📞 Call Us: +91 89566 42933
📞 Call Us: +91 89566 42933
Friday Mail delivered on 22nd November 2024. Stay updated with The Friday Mail, 2-minute reads delivered to your inbox every Friday. Subscribe here! Secure your future with Guaranteed Income. Friday Mail 22nd November 2024 A well-structured retirement plan with guaranteed income allows you to maintain your lifestyle and focus on what truly matters. Regular, guaranteed income…
Podcast Discussing retirement planning essentials: guaranteed income, starting early, and securing a stress-free financial future.” “जानें रिटायरमेंट प्लानिंग के जरूरी पहलू: गारंटीड इनकम, जल्दी शुरुआत, और वित्तीय स्वतंत्रता।” Disclaimer: The information provided in this podcast is for general informational purposes only and does not constitute professional advice. While full efforts have been made to ensure the…
How to select a health insurance policy? Health insurance policies are essential for safeguarding your financials during medical emergencies. An ideal health insurance policy covers the basic costs of hospital stays and treatments and also include benefits like pre- and post-hospitalization expenses, day-care treatments, and even domiciliary care. Choosing the right plan involves understanding various…
Friday Mail delivered on 23rd August 2024. Stay updated with The Friday Mail, 2-minute reads delivered to your inbox every Friday. Subscribe here! What is the checklist to design your financial life? Friday Mail 23rd August 2024 The checklist below is essential for designing a secure financial life. It ensures you’re on track, covering protection, growth, and…
ELSS (Equity Linked Savings Scheme) Mutual funds are a type of mutual fund that primarily invests in equity and equity-related instruments (more than 80%) and also offers tax savings with the lowest lock-in period. Lock-in Period ELSS funds have a mandatory lock-in period of three years, which is the shortest among all tax-saving instruments under…
Friday Mail delivered on 16th August 2024. Stay updated with The Friday Mail, 2-minute reads delivered to your inbox every Friday. Subscribe here! Why should you invest in ELSS? Friday Mail 16th August 2024 Among all investments with tax benefit u/s 80C, ELSS is the only pure growth-oriented investment (most others are fixed return instruments) and…
Bottom Line published on 11th of August 2024. A monthly newsletter for our clients. Union Budget July 2024: Investor Impact. Bottom Line The Union Budget 2024, presented by the finance minister, introduces key changes that could impact investors. This compilation highlights the major changes on few investment avenues. Income Tax Slab No tax up to income…
Friday Mail delivered on 9th August 2024. Stay updated with The Friday Mail, 2-minute reads delivered to your inbox every Friday. Subscribe here! Why should you buy a ULIP? Friday Mail 9th August 2024 A ULIP plan provides you with the opportunity to build wealth with market-linked returns together with life insurance cover. Presently, a…
LIC’s Index Plus Plan no. 873 is a Unit Linked Insurance plan (ULIP). It is a Regular Premium, Individual Life Insurance plan which offers life insurance with investment, allowing policyholders to invest in equity market through major indices Nifty 50 & Nifty 100 during the term of the policy. Why should you buy LIC’s Index…
LIC’s New Jeevan Shanti Plan no. 858 is a deferred annuity plan for guaranteed income for life by paying a single premium. It is an annuity plan (Pension Plan) which has option of purchasing deferred annuity (Pension) and can be purchased by paying a lump sum amount (single premium). The plan provides for annuity payments…
LIC Employer Employee Scheme is a policy where and employer buys life insurance policy for its employees. Benefits to the employer Benefits to employees Tax Employee Eligibility To be a part of the Employer Employee Scheme an employee should satisfy following conditions. Disclaimer: The information provided in this blog is for general informational purposes only…
This article was originally posted in our LinkedIn page. Here is the link to the article. In the ever-evolving landscape of healthcare, understanding the fundamentals of health insurance is crucial. Understanding the basics of Health Insurance Health insurance safeguards a family’s savings by covering the costs of medical expenses. In the absence of insurance, unexpected…
Mutual funds offer schemes for varied investment objectives and risk appetites and each category fulfills a unique role in an investor’s portfolio. Let us check the different types of mutual funds available. AMFI Fund categorization Earlier, mutual fund schemes were grouped as Equity, Debt, Hybrid, Solution Oriented,and Other Schemes. SEBI has issued a new circular…
If you are a person aware of recent developments in investment options, you must have heard about Alternative Investments Funds (AIFs) and REIT as an Alternative Investments. If not, this is the most simplified write-up that you can find to understand the asset class. Alternative Investments are about unconventional asset classes unlike stocks, bonds etc….
National Pension Scheme (NPS) is a voluntary and long-term investment cum pension plan launched by the Government of India. This scheme is regulated and administered by the Pension Fund Regulatory and Development Authority (PFRDA). This pension programme is open to employees from the public, private and even the unorganised sectors except those from the armed…
HUF – ‘Hindu Undivided Family’ is a unit comprising of the members of the family that is formed in a family following Hinduism, Sikhism, Buddhism, Jainism only. HUF is a separate entity having its own assets and liabilities and is considered as a separate accessee while filing income tax and thus provide opportunity to save…
Sovereign Gold Bonds offer a unique blend of safety and growth potential for your investments. Sovereign Gold Bonds (SGB) are secure, profitable, and backed by the Government of India. It frees you from the hassles of keeping physical gold. Issued by the RBI (Reserve Bank of India), it is not only a safe option but…
Nashik, 1st July 2023. Celebrated National Doctor’s Day. Celebrated National Doctor’s Day on 1st July 2023 to express gratitude and appreciation for the incredible work they do and how they make a significant difference in the lives of many and brings relief to numerous patients and their families. As a token of thanks to their…
Nashik, 21st June 2023 Got appreciation from HDFC ERGO Nashik Branch for efforts and achievements in promoting and growing health insurance among the population in FY 2022-23. A certificate of appreciation was handed over by a senior official of the company at Nashik branch office as we missed the actual event held in Mumbai. Read:…
Nashik, 9th June 2023 Attended a broad discussion arranged with MFDs on the 9th of June in Nashik. Gained valuable insight regarding the schemes of PPFAS mutual fund and their investing principles with Chairman and CEO – Neil Parag Parikh (Right) and Raunak Onkar – Head Research and Fund Manager (center). Read: Types of Mutual…