Let’s Start Your “Financial Journey”
Ayush Bhargava Executive Summary – Financial Journey is started as soon as one acquires a job or a work where motive is to earn money. Though in first few months’ people tend to spend earnings, however at a later stage the urge of saving money is felt...
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...
How To e-Sign Documents
Executive Summary: e-signature is a facility provided by the Government of India. Using this people can sign any document within the comforts of his home. e-signs are safe, secure and legally valid. He need not worry about it being stolen or storing and maintaining...
What Is My Liability In Case of Fraudulent Transactions In My Account
Executive Summary: Recently RBI has made some announcements regarding fraudulent transactions. The customer has to report the fraud within three days else the liability of the bank is limited in case the bank is not responsible for it. If the bank has been a...
Interest Saving Home Loan Schemes
Executive Summary: Some banks offer specialized home loan products. These are linked to a bank account. One can deposit surplus amount in this account. The surplus amount will be treated as pre-payment of principal amount and the interest will be calculated on amount...
Risk Management – An Integral part of Financial Planning
Executive Summary – Risk management is an integral part of financial planning. You can manage risks by avoidance, transfer, mitigation or acceptance. We face numerous risks related to life, health, property etc. Insurance is an important aspect of risk...
Let Us Understand GST
Executive Summary – The GST (Goods and Services Tax) bill was passed in the parliament this month. GST will replace the numerous taxes on goods & services levied currently. It will be a uniform rate across products and services. It aims to bring simplicity...
Insurance Plans for Maternity Expenses
Bringing a child in the world is an important decision. It is imperative that the mother and the new born get quality medical care. This means high costs. Some insurance plans cover maternity but insurance companies are in the business to make profits. So they play it...
Centralised KYC Process
Download PDF Executive Summary- The government has launched a centralised KYC process to store all investor details in one location. Financial institutions can access investor details there and complete financial transactions. The aim is to do away with...
Risk Management – An Integral part of Financial Planning
Executive Summary – Risk management is an integral part of financial planning. You can manage risks by avoidance, transfer, mitigation or acceptance. We face numerous risks related to life, health, property etc. Insurance is an important aspect of risk...
Let Us Understand GST
Executive Summary – The GST (Goods and Services Tax) bill was passed in the parliament this month. GST will replace the numerous taxes on goods & services levied currently. It will be a uniform rate across products and services. It aims to bring simplicity...
Insurance Plans for Maternity Expenses
Bringing a child in the world is an important decision. It is imperative that the mother and the new born get quality medical care. This means high costs. Some insurance plans cover maternity but insurance companies are in the business to make profits. So they play it...
Centralised KYC Process
Download PDF Executive Summary- The government has launched a centralised KYC process to store all investor details in one location. Financial institutions can access investor details there and complete financial transactions. The aim is to do away with...
Antoine de Saint-Exupéry
A goal without a plan is just a wish!