The Wealth Wisher - Financial Planners & Wealth Managers

30/12/2025

Another cost of Parenting - Face the Rising Cost of School, Tuition, Hobby Classes, & Stationery! How to deal with this? My views in the MINT article on this critical issue.

22/12/2025

December 2025 will be long remembered by NPS investors, as PFRDA has made significant changes to exit rules, along with many other feature changes. A move from traditional NPS to New NPS. Here is a Moneycontrol.com article with my views https://www.moneycontrol.com/news/business/personal-finance/nps-december-changes-more-cash-unclear-taxes-new-annuity-rules-what-it-means-for-you-13735909.html

Business News Today: Read the latest business news on the Indian economy, global market, upcoming IPOs and more. Get Live Stock Price, Stock and Share market news, Finance News, Sensex, Nifty Live, Commodity Market, IPO news, economy news, and personal finance news today only at Moneycontrol

11/12/2025

Thanking MINT for including my views in today's interesting article, " Financial Considerations for Pet Owners" link

Before bringing a pet home, it is important to understand the long-term costs and responsibilities involved.

11/11/2025

"Mediclaim at Rs 18 a day.." you see these advertisements but is this type of Health Cover under micro-policies enough? My views in this interesting article in Outlook Money https://www.outlookmoney.com/insurance/rs-18-a-day-for-health-insuranceis-it-really-enough

Wedding insurance safeguards your big day from losses due to cancellations, illness, or disasters. It covers damage, theft, injury, and liability for peace of mind

16/09/2025

Quoted first time in moneycontrol.com on an article on Infosys Share Buyback details & taxation: https://www.moneycontrol.com/news/business/personal-finance/infosys-buyback-understanding-the-higher-tax-burden-for-shareholders-13549113.html

Business News Today: Read the latest business news on the Indian economy, global market, upcoming IPOs and more. Get Live Stock Price, Stock and Share market news, Finance News, Sensex, Nifty Live, Commodity Market, IPO news, economy news, and personal finance news today only at Moneycontrol

13/08/2025

Recently, US President Donald Trump allowed cryptocurrencies as investments in Retirement portfolios like 401 (k) s. Here is an article with my views on how this will affect investors. Also, how Indian landscape deal with this topic? Check details here https://lnkd.in/gJkjHrJJ

The Income Tax bill 2025 brought changes in the pension taxation, providing clearer tax guidelines for UPS and tax benefits for beneficiaries of commuted pension

07/07/2025

Sadly, death in family brings financial chaos ... here is an article focusing on ITR & PAN of dead person. click to read

This article outlines the process for filing ITR returns of a Deceased Person in India. Also, is PAN surrender mandatory after death? Complete details.

04/07/2025

My Views on Topic - If you are Wealthy, should you Ignore Insurance? Covered via Outlook Money Article

While your need for insurance might not be as high if you possess significant wealth, not taking insurance can still be a mistake

26/06/2025

What Happens When both the Insurance Policy Holder & Nominee die together, or nominee's death occurs before the policy holder Click to know more

This article gives a description of what will happen if Policy Holder & Nominee die before the claim or maturity? Will the money be forfeited?

18/06/2025

Buying a 2 Crore Property... Is it Possible or a Stretched Dream? My Views via Hindustan Times article

While a ₹2 crore home may seem like a stretch, but it's achievable for dual-income families in high-paying sectors with smart planning and financial discipline

17/06/2025

Non-Resident Indians (NRIs) often find themselves confused about their tax obligations in India. Here are details on Capital Gain exemptions

This article gives a detailed description of whether NRI Exempt from Capital Gains Tax in India? Clarification on Mutual Funds and PMS. Step-by-step followed

11/06/2025

Aware of the ICICI Bank Kota Employee Fraud? My views on this Outlook Money article

The recent case of an ICICI bank employee committing fraud of Rs 4.6 Cr has shaken public confidence. Most of the money belonged to FD customers who were not very active or had shown little interest in the Bank's operations. Most of us are happy that we are not victims, but it is very important to k...