDP growth by 40 basis points in 2018-19 over 2017-18, Indian economy remained the fastest growing major economy along with macroeconomic stability. Consumer price inflation was within the Read more about Budget Highlights 2019[…]
Practicing yoga daily keeps our health on track, while a systematic investment plan helps us keep our financial health on track. It allows us to see the bigger picture and set realistic and achievable goals. With a proper financial plan, taking big financial decisions become easier and compatible. Yoga and investments have a lot of Read more about Yoga For Your Financial Health[…]
Elections Round UpThe BJP led NDA government returned to power with a clear majority, a feat last achieved by Indira Gandhi in the late 1970s. The ruling coalition will now control 65% of the lower house. This coupled with a near majority in the upper house sets the stage for further reforms and policy Read more about Indian Elections & Way ahead[…]
FMP (or Fixed Maturity Plan) is a closed-ended debt mutual fund. Unlike other open-ended debt funds, FMPs are not available for subscription on a continuous basis.A close-ended debt fund that invests for a specific period of time and has low risk. The fund house comes up with a New Fund Offer (NFO) for a specific Read more about What is a FMP?[…]
The importance of making a will. A will is a written document that speaks for you after you die. It can communicate how you want your property and assets to be distributed; name a guardian for your children if you pass away before they reach adulthood; and leave specific instructions like arrangements for your funeral. Ask anyone if they have made their Read more about Why making WILL is IMPORTANT.[…]
The month of March marks the end of the fiscal year. Some of you may feel that you have not done enough to save Taxes. You all want to get your finances right. A realisation to do so is a good beginning. The month of March is just about the right time to look forward Read more about 5 Mantras for a Secure Financial Life[…]
Public Provident Fund(PPF), which is a voluntary deposit as opposed to employee provident fund, will earn 8% for this quarter. Investors without risk profile for stock markets, mutual funds, Unit Linked Insurance Plan (ULIP), invest money either in Bonds, Fixed Deposits or PPF. PPF comes handy for investors who are looking for long term investment Read more about Why Should One Have a PPF account?[…]
The Central government has decided to leave interest rates on small savings schemes unchanged for Jan- March’2019 Quarter.Small savings rates are linked to government bond yields in the secondary market.Following are the small saving schemes interest rates for quater ending March 2019 Saving Instruments Interest rate from 01-01-2019 Min Amount(INR) Max Amt(INR) Senior Citizen Saving Read more about Interest Rates on Small Saving Schemes for March’2019 Quarter[…]