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GIFT City in India: Unlocking Investment Opportunities for Global Investors

With Investment options rising locally and globally, GIFT City in India is becoming a popular choice for domestic as well as International investors to...

Financial Planning

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Insurance Planning

Claim settlement ratio – Is it really important to consider?

1
Claim settlement ratio has become a parameter of the integrity of the Insurer. People look down on the insurer having a low ratio. Every...

Online Term Insurance with Income benefits – Does it make sense?

10
Term Insurance plans have lost their simplicity. Yes, the plans which used to have a straight forward structure as in to pay the nominee...

Cash Flow Planning

Estate Planning

Financial Planning Thumb Rules

10 Financial Planning Thumb Rules for better Investment Management

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In today’s fast-paced world, people (especially the younger generation) seek shortcuts and simplified rules in...
Estate Planning

Estate Planning in India: All you wanted to know (with FAQs)

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When it comes to estate planning in India, people are of the notion that it...
Intestate Succession

Intestate Succession or Succession Without a Will: All you wanted to know

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Everyone, not only the affluent, has a lot to share with their family members especially...
Power of attorney in India

Power of Attorney in India- How to make the best use of this?

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Rahul, an OCI living in Singapore, wanted to sell his property in Noida, but could...
Life Insurance Policies in I

5 Best and lesser-known ways to use Life Insurance Policies in India

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Life Insurance carries an important place in the financial planning of an individual. This is...

Health Insurance

A modern graphic showing senior citizens discussing health insurance plans with financial symbols and a calculator in the background, emphasizing comprehensive health insurance coverage in India

Free Health Insurance for Senior Citizens by Government of India

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Last week, a retired client, Mr. Raghavan, visited my office with a worried look. At...

Financial Freedom: A Journey of Responsibility and Minimalism

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Financial freedom isn’t just about having a large bank balance; it’s about the freedom to...
LIC Aroya Rakshak Health insurance

LIC Arogya Rakshak- How good this health insurance plan is?

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The pandemic has once again taught us the lesson on how important it is to...
health insurance for diabetes

Health Insurance for Diabetes- Comparative Analysis

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Diabetes, the word itself is very haunting. As commonly called "Sugar" it is a chronic...
max bupa go active

Max Bupa Go Active – Combination of health Insurance and wellness

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Max Bupa Go active is the answer to Rising Inflation in medical treatments. It is...

Investment Behaviour

SIP investments represented by growing stacks of coins with a sprouting plant and a rupee symbol, symbolizing financial growth and long-term wealth creation

SIPs: Why Most Investors Fail to Continue ? Common Mistakes to Avoid..

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SIP has become one of the popular ways of investing in equity Mutual funds. Investors...
Anime girl with cash in hand, highlighting smart investor insights.

Invest Smarter: Tips to Beat Mutual Fund Returns!

2
Mutual funds sahi hai, but let’s be honest—they can feel a bit boring, especially in...
Asset Allocation Strategies: How to Balance Risk and Reward in Your Portfolio

Asset Allocation Strategies: How to Balance Risk and Reward in Your Portfolio

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Estimated reading time: 6 minutes In the world of investing, "Asset Allocation" is a well-known term....

Financial Freedom: A Journey of Responsibility and Minimalism

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Financial freedom isn’t just about having a large bank balance; it’s about the freedom to...

Buying a House: A Practical Approach Amid Uncertainty

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Buying a House: A Practical Approach Amid Uncertainty Estimated reading time: 4 minutes Buying a house has...

Investment Options

Futuristic imagination of Gift City.

GIFT City in India: Unlocking Investment Opportunities for Global Investors

0
With Investment options rising locally and globally, GIFT City in India is becoming a popular...
Momentum investing in Mutual funds

Dive deeper into momentum investing and its long-term potential.

0
Momentum Investing, as the name suggests, is all about capturing momentum. This means investing in...
Watermelon slices comparing bank deposit and debt fund returns.

7 Reasons Debt Funds Are Still Better than Bank Deposits

3
The debate between Debt funds vs bank deposits is still on and Debt funds are...

Financial Freedom: A Journey of Responsibility and Minimalism

0
Financial freedom isn’t just about having a large bank balance; it’s about the freedom to...
Confused Investor. Investment questions

A Tale of a Confused Investor | From Fund Selection to Professional Advice

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"Happy investors are not those who see their investments growing, but those who see their...

Life Insurance

Financial Freedom: A Journey of Responsibility and Minimalism

0
Financial freedom isn’t just about having a large bank balance; it’s about the freedom to...
Life Insurance Policies in I

5 Best and lesser-known ways to use Life Insurance Policies in India

0
Life Insurance carries an important place in the financial planning of an individual. This is...
Online term insurance

How to select suitable Online Term Insurance?

2
Gone are the days when online term insurance policies were simple and easy to select....
postal life insurance policies

Postal Life Insurance – A good competition to LIC

3
Postal Life Insurance is not a popular product. I came across the product features while...
ulip vs mutual fund

ULIP vs Mutual fund – Where to invest in the new LTCG tax Regime?

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ULIPs or Mutual funds, what to choose? This is a very old debate which till...

Mutual Funds

SIP investments represented by growing stacks of coins with a sprouting plant and a rupee symbol, symbolizing financial growth and long-term wealth creation

SIPs: Why Most Investors Fail to Continue ? Common Mistakes to Avoid..

0
SIP has become one of the popular ways of investing in equity Mutual funds. Investors...
Momentum investing in Mutual funds

Dive deeper into momentum investing and its long-term potential.

0
Momentum Investing, as the name suggests, is all about capturing momentum. This means investing in...
Watermelon slices comparing bank deposit and debt fund returns.

7 Reasons Debt Funds Are Still Better than Bank Deposits

3
The debate between Debt funds vs bank deposits is still on and Debt funds are...
Anime girl with cash in hand, highlighting smart investor insights.

Invest Smarter: Tips to Beat Mutual Fund Returns!

2
Mutual funds sahi hai, but let’s be honest—they can feel a bit boring, especially in...

Financial Freedom: A Journey of Responsibility and Minimalism

0
Financial freedom isn’t just about having a large bank balance; it’s about the freedom to...

NRI

Futuristic imagination of Gift City.

GIFT City in India: Unlocking Investment Opportunities for Global Investors

0
With Investment options rising locally and globally, GIFT City in India is becoming a popular...
Illustration of a shovel standing in a deep hole, symbolizing the complexity of financial planning for returning NRIs.

Returning NRIs and 401(k) Planning: Navigating Financial Decisions

0
Returning NRIs and 401(k) Planning: Navigating Financial Decisions
Watermelon slices comparing bank deposit and debt fund returns.

7 Reasons Debt Funds Are Still Better than Bank Deposits

3
The debate between Debt funds vs bank deposits is still on and Debt funds are...
New Rules for PPF and Sukanya Samriddhi: How Irregular Accounts Will Be Handled

2024 Updates: PPF & Sukanya Samriddhi Rules

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How Irregular Accounts Will Be Handled? What happened, and why? Small saving schemes like PPF (Public Provident...
Capital gains tax on property

Capital Gain Tax on Property Sales – New rules on Indexation

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Indexation plays a crucial role in calculating capital gains tax on property, allowing you to...

Retirement Planning

Financial Freedom: A Journey of Responsibility and Minimalism

0
Financial freedom isn’t just about having a large bank balance; it’s about the freedom to...
swp in nps

SWP in NPS – Systematic Lump Sum Withdrawal in New pension Scheme

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After announcing SIP in NPS , PFRDA has also allowed SWP in NPS. If you...
risks to retirement

20 Hidden Risks to Your Retirement Plan

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Retirement is an eventful time with too many changes involving many uncertainties. Financially, retirement is...
Financial Planning Thumb Rules

10 Financial Planning Thumb Rules for better Investment Management

0
In today’s fast-paced world, people (especially the younger generation) seek shortcuts and simplified rules in...
Interest Rates are on Rise. Should you Invest?

How attractive is Senior Citizen Savings Scheme offering 8.2% Interest?

0
Senior Citizen Savings Scheme (SCSS) interest rates have recently been increased to 8.2% for the...

Tax Planning

New Rules for PPF and Sukanya Samriddhi: How Irregular Accounts Will Be Handled

2024 Updates: PPF & Sukanya Samriddhi Rules

0
How Irregular Accounts Will Be Handled? What happened, and why? Small saving schemes like PPF (Public Provident...
Capital gains tax on property

Capital Gain Tax on Property Sales – New rules on Indexation

2
Indexation plays a crucial role in calculating capital gains tax on property, allowing you to...

Financial Freedom: A Journey of Responsibility and Minimalism

0
Financial freedom isn’t just about having a large bank balance; it’s about the freedom to...

Budget 2024-25 |10 Important Direct Tax Changes Impacting your Money

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This time in her Budget 24-25 speech, Finance Minister Ms. Nirmala Sitharaman emphasized the government's...
Invoice discounting in india

Invoice discounting as an alternative investment option

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In recent years, two things have changed in the investment landscape i) investor preferences ii)...

Product Review

Fractional ownership in Real Estate in india

Fractional Ownership in Real Estate – Is this Really a Smart way of Investing in Properties?  

1
In recent years, the preferences of Indian investors have changed significantly. Call it Financial markets...
LIC Aroya Rakshak Health insurance

LIC Arogya Rakshak- How good this health insurance plan is?

0
The pandemic has once again taught us the lesson on how important it is to...
Retirement Planning

Bajaj Allianz life Guaranteed Pension Goal- A Detailed Review

0
Estimated reading time: 10 minutes There are 3 kinds of Investors. One who are risk-takers...
DigiLocker Account

What is DigiLocker? – How to open and use DigiLocker account.

0
The recent changes in Motor Vehicle Rules which came into effect from 1st October 2020...
LIC Jeevan Akshay VII

LIC Jeevan Akshay VII| The Popular Pension Plan is back

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LIC is back with its most popular Immediate Pension Plan Jeevan Akshay VII or should...