Life is mainly a substance of expectation. Do we really live or are we forever in the expectation of living? It is said that “Expectation is the mother of all frustration”. What you are expecting in a financial planning report and what your financial planner offers in his report should match. If it is not […]
A new way to do tax planning and why hardly anyone “gets it”
It really hurts to see a large pie of the salary cut towards tax. So the obvious question in everyone’s mind is ‘How do I reduce my tax?’. Every year we are forced to invest in something which reduces our tax liability. It may be NSC…it may be PPF…it may be ulip…it may be Mutual […]
5 Steps to Choose a Right Mutual Fund Company to Invest with
Listen to this article Ask the right question before looking out for an answer Investors often ask ‘Which mutual fund scheme to invest?’. But there is a more basic question which should logically precede the above question. That is ‘Which Mutual Fund Company to invest with?’. There are 43 mutual fund companies in India. Do […]
Financial Plan Review: What makes a Financial Plan workable?
Is financial planning a one-time activity? Once the financial plan is created, do you need to continue your relationship with your financial planner? Will the financial plan which you created in your early life, hold good till your retirement ? Do you need to handhold with your financial planner untill you achieve all your financial […]
Who is an “Independent” Financial Advisor?
What do investors expect from a Financial Advisor? The straight forward answer for the above question will be “unbiased advice”. Investors expect the advice given by the financial advisor to be unbiased, neutral and independent. What do they really get from Financial Advisors? Most of the investors get only “misselling” in the form of financial […]
Public Provident Fund |15 Things you may not know about PPF
Public Provident Fund (PPF) – is one of the popular, preferred, and preeminent tax saving investments . We all know about PPF. But do we know all about PPF? Let us discuss in detail the less known facts of PPF in this article and understand it comprehensively and completely. Table of Contents 1)What is PPF? 2)How to open/invest […]







