Tips to Tackle COVID-19 Panic among Clients

Presently, the topic that is dominating every conversation today is Coronavirus and its impact on one’s health, the stock markets and wealth. Like every other time, i.e. whenever reports of any pandemic outbreak came into light, the impact is high across the financial markets, with major world indices witnessing sharp corrections in the last few…

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How to determine tax saving investments for clients in different life stages

Tax incentives are provided by the government to individuals who invest in instruments for the long-term. Being a financial advisor, you must select the correct tax-saving option for your clients, keeping in mind whether they have just started their career, are in their 40s or retired. Here are some tips for tax planning as per…

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