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Heading the personal finance team at Mint

My interview with Navdha Khera of PowerUp Money on the retirement saving vehicles - EPF, PPF & NPS. Those who say MFs alone are enough - please understand our changing capital gains tax system. It's good to have your money spread across different products. https://lnkd.in/gxif9kkk

Ameya Sathaye

Vice President | Chartered Accountant

3w

Unfortunately advisory /products are sold just for commission/brokerage like insurance….

SAMARENDRA NATH

General Manager Commercial@Vikram Solar | MBA in Finance/CPSM/Ex Essar Steel /Ex JK Paper /Ex BILT/Ex Andhra Paper

3w

How about VPF voluntary Provident Fund , how is it t inferior to PPF

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Nachiket Marathe

In God we trust, all others must bring data

3w

Interesting inputs Neil Borate on various non equity government regulated asset classes. Just one thing which needs to be rechecked is loan on PPF with 1% incremental interest. I don't think this is allowed. They do allow partial or complete withdrawal after completion of 15 years.

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Yashvardhan Ajay Malik

Swiss Knife of Business Growth Solutions | Marketing Maestro | Communication Expert | Sales & Negotiations Coach | Deciphering Purple Ocean Strategy for Brands

3w

I am glad someone is talking about this Neil Borate !

Sandeep Mirchandani

Associate Vice President - Strategic Alliances at Pramerica Life Insurance Limited

3w

How could you miss out on the most critical advantage of PPF which is that the funds in your PPF account cannot be attached by even a court order to pay off any debt or liability you may have..

kaushik Halai

Investment Consultant at Kaushik Halai

3w

You can only withdraw 60% that to after age 60 , for 40% , you will get pension @ 6%

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Kunal Sonkar CFP®, MBA Finance

Investment Advisor and Financial Planner

3w

Neil Borate Sounding logical and truthful is a blessing. Thank you for presenting the facts and advocating the right approach to investing—bank and brokerage house RMs are far from it. Firms and boutiques approach this in the way you want to explain.

Dipankar Saha

CFA® ICFAI , FRM® Level I , PMC Level II

3w

Neil Borate , your insights says the right direction for long term welth generation capping the swings in any one's portfolio considering the tax aspect and down side risk appetite. Appreciated you highlighted this point.

Akshay Kumar

AM - Partnerships • IIT Kanpur MBA '22 • Digit Insurance • Media Entrepreneur • ex {IIFL Finance • Liquide • Railofy • Enerture} • Corporate Sales & Strategy, Marketing & Product Management

3w

True PPF is too underrated.

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