Wealth Café Financial Services

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Wealth Café Financial Services

Wealth Café Financial Services

@WealthCafeFin

Wealth Café brings to you Financial Advice the way it should be - Independent and Unbiased. #wealthcafe #financialwellbeing #financialcoach

Mumbai, India Katılım Şubat 2010
153 Takip Edilen175 Takipçiler
Wealth Café Financial Services
Wealth Café Financial Services@WealthCafeFin·
5. ELSS Mutual Funds These are equity Mutual Fund schemes. It allows an individual or HUF a deduction from total income of up to Rs. 1.5 lacs under Sec 80C of Income Tax You can invest in it for long term goals and for tax saving purpose.
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Wealth Café Financial Services
Wealth Café Financial Services@WealthCafeFin·
4. Large Cap Mutual Funds These are equity mutual fund schemes which invest in bluechip companies i.e stocks of well-established companies with sound financial. They are considered to be the least risky They are best for long term goals.
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Wealth Café Financial Services
Wealth Café Financial Services@WealthCafeFin·
Insurance - check if she has one and she is informed about others Check if she is properly insured (health insurance) if need be get a top-up for the same and also tell her where the documents are and how to access them.
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Wealth Café Financial Services
Wealth Café Financial Services@WealthCafeFin·
Make her aware of financial fraud but don't scare her. The reason our moms are not doing everything online is that financial frauds are scary and real. Take it as your job to build her trust in the system, teach her how to do it right and never to do it around strangers.
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Wealth Café Financial Services
Wealth Café Financial Services@WealthCafeFin·
2. Use REITs to Invest in Real - Estate They are usually commercial offices and more, work like a mutual fund and let you invest in smaller amounts . Do note REITs should not form a major part of your portfolio and should be invested in for the long term.
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Wealth Café Financial Services
Wealth Café Financial Services@WealthCafeFin·
1. Higher Investment The space needed for a Office/Wearhouse os mostly much more than the residential ones . The Investment required is much higher for the same and the loan that you can get for a commercial space is also lower. So one needs more savings to invest it.
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