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Financial Planning
Understanding Gen Z: The Need for Financial Discipline
When you search for Gen Z on the internet, you come across fascinating insights. Gen Z refers to those born between 1997 and 2012,...
Recent Comments
Insurance Planning
Claim settlement ratio – Is it really important to consider?
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?
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
Estate Planning for NRIs – Should NRIs Write Two Wills?
Will writing for NRIs is as important as Resident Indians? It's an important part of...
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...
Health Insurance
Free Health Insurance for Senior Citizens by Government of India
Last week, a retired client, Mr. Raghavan, visited my office with a worried look. At...
Financial Freedom: A Journey of Responsibility and Minimalism
Financial freedom isn’t just about having a large bank balance; it’s about the freedom to...
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...
Investment Behaviour
How to protect against Financial frauds?
“Ma’am, your account has been compromised. Please share your OTP to secure it.”
Does this sound...
Your Investments Reflect Your Life: Learn from Mistakes and Rebuild Smarter
Success in any field requires two elements: direction and discipline. Through my articles, I've provided...
Know Your Advisor- A Crucial Step for Your Financial Health
We’re all familiar with KYC processes, aren’t we? Whether opening a bank account or signing...
Risky Roads to Higher Returns- A Reality Check for F&O Traders
The other day, I was hanging out with friends, and the conversation shifted to investments...
Walking and Investing: Steps to Better Physical and Financial Health
Estimated reading time: 4 minutes
Walking and investing share surprising similarities. Both are essential for maintaining...
Investment Options
Child Investment Plans – A Comprehensive Guide
Every parent dreams of giving their child the best opportunities in life, especially regarding education....
SM REITs in India- A Comprehensive Guide
With Real estate as one of the most sought-after investment vehicles by most investors, Real...
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...
Dive deeper into momentum investing and its long-term potential.
Momentum Investing, as the name suggests, is all about capturing momentum. This means investing in...
7 Reasons Debt Funds Are Still Better than Bank Deposits
The debate between Debt funds vs bank deposits is still on and Debt funds are...
Life Insurance
Financial Freedom: A Journey of Responsibility and Minimalism
Financial freedom isn’t just about having a large bank balance; it’s about the freedom to...
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...
Mutual Funds
Child Investment Plans – A Comprehensive Guide
Every parent dreams of giving their child the best opportunities in life, especially regarding education....
24 Timeless Personal Finance Articles Rated Best by Our Readers
In this post, we’ve put together 24 of the most popular personal finance articles from...
SIPs: Why Most Investors Fail to Continue ? Common Mistakes to Avoid..
SIP has become one of the popular ways of investing in equity Mutual funds. Investors...
Dive deeper into momentum investing and its long-term potential.
Momentum Investing, as the name suggests, is all about capturing momentum. This means investing in...
7 Reasons Debt Funds Are Still Better than Bank Deposits
The debate between Debt funds vs bank deposits is still on and Debt funds are...
NRI
Estate Planning for NRIs – Should NRIs Write Two Wills?
Will writing for NRIs is as important as Resident Indians? It's an important part of...
A Guide for NRIs Returning to India: UK Pension Fund Transfer to India
Ankit, a 47-year-old professional, had spent over two decades in the UK building a career,...
Retirement Plans in Singapore: What Returning NRIs Need to Know
In today’s globalized world, career opportunities are no longer confined to India, with many professionals...
24 Timeless Personal Finance Articles Rated Best by Our Readers
In this post, we’ve put together 24 of the most popular personal finance articles from...
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...
Retirement Planning
A Guide for NRIs Returning to India: UK Pension Fund Transfer to India
Ankit, a 47-year-old professional, had spent over two decades in the UK building a career,...
Retirement Plans in Singapore: What Returning NRIs Need to Know
In today’s globalized world, career opportunities are no longer confined to India, with many professionals...
24 Timeless Personal Finance Articles Rated Best by Our Readers
In this post, we’ve put together 24 of the most popular personal finance articles from...
Financial Freedom: A Journey of Responsibility and Minimalism
Financial freedom isn’t just about having a large bank balance; it’s about the freedom to...
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...
Tax Planning
Union Budget 2025 and its impact on your finances
Every Union Budget has an impact on our money—sometimes directly, sometimes indirectly. The direct impact...
2024 Updates: PPF & Sukanya Samriddhi Rules
How Irregular Accounts Will Be Handled?
What happened, and why?
Small saving schemes like PPF (Public Provident...
Capital Gain Tax on Property Sales – New rules on Indexation
Indexation plays a crucial role in calculating capital gains tax on property, allowing you to...
Financial Freedom: A Journey of Responsibility and Minimalism
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
This time in her Budget 24-25 speech, Finance Minister Ms. Nirmala Sitharaman emphasized the government's...
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...