by Vidya Kumar | Feb 22, 2017 | Vidya Kumar
Executive Summary- A financial advisor helps the client to develop a comprehensive financial plan and manage his financial goals. With technology entering every aspect of our life, we can get advisors that are automated as well. Many companies have launched Robo...
by Vidya Kumar | Feb 15, 2017 | Vidya Kumar
Executive Summary – Expense management is a continuous process and not an easy one. Sometimes we are clueless as to how our money got spent. There are many apps available to help us managing our expenses. We review Qykly, mTrakr, Money Lover, Walnut and Expense...
by Vidya Kumar | Feb 7, 2017 | Financial Literacy, Vidya Kumar
Executive Summary- A financial advisor helps the client to develop a comprehensive financial plan. You can get the best of his advisory services if you collaborate with him as one players of one team. You can give him updated relevant information and get regular...
by Vidya Kumar | Feb 2, 2017 | Budget 2017, Vidya Kumar
Executive Summary – The Union Budget, 2017 was presented on February 1. Key points that have affected people include reduction in tax rate for income up to Rs. 5,00,000, reduction in holding period for long-term capital gains, some relief for NPS investors and...
by Vidya Kumar | Jan 25, 2017 | insurance, Vidya Kumar
Executive Summary – Leading a life with all its challenges is not easy. If one is disabled, it becomes a little more tough. Insurance will help one with the finances. Swavlamban Health Insurance Scheme and Nirmaya are health insurance plans for the differently...
by Vidya Kumar | Jan 19, 2017 | Coffee Can Portfolio, Vidya Kumar
Executive Summary – Coffee Can Portfolio is an approach to investing wherein one allocates a part of the investment portfolio to certain stocks/MFs etc. which have a proven track record and impressive performance potential and forget about it. In the...
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