Abhishek Thakur

What documents are needed by an NRI investor when starting to invest in mutual funds in India?​ An NRI needs a PAN, passport, overseas address proof, an NRE/NRO bank account, KYC documents, FATCA/CRS declaration, tax residency details and TIN or an equivalent tax identification number. Apart from this, depending on the AMC, country of residence, […]

How many mutual funds should you own in your portfolio? The ideal number depends on your investment goal and diversification needs. A portfolio with 30 funds can be poorly diversified too, while another portfolio with just a few funds can provide you with diversification that you might need. That’s why you need to know how

Can I Invest for My Child Who Is a Minor? Yes. A minor can hold mutual fund investments in India through a parent or legal guardian. The main thing is, the minor is the sole holder. The parent does not become joint holder just because they are managing the investments. A court-appointed legal guardian can

  Kangra is the bustling commercial and medical heart of the district. From successful retail business owners and local traders to busy medical professionals, there is a massive need for strategic wealth creation. Beating inflation requires more than just traditional bank savings. When initiating a Systematic Investment Plan (SIP), selecting the right financial partner is

  Dharamshala is more than a global tourism hub today. It is a rapidly growing center for local wealth. Hospitality business owners, local professionals, and NRIs all need smart wealth management. You need investments that actually beat inflation. Choosing the right partner is critical when starting a Systematic Investment Plan (SIP). The Kangra Valley offers