Should I Go For Wedding Insurance
Executive Summary: A wedding is an expensive affair these days. Therefore some insurance companies offer wedding insurance. In case of untoward events like illness, death or disasters that lead to cancellation or postponement of weddings, an insurance policy helps to...
Your Digital Wallet – “Payment Banks”
Ayush Bhargava EXECUTIVE SUMMARY: Payment bank in India is a new concept and out of 11 entities who got license to operate, 4 entities – Paytm, Airtel, India Post and Fino have started their operations with a target of covering more than 30% of population...
6 tips to manage service issues
Download PDF A while ago, I noticed that my laptop was frequently giving problems. It was 1.5 years after I bought and the warranty was already over. The battle took a while but I got the full refund. Similarly, I am having an issue with one of the utility service...
Checklist for Filing IT Returns
Executive Summary – It is imperative that you file your IT returns before July 31. You need to source many documents and details for the same and so it is better to start well in advance. You should have the Form 16, Form 16A, Form 26AS, advance tax challans,...
What is eKYC?
Some MFs can allow immediate purchase of MF Units. For some you may have to wait for a few days. Please note that eKYC done through OTP is valid for investments through online account and electronic payment via your bank account. Moreover, you can invest a maximum sum...
How to raise a grievance on insurance
Executive Summary: If you have a grievance against your insurance company, you must first approach your insurer. Lodge the complaint in writing and take an acknowledgement. In case the insurer does not reply within 15 days or if you are unhappy with the response, you...
Book Review- Your Money or Your Life
Executive Summary – Your Money or Your Life, a book written by Joe Dominguez and Vicki Robin tries to change your relationship with money. It encourages you to maximize earning and minimize spending by focusing attention on how much time, energy and money you...
Money Matters Before Moving Abroad
Executive Summary – There are many things on the financial front to be taken care of before you move abroad for a job or business on a long term. You have to manage your debts, update contact details with relevant companies, take care of insurance, manage...
Having an irregular income? Here’s how you plan your finances
Executive Summary: An irregular income is usually cited as a reason not to plan finances. But Financial Planning becomes all the more importance when your inflows are uncertain. Have adequate emergency corpus to meet unexpected expenses. Invest surplus in a liquid...
How to raise a grievance on insurance
Executive Summary: If you have a grievance against your insurance company, you must first approach your insurer. Lodge the complaint in writing and take an acknowledgement. In case the insurer does not reply within 15 days or if you are unhappy with the response, you...
Book Review- Your Money or Your Life
Executive Summary – Your Money or Your Life, a book written by Joe Dominguez and Vicki Robin tries to change your relationship with money. It encourages you to maximize earning and minimize spending by focusing attention on how much time, energy and money you...
Money Matters Before Moving Abroad
Executive Summary – There are many things on the financial front to be taken care of before you move abroad for a job or business on a long term. You have to manage your debts, update contact details with relevant companies, take care of insurance, manage...
Having an irregular income? Here’s how you plan your finances
Executive Summary: An irregular income is usually cited as a reason not to plan finances. But Financial Planning becomes all the more importance when your inflows are uncertain. Have adequate emergency corpus to meet unexpected expenses. Invest surplus in a liquid...
Antoine de Saint-Exupéry
A goal without a plan is just a wish!