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Personal Finance

What is Income Tax rates on Mutual Fund ?

October 10, 2022 CA. Kalpesh Karia
Income Tax on Mutual Fund

Income tax is one of important aspects in dealing with mutual fund. Investor should aware regarding applicable income tax rates . Post tax return will be impacted by Income tax rate . For example long Read more […]

Categories Income Tax, Personal Finance, Tax Planning Tags Income Tax Rates, Personal Finance Leave a comment

How to do Investment Planning ?

September 16, 2022August 1, 2022 CA. Kalpesh Karia
How to do Investment Planning

Introduction: How to do Investment Planning ? While reading the title of this post, you may ask , where is money to invest ? or have lots of money but need guidance on how to manage. I think these Read more […]

Categories Investment Planning, Personal Finance Tags Personal Finance 6 Comments

Exemption on Leave Travel Allowance (LTA)

September 16, 2022July 24, 2022 CA. Kalpesh Karia
Exemption on Leave Travel Allowance (LTA)

Background: You want to claim LTA and get exemption on Leave Travel Allowance (LTA) then this is right post for you. Employees are getting Leave Travel Allowance (LTA) as a part of their Salary (CTC) Read more […]

Categories Income Tax Tags Exemption, Personal Finance 1 Comment

How to Set Financial Goals ?

September 16, 2022July 15, 2022 CA. Kalpesh Karia

Background: How to Set Financial Goals ? In earlier article we have understood How to do Money Management? . With Proper Budget and record keeping of your income and expenditure, you have saved money Read more […]

Categories Investment Planning, Personal Finance Tags Financial Planning, Personal Finance 1 Comment

How to calculate investment return with XIRR in Excel ?

March 6, 2023August 26, 2021 CA. Kalpesh Karia
How to calculate investment return with XIRR

Objective – How to calculate investment return with XIRR : This article can be useful for Investor, Finance Professional or students . As an investor you may be investing in various class of assets Read more […]

Categories Excel Tips, Investment Planning, Personal Finance Tags Personal Finance Leave a comment

How to save Home Loan Interest using Loan Savings Calculator

February 17, 2023June 20, 2021 CA. Kalpesh Karia

Your bank is Charging 7.25% p.a. interest rates but you are getting offer of 6.75% p.a. from other bank for home loan transfer. From this post you will get to know , How to save Home Loan Interest Read more […]

Categories Loans, Personal Finance Tags Calculator, Personal Finance Leave a comment
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