Part 08: Wealth Management
Chapters 63–66 · Allocation, retirement, tax, global investing
Practice Lab (Hands-On)
| Resource | Description |
|---|---|
| 00-practice-lab | Diagrams, Indian market examples, 13+ practice questions with answer key |
| assets/diagrams | SVG visuals used across this part |
| 00-printable-worksheet.html | Print-friendly worksheet — Ctrl+P to save as PDF |
Complete the Practice Lab after finishing all chapters in this part.
Chapters in this Part
Read in order for best learning flow.
Chapters
63Asset Allocation for Wealth — Strategic MixExplain how asset allocation can be the biggest driver of long term return Explain how equity growth , debt stability , gold hedge , real estate, cash —…64Retirement and Financial Freedom — Corpus PlanningApply: Financial Freedom = Passive Income ≥ Expenses; Retirement ≠ age 60 job exit Explain: 4% Rule: Annual expenses × 25; in India 25–35× is safer Apply:…65Tax Planning — After-Tax Returns, STCG/LTCG, Indian InvestorsTax Planning — After Tax Returns, STCG/LTCG, Indian66Global Investing — Diversification Beyond IndiaApply: Global investing = diversification + new growth + currency diversification Compare: Developed vs Emerging — risk return tradeoff Apply: USA…