Summary – Smart Couples Finish Rich by David Bach
Executive Summary: David Bach's book, Smart Couples Finish Rich focuses on frank discussions about money between couples. It talks about financial relationship between couples and the activities they can do to improve their financial equation and their financial...
Have You Availed Of Doorstep Banking Services?
Executive Summary: Banks have to offer Doorstep banking to senior citizens (above 70 years of age), differently abled people and people with chronic illness as per an RBI directive. Many banks are offering these services. Check out the services offered by ICICI Bank,...
What Should I Know About Health Insurance Portability?
Executive Summary: You can port your health insurance policy from one insurer to another provided you fill in the relevant forms and submit all documentation. You can port only to a similar policy and you might need to do a medical check-up. A policy of...
What is Availability Bias?
Executive Summary: We tend to base our decisions on information that is recent or easily available or on recent events or those retained in our memory. This is known as availability bias. It is not an optimum way to make decisions as different aspects of a news item...
How Can I Avoid Planning Fallacy
Executive Summary: We tend to overestimate our capacity and benefits of our tasks and underestimate costs, efforts and time to do those tasks. This is called planning fallacy and it can affect our financial plan. We can avoid planning fallacy by setting realistic...
How To Decide On the Best Car Insurance Policy
Executive Summary: Car Insurance is essential if you have a car. You should look at different criteria such as the insurance company, its performance in terms of settlement of claims, costs and customer feedback before deciding on a suitable motor insurance policy. It...
Transfer EPF Automatically
Executive Summary: EPFO has launched a new Composite Declaration Form (F-11) for automated transfer of EPF account and ease of partial and full withdrawal of funds. This helps employees to transfer the money from provident fund account of old employer to current...
Maximise Benefits from MF SIPs
Executive Summary: You can maximise the benefits derived from investing in SIPs by linking them to investment goals, investing regularly, use some of the MF SIP corpus as an emergency fund and being patient in volatile markets. Systematic Investment Plans in...
Link Aadhaar with Mutual Funds
Executive Summary: SEBI has mandated to all financial institutions that MF investments have to linked to Aadhaar for all their investors by 31st December, 2017. CAMS and Karvy, the R&T agents that serve most of the MFs have made available different options...
How To Decide On the Best Car Insurance Policy
Executive Summary: Car Insurance is essential if you have a car. You should look at different criteria such as the insurance company, its performance in terms of settlement of claims, costs and customer feedback before deciding on a suitable motor insurance policy. It...
Transfer EPF Automatically
Executive Summary: EPFO has launched a new Composite Declaration Form (F-11) for automated transfer of EPF account and ease of partial and full withdrawal of funds. This helps employees to transfer the money from provident fund account of old employer to current...
Maximise Benefits from MF SIPs
Executive Summary: You can maximise the benefits derived from investing in SIPs by linking them to investment goals, investing regularly, use some of the MF SIP corpus as an emergency fund and being patient in volatile markets. Systematic Investment Plans in...
Link Aadhaar with Mutual Funds
Executive Summary: SEBI has mandated to all financial institutions that MF investments have to linked to Aadhaar for all their investors by 31st December, 2017. CAMS and Karvy, the R&T agents that serve most of the MFs have made available different options...
Antoine de Saint-Exupéry
A goal without a plan is just a wish!