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Chai pe Kharcha - NRI Personal Finance Matters

Ep 16: Alternate Outlook with Avinash (part 2)

30 Nov 2023

Description

In today's episode, we discuss personal finance and investment strategies with Avinash Mehta, a certified investment professional based out of Nagpur, India. As founder of Big Capita, Avinash specializes in advising NRIs and comes with rich experience in wealth management. In this episode we discuss the importance of consulting a qualified financial professional for managing finances in different countries, like India, Singapore, and the U.S. Special emphasis is put on understanding taxation laws, managing investments in terms of equity and mutual funds, and the relevance of capital gain tax in different countries. The effect of currency fluctuation on investments, the approach to investing in real estate, and the possible impact of recession on investments and financial planning are also touched upon.

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