Wealth Café Financial Services

Wealth Café brings to you Financial Advice the way it should be - Independent and Unbiased. #wealthcafe #financialwellbeing #financialcoach

[Wealth Café Financial Services @WealthCafeFin]

The NSE listing presents a unique index-tracking puzzle for Indian asset managers. @livemint recently featured our analysis as @harsh_dawar weighs in on the structural shifts ahead for top-exposed funds as NSE joins global and BSE benchmarks. Swipe through.

[Wealth Café Financial Services @WealthCafeFin]

Same mutual fund category, different tax?
@harshvdawar, ACA, CFA, FRM (Founder-Wealth Cafe) breaks this down to important details one should know as he speaks with #SheetalGoel from @livemint
@WealthCafeBiz @casoniadawar @WealthCafeFin #MutualFunds #Taxation #PersonalFinance

[Wealth Café Financial Services @WealthCafeFin]

Full Article here https://t.co/MS4Pfn23c8 @grok

[Wealth Café Financial Services @WealthCafeFin]

What if you fully pay off your home loan, only to find out the bank never collected your original property registry in the first place?
@harshvdawar ACA, CFA, FRM - Founder, Wealth Cafe breaks down this scenario to @HemantJourno in this interesting piece from @moneycontrolcom

[Wealth Café Financial Services @WealthCafeFin]

https://t.co/q84gNAkkb9

[Wealth Café Financial Services @WealthCafeFin]

Is your retirement plan built on a dangerous assumption? Many rely on a target figure while ignoring longevity risk. In a recent @livemint feature, @harshvdawar, Founder, @WealthCafeFin shares imortant information & how self-reliance matters as longevity increases. 🔗in comments

[Wealth Café Financial Services @WealthCafeFin]

@livemint @harshvdawar https://t.co/owSgoKKMCr

[Wealth Café Financial Services @WealthCafeFin]

Are ETFs really cheaper than Index Funds when you factor in hidden trading costs and liquidity traps?  In a recent @livemint feature by journalist #EshitaGain, our Founder @harshvdawar breaks down the passive investing shift. asset allocation across debt, equity, and gold

[Wealth Café Financial Services @WealthCafeFin]

@livemint @harshvdawar

[Wealth Café Financial Services @WealthCafeFin]

5. ELSS Mutual Funds

These are equity Mutual Fund schemes. It allows an individual or HUF a deduction from total income of up to Rs. 1.5 lacs under Sec 80C of Income Tax
You can invest in it for long term goals and for tax saving purpose.

[Wealth Café Financial Services @WealthCafeFin]

How many Mutual Funds should you have?
#MoneyManagement #financialliteracy #moneytips #Finance #investments #mutualfunds #savings #financialgrowth

[Wealth Café Financial Services @WealthCafeFin]

4. Large Cap Mutual Funds

These are equity mutual fund schemes which invest in bluechip companies i.e stocks of well-established companies with sound financial. They are considered to be the least risky
They are best for long term goals.

[Wealth Café Financial Services @WealthCafeFin]

Insurance - check if she has one and she is informed about others

Check if she is properly insured (health insurance) if need be get a top-up for the same and also tell her where the documents are and how to access them.

[Wealth Café Financial Services @WealthCafeFin]

Talk to your mother about Money
#finance #moneytips #personalfinancewomen #womenfinance #MoneyManagement #financialplanning #financialliteracy

[Wealth Café Financial Services @WealthCafeFin]

Make her aware of financial fraud but don't scare her.

The reason our moms are not doing everything online is that financial frauds are scary and real. Take it as your job to build her trust in the system, teach her how to do it right and never to do it around strangers.