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The "Blind Spot" Strategy: Most people are aware of Capital Gains tax. Almost no one (who isn't a tax pro) realizes that the US applies a 40% estate tax on US-sited assets for non-residents, with a measly $60,000 exemption.
What can a cinematic masterpiece teach us about Mutual Funds? Bright Wealth Ideas breaks down the 4 key "Dhurandhar" principles for long-term investing. Strategy over luck, every single time.
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With with is happening to the financial institutions in US is it a crisis or an opportunity, What will happen in the short run and what will be the situation in 3 years from now or longer, these are some of the questions that are doing rounds in the investor community. What steps should I take as an investor?
Family Floater or Individual Health Insurance Plan
I am Raghupreet Singh Kanwar, a banking and financial services professional with 26 years in the industry. After having spent 17 years with various banks like, IDBI, ICICI Bank, Citibank and ICICI Securities (Private Wealth) Ltd, I started my own venture on the financial services domain.
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.
AMFI Registered Mutual Fund Distributor – ARN-93495 | Date of initial registration – 19 Feb 2013 | Current validity of ARN – 06 Jan 2028
Grievance Officer- Mr. Raghupreet Singh Kanwar | Raghupreet@brightwealthideas.com
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