Transfer EPF Automatically

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...

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...

All About RuPay and RuPay Cards

Executive Summary – RuPay, a payment gateway system devised in India by NCPI is an alternative to international payment systems like MasterCard and Visa. It provides payment services that are local and therefore faster and cost effective.There are RuPay cards...

7 common things between Sports and Financial Planning

Executive Summary: Sports and Financial Planning have many similarities. Goal based actions, need for commitment and discipline, getting better over time and with practice, identifying mistakes, seeking professional help and keeping out bad practices are some of the...

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Are you a senior citizen? Here are your benefits

Executive Summary: A senior citizen has lower cash inflows compared to those who are younger. Recognizing this, the Government and other entities offer different financial and non financial benefits to this community. Higher tax exemption limits, discounts in air and...

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How to solve common Banking Issues

Executive Summary – As retail banking customers, we face many issues while banking and some of us are not clear regarding the steps to be taken to resolve these issues. The common issues we face include loss of ATM card, loss of locker key, online...

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Antoine de Saint-Exupéry

A goal without a plan is just a wish!

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