Author

Saurabh Bhargava

Saurabh Bhargava, CFPCM is a Certified Financial Planner and hold a CFP degree to go along with 10 year's of experience in diverse facets of Banking - Investment Advisory,Relationship Management & Commercial Banking. Fully dedicated towards adding to existing skill set & experience and excel in the areas of Wealth Management.

Acting as a "Family CFO" to high networth individuals. Help formulate comprehensive financial plans based on risk profiling of the client. Advise clients based on asset allocation – rebalancing and reallocation of portfolio.

Manage end-to-end relationships – advisory, recommendation, execution. Manage the risk and return expectations. Management of existing relationships. Assist in Estate Planning / Real Estate advisory / Wealth protection / Alternate investment avenues / Private Equity.

Financial Planning

Investing in Perpetual Bonds – Why & How to Invest

Saurabh Bhargava Mar 27, 2017 0

Perpetual bonds optimise returns & look at other long-term fixed income. These are just like any other fixed income instruments with no maturity. Perpetual bonds are listed in the stock exchange and can be bought from the secondary…

NRI Central

NRI or Non Resident Indian Meaning – As Per Law

Saurabh Bhargava Mar 27, 2017 0

As per Foreign Exchange Management Act, a person is a Resident of India if he stays for 183 days or more in India during the preceding financial year starting from 1st April to 31st March.

Investments

Systematic Investment Plan or SIP

Saurabh Bhargava Feb 28, 2017 0

A Systematic Investment Plan or SIP is a smart mode for investing money in mutual funds. SIP allows you to invest a certain pre-determined amount at a regular interval.

Taxation

Section 80C 5 Best Options to Save Tax under Section 80C of IT Act

Saurabh Bhargava Feb 26, 2017 0

Section 80C allows a deduction of up to Rs.1.5 lakh which can be availed by salaried individual and by all categories of taxpayers.

India Markets

Market Outlook 2017

Saurabh Bhargava Feb 26, 2017 0

The major theme for 2017 would be driven by improvement in consumption demand supported by implementation of the 7th Pay Commission, fall in interest rates in domestic economy and continued government spending.

Budget

Union Budget 2017: Good on Macro; Not Populist

Saurabh Bhargava Feb 21, 2017 0

In what many call it a period of transition for the economy, the Union Budget for 2017 was presented by the Finance Minister. Read the highlights.