Goal-Based Financial Planning: Complete 2026 Guide
Learn how goal-based financial planning works — from retirement to child's education, home purchase to wealth creation. Includes free Financial Planning…
In-depth articles on mutual funds, portfolio advisory, tax planning and market analysis from our SEBI-registered advisory team.
Learn how goal-based financial planning works — from retirement to child's education, home purchase to wealth creation. Includes free Financial Planning…
How Mintra's CFP-led corporate financial wellness program helped 1,200+ employees across 20+ companies — including Sagarsoft and StatusNeo — build money…
Returning to India after years abroad? Here's what changes for your bank accounts, mutual funds, equity/demat and real estate during RNOR — plus what US…
Moving abroad and becoming an NRI? Here's what changes for your bank accounts, mutual funds, equity/demat and real estate — plus the US PFIC and FBAR…
In-depth business understanding report on KPI Green Energy — how it works, 6 business segments (IPP, CPP, O&M, BESS, trading, land), competitive…
Step-by-step NRI repatriation guide — moving money from India to your UAE/overseas account, the USD 1 million NRO limit, Form 15CA and 15CB, and the CA…
ITR filing for NRIs explained — when filing is mandatory, what Indian income is taxable (rent, capital gains, NRO interest), what's exempt, due dates, and…
DTAA explained for NRIs — how Double Taxation Avoidance Agreements work, the TRC and Form 10F you need, and how UAE, KSA and GCC NRIs claim treaty…
NRI mutual fund taxation explained — the 20% STCG and 12.5% LTCG equity regime, debt fund slab tax, TDS at source for NRIs vs residents, DTAA relief and…
NRE vs NRO vs FCNR explained for NRIs — repatriation limits, tax treatment, interest taxability and exact use cases. SEBI RIA guide for UAE, US, UK and…
Self-employed individuals face stricter CIBIL scrutiny than salaried employees. Learn why your CIBIL score is more critical when you own a business, how…
EPF withdrawal rules, NPS continuation options, and what to do with your retirement corpus when you leave salaried employment to start a business. TDS…
Use the Self-Employment Readiness Score calculator to know if your finances are ready before you quit your job. Covers savings ratio, debt-to-income…
Step-by-step savings plan to build 12–18 months of financial runway before leaving your job to start a business. Month-by-month strategy, where to park…
When to quit, how to manage dual income taxes, the 50% revenue replacement rule, and the month-by-month financial plan for transitioning from side hustle…
Complete tax guide for Indians leaving employment to start a business — advance tax, presumptive taxation (44AD/44ADA), deductible expenses, GST…
S&P 500 at record highs, Korea's KOSPI surging on chip demand — is it too late to invest in international mutual funds from India? A CFP's honest analysis…
Only 10 years to retirement? Here's your step-by-step catch-up plan: calculate your corpus, close the gap with aggressive SIPs, use NPS & VPF, and build a…
Complete DIY financial planning guide for India 2026. Download our free 6-tab Excel template covering net worth, cash flow, SIP calculator, insurance gap…
Use the Human Life Value (HLV) calculator to determine how much term insurance cover you really need. Special guide for self-employed professionals — why…
How SEBI-registered financial advisors in India are using GenAI to analyse portfolios, detect risk, and enhance client outcomes — without replacing human…
How AI tools and robo-advisors are reshaping NRI portfolio management in India — automated rebalancing, SIP step-ups, and tax-loss harvesting. SEBI RIA…
Complete guide for NRIs to start SIPs online via NRE or NRO accounts — without physical paperwork. SEBI RIA Ankit Choradia explains FATCA, KYC, tax…
How to find a fee-only SEBI registered financial advisor for NRIs in India — covering FEMA compliance, DTAA optimisation, PFIC rules for US NRIs, and…
Complete guide for returning NRIs: RNOR status explained, 2–3 year tax-free window strategy, RFC account conversion, NPS deductions, and retirement corpus…
How does financial planning actually work in Hyderabad? A SEBI-registered CFP® explains the 6-step financial planning process — from goal-setting to…
Mintra Wealth Monthly Newsletter April 2026 — Geopolitical shocks, FII exodus, 3 high conviction stocks, SME deep dive, and what smart money is doing in…
In-depth analyst research report on SBI Energy Opportunities Fund — portfolio construction, peer comparison, performance analysis, risk assessment, and…
In-depth business understanding report on Zaggle Prepaid Ocean Services — how it works, 4 product lines, competitive landscape, growth triggers, key…
While Nifty fell 6.9%, 78% of Indian stocks are below their September 2024 highs. A deep-dive into Q3 FY26 market dynamics — what's really happening in…
25 years of data: How Sensex and Nifty performed after Kargil, 9/11, Russia-Ukraine, Israel-Hamas and every major conflict. Strategies to maximise returns…
Is AI really killing Indian IT jobs? Mintra FinServ breaks down the overblown fear and explains why smart asset allocation and diversification should…
Analysis of Hyderabad, Bangalore, and Chennai property markets for portfolio diversification. Expert real estate investment insights from Mintra FinServ.
Comprehensive guide to tax-efficient investing for high-net-worth individuals in Telangana. Capital gains optimization strategies from Mintra FinServ.
Addressing unique challenges faced by second and third-generation business families in South India. Succession planning and wealth transfer strategies…