Browse category by Tax Planning

Cancer Health Plans may be useful to consider!

Cancer Health Plans may be useful to consider!


November 30, 2018
A slew of niche healthcare plans have been launched recently. These plans cater to specific diseases only. Cancer Plans are one such category. Key features which are common across various Cancer Plans are as follows: Objective is to cover the expenses that arise out of diagnosis of any type of Cancer Benefits are generally payable […]
This Independence Day, check if you are financially independent

This Independence Day, check if you are financially independent


August 14, 2018
A few months ago, I was out taking an evening walk when I happened to run across my old school friend, Gaurav. We both were elated to see each other after more than a decade and decided to grab some coffee and dinner. We walked into a nearby café and started marvelling over how the […]
Is SIP in tax saving funds useful?

Is SIP in tax saving funds useful?


August 1, 2018
At CAGRfunds, January to March quarter is perhaps the busiest for us. No special reason why it should be so, but it is. Why? Because, many of our investors wake up to the need for tax saving investments just then. And then they end up investing a lumpsum amount in tax saving funds (ELSS). What […]
Should you go for the NPS (National Pension Scheme)?

Should you go for the NPS (National Pension Scheme)?


August 1, 2018
If a genie popped in front of me today and granted me three wishes, the child inside me would probably want to get an endless supply of money, a surreal supply of cake and to live forever to enjoy all of those things. But everything in life has an expiry date, including our wealth and us. […]
Everything about tax saving mutual funds

Everything about tax saving mutual funds


July 31, 2018
Tax Saving Mutual Funds or ELSS (Equity Linked Savings Scheme) funds are a type of mutual funds which give you tax benefits under section 80C and also enable growth in your investment. Like all other equity mutual funds, they too invest in the equity market. So what makes them unique and desirable? Potential of generating […]
Budget 2018: What should investors be doing?

Budget 2018: What should investors be doing?


February 1, 2018
The much awaited Union Budget 2018 was presented and views as usual are multi-fold and diverse. Here is a short summary of the key questions that must be on your mind as an investor. Please feel free to post any further questions as comments or reach out to us on contact@cagrfunds.com. You can also Whatsapp […]
My 15 lakhs FD matured. How do I use the money?

My 15 lakhs FD matured. How do I use the money?


August 9, 2017
As per a recent survey by SEBI, more than 95% of Indians prefer parking their money in Fixed Deposits (FD). Well, if that is true by any measure, then it is only likely that a good number of those FD(s) are maturing every single day. And the looming question is – Should I start another FD? […]
Is your fixed deposit making you wealthier?

Is your fixed deposit making you wealthier?


July 31, 2017
Last week, I met a lawyer on my flight to Delhi. Since I had nothing better to do, I broke the ice and soon, we started discussing about my favorite topic – how do we get wealthier over the long run. So I asked my new found lawyer friend, what does he do with his surplus […]
9 financial mistakes I wish I had not made!!

9 financial mistakes I wish I had not made!!


July 26, 2017
“I do not regret the things I have done, but those I did not do” – Rory Cochrane I cannot agree more to the statement above. Through a large part of my working 20s I believed that we earn a living to live an enjoyable life in the present. Makes perfect sense. But it was […]
5 things about investing that we learn from Mahabharata

5 things about investing that we learn from Mahabharata


July 11, 2017
We all derive values from the great stories of our past! Turns out, we can learn a little something about investing from them too! Don’t gamble with your money: Take palatable risks The root of all problems in Mahabharata arises from the eldest Pandava gambling away the kingdom. This caused the Pandavas a lot of […]