Tips to plan vacation in budget!!
EXECUTIVE SUMMARY: Planning for vacation can be a tedious job. While planning one can explore different websites for budget packages, read review on travel blogs. One should plan it financially by including it as a goal in financial plan. However, one should...
So which type of Will should I make?
Executive Summary: While a single Will is the most common form of Will in use, there are other types which can be considered if a Will needs to be drafted by more than one person. A Joint Will is a single document which is made by more than one person, requiring the...
What features to look for in a company before you start investing?
If you are a newbie to investing in shares, you could consider the following characteristics of a company along with reading research reports, balance sheet and following the market and stock price – Big Brand , Well Integrated in the...
તમારી હોમ લોનને પોર્ટ કરવી છે ? ફાઈન પ્રિંટ વાંચો
રિઝર્વ બેંક ઓફ ઇંડિઆએ ચાવીરૂપ વ્યાજના દરો...
Does being a nominee automatically means you are the owner of assets?
Contrary to popular perception that a nominee automatically inherits the assets on the death of the owner, he/she simply acts as a trustee and holds the assets only till the legal heirs are established. Only in the case of equity shares and EPF monies, a nominee...
All About Tax Saving Mutual Funds
Tax planning is an integral part of personal finance. It’s October and people have started thinking about tax planning. Sentiments towards equity markets have also turned positive, and what better time than now to discuss tax saving mutual funds. Equity Linked...
When you will not be around !
One challenge that we have normally seen with most of our clients is lack of adequate knowledge within the key members of the family, at least the spouse, about Financial Assets & Liabilities. The death is already a painful event and your family not having clarity...
Setting your Financial Priorities Right
Live life king size!! That’s a pretty motto everybody on this planet would like to have. Some achieve and some only just dream. But if thought well and planned well, dreams can be chased easily. Money is important. To buy anything today, even happiness, you need...
Leverage your Relationship with the Bank
A penny saved is a penny earned… Benjamin FranklinWe all have bank accounts, debit cards and credit cards. Some of us have these courtesy our salary accounts where we normally do not have a choice or some ardent salesman whom we could not shrug off. If we did...
All About Tax Saving Mutual Funds
Tax planning is an integral part of personal finance. It’s October and people have started thinking about tax planning. Sentiments towards equity markets have also turned positive, and what better time than now to discuss tax saving mutual funds. Equity Linked...
When you will not be around !
One challenge that we have normally seen with most of our clients is lack of adequate knowledge within the key members of the family, at least the spouse, about Financial Assets & Liabilities. The death is already a painful event and your family not having clarity...
Setting your Financial Priorities Right
Live life king size!! That’s a pretty motto everybody on this planet would like to have. Some achieve and some only just dream. But if thought well and planned well, dreams can be chased easily. Money is important. To buy anything today, even happiness, you need...
Leverage your Relationship with the Bank
A penny saved is a penny earned… Benjamin FranklinWe all have bank accounts, debit cards and credit cards. Some of us have these courtesy our salary accounts where we normally do not have a choice or some ardent salesman whom we could not shrug off. If we did...
Antoine de Saint-Exupéry
A goal without a plan is just a wish!