top of page
Search

Chaitali Shah
Nov 9, 20243 min read
Navigating Volatile Markets: The Power of Asset Allocation
Namrata Singh, CFP & Chaitali Shah, MA (Economics) Asset allocation - the process of distributing investments across various asset...
11 views0 comments

Chaitali Shah
Jul 25, 20244 min read
Budget 2024-2025: A Roadmap for Viksit Bharat
Namrata Singh, CFP & Chaitali Shah, MA (Economics) The Union Budget for 2024-25, presented by Nirmala Sitharaman on 23rd July 2024,...
11 views0 comments

Chaitali Shah
Jul 8, 20244 min read
ALL ABOUT DEBT MUTUAL FUNDS
Namrata Singh, CFP & Chaitali Shah, MA (Economics) Debt funds are mutual funds that invest in a variety of debt securities such as...
15 views0 comments
Chaitali Shah
Mar 18, 20241 min read
Wealth Check-up at Wealthron - Net worth Statement an Exterior Finance Tool
Exterior finance is as important as interior finance. Exterior finance is the cognitive information about the exterior aspects of money...
21 views0 comments


Chaitali Shah
Mar 11, 20241 min read
Wealth Check up at Wealthron - Rewriting Money Beliefs
Do you know where we get out money beliefs from ❓ While growing up as kids we learn from our family, friends and all those around...
18 views0 comments


Chaitali Shah
Mar 4, 20242 min read
Wealth Check Up at Wealthron - 2
- Chaitali Shah If you have identified your hidden money beliefs, it’s time for you to evaluate whether they are working in your favor...
18 views0 comments


Chaitali Shah
Feb 26, 20242 min read
Wealth Check-Up At Wealthron
When was the last time you got your wealth check-up done? Everyone talks about getting their health check-up done once a year after they...
37 views0 comments

Chaitali Shah
Nov 28, 20233 min read
A Guide to Investing in Equity Mutual Fund
Namrata Singh, CFP & Chaitali Shah, MA (Economics) Equity Mutual Funds allocate their funds into stocks of various companies. According...
9 views0 comments

Chaitali Shah
Nov 12, 20232 min read
Should one invest in Equity Linked Savings Scheme for tax benefits?
Namrata Singh, CFP & Chaitali Shah, MA (Economics) The financial year is coming to an end in one week. If you are yet to finalise your...
6 views0 comments

Chaitali Shah
Nov 12, 20232 min read
Mutual Fund Basics: A Guide to Understanding and Investing Wisely
Namrata Singh, CFP & Chaitali Shah, MA (Economics) A Mutual Fund is a collective investment vehicle managed by a professional fund...
14 views0 comments

Chaitali Shah
Mar 16, 20223 min read
REVERSE MORTGAGE - For Senior citizens !!
Namrata Singh, CFP & Chaitali Shah, MA (Economics) A real-life story An old lady named Mrs.Veenu Shah – aged 68 years had lost her...
102 views0 comments

Chaitali Shah
Mar 2, 20223 min read
Considerations while buying a Critical Illness Insurance
Namrata Singh, CFP & Chaitali Shah, MA (Economics) What is a Critical Illness? Critical illness is a serious health condition like Heart...
56 views0 comments

Chaitali Shah
Feb 22, 20224 min read
What to know before buying Health Insurance?
by Namrata Singh, CFP & Chaitali Shah, MA (Economics) Health insurance is a type of insurance that covers medical expenses that arise due...
13 views0 comments

Chaitali Shah
Feb 13, 20222 min read
Emergency Fund - A Necessity!
An emergency fund is an amount set aside to tackle unforeseen circumstances or emergencies. It helps one create a financial cushion and stay
46 views0 comments

Chaitali Shah
Feb 8, 20224 min read
BUDGET 2022 - DECODED
Budget 2022-23 was presented by the Finance Minister – Ms Nirmala Sitharaman on the 1st February 2022.
18 views0 comments

Chaitali Shah
Jan 30, 20222 min read
All about National Pension System (NPS)!
National Pension System (NPS) is a voluntary, defined contribution retirement savings scheme.
8 views0 comments

Chaitali Shah
Jan 23, 20222 min read
Pradhan Mantri Vaya Vandana Yojana (PMVVY) for Senior Citizens
by Namrata Singh, CFP & Chaitali Shah, MA (Economics) Pradhan Mantri Vaya Vandana Yojana(PMVVY) is a pension scheme announced by the...
23 views0 comments

Chaitali Shah
Jan 16, 20222 min read
Kisan Vikas Patra - Explained
by Namrata Singh, CFP & Chaitali Shah, MA (Economics) Kisan Vikas Patra (KVP) is a government-backed small savings scheme that guarantees...
29 views0 comments

Chaitali Shah
Jan 7, 20222 min read
Public Provident Fund Demystified
by Namrata Singh, CFP & Chaitali Shah, MA (Economics) Public Provident Fund (PPF) was introduced in India in 1968 with the objective to...
14 views0 comments

Chaitali Shah
Jan 1, 20222 min read
Sukanya Samriddhi Yojana
by Namrata Singh, CFP & Chaitali Shah, MA (Economics) Sukanya Samriddhi Yojana (SSY) was launched by the Government as part of the Beti...
28 views0 comments
bottom of page