In this edition of the reader story, Abhineeth shared his 3rd financial audit with us. In April 2023, then 31, he shared his ...

This is a National Pension Scheme Fund Screener to shortlist consistently performing NPS schemes. You can also spot NPS schemes with a higher return than a benchmark at a lower risk. This is similar ...

A reader asks, “Can you please explain why health insurers suddenly hike premiums? I was shocked to see my premium increase by almost 50%. I thought premiums would increase only if we moved from one ...

A reader says, “I was listening to the Let’s Get Rich With Pattu podcast last Sunday, and there was a discussion about what happens when your son inherits your portfolio. Can you help me understand ...

Background of the case: For the financial year 2023-24, a rebate of Rs. 12,500 was available under Sec.87A for the old regime and Rs. 25,000 for the new regime. However, from July 5 onwards, this ...

My name is Aditya, and I’m 36 years of age— currently a Cfo in a listed company. Today, my wealth stands at five crores, broken down into an equity portfolio of 3.25 cr and a bank balance of 25 lacs.

A reader asks, “Sir, I have just turned 25 and started working since November 2021. I see many of my peers using credit cards. Somehow I am not comfortable with them. Do they really have a use? Can ...

Previously, taxpayers could file belated returns up to two years from the end of the relevant assessment year without incurring any penalties other than interest, except that these returns did not ...

Why did various Fixed-Fee RIAs choose to give up a more lucrative career path to pick a less lucrative career path? SEBI RIA Avinash Luthria asks this question to three Fixed Fee RIAs. It is not that ...

We have released a free New Tax Regime (new slabs) vs Old Tax Regime Calculator after Budget 2025. We now discuss FAQs. 1. Is income up to 12L or 12.75L tax-free? Both. It is 12L for non-salaried and ...

Budget 2025 has further reduced the tax burden in the new tax regime. Use this free calculator to compare the old and new tax regimes (calculations for past new tax regime slabs are also available).

A reader says, ” I am a 41-year-old self-employed person. I have been following your blog for 2 years. I wish to retire by age 55. I am following a rebalancing and derisking strategy in my retirement ...