Here is the link of flagship Retirement conclave curated by CNBC-TV18 & Max Life Insurance on 16th October 2024. The event *India Retirement Insights Summit*, brought together thought leaders and…
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Topics to discuss: -How does the rising health care costs impact an insured’s life? -What all factors to consider when taking a health insurance policy? -What should be the right…
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Topics to discuss: -For investing in Mutual funds, should husband & wife make a joint portfolio or keep it separate? -What all should be taken care of when investing in…
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Topics to discuss: -With new changes in effect from 1 October’24, can grandparents now open and operate SSY accounts for their granddaughters? -If a subscriber has SSY account in their…
Continue readingYour portfolio should not be rejigged unless your goals are due in the next two-three years. Read on… Click here to view the article.
Continue readingShopping during festivals can be a deep psychological experience, besides addressing your functional needs. Whether you’re a habitual spender or a needs-based shopper, you are sure to buy something even…
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Financial planning is required at every stage in life in order to live well and realise your goals. This exercise takes new dimensions when there’s a life partner in the…
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The Union Budget 2017 creates a wonderful opportunity for first time home buyers but puts a dent in real estate portfolio if someone owns multiple properties. How? Hear it from…
Continue reading‘How an IT couple realized their dream of a larger home’
Keshav Prasad and Mohini Latha used their own funds, and a home loan which was also tax-efficient.
‘Their money was underutilised, and then they met a financial planner’
Rajat Jain and Smriti Handa knew that their investments in real estate and fixed deposits were not ideal, but didn’t have the time or expertise to look at other products.
