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Checklist for NRIs planning to settle in India

Are you a Non-Resident Indian (NRI) considering settling down in India? If so, there are several essential things to keep in mind before making a move. In this article, we’ll explore some of the...

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What Happens When There is No Nomination in Mutual Funds

If you are reading this, there is a high chance that you know about mutual funds or have already invested in mutual funds. Mutual funds are investment vehicles that pool investors’ money together and...

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Changes in Debt Funds taxation: What it means for you

The government has made a significant shift in the taxation of debt mutual funds. From 1st April 2023, there will no longer be long-term capital gains benefit with indexation for a holding period...

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7 simple ways to beat investment FOMO

Have you ever felt regret or anxiety about missing out on a potentially profitable investment opportunity? We can call it FOMO (fear of missing out) in investing. It is a very common thing and happens...

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How to analyse the performance of a fund?

Before investing in a mutual fund, it is important to analyse the performance of the fund. Most of us simply look at the returns of mutual funds and invest as per our friend’s suggestions. However,...

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Why you need to file ITR even if your income is below the taxable limit

In a country of over 144 crores, only around nine crore people file their ITR. Astounding, isn’t it? That is only around 6.25%, while in the US, the percentage of the population paying income taxes is...

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7 things you must know about index fund

Are you becoming more interested in investing in index funds and fulfilling your goals? As of July 31, 2023, the total Assets Under Management (AUM) under index funds stood at Rs.1.8 lakh crore in...

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6 compelling reasons to start investing for retirement now

Did you know that 86% of Indians above the age of 50 years regretted not starting early to save for their retirement, according to the India Retirement Index Study (IRIS) conducted by Kantar for Max...

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Attention MF investors: Update your nomination details or opt out of...

By Team Wealthzi This is to inform you that, in accordance with SEBI Circulars #SEBI/HO/IMD/IMD–II DOF3/P/CIR/2022/82 dated June 15, 2022, and SEBI/HO/IMD/IMD-I POD1/P/CIR/2023/47 dated March 28, 2023,...

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How to invest in index funds for retirement planning

Advait had just turned 23 when he began working with a large IT firm, which paid him a handsome salary. While his colleagues spent almost all their income on upgrading their lifestyles, travelling and...

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