Transcend Wealth

02/01/2026

The impact of taxation has a numbing effect. We don’t want to hear the word ‘Tax’.

Depending on when you have entered the market, will you be better off by profit booking or worse off of by profit booking?

At the time of entry, you never know that this is the right time or the wrong time. But this unfortunately, has a massive impact on tax payable.

In certain instances, profit booking will be more profitable and certain instances may not be so - depends on the stock or fund.

But are you going to wait for decades to realise which was a better idea?

And finally tax will be there anyways, so, there is no incentive to not book profit?

Let’s discuss and discover answers to all the above.

That is what we will try and answer. Make sure you sign up for this Free session Saturday morning at 11 AM on 3rd January 2026.

The Multi Millionaire Forum is the place where we get together, share information and ideas. A purely educational initiative. Do circulate to friends and family.

*MMF January 2026 – The Great Tax Debate*

📅 Saturday, 3rd January 2026
🕚 11:00 AM

👉 Register Now (Free):
https://us06web.zoom.us/meeting/register/VCNWWyt3Qh2JLXcd6iCbsg

🆔 Meeting ID: 810 9553 6422 | 🔑 Passcode: 004926

01/01/2026

The impact of taxation is often crippling and as a result we are compelled to take irrational financial decisions.

We are ready to see our portfolio spiral down, but are not willing to sacrifice a small part of that gain as tax. Then it takes a long time for our original gain to be recovered.

How should we plan our selling strategy based on the taxation? At what level of tax should we consider selling short-term versus long-term?

Exactly how much is the portfolio erosion and loss of compounding due to tax?
How can we postpone these taxes and is it possible to still hold onto the gains?

That is what we will try and answer. Make sure you sign up for this Free session Saturday morning at 11 am on 3rd January 2026.

Multi Millionaire Forum is the place where we get together, share information and ideas. A purely educational initiative. Do circulate to friends and family.

👉 Register Now (Free):
https://us06web.zoom.us/meeting/register/VCNWWyt3Qh2JLXcd6iCbsg

🆔 Meeting ID: 810 9553 6422 | 🔑 Passcode: 004926

05/12/2025

05/12/2025

Energy, Pharma, Auto, Internet, Manufacturing — so many sectors, and each one has its own growth story.
No one can predict which sector will lead next, or when the cycle will turn.
But with a well-chosen combination sectors via ETF, you can participate in multiple opportunities at the same time.

This December, we’re breaking down how to build a clean, structured ETF portfolio that captures India’s growth without complexity or noise.

👉 MMF December – ETF Portfolio
📅 Saturday, 6th December
🕚 11 AM
🔗 Register (Free): https://us06web.zoom.us/meeting/register/g7FUm3szRBijVPNIcV3MDA

🆔 853 1582 0621
🔑 216756

03/12/2025

Investing works best when it’s simple.
And nothing keeps things simpler than ETFs.

You don’t need to predict markets.
You don’t need to chase stock tips.
You just need a clear ETF framework that grows with India.

This December, learn how to build a clean, balanced ETF portfolio that actually makes sense.

📌 MMF December – ETF Portfolio
📅 Saturday, 6th December | 🕚 11 AM
🔗 Register Free: https://us06web.zoom.us/meeting/register/g7FUm3szRBijVPNIcV3MDA

🆔 853 1582 0621
🔑 216756

28/10/2025

We’re surrounded by financial “gurus” on social media — everyone’s got a hot tip or a smart idea.
But behind the flashy posts and viral reels, how much of that advice is actually helping investors?

Let’s talk about investing wisely — not virally

👉 Do circulate among everyone who wants to learn how to make smarter investment decisions.

Join us for the FREE monthly session of The Multi Millionaire Forum at 11 AM on 1st November. This forum is created only for sharing information and ideas. We do not sell anything in the session or later.

FREE session, but registration necessary. Click to register...

https://us06web.zoom.us/meeting/register/Tkduty92TdC3fYZKI4y7TQ

🆔 Meeting ID: 854 0906 8153
🔑 Passcode: 226512

03/10/2025

From the moment we wake up, almost every minute of our day involves using the services of a data center through our phones and other devices.
Isn’t that astonishing?

But why remain only a consumer when you can be both a consumer and a creator?
You can be part of the very companies that power the world of data centers.

Experience firsthand the immense scope of this industry and see how, over the next 10 years, it will shape our world in ways beyond imagination.

How do you participate and profit from this massive opportunity? Let’s find out together.

👉 Join us for this powerful session
📅 Saturday, 4th October
🕚 11 AM

✨ This session is a part of The Multi Millionaire Forum – monthly sessions for sharing great ideas and financial awareness.
💡 Purely informational session | Registration is necessary

Do circulate among everyone who would like to profit from data centers.

🔗 Click the link to register for free: https://us06web.zoom.us/meeting/register/LtNWBFt0QnuyXRP8RqgBbA

🆔 Meeting ID: 875 9275 8159
🔑 Passcode: 075567

11/09/2025

Multi Asset Allocation Funds combine equities, debt, and commodities for balanced growth, stability, and risk management.

✅ Diversification
✅ Consistent Returns
✅ Professional Management
✅ Ideal for Long-Term Wealth Creation

🔗 Invest Now & Secure Your Future ➔ https://www.ni-mf.in/L2kKFc

05/09/2025

Imagine an investment option that has delivered an average annual return of 9–10% over the last 10 years — without a single negative year during this period. Even better, the taxation is just 12.5% under long-term capital gains (LTCG).

There are at least 15 such opportunities where returns have consistently outperformed fixed deposits over the past decade.

So, if you are looking for an investment that offers safety, stable yearly returns, and the potential to benefit from higher performance in certain years, wouldn’t this be a smart idea to consider?

During our session, we will present the data from the last 10 years, enabling you to understand this opportunity in greater detail.

If you are currently a fixed deposit investor, this is a session you simply must attend.

Join us for the FREE monthly session of The Multi Millionaire Forum at 11 AM on 6 September. This forum is created only for sharing information and ideas. We do not sell anything in the session or later.

FREE session, but registration necessary. Click to register...

https://us06web.zoom.us/meeting/register/vdu4gubMRvK9EsE2bITHEQ

Meeting ID: 882 1857 8172
Passcode: 075567

05/09/2025

Why invest in HDFC Diversified Equity All Cap Active FOF?

1. Framework-driven approach for allocating across market caps, which has potential to provide higher risk-adjusted returns
2. Market capitalization coverage across large, mid and small caps
3. Operational ease by virtue of investing through a single scheme

04/09/2025

India’s favorite investment has always been the fixed deposit. It is one of the oldest, simplest, and most straightforward options, offering the highest level of guarantee that the money will be returned as promised.

However, over time, many investors find it going tough. With the rising cost of living, the search for better returns beyond fixed deposits becomes more urgent.

The good news is that there are investment options that can truly be life-changing. And that is exactly what we will discuss this Saturday.

Join us for the monthly session of The Multi Millionaire Forum at 11 AM on 6 September. This forum is created for sharing information and ideas.

No charges for this, but registration necessary. Click to register

https://us06web.zoom.us/meeting/register/vdu4gubMRvK9EsE2bITHEQ

Meeting ID: 882 1857 8172
Passcode: 075567