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SriNivesh - Opinions that you can trust!

Incisive articles baed on data and facts
  • Advisory Services
  • General
  • Planning
  • Insurance
  • Mutual Funds
  • Taxes
  • Retirement
  • About Us
Boring is Better

Personal Finance Rule 4 – Boring is Better

  • General
  • 23/01/201922/07/2019

One of the most complex aspects of personal finance is to choose among the myriad of investment options available. It is easy to mistake a… Read More »Personal Finance Rule 4 – Boring is Better

EPF PF VPF

Personal Finance Rule 3 – Max out all forms of PF

  • General, Retirement
  • 15/01/201922/07/2019

This short post reiterates the importance of an essential debt component of any portfolio in India – Employee and Public Provident Fund.  This is a… Read More »Personal Finance Rule 3 – Max out all forms of PF

Person with credit card terminal

Personal Finance Rule 2 – Pay your credit card bills in full

  • General
  • 08/01/201922/07/2019
  • 1 Comment

This short post reiterates the importance of avoiding an extremely harmful behaviour for your financial health – carrying credit card debt.  This is a companion… Read More »Personal Finance Rule 2 – Pay your credit card bills in full

personal finance rule

Personal Finance Rule 1 – Save 30% of your income

  • General
  • 08/01/201922/07/2019
  • 1 Comment

This short post describes a possible savings target in India – 30% of post tax income. This is a companion post to the India version… Read More »Personal Finance Rule 1 – Save 30% of your income

Benefits of Compounding - Visualizing the Eighth Wonder

Benefits of Compounding – Visualizing the Eighth Wonder

  • General
  • 28/12/201809/02/2019

In popular imagination, Albert Einstein is supposed to have called compound interest as the eighth wonder of the world.  He did not say any such… Read More »Benefits of Compounding – Visualizing the Eighth Wonder

BASICS of Investing - Five steps before you start

BASICS of Investing – Five steps before you start

  • General, Planning
  • 20/12/201809/02/2019

A lot of people are interested in ‘Investments’  to create assets. An often asked question is how to begin investing. In this short article, we… Read More »BASICS of Investing – Five steps before you start

Wait, NPS still has issues as a retirement asset 3

Wait, NPS still has issues as a retirement asset

  • Retirement, Taxes
  • 15/12/201809/02/2019
  • 1 Comment

The recent announcements on improvements in the New Pension Scheme (NPS see here) have created a lot of buzz around the scheme. The most impact… Read More »Wait, NPS still has issues as a retirement asset

Dialing back on mutual fund dividends - A Welcome Development 4

Dialing back on mutual fund dividends – A Welcome Development

  • General
  • 08/12/201819/12/2018

Mutual fund dividends have been used in interesting ways in India. It is public knowledge that the dividends in mutual funds are not the same… Read More »Dialing back on mutual fund dividends – A Welcome Development

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