Value Planning
Value Planning is the trademark of Daniel D'Souza and his team. We provide financial planning servic
18/12/2025
"Make 2026 Your Wealthiest Year Yet
“Wealth is the ability to fully experience life.” - Henry David Thoreau
As you head into 2026, remember that true wealth isn’t a number on a screen. It’s a life you live by design.
It’s built, not found, through a set of small, intentional rules you follow every single day.
Read these 26 rules. Reflect on them. Adopt the ones that resonate with you.
Your wealthy life may be enabled by money, but in the end, it will be defined by everything else."
26 Money Rules For 2026 | The Curiosity Chronicle The Curiosity Chronicle has quickly become one of the most popular newsletters for growth-minded individuals in the world. Each week, subscribers receive a deep dive that covers topics ranging from growth and decision-making to business, finance, startups, and technology. In addition, subscribers re...
17/07/2025
"Let us understand how policyholders can use these benefits to reduce their tax outgo and secure their family’s financial well-being during medical emergencies."
Section 80D deductions: A smart tax-planning guide to making most of health insurance premiums Section 80D allows taxpayers to claim deductions on premiums paid for health insurance for themselves and their family members. These benefits, however, are only available under the old tax regime
24/06/2025
"... the real reward of compounding isn’t found in statements or screenshots.
It’s found in the quiet decision to stay in the game long after others have left."
SIP returns too low? This story will change your mind | Value Research Discover how staying invested in SIPs can build crores over time. Learn from a story of patience, compounding and why timing isn’t everything in investing.
09/04/2025
https://www.valueresearchonline.com/stories/223780/stockpicking-strategy-charlie-munger-mental-model/
" Instead of asking, "How can I get rich in the market?" ask, "How can I guarantee financial ruin?"
The answers become obvious: Invest money you can't afford to lose - Chase hot tips and trends. Ignore fees and taxes - panic-sell during downturns. Concentrate on a single sector.
By consciously avoiding these wealth-destroying behaviors, you've already outperformed most investors."
Stockpicking strategy: Discover Munger’s trick of inversion | Value Research Discover Charlie Munger's mental models, like inversion, that lead to financial success. Learn how to avoid mistakes and make smarter investment decisions.
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