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Best ways to save Tax under Section 80c

PPF Rating ***** The PPF is a very good investment option and the Budget has only made it more attractive by enhancing the annual investment limit to Rupees 1.5 lakh. The maximum investment of Rupees 1.5 lakh in a year

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Shariah Investments

Wealth Folio Shariah Investments: The term ” Shariah Investment” refers to a system of  Investment activity that is consistent with Islamic law (Shariah) principles and guided by Islamic economics. In particular, Islamic law prohibits usury, the collection and payment of

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WealthFolio Services

Wealth Management Wealth Folio offers Wealth management services to its clients through its Experienced Certified financial planners who personally meet families at their convenience and follow the globally practiced  format of comprehensive financial planning. 1. Establishing Client-Adviser Relationship 2. Understanding

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WealthFolio financial planning process

WealthFolio Financial Planners practice the following six-step process while delivering the service. 1. Establishing Client-Adviser Relationship A Financial Planner should start off by explaining the scope of his/her services and ascertain the specific services the client may need. The responsibilities

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Comprehensive Financial Planning

Comprehensive Financial Planning is the act of planning for and prudently addressing life events. It addresses everything from buying a new car or home, to planning for a child’s education, preparing for eventual retirement or creating a plan for your

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Investment Planning

Investment Planning determines the optimum investment and asset allocation strategies based on the time horizon, risk profile and financial goals of the client. There is a wide range of investment options available today. A Financial Planner offering Investment Planning services

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Retirement Planning

Retirement Planning is determining how much of corpus is required to fund the expenses during the retirement years and ways to build that corpus in the pre-retirement period. It also dwells upon the utilization of the corpus accumulated during the

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Insurance Planning

Insurance Planning is determining the adequacy of insurance cover required by the client to cover the risk associated with one’s life, medical emergencies and assets. While offering Insurance Planning services,a financial Planner should address the following requirements of his clients:-

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Financial Planning

WealthFolio Financial Planning Financial Planning is the process of meeting one’s life goals through the proper management of personal finances. It’s best to understand the above definition by breaking it up into three parts; Part I- Wealth Folio Financial Planning

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WEALTH MANAGEMENT IN INDIA

Wealth management in India is in a budding stage, where organized wealth management is offered by very few players. predominantly banks and broking houses are offering this services at virtually free of cost. Most Investors in India invests in various

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