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Author Archives: Pankaj Mathpal

About Pankaj Mathpal

Pankaj Mathpal, Founder and Managing Director, Optima Money Managers Pvt. Ltd. has over 22 years of work experience in Marketing, Financial Planning & Education. Read More…

Mutual Fund is for everyone

Mutual Fund is for everyone

The great investor Warren Buffet has said “You don’t have to be a genius to invest well but, master the basics.” For many people hectic working schedule and increasingly busy lifestyles leave little opportunity for learning the basics of investing. Nevertheless, saving and investing for future’s financial goals has to be considered one of life’s […]

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You May Lose The Tax Benefits after You Sell Your Residential House

You May Lose The Tax Benefits after You Sell Your Residential House

Real Estate, one of the most conventional investment options has been seen to perform fairly well in comparison to other sectors when it comes to measuring the Return on Investment (ROI) with respect to the level of the low risk that it offers. However, this does not mean one loses sight of ‘when and how’ […]

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Liquid Fund- An Ideal Option to Park Your Savings

Liquid Fund- An Ideal Option to Park Your Savings

Money available in your saving bank account comes handy in case of an emergency as it comes with round the clock ATM facility. Also, maintaining adequate balance in saving bank account is must to meet the regular expanses but a large amount of cash lying idle in your saving bank or current account loses the […]

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Everything you want to know about NPS

Everything you want to know about NPS

Objective of retirement planning is to accumulate sufficient corpus which can generate regular income after retirement. Unlike most other developing countries, India does not have The Universal Social Security System to protect the elderly against economic deprivation. Hence government introduced a defined contribution based pension system. National Pension System or NPS is a government run […]

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Easy Paths to Follow for Funding Your New Ventures

Easy Paths to Follow for Funding Your New Ventures

This is a common statement I hear nowadays that I’m fed up of my routine job and want to do something of my own. Some of them even try their luck but only few are successful due to the fact that they opt for the right methods of funding their new ventures. Following the right […]

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