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What is adequate life insurance coverage?
. “Death is certain and Life is uncertain.” You work hard, You earn , You save. You plan and have dreams. You do this to secure your future and the future your loved ones. However, your untimely...
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“Free Lunch” Seminars—Avoiding the Heartburn of a Hard Sell
. BEWARE —-Investors frequently get invited to free seminars. These seminars make tall promises. To educate about investing, or profit from home trading strategies or about managing money in...
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Sensex touches 18000 again , two kinds of investors, two different views ….
. “The investor’s chief problem – and even his worst enemy – is likely to be himself.” ~ Benjamin Graham Sensex is at 18000 once again. (A) Many Investors who had invested since 2007 when the markets...
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The Simple rules to Successful Investing – Part 1
. “No amount of talking or reading can teach you swimming. You will have to get in the water.” There are these little general rules which are applicable and useful for decision making and taking...
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What and How of Nifty Index!!!
. One of my friend recently just wanted to get an idea about Nifty and How it is calculated. I am presenting some basic facts about Nifty here…. Background of Nifty S&P CNX Nifty is a well...
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Reliance – 2nd among world’s largest value creators
There is a report in Business Standard which mentions many Indian Companies amongst the world’s largest value creators in this decade. The report is here : Mukesh Ambani-led Reliance Industries has...
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Financial Planning Workbook from NISM ~ An Excellent read
The Financial Planning Workbook has been jointly developed by the National Institute of Securities Markets (NISM) and Financial Planning Corporation (India) Pvt. Ltd (FPCIL) to assist candidates in...
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National Strategy for Financial Education~Draft Released
In a speech in March 2010 (RBI-OECD Workshp) , the then Finance Minister of India, Pranab Mukherjee had said “ Financial literacy, and education, plays a crucial role in inclusion, inclusive growth...
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Procedure for Transmission of Shares, In the Event of Death of the Shareholder
Life is uncertain..But Death is certain Recently, an acquaintance had to undergo the process of transmission of shares when she lost her spouse to an unfortunate mishap. It is good to be aware of the...
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How are Mutual Fund Gains Taxed?
. Capital Gain is the difference between sale price and acquisition cost of the investment. Since mutual funds are exempt from tax, the schemes do not pay a tax on the capital gains they earn....
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What are Model Portfolios ~ A Financial Planner Tool
. Model Portfolios Since investors’ risk appetites vary, a single portfolio cannot be suggested for all. Financial planners often work with model portfolios – the asset allocation mix that is most...
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Life Cycle ~ Wealth Cycle & Financial Planning
. Many people take no care of their money till they come nearly to the end of it, and others do just the same with their time. - Johann Wolfgang von Goethe Financial planning, thus, is not...
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Resolve to achieve Financial Freedom in your life!!!
Martin Seligman author of ‘Authentic Happiness’ and research psychologist has said that there are three parts to happiness : Pleasures, Engagement and Meaning. Pleasure is the feel good part, the...
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Resolve to Achieve Financial Freedom in your life!!!!!
Martin Seligman author of ‘Authentic Happiness’ and research psychologist has said that there are three parts to happiness : Pleasures, Engagement and Meaning. Pleasure is the feel good part, the...
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JUST SAY “NO” to 7 MISTAKES in YOUR RETIREMENT PLANNING
JUST SAY “NO” to 7 MISTAKES in YOUR RETIREMENT PLANNING 1. Say NO to Horribly expensive traditional life insurance policies like Money Back, Whole Life etc. peddled as investments. Even PPF beats them...
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How to Achieve Goals? The SMART Way…..
How to Achieve Goals? The SMART Way….. SMART ways to realize goals … (applicable to Life / Health / Financial Planning/ Career …. ) S – Specific. Be Specific . For example, “I want to lose weight.” Or...
View ArticleWhat should Smart Investors do tide over this COVID crisis ? (Stocks/ MF/...
What should investors be thinking in the current crisis Here are some of my thoughts on this… These are Winds of Change .. Some people will build walls while others build windmills. You cannot...
View ArticleWhat should Smart Investors do tide over this COVID crisis ? (Stocks/ MF/...
What should investors be thinking in the current crisis Here are some of my thoughts on this… These are Winds of Change .. Some people will build walls while others build windmills. You cannot...
View ArticleWhat should Smart Investors do tide over this COVID crisis ? (Stocks/ MF/...
What should investors be thinking in the current crisis Here are some of my thoughts on this… These are Winds of Change .. Some people will build walls while others build windmills. You cannot...
View ArticleWhat are the 7 Practical and Powerful SIP Applications for Your Investment...
Speaker – Kapil Jain Investor / Founder – Enrichwise / IIM Gold Medallist / 20+ yrs Stock Market / Fin Svcs / Guitarist.. (Wannabe) Kapil Jain (Director – Enrichwise Financial Services Pvt Ltd) was...
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