Category: Tutorials

Procedure for Transmission of Shares, In the Event of Death of the Shareholder

Life is uncertain..But Death is certain Recently, an acquaintance had to undergo the process of transmission of shares when she lost her spouse to an unfortunate mishap. It is good to be aware of the process of transmission as documented by SEBI. I am putting this here for the benefit of our readers. “Transmission” is the terminology used […]

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Tax Filing ~ Which ITR (Income Tax Return) forms to file~File Online

Now you can File taxes online using the website : Follow these simple steps for filing online. 1. Register using  your PAN. Once you login you can choose the Assessment Year for filing the tax : 2. Use the following ITR forms based on your type/ source of Income. 3. Download the return preparation excel sheet. […]

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Financial Planning Workbook from NISM ~ An Excellent read

The Financial Planning Workbook has been jointly developed by the National Institute of Securities Markets (NISM) and Financial Planning Corporation (India) Pvt. Ltd (FPCIL) to assist candidates in preparing for the non-mandated Certified Personal Financial Advisor (CPFA) Examination. NISM is an educational initiative by SEBI. It covers various Concept of Financial Planning , Managing Investment Risk ,Measuring […]

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