"Hey everyone! I wanted to let you know that I've moved to a new Twitter account. Please follow me at @SimpliWealthoff for all the latest updates and insights on finance and wealth management. Looking forward to connecting with you all there!#newaccount#finance#wealthmanagement
💡 This Financial Awareness Day, take charge of your financial future! 💡
Join our Live Webinar – "Everything You Need to Know About Financial Planning" and learn how to make smarter money decisions for a secure tomorrow.
📅 Date: 14th August 2025
⏰ Time: 4:00 PM
🎙 Host: SimpliWealth
🔗 Register here: https://t.co/5e90VsthU0
(Webinar joining link will be shared after successful registration)
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🔗 Register now: https://t.co/E92C8H7fHi
📌 Zoom link will be shared after registration.
📢 Join us for a FREE Financial Planning Awareness Webinar!
Topic: Everything You Need to Know About Financial Planning
A practical session to help you make informed and confident money decisions.
🗓 Available Slots:
�� 18 July 2025 | 4:00 PM – 5:00 PM
• 21 July 2025 | 3:30 PM – 4:30 PM
🎯 Agenda Highlights:
✅ Inflation & Compounding: Understand the Real Impact
✅ Investment & Asset Allocation Strategies
✅ Goal-Based Planning & Retirement Readiness
✅ Insurance, Tax Planning & The SimpliWealth Approach
🎙 Speaker: Sneha Thyagarajan
🎟 Free Entry | Hosted by SimpliWealth
Let’s build your financial future together. Don’t miss out!
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A wealth manager approached us recently to buy one of our unlisted companies so that he could sell it at a 50% markup immediately. The popularity of some of these unlisted companies, like NSE, MSEI, Chennai Super Kings, among retail investors, etc., is crazy.
Most investors think they can make easy money by picking these pre-IPO companies, waiting for the IPO, and making big listing gains. But it's not as easy as it sounds, and there are all sorts of risks.
Even if an unlisted company IPOs, its price can be below what you paid. For example, HDB set its IPO price band 40% below the last traded prices on unlisted platforms.
Unlike stock exchanges, there's no price discovery for unlisted shares. The markups and commissions are ridiculous. These platforms are also unregulated, so there's nobody to protect you.
Companies can go a long time without an IPO like NSE, which means you can get stuck without liquidity. Unlisted companies also make fewer disclosures than listed companies.
You are better off investing in mutual funds than trying to pick unlisted companies. We recently wrote a post about the risks.
@bebhuvan recently wrote a post about the risks. Link in comments.
“Gross return is the illusion. Net real return is the reality. Only one builds your wealth — the other builds false hope.”
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#investments#wealth#insurance#MutualFunds#stockmarkets#FinancialPlanning#Finance#FinancialFreedom#taxplanning #RetirementPlanning #FinancialAdvisor #MutualFundsSahiHai #WealthCreation #StockMarketBasics #AdvisorMatters #InvestWithGuidance #FinancialWisdom #SimpliWealth #financialplannerinbangalore #Bangalore
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“The world moves on, but your dignity must stay. Retirement is your final promise — built with love, guarded with honor.”
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#investments#wealth#insurance#MutualFunds#stockmarkets#FinancialPlanning#Finance#FinancialFreedom#taxplanning #RetirementPlanning #FinancialAdvisor #MutualFundsSahiHai #WealthCreation #StockMarketBasics #AdvisorMatters #InvestWithGuidance #FinancialWisdom #SimpliWealth #financialplannerinbangalore #Bangalore
https://t.co/0VZjgS3oxr
"Lets Learn Tax"
Chapter 5
Wondering how your taxable income is calculated?
This chapter breaks down the Computation of Income.
From identifying heads of income to deductions & arriving at your final tax liability or refund.
Empower yourself. Understand your taxes!
"Let’s Learn Tax"
Chapter 03
What is TDS & why it matters?
👍Know when TDS applies, rates, and how to claim credit.
👍 Understand Form 16/16A, lower/NIL deduction certificates
👍 Avoid penalties for non-compliance!
Stay tax-wise. Stay compliant.