An Indian Woman Saves but a Wonder Woman does SIP

Warren Buffett says, “Do not save what is left after spending, but spend what is left after saving.” An Indian woman follows the same idea. She saves first and then spends money, be it shopping or personal finances. Indian women inherently have the habit of saving, no matter how small/big the amount is. No matter...

Only seven weeks left to invest and claim 80C benefit for FY 20-21!

You must be aware of deduction under Section 80C under the Income Tax Act. Section 80C, w.e.f. 1st April 2006, basically allows certain investments and expenditures to be exempt from tax. Through 80C, you can claim deductions up to Rs.1.50 lakh per financial year, thereby lowering your tax liability. To put it simply, qualifying investments,...

Sure-shot method of never running out of Cash

Our worries regarding the finance circles around looking for the optimum return on investment. However, there’s much more to financial fitness than just investments. We do not need a single shot solution. Rather, we need a system. We feel guilty about the mess in our money lives. We feel worried about saving enough for our...

Understanding Debt Mutual Funds

Debt mutual funds are a category of mutual funds that invest primarily in fixed income instruments (example bonds) issued by government, public and private companies. Or simply you can understand that the money you put in a debt mutual fund, is in turn lent out to private/public companies or government bodies. Mutual funds get interest...

Leaving behind your assets for your Loved Ones

In these challenging times of the Covid’19 pandemic, estate planning can be at the forefront of ensuring that individuals and their loved ones are protected. Certain high-risk groups, such as medical professionals, first responders, and the elderly or other compromised persons, may be more motivated to update existing plans or establish estate plans for the...

SIP – A Powerful Tool

What is SIP? A Systematic Investment Plan or SIP is a planned mode for investing money in mutual funds. SIP allows you to invest a pre-determined amount at a regular interval (weekly, monthly, quarterly, etc.). SIP inculcates saving habit and building wealth for the future. SIPs have proved to be an ideal mode of investment...

What is a Systematic Investment Plan?

A Systematic Investment Plan or SIP is a planned mode for investing money in mutual funds. SIP allows you to invest a pre-determined amount at a regular interval (weekly, monthly, quarterly, etc.). SIP inculcates saving habit and building wealth for the future. SIPs have proved to be an ideal mode of investment for retail investors...

Term Insurance

Term life insurance is “pure” insurance. It offers protection only for a specific period of time. If the insured dies within the time period defined in the policy, the insurance company will pay the beneficiaries the face value of the policy. Financial planners contend that a term plan is the best form of insurance because...

Selecting the Right Financial Planner

Financial planners advise clients on how best to save, invest, and grow their money. A good financial advisor can make a substantial difference in improving the quality of life you have as you grow old. So it’s very important to settle for a good one. However, selecting the right financial advisor-planner is not an easy...

Risk Profiling Of Investors

Risk appetite means your readiness to take the risk. Risk profiling is an approach to understand the risk appetite of investors – an essential pre-requisite to advise investors on their investments. Factors that determine the risk taking ability Investments of every type carry some element of risk. However, the ability to take risks varies from...