This blog provides an overview of High-Net-Worth Individuals (HNWIs) in India, defined as individuals with a net worth exceeding ₹5 crore. It discusses their investment preferences, including real estate, stocks, and alternative assets, and highlights their financial goals like wealth preservation, tax efficiency, and legacy planning. The blog also addresses challenges such as tax planning, risk management, and liquidity issues. Additionally, it covers key tax considerations, estate planning strategies, and philanthropic efforts, offering insights into effective wealth management for HNWIs.

The Budget 2024 has introduced significant changes to the taxation of long-term capital gains on property sales. This blog post explains the impact of eliminating indexation benefits on property sales and investments, and what it means for property owners and investors.

Learn how to optimize your portfolio for long-term growth while minimizing your tax liability. This comprehensive guide covers tax-exempt instruments, tax-deferred options, and tax-efficient strategies to help you achieve your financial goals.