Planning whiz – March 2026
Geojit’s Certified Financial Planner, Gibin John, offers guidance to a young couple with a 3-year-old child to plan for their future. He analyses their income, expenses and…
Why claim day is the worst day to read your policy
The hospital bills are mounting, the diagnosis is confirmed and everyone around you is panicking. And now, for…
Planning whiz – February 2026
A couple approaches Geojit’s Certified Financial Planner, Gibin John, for expert retirement planning guidance. He outlines a clear, practical strategy to estimate…
Tax treatment of derivatives: Futures, options and intraday
The taxation of derivatives is probably just as complicated as trading derivatives itself. Derivatives transactions raise several challenges, as understanding…
How dynamic asset allocation supports your financial journey
Asset allocation is an investment strategy that divides your portfolio among asset classes such as stocks, debt, real…
Made losses in the market? Here’s how to make them work for you
The primary aim of investing is to generate profits. However, every investment comes with certain risks, and one…
Insurance Planning for High Net-Worth Individuals: Customisation vs Aggregation
As a high-net-worth individual (HNI) in India, your wealth showcases your years of effective investing and entrepreneurial endeavours.…
How to plan the ultimate dream vacation?
Who does not dream of the perfect getaway? Whether it is an exotic destination, a place you have…
From Monza to Markets – The Art of a Timely Exit
Rakesh Agarwal and Melvyn Santarita Over the weekend, I had an absolute blast watching F1: The Movie, starring…