While buying a home, it is human to get emotional. Amidst all this pool of emotions flowing in, involving excitement and nervousness at the same time, it is common for you to fall prey to some commonly committed buyer mistakes. Purchasing a house is a very significant decision in one’s life, and tends to have […]
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6 simple steps to get your Financial Plan and Financial life on Track
Financial planning is a process of understanding your income and expenditures, and planning accordingly for your future – both short term and long term life goals. Most often when you go shopping, you look at how much money you can spend and then accordingly prepare two lists. The first list includes stuff you NEED and […]
How to Redeem Mutual Fund Units in case of Unitholder’s Death?
Listen to this article What is the basic logic behind making investments? A majority of us do it, in order to ensure the financial well-being and security of our loved-ones. Investing with this thought in mind is a very noble one. However while investing, how many of us actually ensure that our loved ones are […]
7 Misconceptions about Mutual Fund SIP
Listen to this article Systematic Investment Plan or Mutual Fund SIP is fast becoming a common term in the investment market. But a lot of people are still uncertain – some are cynical of the “new thing” in the market while most are just confused. With so many misconceptions on what Mutual Fund SIP is […]
3 Successful Strategies to Rebalance your Portfolio
“I get reminded of previous generation mom when someone advises me to rebalance my investment portfolio. I feel like my mom telling me to take oil bath on all Fridays. When everything is going fine, why I should rebalance my portfolio?” one of my client asked me with a smile in his face. I reciprocated […]
How to protect yourself from credit card frauds?
I received a call recently from a close friend of mine in a hurried voice saying that someone had purchased a jewelry from a famous jewelers in Bangalore for Rs.1,15,000 using his credit card. That too, when he is having his card safely in his purse. I consoled him and asked him to talk to […]
