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'ELEVATE' Monthly Newsletter LAUNCHED on 1st Feb 2023
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Manoj Arora    About Me
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Saturday, June 15, 2024

Switching from Regular to Direct Funds - Tax Implications and Breakeven Point

Switching from 'Regular' to 'Direct' Mutual Funds can be painful in terms of paying taxes.

Let's see how long it takes to break even the taxes when we make the bold move from regular to direct mutual funds.

Sunday, March 24, 2024

23 Timeless Lessons from the Netflix Series: 'Live to 100' - Secrets of the Blue Zones

In this enlightening show, author Dan Buettner embarks on a global journey to explore the lifestyles and habits of people living in unique communities known as the Blue Zones. 

This series tells you how people live to be more than 100 years across the world. 

What constitutes a long, happy, satisfied life... Read on...

Sunday, March 17, 2024

What is Smart Beta or Factor Investing?

Factor investing is an investment approach that involves designing a portfolio of stocks, based on a certain factor or set of factors. Also called as Smart Beta investing, let us see what it entails.

Friday, January 19, 2024

8 Timely Lessons from the Movie 'Kho Gaye Hum Kahan'

 

This is just our 4th attempt at publishing lessons from a documentary or a television movie or series. But learning is everywhere, and we must continue to evolve with changing times.

If you or members of your family are trapped in the vicious social media trap, this is a must watch movie, especially for Millennials, Gen Z and of course Gen Alpha.

Friday, January 12, 2024

13 Dynamic Lessons from Scott & Davenport's Book 'Declutter Your Mind'

  

Do you feel overwhelmed by your thoughts? Are you struggling with anxiety about your daily tasks?

Read on...

Saturday, January 06, 2024

9 Checkpoints before you bequeath your assets

Leaving an inheritance may be a subjective, emotional and a very private decision for every family, but if you are already considering it, make sure you go through the below checklist before going ahead.

Wednesday, December 20, 2023

Delisting of Shares

Many times, we hear about companies wanting to get listed on the stock exchanges. The reverse of this can also happen and it is termed as delisting. Let us understand what is delisting of shares and what are its consequence for an investor.

Thursday, December 14, 2023

How are NRIs taxed in India

Who is a non-resident Indian (NRI), what tax exemptions they can / cannot claim, where can they invest / not invest, when do they file taxes... anything that you wanted to know about NRIs and their taxes...

Saturday, December 09, 2023

9 Fearless Lessons from the Netflix Series: 'Thai Cave Rescue'

 

This is just our 3rd attempt at publishing lessons from a documentary or a television series. But learning is everywhere, and we must continue to evolve with changing times.

Saturday, November 25, 2023

Absolute Vs Annual Vs Trailing Vs Rolling Returns


Calculating Returns should be simple, no? But we are humans. We don't like simplicity. We love making everything complex. But let me try and present this complex topic in as much simplicity as it so truly deserves.