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Financial Planning
Startup funding as an investment option for retail investors: Factors to...
You would have heard about startups raising funds to run their business, but what if you can also take a part in their growth...
Recent Comments
Insurance Planning
Review your Health Insurance Portfolio – Are you covered of all...
Every year when my health insurance policy gets due for renewal or whenever my client asks me that if their health cover is enough,...
E-Insurance Account mandatory from October 1’2016 – How to convert your...
E Insurance account is soon going to become a mandatory thing while buying new insurance policies and even while renewing your existing policies. This...
Cash Flow Planning
Estate Planning
10 Financial Planning Thumb Rules for better Investment Management
In today’s fast-paced world, people (especially the younger generation) seek shortcuts and simplified rules in...
Estate Planning in India: All you wanted to know (with FAQs)
When it comes to estate planning in India, people are of the notion that it...
Intestate Succession or Succession Without a Will: All you wanted to know
Everyone, not only the affluent, has a lot to share with their family members especially...
Power of Attorney in India- How to make the best use of this?
Rahul, an OCI living in Singapore, wanted to sell his property in Noida, but could...
5 Best and lesser-known ways to use Life Insurance Policies in India
Life Insurance carries an important place in the financial planning of an individual. This is...
Health Insurance
LIC Arogya Rakshak- How good this health insurance plan is?
The pandemic has once again taught us the lesson on how important it is to...
Health Insurance for Diabetes- Comparative Analysis
Diabetes, the word itself is very haunting. As commonly called "Sugar" it is a chronic...
Max Bupa Go Active – Combination of health Insurance and wellness
Max Bupa Go active is the answer to Rising Inflation in medical treatments. It is...
Bank of Baroda health Insurance – Baroda Health – Review
Baroda health is a health insurance policy for Bank of Baroda account holders, in tie...
AB Arogyadan – Andhra bank Health Insurance policy
AB arogyadan is a health insurance policy offered by Andhra bank to its bank account...
Investment Behaviour
What Next After Achieving your Financial Goals – Embracing Abundance?
Rahul and Stuti, a couple in their late 30s have achieved their Financial Goals. Yes,...
Invoice discounting as an alternative investment option
In recent years, two things have changed in the investment landscape i) investor preferences ii)...
Did your Mutual fund Investment deliver a 100X return?
You must have heard stories of some companies whose shares had delivered 100x returns in...
The Real Cost of FREE Financial Advice
Financial planning is no longer an alien word nowadays, and investors appreciate this approach towards...
20 Hidden Risks to Your Retirement Plan
Retirement is an eventful time with too many changes involving many uncertainties. Financially, retirement is...
Investment Options
Startup funding as an investment option for retail investors: Factors to consider?
You would have heard about startups raising funds to run their business, but what if...
Investor Beware: 5 Costly Mistakes to Evade in a Rising Stock Market
When things are going good, risk management goes on the back burner. In fact “Risk”...
Invoice discounting as an alternative investment option
In recent years, two things have changed in the investment landscape i) investor preferences ii)...
Fractional Ownership in Real Estate – Is this Really a Smart way of Investing in Properties?
In recent years, the preferences of Indian investors have changed significantly. Call it Financial markets...
Did your Mutual fund Investment deliver a 100X return?
You must have heard stories of some companies whose shares had delivered 100x returns in...
Life Insurance
5 Best and lesser-known ways to use Life Insurance Policies in India
Life Insurance carries an important place in the financial planning of an individual. This is...
How to select suitable Online Term Insurance?
Gone are the days when online term insurance policies were simple and easy to select....
Postal Life Insurance – A good competition to LIC
Postal Life Insurance is not a popular product. I came across the product features while...
ULIP vs Mutual fund – Where to invest in the new LTCG tax Regime?
ULIPs or Mutual funds, what to choose? This is a very old debate which till...
LIC Jeevan Shiromani Money Back plan – Review
LIC Jeevan Shiromani is a money back plan specially meant for High Net Worth Individuals...
Mutual Funds
5 step approach to do your Investment Portfolio Review in 2024
Seeing the Past years’ Average and Absolute performance, one of the blog readers emailed me...
Did your Mutual fund Investment deliver a 100X return?
You must have heard stories of some companies whose shares had delivered 100x returns in...
Tax efficient Alternative to debt mutual funds
This is no longer new information to the investors that since April 1 2023, the...
New Debt Funds Tax Rules: Why to still Continue investing in Debt Mutual funds?
Since the announcement of new debt funds tax rules, kicking off from 1st April, 2023,...
Why Beating the Benchmark Isn’t Always the Best Investment Strategy
The Adani group is a point of discussion everywhere. Even if someone is not getting...
NRI
5 step approach to do your Investment Portfolio Review in 2024
Seeing the Past years’ Average and Absolute performance, one of the blog readers emailed me...
How to Select the Right Financial Advisor for NRI?
Few days back , Mr. Sidharth, an NRI from Singapore posted a question on my...
How NRIs can take the best advantage of the rupee depreciation?
Since the beginning of the Russia-Ukraine crisis, there has been a steady downward trend in...
Mutual Funds for NRIs in India: A Complete Guide
A few years ago, NRIs could think of or preferred only real estate and bank...
NPS for NRI 101: Your ultimate guide on National Pension Scheme in India
This article is about NPS for NRI, NPS Features, how to open a National Pension...
Retirement Planning
SWP in NPS – Systematic Lump Sum Withdrawal in New pension Scheme
After announcing SIP in NPS , PFRDA has also allowed SWP in NPS. If you...
20 Hidden Risks to Your Retirement Plan
Retirement is an eventful time with too many changes involving many uncertainties. Financially, retirement is...
10 Financial Planning Thumb Rules for better Investment Management
In today’s fast-paced world, people (especially the younger generation) seek shortcuts and simplified rules in...
How attractive is Senior Citizen Savings Scheme offering 8.2% Interest?
Senior Citizen Savings Scheme (SCSS) interest rates have recently been increased to 8.2% for the...
How will your Post Retirement Life look like?
When you think of Retirement, the only thing that comes to mind is how much...
Tax Planning
Invoice discounting as an alternative investment option
In recent years, two things have changed in the investment landscape i) investor preferences ii)...
Tax efficient Alternative to debt mutual funds
This is no longer new information to the investors that since April 1 2023, the...
SWP in NPS – Systematic Lump Sum Withdrawal in New pension Scheme
After announcing SIP in NPS , PFRDA has also allowed SWP in NPS. If you...
10 Financial Planning Thumb Rules for better Investment Management
In today’s fast-paced world, people (especially the younger generation) seek shortcuts and simplified rules in...
New Debt Funds Tax Rules: Why to still Continue investing in Debt Mutual funds?
Since the announcement of new debt funds tax rules, kicking off from 1st April, 2023,...
Product Review
Fractional Ownership in Real Estate – Is this Really a Smart way of Investing in Properties?
In recent years, the preferences of Indian investors have changed significantly. Call it Financial markets...
LIC Arogya Rakshak- How good this health insurance plan is?
The pandemic has once again taught us the lesson on how important it is to...
Bajaj Allianz life Guaranteed Pension Goal- A Detailed Review
Estimated reading time: 10 minutes
There are 3 kinds of Investors. One who are risk-takers...
What is DigiLocker? – How to open and use DigiLocker account.
The recent changes in Motor Vehicle Rules which came into effect from 1st October 2020...
LIC Jeevan Akshay VII| The Popular Pension Plan is back
LIC is back with its most popular Immediate Pension Plan Jeevan Akshay VII or should...